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

Prosperity Capital 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 Q1	$14.5M	Buy	185,081 +23,773	+15%	+$1.87M	0.83%	27
2025 Q4	$12.7M	Buy	161,308 +13,122	+9%	+$1.04M	0.76%	31
2025 Q3	$11.7M	Buy	148,186 +14,309	+11%	+$1.13M	0.68%	30
2025 Q2	$10.5M	Buy	133,877 +5,661	+4%	+$443K	0.69%	32
2025 Q1	$10M	Buy	128,216 +2,314	+2%	+$180K	0.79%	26
2024 Q4	$9.73M	Buy	125,902 +5,004	+4%	+$388K	0.79%	26
2024 Q3	$9.51M	Buy	120,898 +33,613	+39%	+$2.62M	0.81%	26
2024 Q2	$6.69M	Buy	87,285 +19,570	+29%	+$1.49M	0.74%	25
2024 Q1	$5.19M	Sell	67,715 -44,983	-40%	-$3.45M	0.61%	30
2023 Q4	$8.68M	Buy	112,698 +20,330	+22%	+$1.54M	0.94%	19
2023 Q3	$6.94M	Buy	92,368 +24,505	+36%	+$1.85M	0.92%	18
2023 Q2	$5.13M	Buy	67,863 +3,035	+5%	+$231K	0.72%	21
2023 Q1	$4.96M	Buy	64,828 +37,473	+137%	+$2.84M	0.77%	23
2022 Q4	$2.06M	Buy	+27,355	New	+$2.05M	0.63%	25

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prosperity Capital Advisors's BSV Position: Q1 2026 in Review

Prosperity Capital Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 15% in Q1 2026, buying an estimated $1.87M and bringing the position to 185,081 shares worth $14.5M. The position accounts for 0.83% of the portfolio, ranked #27.

Prosperity Capital Advisors first reported a position in BSV in Q4 2022 and has held it in 14 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Prosperity Capital Advisors held 185,081 shares of Vanguard Short-Term Bond ETF worth $14.5M as of Q1 2026.
Prosperity Capital Advisors bought 23,773 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.87M.
Vanguard Short-Term Bond ETF made up 0.83% of Prosperity Capital Advisors's portfolio in Q1 2026, its #27 holding.
Prosperity Capital Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Prosperity Capital Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.