Private Management Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Private Management 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	$338K	Hold	4,420	–	–	0.01%	263
2026 Q2	$344K	Hold	4,420	–	–	0.01%	263
2026 Q1	$347K	Hold	4,420	–	–	0.01%	259
2025 Q4	$348K	Hold	4,420	–	–	0.01%	255
2025 Q3	$349K	Hold	4,420	–	–	0.01%	241
2025 Q2	$348K	Buy	4,420 +136	+3%	+$10.6K	0.01%	227
2025 Q1	$335K	Sell	4,284 -455	-10%	-$35.3K	0.01%	179
2024 Q4	$366K	Sell	4,739 -4,820	-50%	-$374K	0.01%	171
2024 Q3	$752K	Sell	9,559 -2,003	-17%	-$156K	0.03%	146
2024 Q2	$887K	Sell	11,562 -161	-1%	-$12.3K	0.03%	144
2024 Q1	$899K	Buy	11,723 +4,533	+63%	+$348K	0.03%	143
2023 Q4	$554K	Buy	7,190 +4,522	+169%	+$342K	0.02%	155
2023 Q3	$201K	Buy	+2,668	New	+$201K	0.01%	183

Other funds holding BSV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

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

Private Management Group's BSV Position: Q3 2026 in Review

Private Management Group held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2026 at 4,420 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #263.

Private Management Group first reported a position in BSV in Q3 2023 and has held it in 13 quarters since. The position peaked at $899K in Q1 2024. 834 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Private Management Group held 4,420 shares of Vanguard Short-Term Bond ETF worth $338K as of Q3 2026.
Private Management Group left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2026.
Vanguard Short-Term Bond ETF made up 0.01% of Private Management Group's portfolio in Q3 2026, its #263 holding.
Private Management Group first reported a position in Vanguard Short-Term Bond ETF in Q3 2023 and has held it in 13 quarters since.
Private Management Group's Vanguard Short-Term Bond ETF position peaked at $899K in Q1 2024.
834 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Private Management Group's 13F filing for Q3 2026, filed 4 Nov 2026.