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 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 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

Perennial Investment Advisors's BSV Position: Q1 2026 in Review

Perennial Investment Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.02% in Q1 2026, buying an estimated $79 and bringing the position to 4,750 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #336.

Perennial Investment Advisors first reported a position in BSV in Q3 2022 and has held it in 15 quarters since. The position peaked at $563K in Q4 2022. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Perennial Investment Advisors held 4,750 shares of Vanguard Short-Term Bond ETF worth $372K as of Q1 2026.
Perennial Investment Advisors bought 1 Vanguard Short-Term Bond ETF share in Q1 2026, an estimated $79.
Vanguard Short-Term Bond ETF made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #336 holding.
Perennial Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and has held it in 15 quarters since.
Perennial Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $563K in Q4 2022.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.