Focus Partners Advisor Solutions’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Focus Partners Advisor Solutions’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	$58.4M	Buy	744,552 +481,254	+183%	+$37.9M	0.59%	29
2025 Q4	$20.8M	Sell	263,298 -454,485	-63%	-$35.9M	0.25%	58
2025 Q3	$56.6M	Buy	717,783 +142,144	+25%	+$11.2M	0.64%	29
2025 Q2	$45.3M	Sell	575,639 -41,499	-7%	-$3.24M	0.6%	30
2025 Q1	$48.3M	Buy	617,138 +63,905	+12%	+$4.96M	0.73%	23
2024 Q4	$42.7M	Buy	553,233 +1,686	+0.3%	+$131K	0.72%	24
2024 Q3	$43.4M	Buy	551,547 +387,047	+235%	+$30.1M	0.91%	20
2024 Q2	$12.6M	Buy	164,500 +31,739	+24%	+$2.42M	0.33%	44
2024 Q1	$10.2M	Sell	132,761 -451,437	-77%	-$34.6M	0.29%	45
2023 Q4	$45M	Sell	584,198 -146,946	-20%	-$11.1M	2.16%	12
2023 Q3	$55M	Sell	731,144 -28,861	-4%	-$2.18M	2.66%	9
2023 Q2	$57.4M	Buy	760,005 +168,897	+29%	+$12.9M	3.2%	9
2023 Q1	$45.2M	Buy	591,108 +51,515	+10%	+$3.9M	2.92%	9
2022 Q4	$40.6M	Sell	539,593 -63,816	-11%	-$4.79M	3.15%	8
2022 Q3	$45.1M	Buy	603,409 +87,421	+17%	+$6.68M	2.66%	8
2022 Q2	$39.6M	Buy	515,988 +107,203	+26%	+$8.26M	3.34%	9
2022 Q1	$31.8M	Buy	+408,785	New	+$32.4M	3.17%	7

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Focus Partners Advisor Solutions's BSV Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its Vanguard Short-Term Bond ETF (BSV) stake by 183% in Q1 2026, buying an estimated $37.9M and bringing the position to 744,552 shares worth $58.4M. The position accounts for 0.59% of the portfolio, ranked #29.

Focus Partners Advisor Solutions first reported a position in BSV in Q1 2022 and has held it in 17 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Focus Partners Advisor Solutions held 744,552 shares of Vanguard Short-Term Bond ETF worth $58.4M as of Q1 2026.
Focus Partners Advisor Solutions bought 481,254 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $37.9M.
Vanguard Short-Term Bond ETF made up 0.59% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #29 holding.
Focus Partners Advisor Solutions first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 17 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.