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 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

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 22.96% 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

Private Management Group's BSV Position: Q2 2026 in Review

Private Management Group held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 4,420 shares worth $344K. 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 12 quarters since. The position peaked at $899K in Q1 2024. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Private Management Group held 4,420 shares of Vanguard Short-Term Bond ETF worth $344K as of Q2 2026.
Private Management Group left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.01% of Private Management Group's portfolio in Q2 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 12 quarters since.
Private Management Group's Vanguard Short-Term Bond ETF position peaked at $899K in Q1 2024.
1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.