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Godfrey Financial Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Godfrey Financial Associates’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 		$52.3K Hold
671
– – 0.04% 242
2026
Q1 		$52.6K Sell
671
-85
-11% -$6.69K 0.05% 227
2025
Q4 		$59.6K Buy
+756
New +$59.6K 0.05% 200

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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

Godfrey Financial Associates's BSV Position: Q2 2026 in Review

Godfrey Financial Associates held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 671 shares worth $52.3K. The position accounts for 0.04% of the portfolio, ranked #242.

Godfrey Financial Associates first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $59.6K in Q4 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Godfrey Financial Associates held 671 shares of Vanguard Short-Term Bond ETF worth $52.3K as of Q2 2026.
  • Godfrey Financial Associates left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.04% of Godfrey Financial Associates's portfolio in Q2 2026, its #242 holding.
  • Godfrey Financial Associates first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Vanguard Short-Term Bond ETF position peaked at $59.6K in Q4 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.