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 Q2	$169M	Buy	2,168,154 +31,651	+1%	+$2.47M	0.17%	122
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 $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Focus Partners Wealth's BSV Position: Q2 2026 in Review

Focus Partners Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.5% in Q2 2026, buying an estimated $2.47M and bringing the position to 2,168,154 shares worth $169M. The position accounts for 0.17% of the portfolio, ranked #122.

Focus Partners Wealth first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Focus Partners Wealth held 2,168,154 shares of Vanguard Short-Term Bond ETF worth $169M as of Q2 2026.
Focus Partners Wealth bought 31,651 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $2.47M.
Vanguard Short-Term Bond ETF made up 0.17% of Focus Partners Wealth's portfolio in Q2 2026, its #122 holding.
Focus Partners Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.