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Prime Capital Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Prime Capital Investment Advisors’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 		$43M Sell
551,860
-173,787
-24% -$13.6M 0.42% 54
2026
Q1 		$56.9M Buy
725,647
+3,239
+0.4% +$255K 0.66% 41
2025
Q4 		$56.9M Sell
722,408
-27,448
-4% -$2.17M 0.69% 38
2025
Q3 		$59.2M Buy
749,856
+42,621
+6% +$3.35M 0.74% 36
2025
Q2 		$55.7M Sell
707,235
-125,607
-15% -$9.82M 0.74% 35
2025
Q1 		$65.2M Buy
832,842
+84,717
+11% +$6.58M 0.76% 31
2024
Q4 		$57.8M Buy
748,125
+5,724
+0.8% +$444K 0.84% 29
2024
Q3 		$58.4M Sell
742,401
-11,649
-2% -$907K 0.83% 31
2024
Q2 		$57.8M Sell
754,050
-109,259
-13% -$8.34M 0.86% 28
2024
Q1 		$66.2M Sell
863,309
-38,738
-4% -$2.97M 0.92% 21
2023
Q4 		$69.5M Buy
902,047
+620,172
+220% +$46.9M 1.05% 20
2023
Q3 		$21.2M Sell
281,875
-168,124
-37% -$12.7M 0.43% 51
2023
Q2 		$34M Buy
449,999
+446,938
+14,601% +$34.1M 0.67% 32
2023
Q1 		$234K Sell
3,061
-213,556
-99% -$16.2M 0.01% 480
2022
Q4 		$16.3M Buy
216,617
+212,603
+5,297% +$16M 0.62% 41
2022
Q3 		$300K Sell
4,014
-32
-0.8% -$2.44K 0.02% 304
2022
Q2 		$311K Buy
4,046
+1,125
+39% +$86.7K 0.02% 290
2022
Q1 		$236K Hold
2,921
– – 0.01% 322
2021
Q4 		$236K Buy
+2,921
New +$238K 0.01% 322
2018
Q4 		– Sell
-3,100
Closed -$242K – 362
2018
Q3 		$242K Sell
3,100
-768
-20% -$60K 0.08% 121
2018
Q2 		$303K Buy
+3,868
New +$302K 0.13% 110

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Prime Capital Investment Advisors's BSV Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 24% in Q2 2026, selling an estimated $13.6M and leaving 551,860 shares worth $43M. The position accounts for 0.42% of the portfolio, ranked #54.

Prime Capital Investment Advisors first reported a position in BSV in Q2 2018 and has held it in 21 quarters since. The position peaked at $69.5M in Q4 2023. 1,125 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Prime Capital Investment Advisors held 551,860 shares of Vanguard Short-Term Bond ETF worth $43M as of Q2 2026.
  • Prime Capital Investment Advisors sold 173,787 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $13.6M.
  • Vanguard Short-Term Bond ETF made up 0.42% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #54 holding.
  • Prime Capital Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and has held it in 21 quarters since.
  • Prime Capital Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $69.5M in Q4 2023.
  • 1,125 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.