Rockefeller Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.24M | Sell |
118,556
-1,466
| -1% | -$114K | 0.01% | 754 |
|
|
2026
Q1 | $9.41M | Buy |
120,022
+24,643
| +26% | +$1.94M | 0.02% | 697 |
|
|
2025
Q4 | $7.52M | Buy |
95,379
+29,060
| +44% | +$2.29M | 0.01% | 752 |
|
|
2025
Q3 | $5.23M | Buy |
66,319
+13,991
| +27% | +$1.1M | 0.01% | 801 |
|
|
2025
Q2 | $4.12M | Buy |
52,328
+8,940
| +21% | +$699K | 0.01% | 866 |
|
|
2025
Q1 | $3.4M | Sell |
43,388
-2,905
| -6% | -$226K | 0.01% | 847 |
|
|
2024
Q4 | $3.58M | Buy |
46,293
+9,381
| +25% | +$728K | 0.01% | 821 |
|
|
2024
Q3 | $2.9M | Sell |
36,912
-11,136
| -23% | -$867K | 0.01% | 868 |
|
|
2024
Q2 | $3.69M | Sell |
48,048
-2,812
| -6% | -$215K | 0.01% | 792 |
|
|
2024
Q1 | $3.9M | Sell |
50,860
-28,723
| -36% | -$2.2M | 0.01% | 772 |
|
|
2023
Q4 | $6.13M | Sell |
79,583
-10,892
| -12% | -$824K | 0.02% | 591 |
|
|
2023
Q3 | $6.8M | Sell |
90,475
-35,416
| -28% | -$2.67M | 0.03% | 513 |
|
|
2023
Q2 | $9.51M | Buy |
125,891
+24,360
| +24% | +$1.86M | 0.04% | 443 |
|
|
2023
Q1 | $7.76M | Sell |
101,531
-34,000
| -25% | -$2.58M | 0.03% | 478 |
|
|
2022
Q4 | $10.2M | Sell |
135,531
-22,498
| -14% | -$1.69M | 0.05% | 354 |
|
|
2022
Q3 | $11.8M | Buy |
158,029
+45,845
| +41% | +$3.5M | 0.06% | 315 |
|
|
2022
Q2 | $8.61M | Buy |
112,184
+21,161
| +23% | +$1.63M | 0.05% | 382 |
|
|
2022
Q1 | $7.09M | Buy |
91,023
+28,146
| +45% | +$2.23M | 0.03% | 456 |
|
|
2021
Q4 | $5.08M | Buy |
62,877
+11,612
| +23% | +$944K | 0.02% | 532 |
|
|
2021
Q3 | $4.2M | Buy |
51,265
+12,219
| +31% | +$1M | 0.02% | 521 |
|
|
2021
Q2 | $3.21M | Sell |
39,046
-49,416
| -56% | -$4.07M | 0.02% | 588 |
|
|
2021
Q1 | $7.27M | Buy |
88,462
+57,679
| +187% | +$4.76M | 0.05% | 291 |
|
|
2020
Q4 | $2.55M | Buy |
30,783
+1,477
| +5% | +$122K | 0.02% | 458 |
|
|
2020
Q3 | $2.43M | Buy |
29,306
+3,751
| +15% | +$312K | 0.02% | 382 |
|
|
2020
Q2 | $2.12M | Sell |
25,555
-2,902
| -10% | -$240K | 0.02% | 383 |
|
|
2020
Q1 | $2.34M | Sell |
28,457
-3,740
| -12% | -$304K | 0.03% | 309 |
|
|
2019
Q4 | $2.6M | Buy |
32,197
+8,247
| +34% | +$666K | 0.03% | 302 |
|
|
2019
Q3 | $1.94M | Sell |
23,950
-7,514
| -24% | -$606K | 0.03% | 300 |
|
|
2019
Q2 | $2.53M | Buy |
31,464
+4,711
| +18% | +$376K | 0.04% | 220 |
|
|
2019
Q1 | $2.13M | Buy |
26,753
+22,448
| +521% | +$1.77M | 0.03% | 250 |
|
|
2018
Q4 | $339K | Sell |
4,305
-301
| -7% | -$23.5K | 0.01% | 362 |
|
|
2018
Q3 | $360K | Sell |
4,606
-2,331
| -34% | -$182K | 0.01% | 304 |
|
|
2018
Q2 | $542K | Buy |
6,937
+10
| +0.1% | +$781 | 0.01% | 265 |
|
|
2018
Q1 | $544K | Buy |
+6,927
| New | +$544K | 0.01% | 264 |
|
Other funds holding BSV
AF
Rockefeller Capital Management's BSV Position: Q2 2026 in Review
Rockefeller Capital Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.2% in Q2 2026, selling an estimated $114K and leaving 118,556 shares worth $9.24M. The position accounts for 0.01% of the portfolio, ranked #754.
Rockefeller Capital Management first reported a position in BSV in Q1 2018 and has held it in 34 quarters since. The position peaked at $11.8M in Q3 2022. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.
- Rockefeller Capital Management held 118,556 shares of Vanguard Short-Term Bond ETF worth $9.24M as of Q2 2026.
- Rockefeller Capital Management sold 1,466 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $114K.
- Vanguard Short-Term Bond ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #754 holding.
- Rockefeller Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2018 and has held it in 34 quarters since.
- Rockefeller Capital Management's Vanguard Short-Term Bond ETF position peaked at $11.8M in Q3 2022.
- 1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.
Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.