Pioneer Wealth Management Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Pioneer Wealth Management Group’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	$319K	Buy	+4,174	New	+$323K	0.08%	49
2024 Q3	$10.1M	Sell	127,954 -41,711	-25%	-$3.25M	4.8%	7
2024 Q2	$13M	Buy	169,665 +15,898	+10%	+$1.21M	6.91%	4
2024 Q1	$11.8M	Sell	153,767 -58,617	-28%	-$4.5M	6.74%	4
2023 Q4	$16.4M	Sell	212,384 -13,083	-6%	-$990K	10.18%	4
2023 Q3	$16.9M	Sell	225,467 -1,535	-0.7%	-$116K	12.91%	1
2023 Q2	$17.2M	Buy	227,002 +27,219	+14%	+$2.07M	13.63%	1
2023 Q1	$15.3M	Buy	199,783 +27,154	+16%	+$2.06M	13.6%	1
2022 Q4	$13M	Buy	+172,629	New	+$13M	12.24%	2

Other funds holding BSV

AIA

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CPA

Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Pioneer Wealth Management Group's BSV Position: Q3 2026 in Review

Pioneer Wealth Management Group opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q3 2026: 4,174 shares worth $319K. The stake represents 0.08% of the portfolio and ranks #49 among its holdings. This is a return to the name: Pioneer Wealth Management Group previously reported a position in BSV as recently as Q3 2024.

Pioneer Wealth Management Group first reported a position in BSV in Q4 2022 and has held it in 9 quarters since. The position peaked at $17.2M in Q2 2023. 120 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Pioneer Wealth Management Group held 4,174 shares of Vanguard Short-Term Bond ETF worth $319K as of Q3 2026.
Vanguard Short-Term Bond ETF was a new Pioneer Wealth Management Group position in Q3 2026.
Vanguard Short-Term Bond ETF made up 0.08% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #49 holding.
Pioneer Wealth Management Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 9 quarters since.
Pioneer Wealth Management Group's Vanguard Short-Term Bond ETF position peaked at $17.2M in Q2 2023.
120 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.