RWA Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

RWA Wealth 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 Q2	$273K	Buy	+3,506	New	+$274K	﹤0.01%	580
2024 Q3	–	Sell	-3,337	Closed	-$256K	–	561
2024 Q2	$256K	Buy	+3,337	New	+$255K	﹤0.01%	485
2023 Q4	–	Sell	-2,860	Closed	-$215K	–	519
2023 Q3	$215K	Hold	2,860	–	–	﹤0.01%	354
2023 Q2	$216K	Buy	+2,860	New	+$218K	﹤0.01%	310
2022 Q4	–	Sell	-13,785	Closed	-$1.03M	–	259
2022 Q3	$1.03M	Buy	13,785 +6	+0%	+$458	0.07%	121
2022 Q2	$1.06M	Sell	13,779 -2,266	-14%	-$175K	0.07%	122
2022 Q1	$1.25M	Sell	16,045 -4,841	-23%	-$384K	0.08%	122
2021 Q4	$1.69M	Buy	20,886 +307	+1%	+$25K	0.11%	105
2021 Q3	$1.69M	Sell	20,579 -8,270	-29%	-$680K	0.13%	105
2021 Q2	$2.37M	Sell	28,849 -6,856	-19%	-$564K	0.18%	91
2021 Q1	$2.94M	Buy	35,705 +20	+0.1%	+$1.65K	0.24%	83
2020 Q4	$2.96M	Sell	35,685 -3,146	-8%	-$261K	0.26%	79
2020 Q3	$3.23M	Sell	38,831 -375,822	-91%	-$31.2M	0.34%	64
2020 Q2	$34.5M	Sell	414,653 -296,356	-42%	-$24.5M	4.21%	4
2020 Q1	$58.4M	Buy	711,009 +43,701	+7%	+$3.55M	8.28%	1
2019 Q4	$53.8M	Buy	667,308 +27,647	+4%	+$2.23M	5.33%	2
2019 Q3	$51.7M	Sell	639,661 -25,512	-4%	-$2.06M	5.46%	2
2019 Q2	$53.6M	Buy	665,173 +26,570	+4%	+$2.12M	5.75%	2
2019 Q1	$50.8M	Buy	638,603 +47,214	+8%	+$3.73M	5.81%	2
2018 Q4	$46.5M	Buy	591,389 +50,237	+9%	+$3.92M	6.11%	2
2018 Q3	$42.2M	Buy	541,152 +324,471	+150%	+$25.3M	4.73%	3
2018 Q2	$16.9M	Buy	216,681 +23,637	+12%	+$1.85M	1.89%	9
2018 Q1	$15.1M	Buy	193,044 +104,591	+118%	+$8.22M	1.95%	8
2017 Q4	$7M	Buy	88,453 +84,436	+2,102%	+$6.71M	0.79%	30
2017 Q3	$321K	Buy	4,017 +179	+5%	+$14.3K	0.04%	187
2017 Q2	$306K	Buy	3,838 +179	+5%	+$14.3K	0.04%	158
2017 Q1	$292K	Buy	3,659 +181	+5%	+$14.4K	0.04%	158
2016 Q4	$276K	Buy	+3,478	New	+$278K	0.25%	36

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RWA Wealth Partners's BSV Position: Q2 2026 in Review

RWA Wealth Partners opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 3,506 shares worth $273K. The stake represents ﹤0.01% of the portfolio and ranks #580 among its holdings. This is a return to the name: RWA Wealth Partners previously reported a position in BSV as recently as Q2 2024.

RWA Wealth Partners first reported a position in BSV in Q4 2016 and has held it in 28 quarters since. The position peaked at $58.4M in Q1 2020. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

RWA Wealth Partners held 3,506 shares of Vanguard Short-Term Bond ETF worth $273K as of Q2 2026.
Vanguard Short-Term Bond ETF was a new RWA Wealth Partners position in Q2 2026.
Vanguard Short-Term Bond ETF made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #580 holding.
RWA Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 28 quarters since.
RWA Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $58.4M in Q1 2020.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.