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 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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Cornerstone Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 4.2% in Q2 2026, buying an estimated $342K and bringing the position to 109,645 shares worth $8.54M. The position accounts for 5.27% of the portfolio, ranked #5.

Cornerstone Financial Group first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. 1,083 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Cornerstone Financial Group held 109,645 shares of Vanguard Short-Term Bond ETF worth $8.54M as of Q2 2026.
Cornerstone Financial Group bought 4,385 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $342K.
Vanguard Short-Term Bond ETF made up 5.27% of Cornerstone Financial Group's portfolio in Q2 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 7 quarters since.
1,083 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.