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

ABLE 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 Q3	$715K	Hold	9,357	–	–	0.11%	115
2026 Q2	$729K	Hold	9,357	–	–	0.12%	114
2026 Q1	$734K	Sell	9,357 -105	-1%	-$8.27K	0.14%	109
2025 Q4	$746K	Sell	9,462 -507	-5%	-$40K	0.15%	102
2025 Q3	$787K	Sell	9,969 -27	-0.3%	-$2.12K	0.17%	92
2025 Q2	$787K	Hold	9,996	–	–	0.19%	92
2025 Q1	$782K	Hold	9,996	–	–	0.22%	81
2024 Q4	$772K	Sell	9,996 -1,608	-14%	-$125K	0.23%	80
2024 Q3	$913K	Sell	11,604 -260	-2%	-$20.3K	0.28%	64
2024 Q2	$910K	Buy	+11,864	New	+$905K	0.33%	55

Other funds holding BSV

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ABLE Financial Group's BSV Position: Q3 2026 in Review

ABLE Financial Group held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2026 at 9,357 shares worth $715K. The position accounts for 0.11% of the portfolio, ranked #115.

ABLE Financial Group first reported a position in BSV in Q2 2024 and has held it in 10 quarters since. The position peaked at $913K in Q3 2024. 429 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

ABLE Financial Group held 9,357 shares of Vanguard Short-Term Bond ETF worth $715K as of Q3 2026.
ABLE Financial Group left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2026.
Vanguard Short-Term Bond ETF made up 0.11% of ABLE Financial Group's portfolio in Q3 2026, its #115 holding.
ABLE Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and has held it in 10 quarters since.
ABLE Financial Group's Vanguard Short-Term Bond ETF position peaked at $913K in Q3 2024.
429 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.