AG
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AmeriFlex Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

AmeriFlex 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 		$127K Sell
1,628
-16
-1% -$1.25K 0.05% 295
2026
Q1 		$129K Sell
1,644
-12
-0.7% -$945 0.07% 236
2025
Q4 		$131K Buy
1,656
+828
+100% +$65.3K 0.07% 232
2025
Q3 		$65.4K Sell
828
-1,736
-68% -$137K 0.02% 417
2025
Q2 		$202K Sell
2,564
-57
-2% -$4.46K 0.11% 166
2025
Q1 		$205K Buy
2,621
+9
+0.3% +$699 0.08% 224
2024
Q4 		$203K Buy
+2,612
New +$203K 0.09% 201

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 22.96% 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

AmeriFlex Group's BSV Position: Q2 2026 in Review

AmeriFlex Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.97% in Q2 2026, selling an estimated $1.25K and leaving 1,628 shares worth $127K. The position accounts for 0.05% of the portfolio, ranked #295.

AmeriFlex Group first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $205K in Q1 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • AmeriFlex Group held 1,628 shares of Vanguard Short-Term Bond ETF worth $127K as of Q2 2026.
  • AmeriFlex Group sold 16 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.25K.
  • Vanguard Short-Term Bond ETF made up 0.05% of AmeriFlex Group's portfolio in Q2 2026, its #295 holding.
  • AmeriFlex Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's Vanguard Short-Term Bond ETF position peaked at $205K in Q1 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.