Opus Capital Group
BSV icon

Opus Capital Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Opus Capital 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
Q3 		$838K Sell
10,975
-120
-1% -$9.28K 0.08% 64
2026
Q2 		$864K Hold
11,095
– – 0.08% 61
2026
Q1 		$870K Hold
11,095
– – 0.09% 61
2025
Q4 		$874K Hold
11,095
– – 0.09% 60
2025
Q3 		$876K Hold
11,095
– – 0.1% 58
2025
Q2 		$873K Hold
11,095
– – 0.1% 57
2025
Q1 		$869K Hold
11,095
– – 0.11% 55
2024
Q4 		$857K Hold
11,095
– – 0.11% 52
2024
Q3 		$873K Hold
11,095
– – 0.11% 53
2024
Q2 		$851K Hold
11,095
– – 0.12% 58
2024
Q1 		$851K Sell
11,095
-6,320
-36% -$485K 0.12% 58
2023
Q4 		$1.34M Sell
17,415
-2,440
-12% -$185K 0.22% 38
2023
Q3 		$1.49M Sell
19,855
-1,070
-5% -$80.7K 0.26% 35
2023
Q2 		$1.58M Sell
20,925
-5,785
-22% -$441K 0.27% 36
2023
Q1 		$2.04M Sell
26,710
-561
-2% -$42.5K 0.37% 35
2022
Q4 		$2.05M Sell
27,271
-204,643
-88% -$15.4M 0.4% 33
2022
Q3 		$17.4M Sell
231,914
-8,721
-4% -$666K 3.76% 7
2022
Q2 		$18.5M Sell
240,635
-18,620
-7% -$1.43M 3.75% 7
2022
Q1 		$20.2M Sell
259,255
-4,201
-2% -$333K 3.94% 7
2021
Q4 		$21.3M Sell
263,456
-11,758
-4% -$956K 4.4% 6
2021
Q3 		$22.6M Sell
275,214
-289
-0.1% -$23.8K 5.11% 5
2021
Q2 		$22.6M Sell
275,503
-3,439
-1% -$283K 5.14% 5
2021
Q1 		$22.9M Sell
278,942
-57,579
-17% -$4.75M 5.51% 5
2020
Q4 		$27.9M Buy
336,521
+34,534
+11% +$2.86M 7.09% 3
2020
Q3 		$25.1M Buy
301,987
+9,909
+3% +$823K 7.33% 3
2020
Q2 		$24.3M Buy
+292,078
New +$24.2M 7.43% 3
2014
Q2 		– Sell
-10,710
Closed -$858K – 229
2014
Q1 		$858K Buy
+10,710
New +$859K 0.06% 117

Other funds holding BSV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Opus Capital Group's BSV Position: Q3 2026 in Review

Opus Capital Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.1% in Q3 2026, selling an estimated $9.28K and leaving 10,975 shares worth $838K. The position accounts for 0.08% of the portfolio, ranked #64.

Opus Capital Group first reported a position in BSV in Q1 2014 and has held it in 27 quarters since. The position peaked at $27.9M in Q4 2020. 834 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Opus Capital Group held 10,975 shares of Vanguard Short-Term Bond ETF worth $838K as of Q3 2026.
  • Opus Capital Group sold 120 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $9.28K.
  • Vanguard Short-Term Bond ETF made up 0.08% of Opus Capital Group's portfolio in Q3 2026, its #64 holding.
  • Opus Capital Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2014 and has held it in 27 quarters since.
  • Opus Capital Group's Vanguard Short-Term Bond ETF position peaked at $27.9M in Q4 2020.
  • 834 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Opus Capital Group's 13F filing for Q3 2026, filed 30 Oct 2026.