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

Financial Connections 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 Q1	$3K	Buy	41 +34	+486%	+$2.68K	﹤0.01%	229
2025 Q4	$0	Hold	7	–	–	﹤0.01%	224
2025 Q3	$0	Hold	7	–	–	﹤0.01%	235
2025 Q2	$0	Hold	7	–	–	﹤0.01%	241
2025 Q1	$0	Hold	7	–	–	﹤0.01%	215
2024 Q4	$0	Hold	7	–	–	﹤0.01%	222
2024 Q3	$0	Hold	7	–	–	﹤0.01%	223
2024 Q2	$0	Buy	+7	New	+$534	﹤0.01%	324
2024 Q1	–	Sell	-7	Closed	–	–	174
2023 Q4	$0	Buy	+7	New	+$530	﹤0.01%	219
2023 Q3	–	Sell	-6	Closed	–	–	135
2023 Q2	$0	Hold	6	–	–	﹤0.01%	244
2023 Q1	$0	Hold	6	–	–	﹤0.01%	250
2022 Q4	$0	Hold	6	–	–	﹤0.01%	234
2022 Q3	$0	Hold	6	–	–	﹤0.01%	233
2022 Q2	$0	Hold	6	–	–	﹤0.01%	281
2022 Q1	$0	Hold	6	–	–	﹤0.01%	281
2021 Q4	$0	Buy	+6	New	+$488	﹤0.01%	297

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Financial Connections Group's BSV Position: Q1 2026 in Review

Financial Connections Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 486% in Q1 2026, buying an estimated $2.68K and bringing the position to 41 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Financial Connections Group first reported a position in BSV in Q4 2021 and has held it in 16 quarters since. 1,343 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Financial Connections Group held 41 shares of Vanguard Short-Term Bond ETF worth $3K as of Q1 2026.
Financial Connections Group bought 34 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $2.68K.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Financial Connections Group's portfolio in Q1 2026, its #229 holding.
Financial Connections Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 16 quarters since.
1,343 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.