CFG
BSV icon

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

Cooper 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 		$866K Buy
11,121
+1,280
+13% +$99.9K 0.07% 187
2026
Q1 		$772K Sell
9,841
-436
-4% -$34.3K 0.08% 195
2025
Q4 		$810K Sell
10,277
-1,303
-11% -$103K 0.09% 171
2025
Q3 		$914K Sell
11,580
-668
-5% -$52.5K 0.1% 154
2025
Q2 		$964K Buy
12,248
+792
+7% +$61.9K 0.11% 145
2025
Q1 		$897K Sell
11,456
-2,596
-18% -$202K 0.12% 156
2024
Q4 		$1.09M Buy
14,052
+8
+0.1% +$621 0.13% 127
2024
Q3 		$1.11M Sell
14,044
-1,450
-9% -$113K 0.14% 128
2024
Q2 		$1.19M Sell
15,494
-802
-5% -$61.2K 0.17% 102
2024
Q1 		$1.25M Sell
16,296
-9,345
-36% -$717K 0.21% 94
2023
Q4 		$1.97M Buy
25,641
+3,292
+15% +$249K 0.36% 54
2023
Q3 		$1.68M Buy
22,349
+11,079
+98% +$835K 0.4% 54
2023
Q2 		$852K Buy
11,270
+3,775
+50% +$288K 0.21% 111
2023
Q1 		$573K Buy
7,495
+2,051
+38% +$155K 0.15% 152
2022
Q4 		$410K Buy
+5,444
New +$408K 0.13% 173
2021
Q1 		– Sell
-4,282
Closed -$355K – 255
2020
Q4 		$355K Buy
+4,282
New +$355K 0.07% 190

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Cooper Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 13% in Q2 2026, buying an estimated $99.9K and bringing the position to 11,121 shares worth $866K. The position accounts for 0.07% of the portfolio, ranked #187.

Cooper Financial Group first reported a position in BSV in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.97M in Q4 2023. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Cooper Financial Group held 11,121 shares of Vanguard Short-Term Bond ETF worth $866K as of Q2 2026.
  • Cooper Financial Group bought 1,280 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $99.9K.
  • Vanguard Short-Term Bond ETF made up 0.07% of Cooper Financial Group's portfolio in Q2 2026, its #187 holding.
  • Cooper Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 16 quarters since.
  • Cooper Financial Group's Vanguard Short-Term Bond ETF position peaked at $1.97M in Q4 2023.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.