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

Pacific 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 		$1.48M Sell
18,956
-4,873
-20% -$380K 0.71% 35
2026
Q1 		$1.87M Buy
23,829
+451
+2% +$35.5K 1.01% 27
2025
Q4 		$1.84M Buy
23,378
+804
+4% +$63.4K 1.02% 26
2025
Q3 		$1.78M Buy
22,574
+16
+0.1% +$1.26K 1.32% 17
2025
Q2 		$1.78M Buy
22,558
+2,858
+15% +$223K 1.39% 17
2025
Q1 		$1.54M Buy
19,700
+1,653
+9% +$128K 1.24% 18
2024
Q4 		$1.39M Sell
18,047
-88
-0.5% -$6.83K 1.03% 21
2024
Q3 		$1.43M Sell
18,135
-115
-0.6% -$8.96K 1.05% 22
2024
Q2 		$1.4M Buy
18,250
+170
+0.9% +$13K 0.99% 21
2024
Q1 		$1.39M Buy
18,080
+303
+2% +$23.2K 0.96% 23
2023
Q4 		$1.37M Buy
17,777
+79
+0.4% +$5.98K 1.02% 24
2023
Q3 		$1.33M Buy
17,698
+424
+2% +$32K 0.87% 27
2023
Q2 		$1.31M Buy
17,274
+47
+0.3% +$3.58K 0.86% 24
2023
Q1 		$1.32M Buy
17,227
+12,241
+246% +$928K 0.99% 21
2022
Q4 		$375K Buy
4,986
+674
+16% +$50.6K 0.28% 42
2022
Q3 		$323K Sell
4,312
-1,594
-27% -$122K 0.29% 43
2022
Q2 		$453K Buy
5,906
+121
+2% +$9.32K 0.34% 43
2022
Q1 		$451K Sell
5,785
-182
-3% -$14.4K 0.29% 48
2021
Q4 		$480K Buy
5,967
+828
+16% +$67.3K 0.32% 47
2021
Q3 		$421K Buy
5,139
+237
+5% +$19.5K 0.3% 52
2021
Q2 		$403K Sell
4,902
-2,237
-31% -$184K 0.28% 54
2021
Q1 		$587K Sell
7,139
-86
-1% -$7.1K 0.47% 40
2020
Q4 		$599K Sell
7,225
-32,946
-82% -$2.73M 0.53% 39
2020
Q3 		$3.34M Buy
40,171
+7,109
+22% +$591K 2.62% 16
2020
Q2 		$2.72M Sell
33,062
-911
-3% -$75.3K 2.83% 14
2020
Q1 		$2.79M Buy
33,973
+2,199
+7% +$179K 2.88% 14
2019
Q4 		$2.56M Buy
31,774
+26,698
+526% +$2.15M 0.25% 47
2019
Q3 		$409K Sell
5,076
-290
-5% -$23.4K 0.04% 72
2019
Q2 		$427K Buy
5,366
+1,609
+43% +$128K 0.05% 68
2019
Q1 		$299K Buy
+3,757
New +$296K 0.04% 67

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

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

Pacific Financial Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 20% in Q2 2026, selling an estimated $380K and leaving 18,956 shares worth $1.48M. The position accounts for 0.71% of the portfolio, ranked #35.

Pacific Financial Group first reported a position in BSV in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.34M in Q3 2020. 1,357 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Pacific Financial Group held 18,956 shares of Vanguard Short-Term Bond ETF worth $1.48M as of Q2 2026.
  • Pacific Financial Group sold 4,873 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $380K.
  • Vanguard Short-Term Bond ETF made up 0.71% of Pacific Financial Group's portfolio in Q2 2026, its #35 holding.
  • Pacific Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Pacific Financial Group's Vanguard Short-Term Bond ETF position peaked at $3.34M in Q3 2020.
  • 1,357 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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