PVI
BSV icon

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

Pine Valley 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 		$627K Buy
8,047
+803
+11% +$62.7K 0.02% 366
2026
Q1 		$568K Buy
7,244
+228
+3% +$18K 0.03% 362
2025
Q4 		$553K Buy
7,016
+228
+3% +$18K 0.03% 348
2025
Q3 		$536K Sell
6,788
-811
-11% -$63.8K 0.03% 340
2025
Q2 		$598K Buy
7,599
+1,446
+24% +$113K 0.03% 319
2025
Q1 		$482K Buy
6,153
+624
+11% +$48.4K 0.03% 346
2024
Q4 		$427K Buy
5,529
+56
+1% +$4.35K 0.03% 358
2024
Q3 		$431K Sell
5,473
-90
-2% -$7.01K 0.03% 344
2024
Q2 		$427K Buy
5,563
+1,327
+31% +$101K 0.03% 323
2024
Q1 		$325K Sell
4,236
-438
-9% -$33.6K 0.02% 383
2023
Q4 		$360K Buy
4,674
+1,661
+55% +$126K 0.03% 352
2023
Q3 		$227K Sell
3,013
-1,834
-38% -$138K 0.02% 408
2023
Q2 		$366K Buy
+4,847
New +$369K 0.04% 292

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Pine Valley Investments's BSV Position: Q2 2026 in Review

Pine Valley Investments increased its Vanguard Short-Term Bond ETF (BSV) stake by 11% in Q2 2026, buying an estimated $62.7K and bringing the position to 8,047 shares worth $627K. The position accounts for 0.02% of the portfolio, ranked #366.

Pine Valley Investments first reported a position in BSV in Q2 2023 and has held it in 13 quarters since. 823 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Pine Valley Investments held 8,047 shares of Vanguard Short-Term Bond ETF worth $627K as of Q2 2026.
  • Pine Valley Investments bought 803 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $62.7K.
  • Vanguard Short-Term Bond ETF made up 0.02% of Pine Valley Investments's portfolio in Q2 2026, its #366 holding.
  • Pine Valley Investments first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 823 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.