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Pinney & Scofield’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Pinney & Scofield’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 		$189K Buy
2,407
+52
+2% +$4.09K 0.1% 57
2025
Q4 		$186K Buy
2,355
+644
+38% +$50.8K 0.11% 53
2025
Q3 		$135K Buy
1,711
+7
+0.4% +$550 0.08% 60
2025
Q2 		$134K Buy
1,704
+9
+0.5% +$704 0.09% 64
2025
Q1 		$133K Buy
1,695
+1,029
+155% +$79.9K 0.1% 64
2024
Q4 		$51.4K Buy
+666
New +$51.7K 0.04% 97

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

Pinney & Scofield's BSV Position: Q1 2026 in Review

Pinney & Scofield increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.2% in Q1 2026, buying an estimated $4.09K and bringing the position to 2,407 shares worth $189K. The position accounts for 0.1% of the portfolio, ranked #57.

Pinney & Scofield first reported a position in BSV in Q4 2024 and has held it in 6 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Pinney & Scofield held 2,407 shares of Vanguard Short-Term Bond ETF worth $189K as of Q1 2026.
  • Pinney & Scofield bought 52 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $4.09K.
  • Vanguard Short-Term Bond ETF made up 0.1% of Pinney & Scofield's portfolio in Q1 2026, its #57 holding.
  • Pinney & Scofield first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.