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Greenbush Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Greenbush Financial Group’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 		$1.97M Buy
25,325
+1,777
+8% +$139K 0.58% 26
2026
Q1 		$1.85M Buy
23,548
+3,115
+15% +$245K 0.61% 26
2025
Q4 		$1.61M Buy
20,433
+3,013
+17% +$238K 0.55% 27
2025
Q3 		$1.37M Buy
17,420
+4,003
+30% +$315K 0.53% 27
2025
Q2 		$1.06M Buy
13,417
+1,983
+17% +$155K 0.46% 28
2025
Q1 		$895K Buy
11,434
+1,547
+16% +$120K 0.45% 28
2024
Q4 		$764K Buy
+9,887
New +$767K 0.4% 30

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

Greenbush Financial Group's BSV Position: Q2 2026 in Review

Greenbush Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 7.5% in Q2 2026, buying an estimated $139K and bringing the position to 25,325 shares worth $1.97M. The position accounts for 0.58% of the portfolio, ranked #26.

Greenbush Financial Group first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Greenbush Financial Group held 25,325 shares of Vanguard Short-Term Bond ETF worth $1.97M as of Q2 2026.
  • Greenbush Financial Group bought 1,777 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $139K.
  • Vanguard Short-Term Bond ETF made up 0.58% of Greenbush Financial Group's portfolio in Q2 2026, its #26 holding.
  • Greenbush Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Greenbush Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.