Root Financial Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Root Financial Partners’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 Q1	$6.97M	Buy	88,844 +45,217	+104%	+$3.56M	0.32%	31
2025 Q4	$3.44M	Buy	43,627 +17,654	+68%	+$1.39M	0.18%	42
2025 Q3	$2.05M	Buy	25,973 +8,067	+45%	+$634K	0.13%	52
2025 Q2	$1.41M	Sell	17,906 -1,785	-9%	-$140K	0.14%	56
2025 Q1	$1.54M	Buy	19,691 +3,337	+20%	+$259K	0.16%	47
2024 Q4	$1.26M	Buy	16,354 +6,195	+61%	+$481K	0.16%	50
2024 Q3	$799K	Buy	10,159 +4,895	+93%	+$381K	0.13%	61
2024 Q2	$404K	Buy	+5,264	New	+$402K	0.09%	78

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Root Financial Partners's BSV Position: Q1 2026 in Review

Root Financial Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 104% in Q1 2026, buying an estimated $3.56M and bringing the position to 88,844 shares worth $6.97M. The position accounts for 0.32% of the portfolio, ranked #31.

Root Financial Partners first reported a position in BSV in Q2 2024 and has held it in 8 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Root Financial Partners held 88,844 shares of Vanguard Short-Term Bond ETF worth $6.97M as of Q1 2026.
Root Financial Partners bought 45,217 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $3.56M.
Vanguard Short-Term Bond ETF made up 0.32% of Root Financial Partners's portfolio in Q1 2026, its #31 holding.
Root Financial Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and has held it in 8 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.