SFMG
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Sage Financial Management Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sage Financial Management 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
Q1 		$29.6M Buy
377,685
+22,403
+6% +$1.76M 9.1% 4
2025
Q4 		$28M Buy
355,282
+38,351
+12% +$3.03M 8.55% 4
2025
Q3 		$25M Buy
316,931
+45,785
+17% +$3.6M 7.98% 5
2025
Q2 		$21.3M Buy
271,146
+89,603
+49% +$7.01M 7.38% 5
2025
Q1 		$14.2M Buy
181,543
+2,078
+1% +$161K 5.16% 6
2024
Q4 		$13.9M Buy
179,465
+9,343
+5% +$725K 5.14% 6
2024
Q3 		$13.4M Buy
+170,122
New +$13.3M 5.19% 6
2024
Q2 		– Sell
-172,759
Closed -$13.2M – 16
2024
Q1 		$13.2M Sell
172,759
-92,140
-35% -$7.07M 6.27% 5
2023
Q4 		$20.4M Buy
264,899
+10,649
+4% +$806K 10.95% 2
2023
Q3 		$19.1M Buy
+254,250
New +$19.2M 11.5% 2
2023
Q2 		– Sell
-107,391
Closed -$8.21M – 10
2023
Q1 		$8.21M Sell
107,391
-18,430
-15% -$1.4M 6.62% 5
2022
Q4 		$9.47M Buy
125,821
+9
+0% +$675 6.62% 5
2022
Q3 		$9.41M Sell
125,812
-28,331
-18% -$2.16M 8.3% 4
2022
Q2 		$11.8M Sell
154,143
-24,839
-14% -$1.91M 8.28% 4
2022
Q1 		$13.9M Buy
178,982
+2,215
+1% +$176K 9.56% 5
2021
Q4 		$14.3M Buy
+176,767
New +$14.4M 9.52% 4
2021
Q3 		– Sell
-39,191
Closed -$3.22M – 9
2021
Q2 		$3.22M Buy
39,191
+1,859
+5% +$153K 2.94% 9
2021
Q1 		$3.07M Buy
37,332
+2,095
+6% +$173K 2.36% 12
2020
Q4 		$2.92M Buy
+35,237
New +$2.92M 2.29% 12

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sage Financial Management Group's BSV Position: Q1 2026 in Review

Sage Financial Management Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.3% in Q1 2026, buying an estimated $1.76M and bringing the position to 377,685 shares worth $29.6M. The position accounts for 9.1% of the portfolio, ranked #4.

Sage Financial Management Group first reported a position in BSV in Q4 2020 and has held it in 19 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Sage Financial Management Group held 377,685 shares of Vanguard Short-Term Bond ETF worth $29.6M as of Q1 2026.
  • Sage Financial Management Group bought 22,403 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.76M.
  • Vanguard Short-Term Bond ETF made up 9.1% of Sage Financial Management Group's portfolio in Q1 2026, its #4 holding.
  • Sage Financial Management Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 19 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.