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 Q3	$713K	Sell	9,329 -1,785	-16%	-$138K	0.22%	62
2026 Q2	$866K	Sell	11,114 -39	-0.3%	-$3.04K	0.27%	56
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%	-$9.9K	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%	+$2.22K	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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

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

Powers Advisory Group's BSV Position: Q3 2026 in Review

Powers Advisory Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 16% in Q3 2026, selling an estimated $138K and leaving 9,329 shares worth $713K. The position accounts for 0.22% of the portfolio, ranked #62.

Powers Advisory Group first reported a position in BSV in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.53M in Q4 2021. 371 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Powers Advisory Group held 9,329 shares of Vanguard Short-Term Bond ETF worth $713K as of Q3 2026.
Powers Advisory Group sold 1,785 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $138K.
Vanguard Short-Term Bond ETF made up 0.22% of Powers Advisory Group's portfolio in Q3 2026, its #62 holding.
Powers Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 20 quarters since.
Powers Advisory Group's Vanguard Short-Term Bond ETF position peaked at $1.53M in Q4 2021.
371 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.