Coordinated Financial Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Coordinated Financial Services’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	$2.9M	Buy	36,997 +9,563	+35%	+$753K	1.66%	11
2025 Q4	$2.16M	Buy	27,434 +12,595	+85%	+$994K	1.24%	17
2025 Q3	$1.17M	Buy	14,839 +1,356	+10%	+$107K	0.75%	37
2025 Q2	$1.06M	Buy	13,483 +4,966	+58%	+$388K	0.73%	38
2025 Q1	$667K	Buy	8,517 +2,231	+35%	+$173K	0.51%	61
2024 Q4	$486K	Buy	+6,286	New	+$488K	0.38%	78
2024 Q2	$266K	Buy	3,467 +8	+0.2%	+$610	0.23%	106
2024 Q1	$265K	Buy	+3,459	New	+$265K	0.23%	104

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coordinated Financial Services's BSV Position: Q1 2026 in Review

Coordinated Financial Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 35% in Q1 2026, buying an estimated $753K and bringing the position to 36,997 shares worth $2.9M. The position accounts for 1.66% of the portfolio, ranked #11.

Coordinated Financial Services first reported a position in BSV in Q1 2024 and has held it in 8 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Coordinated Financial Services held 36,997 shares of Vanguard Short-Term Bond ETF worth $2.9M as of Q1 2026.
Coordinated Financial Services bought 9,563 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $753K.
Vanguard Short-Term Bond ETF made up 1.66% of Coordinated Financial Services's portfolio in Q1 2026, its #11 holding.
Coordinated Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q1 2024 and has held it in 8 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.