FPCG
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Forum Private Client Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Forum Private Client Group’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 		$2.83M Sell
36,285
-3,158
-8% -$246K 0.84% 23
2026
Q1 		$3.09M Sell
39,443
-6,196
-14% -$488K 1.03% 23
2025
Q4 		$3.6M Sell
45,639
-10,189
-18% -$804K 1.23% 22
2025
Q3 		$4.41M Sell
55,828
-9,728
-15% -$765K 1.57% 18
2025
Q2 		$5.16M Buy
65,556
+3,589
+6% +$281K 1.99% 15
2025
Q1 		$4.85M Buy
61,967
+4,980
+9% +$387K 2.11% 15
2024
Q4 		$4.4M Buy
56,987
+400
+0.7% +$31K 1.96% 17
2024
Q3 		$4.45M Buy
56,587
+2,081
+4% +$162K 1.98% 16
2024
Q2 		$4.18M Buy
54,506
+4,435
+9% +$338K 1.99% 16
2024
Q1 		$3.84M Buy
50,071
+4,548
+10% +$349K 1.86% 16
2023
Q4 		$3.51M Buy
+45,523
New +$3.45M 1.83% 18
2023
Q3 		– Sell
-39,422
Closed -$2.98M – 9
2023
Q2 		$2.98M Buy
39,422
+2,642
+7% +$201K 1.71% 19
2023
Q1 		$2.81M Buy
36,780
+1,850
+5% +$140K 1.78% 21
2022
Q4 		$2.63M Sell
34,930
-556
-2% -$41.7K 1.82% 20
2022
Q3 		$2.65M Buy
35,486
+2,914
+9% +$223K 1.98% 18
2022
Q2 		$2.5M Buy
32,572
+870
+3% +$67K 1.82% 18
2022
Q1 		$2.47M Buy
+31,702
New +$2.52M 1.92% 17

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Forum Private Client Group's BSV Position: Q2 2026 in Review

Forum Private Client Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 8% in Q2 2026, selling an estimated $246K and leaving 36,285 shares worth $2.83M. The position accounts for 0.84% of the portfolio, ranked #23.

Forum Private Client Group first reported a position in BSV in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.16M in Q2 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Forum Private Client Group held 36,285 shares of Vanguard Short-Term Bond ETF worth $2.83M as of Q2 2026.
  • Forum Private Client Group sold 3,158 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $246K.
  • Vanguard Short-Term Bond ETF made up 0.84% of Forum Private Client Group's portfolio in Q2 2026, its #23 holding.
  • Forum Private Client Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Forum Private Client Group's Vanguard Short-Term Bond ETF position peaked at $5.16M in Q2 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.