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Prosperity Consulting Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Prosperity Consulting 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 		$6.5M Buy
83,378
+5,123
+7% +$400K 0.25% 77
2026
Q1 		$6.14M Buy
78,255
+5,067
+7% +$399K 0.27% 67
2025
Q4 		$5.77M Buy
73,188
+6,566
+10% +$518K 0.26% 70
2025
Q3 		$5.26M Sell
66,622
-2,246
-3% -$177K 0.26% 75
2025
Q2 		$5.42M Buy
68,868
+1,986
+3% +$155K 0.4% 59
2025
Q1 		$5.24M Buy
66,882
+5,009
+8% +$389K 0.4% 57
2024
Q4 		$4.78M Sell
61,873
-1,445
-2% -$112K 0.36% 65
2024
Q3 		$4.98M Buy
63,318
+3,410
+6% +$266K 0.39% 63
2024
Q2 		$4.59M Sell
59,908
-1,075
-2% -$82K 0.62% 39
2024
Q1 		$4.68M Buy
60,983
+50,775
+497% +$3.89M 0.59% 45
2023
Q4 		$786K Buy
+10,208
New +$773K 0.26% 76

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Prosperity Consulting Group's BSV Position: Q2 2026 in Review

Prosperity Consulting Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.5% in Q2 2026, buying an estimated $400K and bringing the position to 83,378 shares worth $6.5M. The position accounts for 0.25% of the portfolio, ranked #77.

Prosperity Consulting Group first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Prosperity Consulting Group held 83,378 shares of Vanguard Short-Term Bond ETF worth $6.5M as of Q2 2026.
  • Prosperity Consulting Group bought 5,123 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $400K.
  • Vanguard Short-Term Bond ETF made up 0.25% of Prosperity Consulting Group's portfolio in Q2 2026, its #77 holding.
  • Prosperity Consulting Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.