OCG
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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
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

TI
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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Opus Capital Group's BSV Position: Q2 2026 in Review

Opus Capital Group held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 11,095 shares worth $864K. The position accounts for 0.08% of the portfolio, ranked #61.

Opus Capital Group first reported a position in BSV in Q1 2014 and has held it in 26 quarters since. The position peaked at $27.9M in Q4 2020. 686 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Opus Capital Group held 11,095 shares of Vanguard Short-Term Bond ETF worth $864K as of Q2 2026.
  • Opus Capital Group left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.08% of Opus Capital Group's portfolio in Q2 2026, its #61 holding.
  • Opus Capital Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2014 and has held it in 26 quarters since.
  • Opus Capital Group's Vanguard Short-Term Bond ETF position peaked at $27.9M in Q4 2020.
  • 686 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Opus Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.