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Perennial Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Perennial Investment 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 		$421K Buy
5,405
+655
+14% +$51.1K 0.03% 358
2026
Q1 		$372K Buy
4,750
+1
+0% +$79 0.03% 336
2025
Q4 		$374K Buy
4,749
+6
+0.1% +$473 0.03% 330
2025
Q3 		$374K Sell
4,743
-128
-3% -$10.1K 0.03% 315
2025
Q2 		$383K Sell
4,871
-60
-1% -$4.69K 0.04% 298
2025
Q1 		$386K Buy
4,931
+1
+0% +$78 0.04% 272
2024
Q4 		$381K Buy
4,930
+55
+1% +$4.27K 0.04% 260
2024
Q3 		$384K Buy
4,875
+310
+7% +$24.1K 0.05% 251
2024
Q2 		$350K Buy
4,565
+2
+0% +$153 0.05% 256
2024
Q1 		$350K Sell
4,563
-71
-2% -$5.45K 0.05% 234
2023
Q4 		$357K Sell
4,634
-423
-8% -$32K 0.06% 212
2023
Q3 		$380K Buy
5,057
+106
+2% +$7.99K 0.07% 199
2023
Q2 		$374K Sell
4,951
-1,899
-28% -$145K 0.07% 210
2023
Q1 		$524K Sell
6,850
-624
-8% -$47.3K 0.1% 169
2022
Q4 		$563K Buy
7,474
+2,397
+47% +$180K 0.23% 90
2022
Q3 		$380K Buy
+5,077
New +$388K 0.17% 111

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Perennial Investment Advisors's BSV Position: Q2 2026 in Review

Perennial Investment Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 14% in Q2 2026, buying an estimated $51.1K and bringing the position to 5,405 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #358.

Perennial Investment Advisors first reported a position in BSV in Q3 2022 and has held it in 16 quarters since. The position peaked at $563K in Q4 2022. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Perennial Investment Advisors held 5,405 shares of Vanguard Short-Term Bond ETF worth $421K as of Q2 2026.
  • Perennial Investment Advisors bought 655 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $51.1K.
  • Vanguard Short-Term Bond ETF made up 0.03% of Perennial Investment Advisors's portfolio in Q2 2026, its #358 holding.
  • Perennial Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Perennial Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $563K in Q4 2022.
  • 1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.