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 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 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

Valley Financial Group's BSV Position: Q1 2026 in Review

Valley Financial Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 38% in Q1 2026, selling an estimated $206K and leaving 4,191 shares worth $329K. The position accounts for 0.18% of the portfolio, ranked #46.

Valley Financial Group first reported a position in BSV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.86M in Q4 2023. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Valley Financial Group held 4,191 shares of Vanguard Short-Term Bond ETF worth $329K as of Q1 2026.
Valley Financial Group sold 2,621 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $206K.
Vanguard Short-Term Bond ETF made up 0.18% of Valley Financial Group's portfolio in Q1 2026, its #46 holding.
Valley Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
Valley Financial Group's Vanguard Short-Term Bond ETF position peaked at $1.86M in Q4 2023.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Valley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.