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

Somnio 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	$5M	Buy	64,153 +2,797	+5%	+$218K	2.96%	10
2026 Q1	$4.81M	Buy	61,356 +896	+1%	+$70.5K	3.16%	10
2025 Q4	$4.76M	Buy	60,460 +1,634	+3%	+$129K	3.15%	10
2025 Q3	$4.64M	Buy	58,826 +1,793	+3%	+$141K	3.15%	10
2025 Q2	$4.49M	Buy	+57,033	New	+$4.46M	3.21%	10
2024 Q4	$3.96M	Buy	51,198 +2,107	+4%	+$164K	3.16%	10
2024 Q3	$3.86M	Buy	49,091 +2,131	+5%	+$166K	3.15%	10
2024 Q2	$3.6M	Buy	+46,960	New	+$3.58M	3.18%	10

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

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

Somnio Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 4.6% in Q2 2026, buying an estimated $218K and bringing the position to 64,153 shares worth $5M. The position accounts for 2.96% of the portfolio, ranked #10.

Somnio Financial Group first reported a position in BSV in Q2 2024 and has held it in 8 quarters since. 1,348 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Somnio Financial Group held 64,153 shares of Vanguard Short-Term Bond ETF worth $5M as of Q2 2026.
Somnio Financial Group bought 2,797 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $218K.
Vanguard Short-Term Bond ETF made up 2.96% of Somnio Financial Group's portfolio in Q2 2026, its #10 holding.
Somnio Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and has held it in 8 quarters since.
1,348 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Somnio Financial Group's 13F filing for Q2 2026, filed 6 Jul 2026.