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Rossmore Private Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Rossmore Private Capital’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 		– Sell
-1,917
Closed -$151K – 346
2025
Q4 		$151K Buy
1,917
+6
+0.3% +$473 0.01% 293
2025
Q3 		$151K Buy
+1,911
New +$150K 0.02% 266

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rossmore Private Capital's BSV Position: Q1 2026 in Review

Rossmore Private Capital sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 1,917 shares — an estimated $151K sold.

Rossmore Private Capital first reported a position in BSV in Q3 2025 and held it in 2 quarters. The position peaked at $151K in Q4 2025. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Rossmore Private Capital reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Rossmore Private Capital sold 1,917 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $151K.
  • Rossmore Private Capital first reported a position in Vanguard Short-Term Bond ETF in Q3 2025 and held it in 2 quarters.
  • Rossmore Private Capital's Vanguard Short-Term Bond ETF position peaked at $151K in Q4 2025.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Rossmore Private Capital's 13F filing for Q1 2026, filed 1 May 2026.