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 Q3	$2.31M	Buy	30,236 +51	+0.2%	+$3.94K	1.25%	22
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Certior Financial Group's BSV Position: Q3 2026 in Review

Certior Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.17% in Q3 2026, buying an estimated $3.94K and bringing the position to 30,236 shares worth $2.31M. The position accounts for 1.25% of the portfolio, ranked #22.

Certior Financial Group first reported a position in BSV in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.35M in Q2 2026. 789 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Certior Financial Group held 30,236 shares of Vanguard Short-Term Bond ETF worth $2.31M as of Q3 2026.
Certior Financial Group bought 51 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $3.94K.
Vanguard Short-Term Bond ETF made up 1.25% of Certior Financial Group's portfolio in Q3 2026, its #22 holding.
Certior Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 8 quarters since.
Certior Financial Group's Vanguard Short-Term Bond ETF position peaked at $2.35M in Q2 2026.
789 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.