Security Financial Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Security Financial Services’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	$1.52M	Buy	19,509 +136	+0.7%	+$10.6K	0.21%	79
2026 Q1	$1.52M	Buy	19,373 +585	+3%	+$46.1K	0.24%	74
2025 Q4	$1.48M	Buy	18,788 +1,902	+11%	+$150K	0.23%	71
2025 Q3	$1.33M	Sell	16,886 -21	-0.1%	-$1.65K	0.22%	70
2025 Q2	$1.33M	Sell	16,907 -139	-0.8%	-$10.9K	0.24%	68
2025 Q1	$1.33M	Buy	17,046 +2,607	+18%	+$202K	0.26%	63
2024 Q4	$1.12M	Sell	14,439 -127	-0.9%	-$9.86K	0.23%	69
2024 Q3	$1.15M	Sell	14,566 -113	-0.8%	-$8.8K	0.23%	64
2024 Q2	$1.13M	Buy	14,679 +953	+7%	+$72.7K	0.24%	64
2024 Q1	$1.05M	Sell	13,726 -75	-0.5%	-$5.75K	0.24%	69
2023 Q4	$1.06M	Buy	13,801 +85	+0.6%	+$6.43K	0.26%	63
2023 Q3	$1.03M	Sell	13,716 -5,603	-29%	-$422K	0.29%	62
2023 Q2	$1.46M	Sell	19,319 -5,167	-21%	-$394K	0.41%	45
2023 Q1	$1.87M	Sell	24,486 -2,242	-8%	-$170K	0.57%	39
2022 Q4	$2.01M	Sell	26,728 -2,811	-10%	-$211K	0.62%	41
2022 Q3	$2.21M	Sell	29,539 -2,659	-8%	-$203K	0.75%	37
2022 Q2	$2.47M	Buy	32,198 +20,886	+185%	+$1.61M	0.79%	38
2022 Q1	$881K	Sell	11,312 -5,725	-34%	-$454K	0.28%	61
2021 Q4	$1.38M	Buy	+17,037	New	+$1.39M	0.46%	44

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Security Financial Services's BSV Position: Q2 2026 in Review

Security Financial Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.7% in Q2 2026, buying an estimated $10.6K and bringing the position to 19,509 shares worth $1.52M. The position accounts for 0.21% of the portfolio, ranked #79.

Security Financial Services first reported a position in BSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.47M in Q2 2022. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Security Financial Services held 19,509 shares of Vanguard Short-Term Bond ETF worth $1.52M as of Q2 2026.
Security Financial Services bought 136 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $10.6K.
Vanguard Short-Term Bond ETF made up 0.21% of Security Financial Services's portfolio in Q2 2026, its #79 holding.
Security Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
Security Financial Services's Vanguard Short-Term Bond ETF position peaked at $2.47M in Q2 2022.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.