V2 Financial group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

V2 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	$353K	Buy	4,526 +471	+12%	+$36.8K	0.13%	84
2026 Q1	$318K	Hold	4,055	–	–	0.15%	79
2025 Q4	$320K	Sell	4,055 -35	-0.9%	-$2.76K	0.16%	75
2025 Q3	$323K	Sell	4,090 -20	-0.5%	-$1.57K	0.18%	68
2025 Q2	$323K	Sell	4,110 -54	-1%	-$4.22K	0.2%	63
2025 Q1	$326K	Sell	4,164 -2,100	-34%	-$163K	0.21%	55
2024 Q4	$484K	Buy	6,264 +2,710	+76%	+$210K	0.29%	47
2024 Q3	$280K	Buy	3,554 +29	+0.8%	+$2.26K	0.18%	60
2024 Q2	$273K	Buy	+3,525	New	+$269K	0.18%	60
2021 Q2	–	Sell	-4,250	Closed	-$349K	–	59
2021 Q1	$349K	Buy	+4,250	New	+$351K	0.31%	46

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

V2 Financial group's BSV Position: Q2 2026 in Review

V2 Financial group increased its Vanguard Short-Term Bond ETF (BSV) stake by 12% in Q2 2026, buying an estimated $36.8K and bringing the position to 4,526 shares worth $353K. The position accounts for 0.13% of the portfolio, ranked #84.

V2 Financial group first reported a position in BSV in Q1 2021 and has held it in 10 quarters since. The position peaked at $484K in Q4 2024. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

V2 Financial group held 4,526 shares of Vanguard Short-Term Bond ETF worth $353K as of Q2 2026.
V2 Financial group bought 471 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $36.8K.
Vanguard Short-Term Bond ETF made up 0.13% of V2 Financial group's portfolio in Q2 2026, its #84 holding.
V2 Financial group first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and has held it in 10 quarters since.
V2 Financial group's Vanguard Short-Term Bond ETF position peaked at $484K in Q4 2024.
1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on V2 Financial group's 13F filing for Q2 2026, filed 11 Aug 2026.