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

Houlihan Financial Resource 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 		$6.75M Sell
86,654
-950
-1% -$74.1K 2.41% 9
2026
Q1 		$6.87M Sell
87,604
-433
-0.5% -$34.1K 2.68% 7
2025
Q4 		$6.94M Buy
88,037
+44,231
+101% +$3.49M 2.64% 9
2025
Q3 		$3.46M Sell
43,806
-48,688
-53% -$3.83M 3.04% 7
2025
Q2 		$7.26M Sell
92,494
-5,799
-6% -$453K 3.01% 6
2025
Q1 		$7.69M Sell
98,293
-2,359
-2% -$183K 3.46% 5
2024
Q4 		$7.78M Sell
100,652
-3,454
-3% -$268K 3.32% 6
2024
Q3 		$8.19M Buy
+104,106
New +$8.11M 3.39% 5
2024
Q2 		– Sell
-105,444
Closed -$8.08M – 64
2024
Q1 		$8.08M Sell
105,444
-1,380
-1% -$106K 3.63% 5
2023
Q4 		$8.23M Sell
106,824
-959
-0.9% -$72.6K 3.99% 5
2023
Q3 		$8.09M Buy
+107,783
New +$8.13M 4.33% 4
2023
Q2 		– Sell
-109,000
Closed -$8.34M – 143
2023
Q1 		$8.34M Buy
109,000
+408
+0.4% +$30.9K 4.55% 4
2022
Q4 		$8.21M Sell
108,592
-2,743
-2% -$206K 4.74% 4
2022
Q3 		$8.37M Buy
+111,335
New +$8.51M 5.09% 3
2020
Q3 		$8.53M Buy
+103,080
New +$8.56M 4.92% 3
2020
Q1 		$7.68M Buy
93,479
+669
+0.7% +$54.3K 6.68% 2
2019
Q4 		$7.48M Buy
+92,810
New +$7.49M 4.84% 4

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

Houlihan Financial Resource Group's BSV Position: Q2 2026 in Review

Houlihan Financial Resource Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.1% in Q2 2026, selling an estimated $74.1K and leaving 86,654 shares worth $6.75M. The position accounts for 2.41% of the portfolio, ranked #9.

Houlihan Financial Resource Group first reported a position in BSV in Q4 2019 and has held it in 17 quarters since. The position peaked at $8.53M in Q3 2020. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Houlihan Financial Resource Group held 86,654 shares of Vanguard Short-Term Bond ETF worth $6.75M as of Q2 2026.
  • Houlihan Financial Resource Group sold 950 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $74.1K.
  • Vanguard Short-Term Bond ETF made up 2.41% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #9 holding.
  • Houlihan Financial Resource Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • Houlihan Financial Resource Group's Vanguard Short-Term Bond ETF position peaked at $8.53M in Q3 2020.
  • 1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.