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

Cornerstone 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	$8.85M	Buy	115,868 +6,223	+6%	+$481K	5.13%	5
2026 Q2	$8.54M	Buy	109,645 +4,385	+4%	+$342K	5.27%	5
2026 Q1	$8.22M	Buy	105,260 +15,213	+17%	+$1.2M	5.28%	5
2025 Q4	$7.1M	Buy	90,047 +56,087	+165%	+$4.42M	4.95%	5
2025 Q3	$2.68M	Buy	33,960 +2,828	+9%	+$222K	2.07%	15
2025 Q2	$2.45M	Buy	31,132 +1,102	+4%	+$86.2K	2.08%	16
2025 Q1	$2.34M	Buy	30,030 +2,029	+7%	+$158K	2.1%	16
2024 Q4	$2.16M	Buy	+28,001	New	+$2.17M	2.13%	14

Other funds holding BSV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Cornerstone Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 5.7% in Q3 2026, buying an estimated $481K and bringing the position to 115,868 shares worth $8.85M. The position accounts for 5.13% of the portfolio, ranked #5.

Cornerstone Financial Group first reported a position in BSV in Q4 2024 and has held it in 8 quarters since. 1,093 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Cornerstone Financial Group held 115,868 shares of Vanguard Short-Term Bond ETF worth $8.85M as of Q3 2026.
Cornerstone Financial Group bought 6,223 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $481K.
Vanguard Short-Term Bond ETF made up 5.13% of Cornerstone Financial Group's portfolio in Q3 2026, its #5 holding.
Cornerstone Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 8 quarters since.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.