VFG
BSV icon

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

Valley 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 		$243K Sell
3,114
-1,077
-26% -$84K 0.12% 53
2026
Q1 		$329K Sell
4,191
-2,621
-38% -$206K 0.18% 46
2025
Q4 		$537K Sell
6,812
-8,003
-54% -$631K 0.3% 33
2025
Q3 		$1.17M Sell
14,815
-2,341
-14% -$184K 0.66% 24
2025
Q2 		$1.35M Sell
17,156
-318
-2% -$24.9K 0.82% 23
2025
Q1 		$1.37M Sell
17,474
-996
-5% -$77.3K 0.91% 20
2024
Q4 		$1.43M Sell
18,470
-640
-3% -$49.7K 0.99% 21
2024
Q3 		$1.5M Sell
19,110
-339
-2% -$26.4K 1.05% 20
2024
Q2 		$1.49M Sell
19,449
-258
-1% -$19.7K 1.1% 19
2024
Q1 		$1.51M Sell
19,707
-4,399
-18% -$337K 1.15% 20
2023
Q4 		$1.86M Buy
+24,106
New +$1.82M 1.45% 16

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

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

Valley Financial Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 26% in Q2 2026, selling an estimated $84K and leaving 3,114 shares worth $243K. The position accounts for 0.12% of the portfolio, ranked #53.

Valley Financial Group first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.86M in Q4 2023. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Valley Financial Group held 3,114 shares of Vanguard Short-Term Bond ETF worth $243K as of Q2 2026.
  • Valley Financial Group sold 1,077 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $84K.
  • Vanguard Short-Term Bond ETF made up 0.12% of Valley Financial Group's portfolio in Q2 2026, its #53 holding.
  • Valley Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Valley Financial Group's Vanguard Short-Term Bond ETF position peaked at $1.86M in Q4 2023.
  • 1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Valley Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.