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 Q2	$8.62M	Buy	110,616 +21,772	+25%	+$1.7M	0.33%	33
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 $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Root Financial Partners's BSV Position: Q2 2026 in Review

Root Financial Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 25% in Q2 2026, buying an estimated $1.7M and bringing the position to 110,616 shares worth $8.62M. The position accounts for 0.33% of the portfolio, ranked #33.

Root Financial Partners first reported a position in BSV in Q2 2024 and has held it in 9 quarters since. 1,357 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Root Financial Partners held 110,616 shares of Vanguard Short-Term Bond ETF worth $8.62M as of Q2 2026.
Root Financial Partners bought 21,772 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.7M.
Vanguard Short-Term Bond ETF made up 0.33% of Root Financial Partners's portfolio in Q2 2026, its #33 holding.
Root Financial Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and has held it in 9 quarters since.
1,357 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.