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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
Q2 		$7.98M Buy
102,436
+2,582
+3% +$201K 0.21% 94
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
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

Atomi Financial Group's BSV Position: Q2 2026 in Review

Atomi Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.6% in Q2 2026, buying an estimated $201K and bringing the position to 102,436 shares worth $7.98M. The position accounts for 0.21% of the portfolio, ranked #94.

Atomi Financial Group first reported a position in BSV in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.99M in Q1 2024. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Atomi Financial Group held 102,436 shares of Vanguard Short-Term Bond ETF worth $7.98M as of Q2 2026.
  • Atomi Financial Group bought 2,582 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $201K.
  • Vanguard Short-Term Bond ETF made up 0.21% of Atomi Financial Group's portfolio in Q2 2026, its #94 holding.
  • Atomi Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's Vanguard Short-Term Bond ETF position peaked at $7.99M in Q1 2024.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.