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 Q2	$586K	Buy	7,526 +1	+0%	+$78	0.05%	193
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 $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 22.9% 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

FourThought Financial Partners's BSV Position: Q2 2026 in Review

FourThought Financial Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.01% in Q2 2026, buying an estimated $78 and bringing the position to 7,526 shares worth $586K. The position accounts for 0.05% of the portfolio, ranked #193.

FourThought Financial Partners first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.67M in Q1 2025. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

FourThought Financial Partners held 7,526 shares of Vanguard Short-Term Bond ETF worth $586K as of Q2 2026.
FourThought Financial Partners bought 1 Vanguard Short-Term Bond ETF share in Q2 2026, an estimated $78.
Vanguard Short-Term Bond ETF made up 0.05% of FourThought Financial Partners's portfolio in Q2 2026, its #193 holding.
FourThought Financial Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
FourThought Financial Partners's Vanguard Short-Term Bond ETF position peaked at $1.67M in Q1 2025.
1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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