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Rockwood Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Rockwood Wealth Management’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.4M Buy
17,960
+1,824
+11% +$142K 0.09% 44
2026
Q1 		$1.27M Sell
16,136
-414
-3% -$32.6K 0.09% 44
2025
Q4 		$1.3M Sell
16,550
-87
-0.5% -$6.86K 0.1% 44
2025
Q3 		$1.31M Buy
16,637
+947
+6% +$74.5K 0.1% 42
2025
Q2 		$1.23M Sell
15,690
-2,671
-15% -$209K 0.11% 41
2025
Q1 		$1.44M Sell
18,361
-11,622
-39% -$902K 0.15% 31
2024
Q4 		$2.32M Sell
29,983
-308,295
-91% -$23.9M 0.25% 25
2024
Q3 		$26.6M Buy
338,278
+32,013
+10% +$2.49M 2.93% 9
2024
Q2 		$23.5M Buy
306,265
+41,122
+16% +$3.14M 2.86% 8
2024
Q1 		$20.3M Buy
265,143
+56,680
+27% +$4.35M 2.62% 9
2023
Q4 		$16.1M Buy
208,463
+30,159
+17% +$2.28M 2.35% 10
2023
Q3 		$13.4M Buy
178,304
+34,422
+24% +$2.59M 2.25% 9
2023
Q2 		$10.9M Buy
143,882
+36,626
+34% +$2.79M 1.87% 12
2023
Q1 		$8.2M Buy
107,256
+22,572
+27% +$1.71M 1.62% 12
2022
Q4 		$6.38M Buy
84,684
+26,030
+44% +$1.95M 1.49% 14
2022
Q3 		$4.39M Buy
58,654
+43,940
+299% +$3.36M 1.4% 14
2022
Q2 		$1.13M Sell
14,714
-13,196
-47% -$1.02M 0.53% 15
2022
Q1 		$2.17M Buy
+27,910
New +$2.22M 1.04% 8

Other funds holding BSV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Rockwood Wealth Management's BSV Position: Q2 2026 in Review

Rockwood Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 11% in Q2 2026, buying an estimated $142K and bringing the position to 17,960 shares worth $1.4M. The position accounts for 0.09% of the portfolio, ranked #44.

Rockwood Wealth Management first reported a position in BSV in Q1 2022 and has held it in 18 quarters since. The position peaked at $26.6M in Q3 2024. 686 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Rockwood Wealth Management held 17,960 shares of Vanguard Short-Term Bond ETF worth $1.4M as of Q2 2026.
  • Rockwood Wealth Management bought 1,824 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $142K.
  • Vanguard Short-Term Bond ETF made up 0.09% of Rockwood Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Rockwood Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Rockwood Wealth Management's Vanguard Short-Term Bond ETF position peaked at $26.6M in Q3 2024.
  • 686 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.