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

Certior 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 		$2.35M Buy
30,185
+2,117
+8% +$165K 1.29% 21
2026
Q1 		$2.2M Buy
28,068
+460
+2% +$36.2K 1.4% 19
2025
Q4 		$2.18M Buy
27,608
+789
+3% +$62.2K 1.47% 20
2025
Q3 		$2.12M Buy
26,819
+990
+4% +$77.8K 1.41% 21
2025
Q2 		$2.03M Buy
25,829
+880
+4% +$68.8K 1.52% 19
2025
Q1 		$1.95M Buy
24,949
+7,485
+43% +$581K 1.58% 19
2024
Q4 		$1.35M Buy
+17,464
New +$1.36M 1.17% 23

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

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

Certior Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 7.5% in Q2 2026, buying an estimated $165K and bringing the position to 30,185 shares worth $2.35M. The position accounts for 1.29% of the portfolio, ranked #21.

Certior Financial Group first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. 592 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Certior Financial Group held 30,185 shares of Vanguard Short-Term Bond ETF worth $2.35M as of Q2 2026.
  • Certior Financial Group bought 2,117 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $165K.
  • Vanguard Short-Term Bond ETF made up 1.29% of Certior Financial Group's portfolio in Q2 2026, its #21 holding.
  • Certior Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 592 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.