GFPC
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Global Financial Private Client’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Global Financial Private Client’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 		$1.19M Buy
15,219
+81
+0.5% +$6.32K 0.32% 91
2026
Q1 		$1.19M Sell
15,138
-16
-0.1% -$1.26K 0.39% 78
2025
Q4 		$1.19M Sell
15,154
-8
-0.1% -$631 0.42% 73
2025
Q3 		$1.2M Buy
15,162
+219
+1% +$17.2K 0.43% 73
2025
Q2 		$1.18M Sell
14,943
-42
-0.3% -$3.28K 0.44% 66
2025
Q1 		$1.17M Buy
14,985
+77
+0.5% +$5.98K 0.45% 56
2024
Q4 		$1.15M Buy
14,908
+470
+3% +$36.5K 0.43% 64
2024
Q3 		$1.14M Hold
14,438
– – 0.44% 58
2024
Q2 		$1.11M Sell
14,438
-155
-1% -$11.8K 0.46% 61
2024
Q1 		$1.11M Buy
14,593
+211
+1% +$16.2K 0.48% 56
2023
Q4 		$1.11M Buy
14,382
+2,144
+18% +$162K 0.52% 52
2023
Q3 		$916K Sell
12,238
-1,616
-12% -$122K 0.47% 54
2023
Q2 		$1.04M Sell
13,854
-695
-5% -$53K 0.51% 53
2023
Q1 		$1.11M Sell
14,549
-2,346
-14% -$178K 0.57% 45
2022
Q4 		$1.27M Sell
16,895
-13,486
-44% -$1.01M 0.71% 33
2022
Q3 		$2.28M Sell
30,381
-5,982
-16% -$457K 1.31% 15
2022
Q2 		$2.8M Sell
36,363
-6,028
-14% -$464K 1.58% 13
2022
Q1 		$3.29M Sell
42,391
-5,164
-11% -$410K 1.59% 14
2021
Q4 		$3.84M Buy
47,555
+1,607
+3% +$131K 1.86% 12
2021
Q3 		$3.77M Buy
45,948
+6,354
+16% +$522K 1.94% 12
2021
Q2 		$3.25M Sell
39,594
-2,854
-7% -$235K 1.81% 13
2021
Q1 		$3.49M Sell
42,448
-94
-0.2% -$7.76K 2.5% 10
2020
Q4 		$3.53M Sell
42,542
-750
-2% -$62.1K 2.8% 10
2020
Q3 		$3.59M Buy
43,292
+1,031
+2% +$85.7K 3.12% 9
2020
Q2 		$3.51M Sell
42,261
-10,310
-20% -$853K 3.05% 7
2020
Q1 		$4.3M Buy
52,571
+5,802
+12% +$471K 4.55% 2
2019
Q4 		$3.77M Buy
+46,769
New +$3.77M 3.16% 6

Other funds holding BSV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Global Financial Private Client's BSV Position: Q2 2026 in Review

Global Financial Private Client increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.54% in Q2 2026, buying an estimated $6.32K and bringing the position to 15,219 shares worth $1.19M. The position accounts for 0.32% of the portfolio, ranked #91.

Global Financial Private Client first reported a position in BSV in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.3M in Q1 2020. 686 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Global Financial Private Client held 15,219 shares of Vanguard Short-Term Bond ETF worth $1.19M as of Q2 2026.
  • Global Financial Private Client bought 81 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $6.32K.
  • Vanguard Short-Term Bond ETF made up 0.32% of Global Financial Private Client's portfolio in Q2 2026, its #91 holding.
  • Global Financial Private Client first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Global Financial Private Client's Vanguard Short-Term Bond ETF position peaked at $4.3M in Q1 2020.
  • 686 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.