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 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

SFA

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Focus Financial Network's BSV Position: Q2 2026 in Review

Focus Financial Network increased its Vanguard Short-Term Bond ETF (BSV) stake by 4% in Q2 2026, buying an estimated $425K and bringing the position to 141,122 shares worth $11M. The position accounts for 0.34% of the portfolio, ranked #56.

Focus Financial Network first reported a position in BSV in Q1 2019 and has held it in 23 quarters since. The position peaked at $13M in Q4 2025. 248 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Focus Financial Network held 141,122 shares of Vanguard Short-Term Bond ETF worth $11M as of Q2 2026.
Focus Financial Network bought 5,450 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $425K.
Vanguard Short-Term Bond ETF made up 0.34% of Focus Financial Network's portfolio in Q2 2026, its #56 holding.
Focus Financial Network first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and has held it in 23 quarters since.
Focus Financial Network's Vanguard Short-Term Bond ETF position peaked at $13M in Q4 2025.
248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.