SFG
BSV icon

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

Sovereign 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 		$12.8M Buy
164,471
+9,700
+6% +$757K 1.96% 12
2026
Q1 		$12.1M Buy
154,771
+13,263
+9% +$1.04M 2.11% 11
2025
Q4 		$11.2M Buy
141,508
+6,199
+5% +$489K 1.92% 12
2025
Q3 		$10.7M Buy
135,309
+2,452
+2% +$193K 2% 10
2025
Q2 		$10.5M Buy
132,857
+15,803
+14% +$1.24M 2.16% 8
2025
Q1 		$9.16M Buy
117,054
+9,196
+9% +$714K 2.11% 9
2024
Q4 		$8.33M Sell
107,858
-3,958
-4% -$307K 1.91% 10
2024
Q3 		$8.8M Sell
111,816
-3,935
-3% -$307K 2.06% 10
2024
Q2 		$8.88M Buy
115,751
+4,591
+4% +$350K 2.21% 9
2024
Q1 		$8.52M Buy
111,160
+934
+0.8% +$71.6K 2.26% 9
2023
Q4 		$8.49M Buy
110,226
+10,106
+10% +$765K 2.59% 8
2023
Q3 		$7.53M Buy
100,120
+2,694
+3% +$203K 2.68% 9
2023
Q2 		$7.36M Buy
97,426
+7,045
+8% +$537K 2.4% 8
2023
Q1 		$6.91M Buy
90,381
+8,537
+10% +$647K 2.57% 6
2022
Q4 		$6.16M Sell
81,844
-18,813
-19% -$1.41M 2.43% 5
2022
Q3 		$7.53M Buy
100,657
+2,893
+3% +$221K 3.05% 4
2022
Q2 		$7.51M Buy
97,764
+13,494
+16% +$1.04M 2.96% 4
2022
Q1 		$6.57M Buy
84,270
+25,505
+43% +$2.02M 2.43% 6
2021
Q4 		$4.75M Buy
58,765
+44,991
+327% +$3.66M 1.91% 9
2021
Q3 		$1.13M Sell
13,774
-491
-3% -$40.4K 0.65% 38
2021
Q2 		$1.17M Hold
14,265
– – 0.71% 37
2021
Q1 		$1.17M Buy
14,265
+2,825
+25% +$233K 0.73% 35
2020
Q4 		$948K Buy
+11,440
New +$948K 0.68% 38

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

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

Sovereign Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.3% in Q2 2026, buying an estimated $757K and bringing the position to 164,471 shares worth $12.8M. The position accounts for 1.96% of the portfolio, ranked #12.

Sovereign Financial Group first reported a position in BSV in Q4 2020 and has held it in 23 quarters since. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Sovereign Financial Group held 164,471 shares of Vanguard Short-Term Bond ETF worth $12.8M as of Q2 2026.
  • Sovereign Financial Group bought 9,700 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $757K.
  • Vanguard Short-Term Bond ETF made up 1.96% of Sovereign Financial Group's portfolio in Q2 2026, its #12 holding.
  • Sovereign Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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