Powers Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Powers Advisory 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 Q1	$874K	Sell	11,153 -79	-0.7%	-$6.22K	0.31%	52
2025 Q4	$885K	Sell	11,232 -170	-1%	-$13.4K	0.33%	48
2025 Q3	$900K	Sell	11,402 -232	-2%	-$18.2K	0.36%	45
2025 Q2	$916K	Sell	11,634 -202	-2%	-$15.8K	0.4%	43
2025 Q1	$927K	Sell	11,836 -35	-0.3%	-$2.72K	0.44%	41
2024 Q4	$917K	Sell	11,871 -128	-1%	-$9.93K	0.46%	38
2024 Q3	$944K	Sell	11,999 -178	-1%	-$13.9K	0.47%	37
2024 Q2	$934K	Sell	12,177 -61	-0.5%	-$4.65K	0.51%	33
2024 Q1	$938K	Buy	12,238 +29	+0.2%	+$2.23K	0.54%	34
2023 Q4	$940K	Sell	12,209 -630	-5%	-$47.7K	0.58%	33
2023 Q3	$965K	Sell	12,839 -6	-0%	-$452	0.66%	30
2023 Q2	$971K	Buy	12,845 +38	+0.3%	+$2.9K	0.64%	33
2023 Q1	$980K	Buy	12,807 +22	+0.2%	+$1.67K	0.68%	34
2022 Q4	$962K	Sell	12,785 -1,764	-12%	-$132K	0.71%	33
2022 Q3	$1.09M	Buy	14,549 +56	+0.4%	+$4.28K	0.87%	28
2022 Q2	$1.11M	Sell	14,493 -3,089	-18%	-$238K	0.86%	29
2022 Q1	$1.37M	Sell	17,582 -1,354	-7%	-$107K	0.95%	25
2021 Q4	$1.53M	Buy	+18,936	New	+$1.54M	1.08%	25

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Powers Advisory Group's BSV Position: Q1 2026 in Review

Powers Advisory Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.7% in Q1 2026, selling an estimated $6.22K and leaving 11,153 shares worth $874K. The position accounts for 0.31% of the portfolio, ranked #52.

Powers Advisory Group first reported a position in BSV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.53M in Q4 2021. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Powers Advisory Group held 11,153 shares of Vanguard Short-Term Bond ETF worth $874K as of Q1 2026.
Powers Advisory Group sold 79 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $6.22K.
Vanguard Short-Term Bond ETF made up 0.31% of Powers Advisory Group's portfolio in Q1 2026, its #52 holding.
Powers Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
Powers Advisory Group's Vanguard Short-Term Bond ETF position peaked at $1.53M in Q4 2021.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.