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

Columbia River 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	$12.2M	Buy	157,171 +13,748	+10%	+$1.07M	6.58%	5
2026 Q1	$11.2M	Buy	143,423 +7,369	+5%	+$580K	6.53%	6
2025 Q4	$10.7M	Buy	136,054 +15,707	+13%	+$1.24M	6.58%	6
2025 Q3	$9.48M	Buy	120,347 +4,841	+4%	+$381K	5.85%	7
2025 Q2	$9.08M	Sell	115,506 -4,915	-4%	-$384K	5.88%	7
2025 Q1	$9.43M	Buy	120,421 +12,487	+12%	+$969K	6.3%	5
2024 Q4	$8.34M	Buy	+107,934	New	+$8.38M	5.73%	7

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Columbia River Financial Group's BSV Position: Q2 2026 in Review

Columbia River Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 9.6% in Q2 2026, buying an estimated $1.07M and bringing the position to 157,171 shares worth $12.2M. The position accounts for 6.58% of the portfolio, ranked #5.

Columbia River Financial Group first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. 1,357 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Columbia River Financial Group held 157,171 shares of Vanguard Short-Term Bond ETF worth $12.2M as of Q2 2026.
Columbia River Financial Group bought 13,748 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.07M.
Vanguard Short-Term Bond ETF made up 6.58% of Columbia River Financial Group's portfolio in Q2 2026, its #5 holding.
Columbia River Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,357 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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