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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
Q2 		$188K Buy
2,414
+7
+0.3% +$546 0.09% 60
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 $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

Pinney & Scofield's BSV Position: Q2 2026 in Review

Pinney & Scofield increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.29% in Q2 2026, buying an estimated $546 and bringing the position to 2,414 shares worth $188K. The position accounts for 0.09% of the portfolio, ranked #60.

Pinney & Scofield first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $189K in Q1 2026. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Pinney & Scofield held 2,414 shares of Vanguard Short-Term Bond ETF worth $188K as of Q2 2026.
  • Pinney & Scofield bought 7 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $546.
  • Vanguard Short-Term Bond ETF made up 0.09% of Pinney & Scofield's portfolio in Q2 2026, its #60 holding.
  • Pinney & Scofield first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Pinney & Scofield's Vanguard Short-Term Bond ETF position peaked at $189K in Q1 2026.
  • 1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.