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 Q3	$30.5M	Buy	399,570 +288,954	+261%	+$22.3M	1.02%	18
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

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Root Financial Partners's BSV Position: Q3 2026 in Review

Root Financial Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 261% in Q3 2026, buying an estimated $22.3M and bringing the position to 399,570 shares worth $30.5M. The position accounts for 1.02% of the portfolio, ranked #18.

Root Financial Partners first reported a position in BSV in Q2 2024 and has held it in 10 quarters since. 573 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Root Financial Partners held 399,570 shares of Vanguard Short-Term Bond ETF worth $30.5M as of Q3 2026.
Root Financial Partners bought 288,954 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $22.3M.
Vanguard Short-Term Bond ETF made up 1.02% of Root Financial Partners's portfolio in Q3 2026, its #18 holding.
Root Financial Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and has held it in 10 quarters since.
573 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.