PCG Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

PCG Asset Management’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	$6.69M	Buy	85,321 +6,821	+9%	+$537K	5.35%	2
2025 Q4	$6.27M	Buy	78,500 +946	+1%	+$74.6K	5%	2
2025 Q3	$6.12M	Buy	77,554 +2,240	+3%	+$176K	4.91%	2
2025 Q2	$5.93M	Sell	75,314 -1,374	-2%	-$107K	5.1%	2
2025 Q1	$6M	Buy	76,688 +4,109	+6%	+$319K	5.62%	2
2024 Q4	$5.61M	Buy	+72,579	New	+$5.63M	4.92%	2

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

PCG Asset Management's BSV Position: Q1 2026 in Review

PCG Asset Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 8.7% in Q1 2026, buying an estimated $537K and bringing the position to 85,321 shares worth $6.69M. The position accounts for 5.35% of the portfolio, ranked #2.

PCG Asset Management first reported a position in BSV in Q4 2024 and has held it in 6 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

PCG Asset Management held 85,321 shares of Vanguard Short-Term Bond ETF worth $6.69M as of Q1 2026.
PCG Asset Management bought 6,821 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $537K.
Vanguard Short-Term Bond ETF made up 5.35% of PCG Asset Management's portfolio in Q1 2026, its #2 holding.
PCG Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on PCG Asset Management's 13F filing for Q1 2026, filed 12 May 2026.