Principia Wealth Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Principia Wealth Advisory’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	$870K	Sell	11,170 -329	-3%	-$25.7K	0.43%	39
2026 Q1	$902K	Buy	11,499 +1,207	+12%	+$95K	0.51%	32
2025 Q4	$811K	Buy	10,292 +1,167	+13%	+$92.1K	0.51%	33
2025 Q3	$720K	Buy	9,125 +2,001	+28%	+$157K	0.5%	34
2025 Q2	$561K	Buy	7,124 +951	+15%	+$74.4K	0.47%	29
2025 Q1	$482K	Buy	6,173 +74	+1%	+$5.74K	0.46%	24
2024 Q4	$471K	Buy	+6,099	New	+$473K	0.44%	24

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Principia Wealth Advisory's BSV Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Vanguard Short-Term Bond ETF (BSV) stake by 2.9% in Q2 2026, selling an estimated $25.7K and leaving 11,170 shares worth $870K. The position accounts for 0.43% of the portfolio, ranked #39.

Principia Wealth Advisory first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $902K in Q1 2026. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Principia Wealth Advisory held 11,170 shares of Vanguard Short-Term Bond ETF worth $870K as of Q2 2026.
Principia Wealth Advisory sold 329 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $25.7K.
Vanguard Short-Term Bond ETF made up 0.43% of Principia Wealth Advisory's portfolio in Q2 2026, its #39 holding.
Principia Wealth Advisory first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Vanguard Short-Term Bond ETF position peaked at $902K in Q1 2026.
1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.