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
Q2 		$32.6M Buy
418,585
+40,900
+11% +$3.19M 8.96% 4
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 $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

Sage Financial Management Group's BSV Position: Q2 2026 in Review

Sage Financial Management Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 11% in Q2 2026, buying an estimated $3.19M and bringing the position to 418,585 shares worth $32.6M. The position accounts for 8.96% of the portfolio, ranked #4.

Sage Financial Management Group first reported a position in BSV in Q4 2020 and has held it in 20 quarters since. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Sage Financial Management Group held 418,585 shares of Vanguard Short-Term Bond ETF worth $32.6M as of Q2 2026.
  • Sage Financial Management Group bought 40,900 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $3.19M.
  • Vanguard Short-Term Bond ETF made up 8.96% of Sage Financial Management Group's portfolio in Q2 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 20 quarters since.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.