Parr McKnight Wealth Management Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Parr McKnight Wealth Management 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	$8.76M	Buy	112,429 +6,790	+6%	+$530K	1.04%	22
2026 Q1	$8.28M	Buy	105,639 +9,086	+9%	+$715K	1.09%	20
2025 Q4	$7.61M	Buy	96,553 +14,078	+17%	+$1.11M	1%	22
2025 Q3	$6.51M	Buy	82,475 +8,631	+12%	+$679K	0.85%	28
2025 Q2	$5.81M	Buy	73,844 +10,225	+16%	+$799K	0.8%	33
2025 Q1	$4.98M	Buy	+63,619	New	+$4.94M	0.72%	37

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

Parr McKnight Wealth Management Group's BSV Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.4% in Q2 2026, buying an estimated $530K and bringing the position to 112,429 shares worth $8.76M. The position accounts for 1.04% of the portfolio, ranked #22.

Parr McKnight Wealth Management Group first reported a position in BSV in Q1 2025 and has held it in 6 quarters since. 1,351 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Parr McKnight Wealth Management Group held 112,429 shares of Vanguard Short-Term Bond ETF worth $8.76M as of Q2 2026.
Parr McKnight Wealth Management Group bought 6,790 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $530K.
Vanguard Short-Term Bond ETF made up 1.04% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #22 holding.
Parr McKnight Wealth Management Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
1,351 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.