4Thought Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

4Thought Financial Group’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	$5.14K	Buy	66 +9	+16%	+$702	﹤0.01%	92
2026 Q1	$4.47K	Buy	57 +5	+10%	+$394	﹤0.01%	92
2025 Q4	$4.1K	Buy	52 +11	+27%	+$868	﹤0.01%	84
2025 Q3	$3.27K	Buy	41 +11	+37%	+$865	﹤0.01%	84
2025 Q2	$2.34K	Buy	30 +1	+3%	+$78	﹤0.01%	86
2025 Q1	$2.27K	Buy	29 +11	+61%	+$854	﹤0.01%	85
2024 Q4	$1.37K	Buy	18 +2	+13%	+$155	﹤0.01%	88
2024 Q3	$1.29K	Sell	16 -1	-6%	-$78	﹤0.01%	106
2024 Q2	$1.27K	Buy	17 +4	+31%	+$305	﹤0.01%	107
2024 Q1	$966	Buy	13 +4	+44%	+$307	﹤0.01%	107
2023 Q4	$708	Buy	9 +7	+350%	+$530	﹤0.01%	113
2023 Q3	$115	Buy	+2	New	+$151	﹤0.01%	90

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

4Thought Financial Group's BSV Position: Q2 2026 in Review

4Thought Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 16% in Q2 2026, buying an estimated $702 and bringing the position to 66 shares worth $5.14K. The position accounts for ﹤0.01% of the portfolio, ranked #92.

4Thought Financial Group first reported a position in BSV in Q3 2023 and has held it in 12 quarters since. 1,361 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

4Thought Financial Group held 66 shares of Vanguard Short-Term Bond ETF worth $5.14K as of Q2 2026.
4Thought Financial Group bought 9 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $702.
Vanguard Short-Term Bond ETF made up ﹤0.01% of 4Thought Financial Group's portfolio in Q2 2026, its #92 holding.
4Thought Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q3 2023 and has held it in 12 quarters since.
1,361 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.