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Potomac Fund Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Potomac Fund 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
Q1 		$446K Buy
5,688
+121
+2% +$9.53K 0.02% 86
2025
Q4 		$439K Sell
5,567
-34
-0.6% -$2.68K 0.02% 85
2025
Q3 		$442K Sell
5,601
-44
-0.8% -$3.46K 0.02% 82
2025
Q2 		$442K Sell
5,645
-709
-11% -$55.4K 0.03% 75
2025
Q1 		$497K Buy
6,354
+116
+2% +$9.01K 0.22% 51
2024
Q4 		$482K Buy
+6,238
New +$484K 0.03% 70

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

Potomac Fund Management's BSV Position: Q1 2026 in Review

Potomac Fund Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.2% in Q1 2026, buying an estimated $9.53K and bringing the position to 5,688 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #86.

Potomac Fund Management first reported a position in BSV in Q4 2024 and has held it in 6 quarters since. The position peaked at $497K in Q1 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Potomac Fund Management held 5,688 shares of Vanguard Short-Term Bond ETF worth $446K as of Q1 2026.
  • Potomac Fund Management bought 121 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $9.53K.
  • Vanguard Short-Term Bond ETF made up 0.02% of Potomac Fund Management's portfolio in Q1 2026, its #86 holding.
  • Potomac Fund Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Potomac Fund Management's Vanguard Short-Term Bond ETF position peaked at $497K in Q1 2025.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Potomac Fund Management's 13F filing for Q1 2026, filed 14 May 2026.