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AGF Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

AGF Management’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 		$3.89M Sell
49,945
-50
-0.1% -$3.9K 0.02% 291
2026
Q1 		$3.92M Sell
49,995
-580
-1% -$45.7K 0.02% 302
2025
Q4 		$3.99M Sell
50,575
-475
-0.9% -$37.5K 0.02% 285
2025
Q3 		$4.03M Sell
51,050
-425
-0.8% -$33.4K 0.02% 302
2025
Q2 		$4.05M Sell
51,475
-4,875
-9% -$381K 0.02% 279
2025
Q1 		$4.41M Buy
56,350
+1,815
+3% +$141K 0.02% 267
2024
Q4 		$4.21M Buy
54,535
+8,100
+17% +$629K 0.02% 278
2024
Q3 		$3.65M Sell
46,435
-325
-0.7% -$25.3K 0.02% 307
2024
Q2 		$3.59M Hold
46,760
– – 0.02% 279
2024
Q1 		$3.59M Buy
46,760
+1,050
+2% +$80.5K 0.02% 296
2023
Q4 		$3.52M Buy
45,710
+6,450
+16% +$488K 0.02% 311
2023
Q3 		$2.95M Sell
39,260
-5,954
-13% -$449K 0.02% 376
2023
Q2 		$3.42M Buy
45,214
+879
+2% +$67K 0.02% 393
2023
Q1 		$3.39M Buy
44,335
+975
+2% +$73.9K 0.02% 370
2022
Q4 		$3.26M Buy
+43,360
New +$3.25M 0.02% 407

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AGF Management's BSV Position: Q2 2026 in Review

AGF Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.1% in Q2 2026, selling an estimated $3.9K and leaving 49,945 shares worth $3.89M. The position accounts for 0.02% of the portfolio, ranked #291.

AGF Management first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.41M in Q1 2025. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • AGF Management held 49,945 shares of Vanguard Short-Term Bond ETF worth $3.89M as of Q2 2026.
  • AGF Management sold 50 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $3.9K.
  • Vanguard Short-Term Bond ETF made up 0.02% of AGF Management's portfolio in Q2 2026, its #291 holding.
  • AGF Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • AGF Management's Vanguard Short-Term Bond ETF position peaked at $4.41M in Q1 2025.
  • 1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.