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Valeo Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Valeo Financial Advisors’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 		$410K Sell
5,259
-1,081
-17% -$84.4K 0.01% 513
2026
Q1 		$497K Buy
+6,340
New +$499K 0.01% 414
2025
Q4 		– Sell
-3,854
Closed -$304K – 850
2025
Q3 		$304K Sell
3,854
-2,907
-43% -$229K 0.01% 606
2025
Q2 		$532K Buy
+6,761
New +$529K 0.01% 439
2024
Q2 		– Sell
-4,429
Closed -$337K – 685
2024
Q1 		$337K Buy
+4,429
New +$340K 0.01% 466
2023
Q1 		– Sell
-3,093
Closed -$233K – 643
2022
Q4 		$233K Sell
3,093
-253
-8% -$19K 0.01% 447
2022
Q3 		$250K Sell
3,346
-1,304
-28% -$99.6K 0.02% 395
2022
Q2 		$357K Buy
+4,650
New +$358K 0.02% 305
2021
Q2 		– Sell
-588
Closed -$48K – 697
2021
Q1 		$48K Buy
588
+183
+45% +$15.1K ﹤0.01% 882
2020
Q4 		$34K Sell
405
-104
-20% -$8.62K ﹤0.01% 896
2020
Q3 		$42K Sell
509
-312
-38% -$25.9K ﹤0.01% 710
2020
Q2 		$68K Buy
821
+82
+11% +$6.78K 0.01% 621
2020
Q1 		$61K Buy
739
+120
+19% +$9.74K 0.01% 539
2019
Q4 		$50K Buy
619
+4
+0.7% +$323 ﹤0.01% 648
2019
Q3 		$50K Buy
615
+424
+222% +$34.2K 0.01% 602
2019
Q2 		$15K Buy
191
+8
+4% +$638 ﹤0.01% 917
2019
Q1 		$15K Sell
183
-29
-14% -$2.29K ﹤0.01% 854
2018
Q4 		$17K Buy
212
+34
+19% +$2.65K ﹤0.01% 744
2018
Q3 		$14K Sell
178
-1,121
-86% -$87.6K ﹤0.01% 864
2018
Q2 		$102K Buy
1,299
+1,246
+2,351% +$97.3K 0.01% 393
2018
Q1 		$4K Hold
53
– – ﹤0.01% 1182
2017
Q4 		$4K Buy
+53
New +$4.21K ﹤0.01% 1057

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

Valeo Financial Advisors's BSV Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 17% in Q2 2026, selling an estimated $84.4K and leaving 5,259 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #513.

Valeo Financial Advisors first reported a position in BSV in Q4 2017 and has held it in 22 quarters since. The position peaked at $532K in Q2 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Valeo Financial Advisors held 5,259 shares of Vanguard Short-Term Bond ETF worth $410K as of Q2 2026.
  • Valeo Financial Advisors sold 1,081 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $84.4K.
  • Vanguard Short-Term Bond ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #513 holding.
  • Valeo Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 22 quarters since.
  • Valeo Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $532K in Q2 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.