BL
BSV icon

BFSG LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

BFSG LLC’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 		$2.27M Buy
29,159
+690
+2% +$53.8K 0.2% 126
2026
Q1 		$2.23M Sell
28,469
-26,825
-49% -$2.11M 0.21% 123
2025
Q4 		$4.36M Buy
55,294
+741
+1% +$58.5K 0.42% 76
2025
Q3 		$4.3M Buy
54,553
+1,397
+3% +$110K 0.42% 78
2025
Q2 		$4.18M Sell
53,156
-892
-2% -$69.7K 0.47% 70
2025
Q1 		$4.23M Sell
54,048
-1,438
-3% -$112K 0.51% 66
2024
Q4 		$4.29M Sell
55,486
-1,145
-2% -$88.9K 0.5% 68
2024
Q3 		$4.46M Sell
56,631
-18,632
-25% -$1.45M 0.52% 65
2024
Q2 		$5.77M Sell
75,263
-72,357
-49% -$5.52M 0.73% 41
2024
Q1 		$11.3M Sell
147,620
-931
-0.6% -$71.4K 1.49% 11
2023
Q4 		$11.4M Buy
148,551
+5,485
+4% +$415K 1.66% 9
2023
Q3 		$10.8M Buy
143,066
+21,272
+17% +$1.6M 1.75% 7
2023
Q2 		$9.2M Buy
121,794
+6,820
+6% +$520K 1.56% 10
2023
Q1 		$8.79M Buy
114,974
+2,842
+3% +$215K 1.62% 10
2022
Q4 		$8.44M Buy
112,132
+27,376
+32% +$2.05M 1.69% 11
2022
Q3 		$6.34M Buy
84,756
+32,485
+62% +$2.48M 1.35% 18
2022
Q2 		$4.01M Buy
52,271
+48,412
+1,255% +$3.73M 0.72% 53
2022
Q1 		$301K Sell
3,859
-19
-0.5% -$1.51K 0.05% 177
2021
Q4 		$313K Buy
+3,878
New +$315K 0.04% 198

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

BFSG LLC's BSV Position: Q2 2026 in Review

BFSG LLC increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.4% in Q2 2026, buying an estimated $53.8K and bringing the position to 29,159 shares worth $2.27M. The position accounts for 0.2% of the portfolio, ranked #126.

BFSG LLC first reported a position in BSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.4M in Q4 2023. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • BFSG LLC held 29,159 shares of Vanguard Short-Term Bond ETF worth $2.27M as of Q2 2026.
  • BFSG LLC bought 690 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $53.8K.
  • Vanguard Short-Term Bond ETF made up 0.2% of BFSG LLC's portfolio in Q2 2026, its #126 holding.
  • BFSG LLC first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • BFSG LLC's Vanguard Short-Term Bond ETF position peaked at $11.4M in Q4 2023.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.