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RAFFA WEALTH MANAGEMENT, LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

RAFFA WEALTH MANAGEMENT, 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 		$4.92M Sell
63,170
-2,575
-4% -$201K 0.62% 25
2026
Q1 		$5.15M Sell
65,745
-3,639
-5% -$287K 0.81% 19
2025
Q4 		$5.47M Sell
69,384
-6,807
-9% -$537K 0.84% 22
2025
Q3 		$6.01M Sell
76,191
-1,433
-2% -$113K 1.08% 17
2025
Q2 		$6.11M Buy
77,624
+857
+1% +$67K 1.22% 15
2025
Q1 		$6.01M Buy
76,767
+9,913
+15% +$770K 1.37% 13
2024
Q4 		$5.17M Buy
66,854
+1,247
+2% +$96.8K 1.2% 17
2024
Q3 		$5.16M Buy
65,607
+31,688
+93% +$2.47M 1.25% 16
2024
Q2 		$2.6M Buy
33,919
+735
+2% +$56.1K 0.74% 27
2024
Q1 		$2.54M Sell
33,184
-73,534
-69% -$5.64M 0.76% 26
2023
Q4 		$8.22M Buy
106,718
+166
+0.2% +$12.6K 2.5% 8
2023
Q3 		$8.01M Buy
106,552
+698
+0.7% +$52.6K 2.72% 8
2023
Q2 		$8M Sell
105,854
-606
-0.6% -$46.2K 2.73% 8
2023
Q1 		$8.14M Buy
106,460
+33,804
+47% +$2.56M 2.96% 8
2022
Q4 		$5.47M Sell
72,656
-1,744
-2% -$131K 2.24% 11
2022
Q3 		$5.57M Buy
74,400
+49,876
+203% +$3.81M 2.46% 9
2022
Q2 		$1.88M Buy
24,524
+5,556
+29% +$428K 0.86% 17
2022
Q1 		$1.48M Sell
18,968
-2,877
-13% -$228K 0.55% 18
2021
Q4 		$1.77M Buy
21,845
+9,434
+76% +$767K 0.58% 18
2021
Q3 		$1.02M Sell
12,411
-612
-5% -$50.3K 0.35% 19
2021
Q2 		$1.07M Sell
13,023
-615
-5% -$50.6K 0.37% 19
2021
Q1 		$1.12M Sell
13,638
-949
-7% -$78.3K 0.39% 20
2020
Q4 		$1.21M Buy
14,587
+1,681
+13% +$139K 0.43% 19
2020
Q3 		$1.07M Buy
12,906
+333
+3% +$27.7K 0.4% 18
2020
Q2 		$1.05M Sell
12,573
-11,474
-48% -$949K 0.4% 18
2020
Q1 		$1.98M Buy
24,047
+1,049
+5% +$85.2K 0.74% 10
2019
Q4 		$1.85M Buy
22,998
+186
+0.8% +$15K 0.65% 13
2019
Q3 		$1.84M Buy
+22,812
New +$1.84M 0.66% 13
2019
Q2 		– Sell
-5,608
Closed -$446K – 829
2019
Q1 		$446K Buy
5,608
+132
+2% +$10.4K 0.18% 32
2018
Q4 		$430K Buy
5,476
+66
+1% +$5.15K 0.16% 39
2018
Q3 		$422K Sell
5,410
-99
-2% -$7.73K 0.15% 54
2018
Q2 		$431K Sell
5,509
-1,008
-15% -$78.8K 0.16% 41
2018
Q1 		$511K Sell
6,517
-8,259
-56% -$649K 0.19% 37
2017
Q4 		$1.17M Buy
14,776
+6,043
+69% +$480K 0.45% 19
2017
Q3 		$697K Buy
8,733
+19
+0.2% +$1.52K 0.28% 28
2017
Q2 		$696K Sell
8,714
-441
-5% -$35.2K 0.3% 27
2017
Q1 		$730K Buy
9,155
+48
+0.5% +$3.82K 0.36% 17
2016
Q4 		$724K Sell
9,107
-256
-3% -$20.5K 0.38% 16
2016
Q3 		$757K Sell
9,363
-193
-2% -$15.6K 0.41% 14
2016
Q2 		$775K Sell
9,556
-500
-5% -$40.3K 0.43% 13
2016
Q1 		$811K Buy
10,056
+34
+0.3% +$2.73K 0.47% 13
2015
Q4 		$797K Sell
10,022
-21
-0.2% -$1.68K 0.48% 13
2015
Q3 		$807K Buy
10,043
+961
+11% +$77K 0.48% 13
2015
Q2 		$728K Sell
9,082
-125
-1% -$10K 0.43% 14
2015
Q1 		$741K Buy
9,207
+249
+3% +$20K 0.44% 13
2014
Q4 		$716K Buy
8,958
+4,490
+100% +$360K 0.43% 13
2014
Q3 		$358K Buy
4,468
+205
+5% +$16.4K 0.27% 31
2014
Q2 		$342K Sell
4,263
-3,849
-47% -$309K 0.26% 31
2014
Q1 		$650K Sell
8,112
-846
-9% -$67.8K 0.53% 13
2013
Q4 		$716K Buy
+8,958
New +$720K 0.43% 13

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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 $43.3B AUM 29.3% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BSV Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Vanguard Short-Term Bond ETF (BSV) stake by 3.9% in Q2 2026, selling an estimated $201K and leaving 63,170 shares worth $4.92M. The position accounts for 0.62% of the portfolio, ranked #25.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BSV in Q4 2013 and has held it in 50 quarters since. The position peaked at $8.22M in Q4 2023. 518 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 63,170 shares of Vanguard Short-Term Bond ETF worth $4.92M as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 2,575 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $201K.
  • Vanguard Short-Term Bond ETF made up 0.62% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #25 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard Short-Term Bond ETF in Q4 2013 and has held it in 50 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Vanguard Short-Term Bond ETF position peaked at $8.22M in Q4 2023.
  • 518 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.