PFG Investments’s Vanguard Short-Term Bond ETF BSV Stock Holding History

PFG Investments’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	$2.26M	Buy	29,002 +4,910	+20%	+$383K	0.09%	198
2026 Q1	$1.89M	Buy	24,092 +5,522	+30%	+$435K	0.09%	198
2025 Q4	$1.46M	Buy	18,570 +5,656	+44%	+$446K	0.07%	253
2025 Q3	$1.02M	Buy	12,914 +2,740	+27%	+$215K	0.05%	327
2025 Q2	$801K	Buy	10,174 +762	+8%	+$59.6K	0.05%	366
2025 Q1	$737K	Sell	9,412 -1,602	-15%	-$124K	0.05%	371
2024 Q4	$851K	Buy	11,014 +4,050	+58%	+$314K	0.05%	331
2024 Q3	$548K	Sell	6,964 -306	-4%	-$23.8K	0.04%	454
2024 Q2	$558K	Sell	7,270 -62,468	-90%	-$4.77M	0.04%	412
2024 Q1	$5.35M	Buy	69,738 +65,651	+1,606%	+$5.04M	0.32%	61
2023 Q4	$315K	Sell	4,087 -225	-5%	-$17K	0.06%	339
2023 Q3	$324K	Sell	4,312 -567	-12%	-$42.7K	0.06%	333
2023 Q2	$369K	Buy	4,879 +1,842	+61%	+$140K	0.07%	326
2023 Q1	$232K	Buy	+3,037	New	+$230K	0.05%	405

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

PFG Investments's BSV Position: Q2 2026 in Review

PFG Investments increased its Vanguard Short-Term Bond ETF (BSV) stake by 20% in Q2 2026, buying an estimated $383K and bringing the position to 29,002 shares worth $2.26M. The position accounts for 0.09% of the portfolio, ranked #198.

PFG Investments first reported a position in BSV in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.35M in Q1 2024. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

PFG Investments held 29,002 shares of Vanguard Short-Term Bond ETF worth $2.26M as of Q2 2026.
PFG Investments bought 4,910 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $383K.
Vanguard Short-Term Bond ETF made up 0.09% of PFG Investments's portfolio in Q2 2026, its #198 holding.
PFG Investments first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and has held it in 14 quarters since.
PFG Investments's Vanguard Short-Term Bond ETF position peaked at $5.35M in Q1 2024.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.