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 Q3	$188K	Buy	2,456 +42	+2%	+$3.25K	0.09%	66
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

Pinney & Scofield's BSV Position: Q3 2026 in Review

Pinney & Scofield increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.7% in Q3 2026, buying an estimated $3.25K and bringing the position to 2,456 shares worth $188K. The position accounts for 0.09% of the portfolio, ranked #66.

Pinney & Scofield first reported a position in BSV in Q4 2024 and has held it in 8 quarters since. The position peaked at $189K in Q1 2026. 1,203 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Pinney & Scofield held 2,456 shares of Vanguard Short-Term Bond ETF worth $188K as of Q3 2026.
Pinney & Scofield bought 42 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $3.25K.
Vanguard Short-Term Bond ETF made up 0.09% of Pinney & Scofield's portfolio in Q3 2026, its #66 holding.
Pinney & Scofield first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 8 quarters since.
Pinney & Scofield's Vanguard Short-Term Bond ETF position peaked at $189K in Q1 2026.
1,203 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Pinney & Scofield's 13F filing for Q3 2026, filed 12 Nov 2026.