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

Atomi 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 Q1	$7.83M	Buy	99,854 +26,246	+36%	+$2.07M	0.24%	82
2025 Q4	$5.8M	Sell	73,608 -6,527	-8%	-$515K	0.17%	101
2025 Q3	$6.32M	Buy	80,135 +34,707	+76%	+$2.73M	0.2%	89
2025 Q2	$3.58M	Buy	45,428 +17,569	+63%	+$1.37M	0.14%	120
2025 Q1	$2.18M	Sell	27,859 -3,250	-10%	-$252K	0.1%	152
2024 Q4	$2.4M	Buy	31,109 +4,667	+18%	+$362K	0.12%	125
2024 Q3	$2.08M	Sell	26,442 -5,030	-16%	-$392K	0.13%	134
2024 Q2	$2.41M	Sell	31,472 -72,737	-70%	-$5.55M	0.18%	102
2024 Q1	$7.99M	Buy	104,209 +95,446	+1,089%	+$7.32M	0.74%	25
2023 Q4	$675K	Buy	8,763 +65	+0.7%	+$4.92K	0.09%	199
2023 Q3	$654K	Sell	8,698 -1,559	-15%	-$118K	0.22%	122
2023 Q2	$775K	Buy	10,257 +177	+2%	+$13.5K	0.35%	81
2023 Q1	$771K	Buy	+10,080	New	+$764K	0.43%	67

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atomi Financial Group's BSV Position: Q1 2026 in Review

Atomi Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 36% in Q1 2026, buying an estimated $2.07M and bringing the position to 99,854 shares worth $7.83M. The position accounts for 0.24% of the portfolio, ranked #82.

Atomi Financial Group first reported a position in BSV in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.99M in Q1 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Atomi Financial Group held 99,854 shares of Vanguard Short-Term Bond ETF worth $7.83M as of Q1 2026.
Atomi Financial Group bought 26,246 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $2.07M.
Vanguard Short-Term Bond ETF made up 0.24% of Atomi Financial Group's portfolio in Q1 2026, its #82 holding.
Atomi Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and has held it in 13 quarters since.
Atomi Financial Group's Vanguard Short-Term Bond ETF position peaked at $7.99M in Q1 2024.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.