PrairieView Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

PrairieView Partners’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
2025 Q2	$2.75M	Sell	34,907 -4,107	-11%	-$321K	0.27%	43
2025 Q1	$3.05M	Sell	39,014 -4,363	-10%	-$339K	0.32%	40
2024 Q4	$3.35M	Sell	43,377 -621,479	-93%	-$48.2M	0.35%	34
2024 Q3	$52.3M	Sell	664,856 -88,397	-12%	-$6.89M	5.44%	4
2024 Q2	$57.8M	Buy	753,253 +38,850	+5%	+$2.96M	6.49%	4
2024 Q1	$54.8M	Buy	714,403 +37,890	+6%	+$2.91M	6.28%	4
2023 Q4	$52.1M	Buy	676,513 +10,467	+2%	+$792K	6.43%	4
2023 Q3	$50.1M	Buy	666,046 +11,135	+2%	+$839K	6.79%	4
2023 Q2	$49.5M	Buy	654,911 +20,798	+3%	+$1.59M	6.48%	4
2023 Q1	$48.5M	Buy	634,113 +59,502	+10%	+$4.51M	6.65%	4
2022 Q4	$43.3M	Buy	574,611 +13,991	+2%	+$1.05M	6.38%	4
2022 Q3	$41.9M	Buy	560,620 +565	+0.1%	+$43.2K	6.87%	4
2022 Q2	$43M	Sell	560,055 -12,568	-2%	-$968K	6.7%	4
2022 Q1	$44.6M	Sell	572,623 -19,879	-3%	-$1.58M	6.34%	3
2021 Q4	$47.9M	Buy	592,502 +18,934	+3%	+$1.54M	6.67%	3
2021 Q3	$47M	Buy	573,568 +16,063	+3%	+$1.32M	7.02%	3
2021 Q2	$45.8M	Buy	557,505 +35,681	+7%	+$2.94M	6.86%	3
2021 Q1	$42.9M	Buy	521,824 +65,382	+14%	+$5.4M	6.86%	3
2020 Q4	$37.8M	Buy	456,442 +55,014	+14%	+$4.56M	6.67%	3
2020 Q3	$33.3M	Buy	401,428 +604	+0.2%	+$50.2K	7%	3
2020 Q2	$33.3M	Sell	400,824 -8,062	-2%	-$667K	7.36%	3
2020 Q1	$33.6M	Buy	408,886 +3,960	+1%	+$322K	8.46%	3
2019 Q4	$32.6M	Buy	404,926 +21,170	+6%	+$1.71M	7.01%	3
2019 Q3	$31M	Buy	383,756 +16,185	+4%	+$1.31M	7.17%	3
2019 Q2	$29.6M	Buy	367,571 +9,626	+3%	+$768K	7.38%	3
2019 Q1	$28.5M	Buy	357,945 +6,876	+2%	+$543K	7.32%	3
2018 Q4	$27.6M	Buy	351,069 +16,520	+5%	+$1.29M	7.77%	3
2018 Q3	$26.1M	Sell	334,549 -10,612	-3%	-$829K	6.84%	4
2018 Q2	$27M	Buy	345,161 +3,696	+1%	+$289K	6.93%	4
2018 Q1	$26.8M	Buy	341,465 +32,084	+10%	+$2.52M	6.4%	5
2017 Q4	$24.5M	Buy	+309,381	New	+$24.6M	6.88%	4

Other funds holding BSV

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

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PrairieView Partners's BSV Position: Q2 2025 in Review

PrairieView Partners reduced its Vanguard Short-Term Bond ETF (BSV) stake by 11% in Q2 2025, selling an estimated $321K and leaving 34,907 shares worth $2.75M. The position accounts for 0.27% of the portfolio, ranked #43.

PrairieView Partners first reported a position in BSV in Q4 2017 and has held it in 31 quarters since. The position peaked at $57.8M in Q2 2024. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

PrairieView Partners held 34,907 shares of Vanguard Short-Term Bond ETF worth $2.75M as of Q2 2025.
PrairieView Partners sold 4,107 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $321K.
Vanguard Short-Term Bond ETF made up 0.27% of PrairieView Partners's portfolio in Q2 2025, its #43 holding.
PrairieView Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 31 quarters since.
PrairieView Partners's Vanguard Short-Term Bond ETF position peaked at $57.8M in Q2 2024.
1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.