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Rothschild Investment LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Rothschild Investment LLC’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 		$1.58M Buy
20,242
+14
+0.1% +$1.09K 0.06% 297
2026
Q1 		$1.59M Buy
20,228
+3,519
+21% +$277K 0.08% 194
2025
Q4 		$1.32M Buy
16,709
+222
+1% +$17.5K 0.07% 206
2025
Q3 		$1.3M Buy
16,487
+14
+0.1% +$1.1K 0.07% 198
2025
Q2 		$1.3M Buy
16,473
+12
+0.1% +$938 0.08% 193
2025
Q1 		$1.29M Buy
16,461
+8
+0% +$621 0.09% 202
2024
Q4 		$1.27M Buy
16,453
+16
+0.1% +$1.24K 0.08% 202
2024
Q3 		$1.29M Buy
16,437
+11
+0.1% +$857 0.08% 205
2024
Q2 		$1.26M Buy
16,426
+11
+0.1% +$839 0.09% 197
2024
Q1 		$1.26M Buy
16,415
+6
+0% +$460 0.09% 192
2023
Q4 		$1.26M Buy
+16,409
New +$1.24M 0.11% 160

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rothschild Investment LLC's BSV Position: Q2 2026 in Review

Rothschild Investment LLC increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.07% in Q2 2026, buying an estimated $1.09K and bringing the position to 20,242 shares worth $1.58M. The position accounts for 0.06% of the portfolio, ranked #297.

Rothschild Investment LLC first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q1 2026. 871 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Rothschild Investment LLC held 20,242 shares of Vanguard Short-Term Bond ETF worth $1.58M as of Q2 2026.
  • Rothschild Investment LLC bought 14 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.09K.
  • Vanguard Short-Term Bond ETF made up 0.06% of Rothschild Investment LLC's portfolio in Q2 2026, its #297 holding.
  • Rothschild Investment LLC first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Vanguard Short-Term Bond ETF position peaked at $1.59M in Q1 2026.
  • 871 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.