Principia Wealth Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
Other funds holding BSV
AF
Principia Wealth Advisory's BSV Position: Q4 2025 in Review
Principia Wealth Advisory increased its Vanguard Short-Term Bond ETF (BSV) stake by 13% in Q4 2025, buying an estimated $92.1K and bringing the position to 10,292 shares worth $811K. The position accounts for 0.51% of the portfolio, ranked #33.
Principia Wealth Advisory first reported a position in BSV in Q4 2024 and has held it in 5 quarters since. 1,317 funds tracked by Wall St. Rank hold BSV as of Q4 2025.
- Principia Wealth Advisory held 10,292 shares of Vanguard Short-Term Bond ETF worth $811K as of Q4 2025.
- Principia Wealth Advisory bought 1,167 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $92.1K.
- Vanguard Short-Term Bond ETF made up 0.51% of Principia Wealth Advisory's portfolio in Q4 2025, its #33 holding.
- Principia Wealth Advisory first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 5 quarters since.
- 1,317 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.
Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.