BFG
BSV icon

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

Baron 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 		$463K Sell
5,940
-45
-0.8% -$3.51K 0.22% 44
2026
Q1 		$469K Sell
5,985
-292
-5% -$23K 0.25% 40
2025
Q4 		$495K Buy
6,277
+212
+3% +$16.7K 0.27% 40
2025
Q3 		$479K Hold
6,065
– – 0.26% 37
2025
Q2 		$477K Sell
6,065
-290
-5% -$22.7K 0.28% 36
2025
Q1 		$497K Sell
6,355
-30
-0.5% -$2.33K 0.31% 36
2024
Q4 		$493K Sell
6,385
-10
-0.2% -$776 0.31% 37
2024
Q3 		$503K Sell
6,395
-83
-1% -$6.46K 0.31% 37
2024
Q2 		$497K Sell
6,478
-225
-3% -$17.2K 0.32% 38
2024
Q1 		$514K Buy
6,703
+60
+0.9% +$4.6K 0.32% 37
2023
Q4 		$512K Sell
6,643
-3,140
-32% -$238K 0.33% 39
2023
Q3 		$735K Sell
9,783
-555
-5% -$41.8K 0.48% 35
2023
Q2 		$781K Sell
10,338
-962
-9% -$73.3K 0.48% 36
2023
Q1 		$864K Sell
11,300
-4,085
-27% -$310K 0.55% 34
2022
Q4 		$1.16M Sell
15,385
-59,914
-80% -$4.49M 0.77% 34
2022
Q3 		$5.63M Sell
75,299
-48,642
-39% -$3.72M 3.8% 6
2022
Q2 		$9.52M Sell
123,941
-4,585
-4% -$353K 6.29% 4
2022
Q1 		$10M Buy
128,526
+7,223
+6% +$573K 5.81% 4
2021
Q4 		$9.8M Buy
121,303
+12,890
+12% +$1.05M 5.56% 4
2021
Q3 		$8.88M Buy
108,413
+16,160
+18% +$1.33M 5.39% 5
2021
Q2 		$7.58M Buy
92,253
+17,555
+24% +$1.44M 4.72% 5
2021
Q1 		$6.14M Buy
74,698
+50,950
+215% +$4.21M 4.23% 7
2020
Q4 		$1.97M Buy
23,748
+18,165
+325% +$1.51M 1.57% 18
2020
Q3 		$464K Buy
+5,583
New +$464K 0.44% 29

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Baron Financial Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.75% in Q2 2026, selling an estimated $3.51K and leaving 5,940 shares worth $463K. The position accounts for 0.22% of the portfolio, ranked #44.

Baron Financial Group first reported a position in BSV in Q3 2020 and has held it in 24 quarters since. The position peaked at $10M in Q1 2022. 318 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Baron Financial Group held 5,940 shares of Vanguard Short-Term Bond ETF worth $463K as of Q2 2026.
  • Baron Financial Group sold 45 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $3.51K.
  • Vanguard Short-Term Bond ETF made up 0.22% of Baron Financial Group's portfolio in Q2 2026, its #44 holding.
  • Baron Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Baron Financial Group's Vanguard Short-Term Bond ETF position peaked at $10M in Q1 2022.
  • 318 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.