BFG
BSV icon

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

Berger 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 		$280K Buy
3,588
+3
+0.1% +$234 0.01% 389
2026
Q1 		$281K Buy
3,585
+2
+0.1% +$157 0.02% 384
2025
Q4 		$282K Buy
3,583
+4
+0.1% +$316 0.02% 387
2025
Q3 		$282K Sell
3,579
-249
-7% -$19.6K 0.02% 365
2025
Q2 		$301K Sell
3,828
-288
-7% -$22.5K 0.02% 335
2025
Q1 		$322K Buy
4,116
+82
+2% +$6.37K 0.02% 322
2024
Q4 		$312K Sell
4,034
-149
-4% -$11.6K 0.02% 315
2024
Q3 		$329K Sell
4,183
-581
-12% -$45.3K 0.02% 287
2024
Q2 		$365K Sell
4,764
-124
-3% -$9.46K 0.03% 251
2024
Q1 		$375K Buy
4,888
+160
+3% +$12.3K 0.03% 243
2023
Q4 		$364K Buy
4,728
+284
+6% +$21.5K 0.04% 200
2023
Q3 		$334K Sell
4,444
-2,032
-31% -$153K 0.04% 193
2023
Q2 		$489K Sell
6,476
-2,386
-27% -$182K 0.06% 159
2023
Q1 		$678K Sell
8,862
-191
-2% -$14.5K 0.08% 131
2022
Q4 		$682K Sell
9,053
-63
-0.7% -$4.73K 0.09% 131
2022
Q3 		$682K Sell
9,116
-3,589
-28% -$274K 0.1% 118
2022
Q2 		$976K Sell
12,705
-356
-3% -$27.4K 0.14% 94
2022
Q1 		$1.02M Buy
13,061
+1,876
+17% +$149K 0.13% 103
2021
Q4 		$904K Sell
11,185
-1,095
-9% -$89.1K 0.12% 110
2021
Q3 		$1.01M Sell
12,280
-114
-0.9% -$9.37K 0.18% 77
2021
Q2 		$1.02M Buy
12,394
+2,288
+23% +$188K 0.18% 81
2021
Q1 		$831K Sell
10,106
-684
-6% -$56.5K 0.18% 80
2020
Q4 		$894K Buy
+10,790
New +$894K 0.16% 99

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Berger Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.08% in Q2 2026, buying an estimated $234 and bringing the position to 3,588 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #389.

Berger Financial Group first reported a position in BSV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.02M in Q2 2021. 997 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Berger Financial Group held 3,588 shares of Vanguard Short-Term Bond ETF worth $280K as of Q2 2026.
  • Berger Financial Group bought 3 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $234.
  • Vanguard Short-Term Bond ETF made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #389 holding.
  • Berger Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's Vanguard Short-Term Bond ETF position peaked at $1.02M in Q2 2021.
  • 997 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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