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

Focus Partners Wealth’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	$168M	Buy	2,136,503 +69,103	+3%	+$5.44M	0.19%	119
2025 Q4	$163M	Buy	2,067,400 +146,879	+8%	+$11.6M	0.19%	112
2025 Q3	$152M	Buy	1,920,521 +143,861	+8%	+$11.3M	0.24%	76
2025 Q2	$140M	Buy	1,776,660 +36,486	+2%	+$2.85M	0.3%	63
2025 Q1	$136M	Buy	1,740,174 +26,743	+2%	+$2.08M	0.34%	61
2024 Q4	$132M	Buy	1,713,431 +111,538	+7%	+$8.66M	0.34%	57
2024 Q3	$126M	Buy	1,601,893 +1,558,401	+3,583%	+$121M	0.4%	52
2024 Q2	$3.34M	Buy	43,492 +22,046	+103%	+$1.68M	0.01%	568
2024 Q1	$1.64M	Sell	21,446 -2,482	-10%	-$190K	0.01%	519
2023 Q4	$1.84M	Buy	+23,928	New	+$1.81M	0.02%	365

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 Wealth's BSV Position: Q1 2026 in Review

Focus Partners Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.3% in Q1 2026, buying an estimated $5.44M and bringing the position to 2,136,503 shares worth $168M. The position accounts for 0.19% of the portfolio, ranked #119.

Focus Partners Wealth first reported a position in BSV in Q4 2023 and has held it in 10 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Focus Partners Wealth held 2,136,503 shares of Vanguard Short-Term Bond ETF worth $168M as of Q1 2026.
Focus Partners Wealth bought 69,103 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $5.44M.
Vanguard Short-Term Bond ETF made up 0.19% of Focus Partners Wealth's portfolio in Q1 2026, its #119 holding.
Focus Partners Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.