Rappaport Reiches Capital Management, LLC BSV Vanguard Short-Term Bond Index ETF

Ownership history in Rappaport Reiches Capital Management, LLC  ·  7 quarters on record

AI Ownership Summary

Rappaport Reiches Capital Management, LLC reported Vanguard Short-Term Bond Index ETF (BSV) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q1. Peak portfolio weight reached 0.49% in 2024 Q1. The latest visible filing shows BSV at 0.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rappaport Reiches Capital Management, LLC's position in Vanguard Short-Term Bond Index ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

BSV was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Rappaport Reiches Capital Management, LLC held BSV — position size vs. price
% of Fund (quarterly)    BSV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 UNCHANGED 20,325 0% 0.40% $1.6M 2025-05-15 (Est.) $74.49
2024 Q4 ADDED 20,325 +95 +0.5% 0.41% $1.6M 2025-01-21 $72.98
2024 Q3 UNCHANGED 20,230 0% 0.42% $1.6M 2024-10-09 $72.79
2024 Q2 UNCHANGED 20,230 0% 0.46% $1.6M 2024-07-18 $71.50
2024 Q1 REDUCED 20,230 -390 -1.9% 0.49% $1.6M 2024-04-16 $69.66
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Rappaport Reiches Capital Management, LLC and BSV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Rappaport Reiches Capital Management, LLC reported owning BSV?

Rappaport Reiches Capital Management, LLC reported BSV across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q1.

What was the largest reported BSV position in Rappaport Reiches Capital Management, LLC's portfolio?

The largest reported portfolio weight for BSV was 0.49% in 2024 Q1.

What is the latest reported BSV position on this page?

The most recent filing on this page is 2025 Q1, when Rappaport Reiches Capital Management, LLC reported 20,325 shares, equal to 0.40% of portfolio, with an estimated market value of $1.6M.

What does the chart on this BSV ownership page compare?

The chart compares Rappaport Reiches Capital Management, LLC's quarterly BSV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Rappaport Reiches Capital Management, LLC time their BSV position?

Based on 13F filing dates vs. subsequent BSV price moves, Rappaport Reiches Capital Management, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on BSV relative to SPY over the holding period was -13.7%.

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