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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
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Wealth Planning Services's BSV Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 182 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

Pinnacle Wealth Planning Services first reported a position in BSV in Q4 2020 and has held it in 3 quarters since. The position peaked at $22K in Q4 2020. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Pinnacle Wealth Planning Services held 182 shares of Vanguard Short-Term Bond ETF worth $14.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1859 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Vanguard Short-Term Bond ETF position peaked at $22K in Q4 2020.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.