RF
BSV icon

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

Rossby Financial’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 		$854K Sell
10,962
-3,738
-25% -$292K 0.16% 126
2026
Q1 		$1.15M Sell
14,700
-898
-6% -$70.7K 0.23% 89
2025
Q4 		$1.23M Buy
15,598
+7,866
+102% +$621K 0.38% 44
2025
Q3 		$609K Buy
7,732
+94
+1% +$7.39K 0.2% 96
2025
Q2 		$601K Buy
7,638
+392
+5% +$30.6K 0.22% 87
2025
Q1 		$568K Sell
7,246
-2,010
-22% -$156K 0.24% 83
2024
Q4 		$715K Buy
+9,256
New +$718K 0.44% 51

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rossby Financial's BSV Position: Q2 2026 in Review

Rossby Financial reduced its Vanguard Short-Term Bond ETF (BSV) stake by 25% in Q2 2026, selling an estimated $292K and leaving 10,962 shares worth $854K. The position accounts for 0.16% of the portfolio, ranked #126.

Rossby Financial first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q4 2025. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Rossby Financial held 10,962 shares of Vanguard Short-Term Bond ETF worth $854K as of Q2 2026.
  • Rossby Financial sold 3,738 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $292K.
  • Vanguard Short-Term Bond ETF made up 0.16% of Rossby Financial's portfolio in Q2 2026, its #126 holding.
  • Rossby Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Rossby Financial's Vanguard Short-Term Bond ETF position peaked at $1.23M in Q4 2025.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.