PJC
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Phillip James Consulting’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Phillip James Consulting’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 		$6.14M Buy
78,750
+67,881
+625% +$5.3M 4.1% 9
2026
Q1 		$1.37M Buy
+10,869
New +$856K 1.04% 26

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 22.96% 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

Phillip James Consulting's BSV Position: Q2 2026 in Review

Phillip James Consulting increased its Vanguard Short-Term Bond ETF (BSV) stake by 625% in Q2 2026, buying an estimated $5.3M and bringing the position to 78,750 shares worth $6.14M. The position accounts for 4.1% of the portfolio, ranked #9.

Phillip James Consulting first reported a position in BSV in Q1 2026 and has held it in 2 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Phillip James Consulting held 78,750 shares of Vanguard Short-Term Bond ETF worth $6.14M as of Q2 2026.
  • Phillip James Consulting bought 67,881 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $5.3M.
  • Vanguard Short-Term Bond ETF made up 4.1% of Phillip James Consulting's portfolio in Q2 2026, its #9 holding.
  • Phillip James Consulting first reported a position in Vanguard Short-Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.