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

Dunhill Financial’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	$107K	Sell	1,368 -1,995	-59%	-$156K	0.02%	216
2026 Q1	$264K	Buy	+3,363	New	+$265K	0.06%	123
2025 Q4	–	Hold	0	–	–	–	173
2025 Q3	–	Sell	-1,389	Closed	-$109K	–	178
2025 Q2	$109K	Hold	1,389	–	–	0.03%	154
2025 Q1	$109K	Hold	1,389	–	–	0.05%	130
2024 Q4	$107K	Sell	1,389 -60	-4%	-$4.66K	0.05%	119
2024 Q3	$114K	Buy	+1,449	New	+$113K	0.06%	110

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dunhill Financial's BSV Position: Q2 2026 in Review

Dunhill Financial reduced its Vanguard Short-Term Bond ETF (BSV) stake by 59% in Q2 2026, selling an estimated $156K and leaving 1,368 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #216.

Dunhill Financial first reported a position in BSV in Q3 2024 and has held it in 6 quarters since. The position peaked at $264K in Q1 2026. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Dunhill Financial held 1,368 shares of Vanguard Short-Term Bond ETF worth $107K as of Q2 2026.
Dunhill Financial sold 1,995 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $156K.
Vanguard Short-Term Bond ETF made up 0.02% of Dunhill Financial's portfolio in Q2 2026, its #216 holding.
Dunhill Financial first reported a position in Vanguard Short-Term Bond ETF in Q3 2024 and has held it in 6 quarters since.
Dunhill Financial's Vanguard Short-Term Bond ETF position peaked at $264K in Q1 2026.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.