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

Focus Financial Network’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	$10.8M	Sell	140,803 -319	-0.2%	-$24.7K	0.33%	60
2026 Q2	$11M	Buy	141,122 +5,450	+4%	+$425K	0.34%	56
2026 Q1	$10.6M	Sell	135,672 -28,809	-18%	-$2.27M	0.38%	52
2025 Q4	$13M	Buy	164,481 +7,383	+5%	+$582K	0.45%	44
2025 Q3	$12.4M	Buy	157,098 +3,699	+2%	+$291K	0.44%	47
2025 Q2	$12.1M	Buy	153,399 +7,303	+5%	+$571K	0.48%	41
2025 Q1	$11.4M	Sell	146,096 -4	-0%	-$311	0.47%	43
2024 Q4	$11.3M	Sell	146,100 -261	-0.2%	-$20.3K	0.45%	43
2024 Q3	$11.5M	Buy	146,361 +1,872	+1%	+$146K	0.47%	42
2024 Q2	$11.2M	Buy	144,489 +1,857	+1%	+$142K	0.48%	41
2024 Q1	$10.8M	Buy	142,632 +2,585	+2%	+$198K	0.53%	40
2023 Q4	$10.8M	Sell	140,047 -22,501	-14%	-$1.7M	0.41%	53
2023 Q3	$12.2M	Buy	162,548 +12,655	+8%	+$954K	0.69%	30
2023 Q2	$11.3M	Buy	149,893 +9,404	+7%	+$717K	0.63%	32
2023 Q1	$10.7M	Buy	+140,489	New	+$10.6M	0.67%	30
2021 Q4	–	Sell	-5,719	Closed	-$469K	–	366
2021 Q3	$469K	Sell	5,719 -2,320	-29%	-$191K	0.06%	268
2021 Q2	$660K	Sell	8,039 -955	-11%	-$78.6K	0.09%	214
2021 Q1	$739K	Buy	+8,994	New	+$742K	0.09%	194
2020 Q4	–	Sell	-110,750	Closed	-$9.2M	–	435
2020 Q3	$9.2M	Buy	+110,750	New	+$9.2M	0.86%	27
2020 Q2	–	Sell	-82,493	Closed	-$6.78M	–	394
2020 Q1	$6.78M	Buy	82,493 +12,845	+18%	+$1.04M	0.91%	29
2019 Q4	$5.61M	Buy	69,648 +9,315	+15%	+$752K	0.69%	35
2019 Q3	$4.87M	Sell	60,333 -412	-0.7%	-$33.2K	0.68%	36
2019 Q2	$4.89M	Sell	60,745 -1,290	-2%	-$103K	0.72%	29
2019 Q1	$4.94M	Buy	+62,035	New	+$4.9M	0.79%	28

Other funds holding BSV

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Focus Financial Network's BSV Position: Q3 2026 in Review

Focus Financial Network reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.23% in Q3 2026, selling an estimated $24.7K and leaving 140,803 shares worth $10.8M. The position accounts for 0.33% of the portfolio, ranked #60.

Focus Financial Network first reported a position in BSV in Q1 2019 and has held it in 24 quarters since. The position peaked at $13M in Q4 2025. 339 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Focus Financial Network held 140,803 shares of Vanguard Short-Term Bond ETF worth $10.8M as of Q3 2026.
Focus Financial Network sold 319 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $24.7K.
Vanguard Short-Term Bond ETF made up 0.33% of Focus Financial Network's portfolio in Q3 2026, its #60 holding.
Focus Financial Network first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and has held it in 24 quarters since.
Focus Financial Network's Vanguard Short-Term Bond ETF position peaked at $13M in Q4 2025.
339 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.