PWM
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PMG Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

PMG Wealth Management’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 		$357K Hold
4,593
– – 0.22% 48
2026
Q1 		$359K Sell
4,593
-2,000
-30% -$157K 0.26% 46
2025
Q4 		$520K Hold
6,593
– – 0.38% 39
2025
Q3 		$520K Sell
6,593
-130
-2% -$10.2K 0.4% 39
2025
Q2 		$527K Sell
6,723
-7,955
-54% -$622K 0.44% 36
2025
Q1 		$1.15M Buy
14,678
+410
+3% +$31.8K 1.22% 17
2024
Q4 		$1.1M Buy
+14,268
New +$1.11M 1% 20

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

PMG Wealth Management's BSV Position: Q2 2026 in Review

PMG Wealth Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 4,593 shares worth $357K. The position accounts for 0.22% of the portfolio, ranked #48.

PMG Wealth Management first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q1 2025. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • PMG Wealth Management held 4,593 shares of Vanguard Short-Term Bond ETF worth $357K as of Q2 2026.
  • PMG Wealth Management left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.22% of PMG Wealth Management's portfolio in Q2 2026, its #48 holding.
  • PMG Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • PMG Wealth Management's Vanguard Short-Term Bond ETF position peaked at $1.15M in Q1 2025.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on PMG Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.