CFG
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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
Q3 		$835K Sell
10,935
-186
-2% -$14.4K 0.07% 189
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

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

Cooper Financial Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.7% in Q3 2026, selling an estimated $14.4K and leaving 10,935 shares worth $835K. The position accounts for 0.07% of the portfolio, ranked #189.

Cooper Financial Group first reported a position in BSV in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.97M in Q4 2023. 71 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Cooper Financial Group held 10,935 shares of Vanguard Short-Term Bond ETF worth $835K as of Q3 2026.
  • Cooper Financial Group sold 186 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $14.4K.
  • Vanguard Short-Term Bond ETF made up 0.07% of Cooper Financial Group's portfolio in Q3 2026, its #189 holding.
  • Cooper Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 17 quarters since.
  • Cooper Financial Group's Vanguard Short-Term Bond ETF position peaked at $1.97M in Q4 2023.
  • 71 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.