Ruedi Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Ruedi Wealth Management’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	$474K	Sell	6,043 -86	-1%	-$6.77K	0.12%	43
2025 Q4	$483K	Sell	6,129 -375	-6%	-$29.6K	0.13%	40
2025 Q3	$513K	Sell	6,504 -156	-2%	-$12.3K	0.14%	40
2025 Q2	$524K	Sell	6,660 -70	-1%	-$5.47K	0.16%	39
2025 Q1	$527K	Sell	6,730 -286	-4%	-$22.2K	0.16%	32
2024 Q4	$542K	Buy	7,016 +56	+0.8%	+$4.35K	0.17%	30
2024 Q3	$548K	Sell	6,960 -133	-2%	-$10.4K	0.19%	30
2024 Q2	$544K	Buy	7,093 +16	+0.2%	+$1.22K	0.21%	30
2024 Q1	$543K	Sell	7,077 -167	-2%	-$12.8K	0.23%	32
2023 Q4	$558K	Buy	7,244 +47	+0.7%	+$3.56K	0.26%	29
2023 Q3	$541K	Buy	7,197 +23	+0.3%	+$1.73K	0.31%	26
2023 Q2	$542K	Buy	7,174 +1,659	+30%	+$126K	0.32%	25
2023 Q1	$422K	Buy	5,515 +1,333	+32%	+$101K	0.27%	29
2022 Q4	$403K	Buy	+4,182	New	+$314K	0.28%	27

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ruedi Wealth Management's BSV Position: Q1 2026 in Review

Ruedi Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.4% in Q1 2026, selling an estimated $6.77K and leaving 6,043 shares worth $474K. The position accounts for 0.12% of the portfolio, ranked #43.

Ruedi Wealth Management first reported a position in BSV in Q4 2022 and has held it in 14 quarters since. The position peaked at $558K in Q4 2023. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Ruedi Wealth Management held 6,043 shares of Vanguard Short-Term Bond ETF worth $474K as of Q1 2026.
Ruedi Wealth Management sold 86 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $6.77K.
Vanguard Short-Term Bond ETF made up 0.12% of Ruedi Wealth Management's portfolio in Q1 2026, its #43 holding.
Ruedi Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
Ruedi Wealth Management's Vanguard Short-Term Bond ETF position peaked at $558K in Q4 2023.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.