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

Chapman 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
Q1 		$15.7K Sell
200
-1,400
-88% -$110K 0.01% 210
2025
Q4 		$126K Sell
1,600
-870
-35% -$68.6K 0.09% 148
2025
Q3 		$195K Buy
+2,470
New +$194K 0.13% 130

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chapman Financial Group's BSV Position: Q1 2026 in Review

Chapman Financial Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 88% in Q1 2026, selling an estimated $110K and leaving 200 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #210.

Chapman Financial Group first reported a position in BSV in Q3 2025 and has held it in 3 quarters since. The position peaked at $195K in Q3 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Chapman Financial Group held 200 shares of Vanguard Short-Term Bond ETF worth $15.7K as of Q1 2026.
  • Chapman Financial Group sold 1,400 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $110K.
  • Vanguard Short-Term Bond ETF made up 0.01% of Chapman Financial Group's portfolio in Q1 2026, its #210 holding.
  • Chapman Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Chapman Financial Group's Vanguard Short-Term Bond ETF position peaked at $195K in Q3 2025.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.