Pacific Point Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Pacific Point 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	$353K	Hold	4,537	–	–	0.16%	99
2026 Q1	$356K	Hold	4,537	–	–	0.19%	103
2025 Q4	$358K	Hold	4,537	–	–	0.19%	108
2025 Q3	$358K	Sell	4,537 -1,443	-24%	-$113K	0.21%	96
2025 Q2	$471K	Hold	5,980	–	–	0.26%	84
2025 Q1	$468K	Hold	5,980	–	–	0.26%	79
2024 Q4	$463K	Buy	+5,980	New	+$464K	0.28%	79

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pacific Point Advisors's BSV Position: Q2 2026 in Review

Pacific Point Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 4,537 shares worth $353K. The position accounts for 0.16% of the portfolio, ranked #99.

Pacific Point Advisors first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $471K in Q2 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Pacific Point Advisors held 4,537 shares of Vanguard Short-Term Bond ETF worth $353K as of Q2 2026.
Pacific Point Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.16% of Pacific Point Advisors's portfolio in Q2 2026, its #99 holding.
Pacific Point Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Pacific Point Advisors's Vanguard Short-Term Bond ETF position peaked at $471K in Q2 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.