PWM
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Provident Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Provident Wealth Management’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 		$2.12M Sell
27,260
-963
-3% -$75.2K 0.55% 26
2026
Q1 		$2.21M Sell
28,223
-837
-3% -$65.9K 0.67% 19
2025
Q4 		$2.29M Sell
29,060
-458
-2% -$36.1K 0.68% 18
2025
Q3 		$2.33M Sell
29,518
-153
-0.5% -$12K 0.7% 22
2025
Q2 		$2.34M Sell
29,671
-1,025
-3% -$80.1K 0.76% 20
2025
Q1 		$2.4M Sell
30,696
-2,857
-9% -$222K 0.83% 20
2024
Q4 		$2.59M Sell
33,553
-2,620
-7% -$203K 0.86% 20
2024
Q3 		$2.85M Sell
36,173
-1,024
-3% -$79.8K 0.97% 21
2024
Q2 		$2.85M Sell
37,197
-29
-0.1% -$2.21K 1.04% 21
2024
Q1 		$2.85M Buy
37,226
+3,904
+12% +$299K 1.07% 21
2023
Q4 		$2.57M Buy
33,322
+1,114
+3% +$84.3K 1.13% 20
2023
Q3 		$2.42M Sell
32,208
-1
-0% -$75 1.18% 20
2023
Q2 		$2.43M Buy
32,209
+5,097
+19% +$388K 1.2% 21
2023
Q1 		$2.07M Sell
27,112
-623
-2% -$47.2K 1.06% 22
2022
Q4 		$2.09M Sell
27,735
-1,719
-6% -$129K 1.23% 21
2022
Q3 		$2.2M Sell
29,454
-1,373
-4% -$105K 1.33% 20
2022
Q2 		$2.37M Sell
30,827
-3,887
-11% -$299K 1.5% 20
2022
Q1 		$2.7M Sell
34,714
-3,289
-9% -$261K 1.64% 20
2021
Q4 		$3.07M Sell
38,003
-781
-2% -$63.5K 2.02% 15
2021
Q3 		$3.18M Buy
38,784
+1
+0% +$82 2.41% 11
2021
Q2 		$3.19M Buy
+38,783
New +$3.19M 2.68% 11

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

Provident Wealth Management's BSV Position: Q2 2026 in Review

Provident Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 3.4% in Q2 2026, selling an estimated $75.2K and leaving 27,260 shares worth $2.12M. The position accounts for 0.55% of the portfolio, ranked #26.

Provident Wealth Management first reported a position in BSV in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.19M in Q2 2021. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Provident Wealth Management held 27,260 shares of Vanguard Short-Term Bond ETF worth $2.12M as of Q2 2026.
  • Provident Wealth Management sold 963 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $75.2K.
  • Vanguard Short-Term Bond ETF made up 0.55% of Provident Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Provident Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Provident Wealth Management's Vanguard Short-Term Bond ETF position peaked at $3.19M in Q2 2021.
  • 1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.