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

Fiduciary 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 		$434K Buy
5,566
+285
+5% +$22.2K 0.05% 227
2026
Q1 		$414K Sell
5,281
-46
-0.9% -$3.62K 0.05% 219
2025
Q4 		$420K Buy
5,327
+120
+2% +$9.47K 0.06% 197
2025
Q3 		$411K Buy
5,207
+332
+7% +$26.1K 0.06% 183
2025
Q2 		$382K Buy
4,875
+223
+5% +$17.4K 0.07% 175
2025
Q1 		$363K Buy
4,652
+484
+12% +$37.6K 0.08% 151
2024
Q4 		$321K Buy
4,168
+1,394
+50% +$108K 0.07% 173
2024
Q3 		$216K Buy
2,774
+8
+0.3% +$623 0.05% 247
2024
Q2 		$214K Buy
+2,766
New +$211K 0.05% 246

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Fiduciary Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 5.4% in Q2 2026, buying an estimated $22.2K and bringing the position to 5,566 shares worth $434K. The position accounts for 0.05% of the portfolio, ranked #227.

Fiduciary Financial Group first reported a position in BSV in Q2 2024 and has held it in 9 quarters since. 727 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Fiduciary Financial Group held 5,566 shares of Vanguard Short-Term Bond ETF worth $434K as of Q2 2026.
  • Fiduciary Financial Group bought 285 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $22.2K.
  • Vanguard Short-Term Bond ETF made up 0.05% of Fiduciary Financial Group's portfolio in Q2 2026, its #227 holding.
  • Fiduciary Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 727 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.