FFA
BSV icon

Founders Financial Alliance’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Founders Financial Alliance’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 		$104K Sell
1,330
-97
-7% -$7.57K 0.01% 496
2026
Q1 		$112K Buy
1,427
+252
+21% +$19.8K 0.02% 445
2025
Q4 		$92.6K Sell
1,175
-383
-25% -$30.2K 0.02% 396
2025
Q3 		$123K Buy
1,558
+360
+30% +$28.3K 0.02% 422
2025
Q2 		$94.3K Sell
1,198
-348
-23% -$27.2K 0.02% 353
2025
Q1 		$121K Buy
1,546
+181
+13% +$14.1K 0.03% 370
2024
Q4 		$105K Sell
1,365
-15
-1% -$1.16K 0.03% 322
2024
Q3 		$109K Buy
1,380
+235
+21% +$18.3K 0.03% 323
2024
Q2 		$87.8K Sell
1,145
-75
-6% -$5.72K 0.03% 334
2024
Q1 		$93.5K Buy
1,220
+55
+5% +$4.22K 0.03% 328
2023
Q4 		$89.7K Sell
1,165
-45
-4% -$3.41K 0.03% 301
2023
Q3 		$91K Sell
1,210
-7,831
-87% -$590K 0.04% 277
2023
Q2 		$683K Buy
9,041
+7,944
+724% +$605K 0.27% 83
2023
Q1 		$83.9K Sell
1,097
-207
-16% -$15.7K 0.04% 264
2022
Q4 		$98.2K Sell
1,304
-66
-5% -$4.95K 0.05% 265
2022
Q3 		$103K Buy
1,370
+131
+11% +$10K 0.05% 254
2022
Q2 		$95K Sell
1,239
-599
-33% -$46.1K 0.05% 268
2022
Q1 		$143K Buy
1,838
+66
+4% +$5.24K 0.06% 237
2021
Q4 		$143K Sell
1,772
-1,088
-38% -$88.5K 0.06% 274
2021
Q3 		$234K Sell
2,860
-500
-15% -$41.1K 0.11% 193
2021
Q2 		$276K Buy
3,360
+222
+7% +$18.3K 0.13% 187
2021
Q1 		$258K Sell
3,138
-269
-8% -$22.2K 0.13% 182
2020
Q4 		$281K Hold
3,407
– – 0.16% 145
2020
Q3 		$283K Buy
+3,407
New +$283K 0.17% 117

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

Founders Financial Alliance's BSV Position: Q2 2026 in Review

Founders Financial Alliance reduced its Vanguard Short-Term Bond ETF (BSV) stake by 6.8% in Q2 2026, selling an estimated $7.57K and leaving 1,330 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #496.

Founders Financial Alliance first reported a position in BSV in Q3 2020 and has held it in 24 quarters since. The position peaked at $683K in Q2 2023. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Founders Financial Alliance held 1,330 shares of Vanguard Short-Term Bond ETF worth $104K as of Q2 2026.
  • Founders Financial Alliance sold 97 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $7.57K.
  • Vanguard Short-Term Bond ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #496 holding.
  • Founders Financial Alliance first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's Vanguard Short-Term Bond ETF position peaked at $683K in Q2 2023.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.