Prudent Investor Advisors, LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Prudent Investor Advisors, LLC’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 Q3	$301K	Buy	+3,941	New	+$305K	0.24%	30

Other funds holding BSV

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prudent Investor Advisors, LLC's BSV Position: Q3 2026 in Review

Prudent Investor Advisors, LLC opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q3 2026: 3,941 shares worth $301K. The stake represents 0.24% of the portfolio and ranks #30 among its holdings.

429 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Prudent Investor Advisors, LLC held 3,941 shares of Vanguard Short-Term Bond ETF worth $301K as of Q3 2026.
Vanguard Short-Term Bond ETF was a new Prudent Investor Advisors, LLC position in Q3 2026.
Vanguard Short-Term Bond ETF made up 0.24% of Prudent Investor Advisors, LLC's portfolio in Q3 2026, its #30 holding.
429 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Prudent Investor Advisors, LLC's 13F filing for Q3 2026, filed 22 Oct 2026.