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

Greystone 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	$21.5M	Sell	275,668 -4,767	-2%	-$372K	6%	1
2026 Q1	$22M	Sell	280,435 -185,651	-40%	-$14.6M	6.22%	1
2025 Q4	$36.7M	Buy	466,086 +7,434	+2%	+$586K	5.73%	1
2025 Q3	$36.2M	Buy	458,652 +24,110	+6%	+$1.9M	5.61%	1
2025 Q2	$34.2M	Buy	434,542 +138,088	+47%	+$10.8M	5.63%	4
2025 Q1	$23.2M	Sell	296,454 -81,132	-21%	-$6.3M	4.21%	3
2024 Q4	$29.2M	Buy	377,586 +106,762	+39%	+$8.29M	5.07%	1
2024 Q3	$21.3M	Buy	+270,824	New	+$21.1M	3.81%	5
2023 Q3	–	Sell	-3,498	Closed	-$264K	–	111
2023 Q2	$264K	Buy	+3,498	New	+$267K	0.06%	100

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Greystone Financial Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.7% in Q2 2026, selling an estimated $372K and leaving 275,668 shares worth $21.5M. The position accounts for 6% of the portfolio, ranked #1.

Greystone Financial Group first reported a position in BSV in Q2 2023 and has held it in 9 quarters since. The position peaked at $36.7M in Q4 2025. 696 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Greystone Financial Group held 275,668 shares of Vanguard Short-Term Bond ETF worth $21.5M as of Q2 2026.
Greystone Financial Group sold 4,767 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $372K.
Vanguard Short-Term Bond ETF made up 6% of Greystone Financial Group's portfolio in Q2 2026, its #1 holding.
Greystone Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 9 quarters since.
Greystone Financial Group's Vanguard Short-Term Bond ETF position peaked at $36.7M in Q4 2025.
696 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.