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PDS Planning’s Vanguard Short-Term Bond ETF BSV Stock Holding History

PDS Planning’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 		$33.9M Buy
432,009
+21,487
+5% +$1.69M 2.23% 12
2025
Q4 		$32.4M Sell
410,522
-8,352
-2% -$659K 2.16% 12
2025
Q3 		$33.1M Buy
418,874
+7,529
+2% +$592K 2.29% 11
2025
Q2 		$32.4M Buy
411,345
+21,091
+5% +$1.65M 2.41% 11
2025
Q1 		$30.5M Buy
390,254
+6,713
+2% +$521K 2.58% 11
2024
Q4 		$29.6M Buy
383,541
+20,388
+6% +$1.58M 2.63% 11
2024
Q3 		$28.6M Buy
363,153
+34,019
+10% +$2.65M 2.56% 11
2024
Q2 		$25.2M Buy
329,134
+15,675
+5% +$1.2M 2.55% 11
2024
Q1 		$24M Buy
313,459
+1,863
+0.6% +$143K 2.53% 11
2023
Q4 		$24M Buy
311,596
+65,795
+27% +$4.98M 2.73% 11
2023
Q3 		$18.5M Buy
245,801
+8,425
+4% +$635K 2.39% 11
2023
Q2 		$17.9M Buy
237,376
+12,189
+5% +$929K 2.29% 11
2023
Q1 		$17.2M Buy
225,187
+14,081
+7% +$1.07M 2.37% 13
2022
Q4 		$15.9M Sell
211,106
-15,369
-7% -$1.15M 2.54% 13
2022
Q3 		$16.9M Buy
226,475
+24,633
+12% +$1.88M 3.08% 11
2022
Q2 		$15.5M Buy
201,842
+13,797
+7% +$1.06M 2.81% 12
2022
Q1 		$14.6M Buy
188,045
+16,524
+10% +$1.31M 2.58% 14
2021
Q4 		$13.9M Buy
171,521
+27,681
+19% +$2.25M 2.65% 14
2021
Q3 		$11.8M Buy
143,840
+13,702
+11% +$1.13M 2.72% 10
2021
Q2 		$10.7M Buy
130,138
+23,394
+22% +$1.92M 2.6% 10
2021
Q1 		$8.77M Buy
106,744
+20,996
+24% +$1.73M 2.55% 11
2020
Q4 		$7.11M Buy
85,748
+19,402
+29% +$1.61M 2.44% 10
2020
Q3 		$5.51M Buy
66,346
+8,063
+14% +$670K 2.24% 13
2020
Q2 		$4.84M Buy
58,283
+37,412
+179% +$3.09M 2.2% 13
2020
Q1 		$1.72M Buy
+20,871
New +$1.69M 1.09% 27

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PDS Planning's BSV Position: Q1 2026 in Review

PDS Planning increased its Vanguard Short-Term Bond ETF (BSV) stake by 5.2% in Q1 2026, buying an estimated $1.69M and bringing the position to 432,009 shares worth $33.9M. The position accounts for 2.23% of the portfolio, ranked #12.

PDS Planning first reported a position in BSV in Q1 2020 and has held it in 25 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • PDS Planning held 432,009 shares of Vanguard Short-Term Bond ETF worth $33.9M as of Q1 2026.
  • PDS Planning bought 21,487 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.69M.
  • Vanguard Short-Term Bond ETF made up 2.23% of PDS Planning's portfolio in Q1 2026, its #12 holding.
  • PDS Planning first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.