Pinnacle Wealth Planning Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$21.5K	Buy	281 +99	+54%	+$7.65K	﹤0.01%	1743
2026 Q2	$14.2K	Hold	182	–	–	﹤0.01%	1930
2026 Q1	$14.3K	Hold	182	–	–	﹤0.01%	1859
2025 Q4	$14.3K	Buy	+182	New	+$14.4K	﹤0.01%	1864
2021 Q1	–	Sell	-265	Closed	-$22K	–	577
2020 Q4	$22K	Buy	+265	New	+$22K	0.01%	1114

Other funds holding BSV

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

International City Management Association Retirement Corp Washington, District of Columbia $444M AUM 8.54% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Pinnacle Wealth Planning Services's BSV Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 54% in Q3 2026, buying an estimated $7.65K and bringing the position to 281 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Pinnacle Wealth Planning Services first reported a position in BSV in Q4 2020 and has held it in 5 quarters since. The position peaked at $22K in Q4 2020. 505 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Pinnacle Wealth Planning Services held 281 shares of Vanguard Short-Term Bond ETF worth $21.5K as of Q3 2026.
Pinnacle Wealth Planning Services bought 99 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $7.65K.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1743 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Vanguard Short-Term Bond ETF position peaked at $22K in Q4 2020.
505 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.