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

Clayton 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 		– Sell
-1,229
Closed -$96.4K – 133
2026
Q1 		$96.4K Hold
1,229
– – 0.05% 104
2025
Q4 		$96.9K Buy
+1,229
New +$97K 0.05% 109

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 $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

Clayton Financial Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 1,229 shares — an estimated $96.4K sold.

Clayton Financial Group first reported a position in BSV in Q4 2025 and held it in 2 quarters. The position peaked at $96.9K in Q4 2025. 639 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Clayton Financial Group reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 1,229 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $96.4K.
  • Clayton Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Vanguard Short-Term Bond ETF position peaked at $96.9K in Q4 2025.
  • 639 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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