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 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 $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

V2 Financial group's BSV Position: Q1 2026 in Review

V2 Financial group held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 4,055 shares worth $318K. The position accounts for 0.15% of the portfolio, ranked #79.

V2 Financial group first reported a position in BSV in Q1 2021 and has held it in 9 quarters since. The position peaked at $484K in Q4 2024. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

V2 Financial group held 4,055 shares of Vanguard Short-Term Bond ETF worth $318K as of Q1 2026.
V2 Financial group left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Short-Term Bond ETF made up 0.15% of V2 Financial group's portfolio in Q1 2026, its #79 holding.
V2 Financial group first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and has held it in 9 quarters since.
V2 Financial group's Vanguard Short-Term Bond ETF position peaked at $484K in Q4 2024.
1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.