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

SNS 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
Q1 		$587K Buy
7,483
+188
+3% +$14.8K 0.05% 113
2025
Q4 		$575K Hold
7,295
– – 0.05% 111
2025
Q3 		$576K Hold
7,295
– – 0.05% 110
2025
Q2 		$574K Sell
7,295
-40,759
-85% -$3.19M 0.05% 108
2025
Q1 		$3.76M Sell
48,054
-2,940
-6% -$228K 0.38% 34
2024
Q4 		$3.94M Sell
50,994
-6,261
-11% -$486K 0.4% 33
2024
Q3 		$4.51M Sell
57,255
-2,113
-4% -$165K 0.45% 32
2024
Q2 		$4.55M Sell
59,368
-5,144
-8% -$392K 0.49% 28
2024
Q1 		$4.95M Sell
64,512
-3,840
-6% -$295K 0.54% 29
2023
Q4 		$5.26M Buy
68,352
+55,008
+412% +$4.16M 0.62% 29
2023
Q3 		$1M Sell
13,344
-2,997
-18% -$226K 0.13% 77
2023
Q2 		$1.23M Sell
16,341
-6,459
-28% -$492K 0.16% 71
2023
Q1 		$1.74M Sell
22,800
-3,314
-13% -$251K 0.23% 55
2022
Q4 		$1.97M Buy
26,114
+4,934
+23% +$370K 0.27% 52
2022
Q3 		$1.58M Buy
21,180
+5,086
+32% +$389K 0.23% 59
2022
Q2 		$1.24M Buy
16,094
+9,510
+144% +$733K 0.16% 80
2022
Q1 		$513K Sell
6,584
-1,882
-22% -$149K 0.06% 123
2021
Q4 		$684K Sell
8,466
-7,180
-46% -$584K 0.07% 116
2021
Q3 		$1.28M Buy
15,646
+5,948
+61% +$489K 0.15% 86
2021
Q2 		$797K Buy
9,698
+4,611
+91% +$379K 0.1% 102
2021
Q1 		$418K Sell
5,087
-5,337
-51% -$441K 0.06% 132
2020
Q4 		$864K Buy
10,424
+3,280
+46% +$272K 0.12% 92
2020
Q3 		$593K Buy
7,144
+4,227
+145% +$351K 0.09% 113
2020
Q2 		$242K Hold
2,917
– – 0.04% 160
2020
Q1 		$240K Buy
+2,917
New +$237K 0.05% 163

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

SNS Financial Group's BSV Position: Q1 2026 in Review

SNS Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.6% in Q1 2026, buying an estimated $14.8K and bringing the position to 7,483 shares worth $587K. The position accounts for 0.05% of the portfolio, ranked #113.

SNS Financial Group first reported a position in BSV in Q1 2020 and has held it in 25 quarters since. The position peaked at $5.26M in Q4 2023. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • SNS Financial Group held 7,483 shares of Vanguard Short-Term Bond ETF worth $587K as of Q1 2026.
  • SNS Financial Group bought 188 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $14.8K.
  • Vanguard Short-Term Bond ETF made up 0.05% of SNS Financial Group's portfolio in Q1 2026, its #113 holding.
  • SNS Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • SNS Financial Group's Vanguard Short-Term Bond ETF position peaked at $5.26M in Q4 2023.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.