AF
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Alerus Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Alerus Financial’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
Q1 		$50.7K Buy
+646
New +$50.9K ﹤0.01% 304
2025
Q3 		– Sell
-39
Closed -$3.07K – 540
2025
Q2 		$3.07K Buy
+39
New +$3.05K ﹤0.01% 435

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alerus Financial's BSV Position: Q1 2026 in Review

Alerus Financial opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 646 shares worth $50.7K. The stake represents ﹤0.01% of the portfolio and ranks #304 among its holdings. This is a return to the name: Alerus Financial previously reported a position in BSV as recently as Q2 2025.

Alerus Financial first reported a position in BSV in Q2 2025 and has held it in 2 quarters since. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Alerus Financial held 646 shares of Vanguard Short-Term Bond ETF worth $50.7K as of Q1 2026.
  • Vanguard Short-Term Bond ETF was a new Alerus Financial position in Q1 2026.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of Alerus Financial's portfolio in Q1 2026, its #304 holding.
  • Alerus Financial first reported a position in Vanguard Short-Term Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.