FourThought Financial Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

FourThought Financial Partners’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	$590K	Sell	7,525 -8,944	-54%	-$704K	0.05%	173
2025 Q4	$1.3M	Buy	16,469 +1	+0%	+$79	0.11%	119
2025 Q3	$1.3M	Sell	16,468 -3,999	-20%	-$314K	0.11%	117
2025 Q2	$1.61M	Sell	20,467 -859	-4%	-$67.2K	0.16%	105
2025 Q1	$1.67M	Buy	21,326 +7,273	+52%	+$565K	0.17%	105
2024 Q4	$1.09M	Buy	14,053 +1	+0%	+$78	0.11%	125
2024 Q3	$1.11M	Buy	14,052 +1,029	+8%	+$80.2K	0.13%	103
2024 Q2	$999K	Hold	13,023	–	–	0.13%	104
2024 Q1	$998K	Sell	13,023 -12	-0.1%	-$921	0.11%	130
2023 Q4	$1M	Buy	13,035 +96	+0.7%	+$7.27K	0.13%	124
2023 Q3	$973K	Hold	12,939	–	–	0.14%	118
2023 Q2	$978K	Hold	12,939	–	–	0.13%	121
2023 Q1	$990K	Hold	12,939	–	–	0.14%	127
2022 Q4	$974K	Buy	+12,939	New	+$971K	0.14%	125

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

FourThought Financial Partners's BSV Position: Q1 2026 in Review

FourThought Financial Partners reduced its Vanguard Short-Term Bond ETF (BSV) stake by 54% in Q1 2026, selling an estimated $704K and leaving 7,525 shares worth $590K. The position accounts for 0.05% of the portfolio, ranked #173.

FourThought Financial Partners first reported a position in BSV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.67M in Q1 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

FourThought Financial Partners held 7,525 shares of Vanguard Short-Term Bond ETF worth $590K as of Q1 2026.
FourThought Financial Partners sold 8,944 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $704K.
Vanguard Short-Term Bond ETF made up 0.05% of FourThought Financial Partners's portfolio in Q1 2026, its #173 holding.
FourThought Financial Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
FourThought Financial Partners's Vanguard Short-Term Bond ETF position peaked at $1.67M in Q1 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.