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

Merit 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	$6.56M	Sell	84,175 -8,944	-10%	-$698K	0.04%	357
2026 Q1	$7.3M	Buy	93,119 +11,176	+14%	+$880K	0.05%	298
2025 Q4	$6.46M	Sell	81,943 -1,080	-1%	-$85.2K	0.05%	292
2025 Q3	$6.55M	Sell	83,023 -5,080	-6%	-$399K	0.06%	251
2025 Q2	$6.93M	Sell	88,103 -23,814	-21%	-$1.86M	0.08%	198
2025 Q1	$8.76M	Buy	111,917 +87,144	+352%	+$6.76M	0.13%	128
2024 Q4	$1.91M	Buy	24,773 +12,144	+96%	+$943K	0.03%	362
2024 Q3	$994K	Buy	12,629 +270	+2%	+$21K	0.02%	429
2024 Q2	$948K	Sell	12,359 -2,698	-18%	-$206K	0.02%	428
2024 Q1	$1.15M	Buy	15,057 +273	+2%	+$20.9K	0.03%	365
2023 Q4	$1.14M	Sell	14,784 -2,081	-12%	-$158K	0.03%	279
2023 Q3	$1.27M	Sell	16,865 -738	-4%	-$55.6K	0.04%	285
2023 Q2	$1.33M	Sell	17,603 -244,715	-93%	-$18.7M	0.04%	290
2023 Q1	$20.1M	Sell	262,318 -1,434,447	-85%	-$109M	0.73%	18
2022 Q4	$128M	Buy	1,696,765 +156,312	+10%	+$11.7M	4.62%	5
2022 Q3	$115M	Buy	1,540,453 +16,257	+1%	+$1.24M	5%	5
2022 Q2	$117M	Buy	1,524,196 +1,519,688	+33,711%	+$117M	3.62%	7
2022 Q1	$351K	Buy	4,508 +1,223	+37%	+$97.1K	0.02%	283
2021 Q4	$266K	Hold	3,285	–	–	0.03%	235
2021 Q3	$269K	Hold	3,285	–	–	0.03%	222
2021 Q2	$270K	Hold	3,285	–	–	0.03%	219
2021 Q1	$270K	Buy	+3,285	New	+$271K	0.03%	201
2020 Q1	–	Sell	-2,603	Closed	-$210K	–	225
2019 Q4	$210K	Buy	+2,603	New	+$210K	0.02%	220
2019 Q3	–	Sell	-4,063	Closed	-$326K	–	141
2019 Q2	$326K	Buy	+4,063	New	+$324K	0.04%	87
2019 Q1	–	Sell	-4,686	Closed	-$366K	–	117
2018 Q4	$366K	Buy	+4,686	New	+$365K	0.06%	68
2018 Q3	–	Sell	-18,094	Closed	-$1.17M	–	116
2018 Q2	$1.17M	Buy	+18,094	New	+$1.41M	0.21%	23
2018 Q1	–	Sell	-7,620	Closed	-$552K	–	111
2017 Q4	$552K	Buy	+7,620	New	+$605K	0.12%	34

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

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

Merit Financial Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 9.6% in Q2 2026, selling an estimated $698K and leaving 84,175 shares worth $6.56M. The position accounts for 0.04% of the portfolio, ranked #357.

Merit Financial Group first reported a position in BSV in Q4 2017 and has held it in 27 quarters since. The position peaked at $128M in Q4 2022. 248 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Merit Financial Group held 84,175 shares of Vanguard Short-Term Bond ETF worth $6.56M as of Q2 2026.
Merit Financial Group sold 8,944 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $698K.
Vanguard Short-Term Bond ETF made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #357 holding.
Merit Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 27 quarters since.
Merit Financial Group's Vanguard Short-Term Bond ETF position peaked at $128M in Q4 2022.
248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.