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Opus Financial Solutions’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Opus Financial Solutions’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 		$2.83M Sell
36,324
-1,557
-4% -$122K 2.28% 13
2026
Q1 		$2.97M Sell
37,881
-848
-2% -$66.8K 2.8% 10
2025
Q4 		$3.05M Buy
+38,729
New +$3.06M 2.88% 9

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

Opus Financial Solutions's BSV Position: Q2 2026 in Review

Opus Financial Solutions reduced its Vanguard Short-Term Bond ETF (BSV) stake by 4.1% in Q2 2026, selling an estimated $122K and leaving 36,324 shares worth $2.83M. The position accounts for 2.28% of the portfolio, ranked #13.

Opus Financial Solutions first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.05M in Q4 2025. 1,353 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Opus Financial Solutions held 36,324 shares of Vanguard Short-Term Bond ETF worth $2.83M as of Q2 2026.
  • Opus Financial Solutions sold 1,557 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $122K.
  • Vanguard Short-Term Bond ETF made up 2.28% of Opus Financial Solutions's portfolio in Q2 2026, its #13 holding.
  • Opus Financial Solutions first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Opus Financial Solutions's Vanguard Short-Term Bond ETF position peaked at $3.05M in Q4 2025.
  • 1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Opus Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.