BFG
BSV icon

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

Bleakley 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 		$15.2M Buy
194,996
+82,576
+73% +$6.44M 0.19% 90
2026
Q1 		$8.81M Buy
112,420
+3,387
+3% +$267K 0.14% 121
2025
Q4 		$8.59M Sell
109,033
-4,264
-4% -$336K 0.15% 110
2025
Q3 		$8.94M Buy
113,297
+9,085
+9% +$714K 0.21% 85
2025
Q2 		$8.2M Sell
104,212
-1,920
-2% -$150K 0.21% 92
2025
Q1 		$8.31M Buy
106,132
+11,441
+12% +$888K 0.27% 70
2024
Q4 		$7.32M Buy
94,691
+14,162
+18% +$1.1M 0.22% 73
2024
Q3 		$6.34M Sell
80,529
-5,934
-7% -$462K 0.19% 92
2024
Q2 		$6.63M Buy
86,463
+4,425
+5% +$338K 0.19% 103
2024
Q1 		$6.29M Buy
82,038
+2,988
+4% +$229K 0.18% 108
2023
Q4 		$6.09M Sell
79,050
-62,105
-44% -$4.7M 0.19% 99
2023
Q3 		$10.6M Sell
141,155
-213,024
-60% -$16.1M 0.37% 53
2023
Q2 		$26.8M Sell
354,179
-86,401
-20% -$6.58M 0.84% 19
2023
Q1 		$33.7M Buy
440,580
+29,249
+7% +$2.22M 1.13% 14
2022
Q4 		$31M Buy
+411,331
New +$30.9M 1.11% 15

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

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

Bleakley Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 73% in Q2 2026, buying an estimated $6.44M and bringing the position to 194,996 shares worth $15.2M. The position accounts for 0.19% of the portfolio, ranked #90.

Bleakley Financial Group first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $33.7M in Q1 2023. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Bleakley Financial Group held 194,996 shares of Vanguard Short-Term Bond ETF worth $15.2M as of Q2 2026.
  • Bleakley Financial Group bought 82,576 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $6.44M.
  • Vanguard Short-Term Bond ETF made up 0.19% of Bleakley Financial Group's portfolio in Q2 2026, its #90 holding.
  • Bleakley Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Vanguard Short-Term Bond ETF position peaked at $33.7M in Q1 2023.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.