Valmark Advisers’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Valmark Advisers’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	$126M	Buy	1,610,639 +75,730	+5%	+$5.96M	1.5%	16
2025 Q4	$121M	Buy	1,534,909 +73,334	+5%	+$5.79M	1.49%	17
2025 Q3	$115M	Buy	1,461,575 +52,768	+4%	+$4.15M	1.49%	17
2025 Q2	$111M	Buy	1,408,807 +58,517	+4%	+$4.58M	1.54%	16
2025 Q1	$106M	Buy	1,350,290 +88,559	+7%	+$6.87M	1.59%	16
2024 Q4	$97.5M	Buy	1,261,731 +71,383	+6%	+$5.54M	1.51%	16
2024 Q3	$93.7M	Buy	1,190,348 +53,301	+5%	+$4.15M	1.46%	18
2024 Q2	$87.2M	Buy	1,137,047 +136,113	+14%	+$10.4M	1.48%	18
2024 Q1	$76.7M	Buy	1,000,934 +38,732	+4%	+$2.97M	1.33%	18
2023 Q4	$74.1M	Buy	962,202 +13,613	+1%	+$1.03M	1.39%	17
2023 Q3	$71.3M	Buy	948,589 +32,948	+4%	+$2.48M	1.48%	17
2023 Q2	$69.2M	Buy	915,641 +16,176	+2%	+$1.23M	1.41%	17
2023 Q1	$68.8M	Buy	899,465 +20,450	+2%	+$1.55M	1.48%	18
2022 Q4	$66.2M	Buy	879,015 +18,153	+2%	+$1.36M	1.53%	18
2022 Q3	$64.4M	Buy	860,862 +42,416	+5%	+$3.24M	1.3%	21
2022 Q2	$62.8M	Buy	818,446 +37,953	+5%	+$2.92M	1.22%	23
2022 Q1	$60.8M	Buy	780,493 +26,342	+3%	+$2.09M	1.07%	25
2021 Q4	$61M	Buy	754,151 +34,845	+5%	+$2.83M	1.05%	25
2021 Q3	$58.9M	Buy	719,306 +49,445	+7%	+$4.06M	1.08%	25
2021 Q2	$55M	Buy	669,861 +83,409	+14%	+$6.86M	1.01%	25
2021 Q1	$48.2M	Buy	586,452 +37,228	+7%	+$3.07M	0.93%	26
2020 Q4	$45.5M	Buy	549,224 +32,713	+6%	+$2.71M	0.93%	25
2020 Q3	$42.9M	Buy	516,511 +30,824	+6%	+$2.56M	0.97%	25
2020 Q2	$40.4M	Buy	485,687 +10,630	+2%	+$879K	0.95%	24
2020 Q1	$39M	Buy	475,057 +81,121	+21%	+$6.59M	1.02%	25
2019 Q4	$31.8M	Sell	393,936 -8,715	-2%	-$703K	0.69%	26
2019 Q3	$32.5M	Buy	402,651 +12,156	+3%	+$980K	0.72%	25
2019 Q2	$31.4M	Buy	390,495 +37,911	+11%	+$3.02M	0.69%	25
2019 Q1	$28.1M	Buy	352,584 +36,618	+12%	+$2.89M	0.63%	27
2018 Q4	$24.8M	Buy	315,966 +60,480	+24%	+$4.72M	0.6%	28
2018 Q3	$19.9M	Sell	255,486 -6,118	-2%	-$478K	0.44%	30
2018 Q2	$20.5M	Buy	261,604 +3,204	+1%	+$250K	0.45%	30
2018 Q1	$20.3M	Buy	258,400 +46,866	+22%	+$3.68M	0.44%	30
2017 Q4	$16.7M	Buy	211,534 +16,846	+9%	+$1.34M	0.36%	27
2017 Q3	$15.5M	Buy	194,688 +11,090	+6%	+$887K	0.36%	27
2017 Q2	$14.7M	Buy	183,598 +21,794	+13%	+$1.74M	0.35%	27
2017 Q1	$12.9M	Buy	161,804 +23,346	+17%	+$1.86M	0.32%	27
2016 Q4	$11M	Buy	138,458 +3,311	+2%	+$265K	0.28%	27
2016 Q3	$10.9M	Buy	135,147 +16,696	+14%	+$1.35M	0.27%	28
2016 Q2	$9.6M	Buy	118,451 +17,363	+17%	+$1.4M	0.24%	27
2016 Q1	$8.15M	Buy	101,088 +25,959	+35%	+$2.08M	0.2%	26
2015 Q4	$5.98M	Buy	75,129 +25,350	+51%	+$2.03M	0.15%	27
2015 Q3	$4M	Buy	49,779 +16,761	+51%	+$1.34M	0.1%	29
2015 Q2	$2.65M	Buy	33,018 +20,962	+174%	+$1.68M	0.06%	30
2015 Q1	$971K	Buy	+12,056	New	+$968K	0.02%	34

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

Valmark Advisers's BSV Position: Q1 2026 in Review

Valmark Advisers increased its Vanguard Short-Term Bond ETF (BSV) stake by 4.9% in Q1 2026, buying an estimated $5.96M and bringing the position to 1,610,639 shares worth $126M. The position accounts for 1.5% of the portfolio, ranked #16.

Valmark Advisers first reported a position in BSV in Q1 2015 and has held it in 45 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Valmark Advisers held 1,610,639 shares of Vanguard Short-Term Bond ETF worth $126M as of Q1 2026.
Valmark Advisers bought 75,730 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $5.96M.
Vanguard Short-Term Bond ETF made up 1.5% of Valmark Advisers's portfolio in Q1 2026, its #16 holding.
Valmark Advisers first reported a position in Vanguard Short-Term Bond ETF in Q1 2015 and has held it in 45 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.