Prudent Man Advisors
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Prudent Man Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Prudent Man 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
Q3 		$7.46M Buy
97,581
+7,108
+8% +$550K 1.75% 12
2026
Q2 		$7.05M Sell
90,473
-619
-0.7% -$48.3K 1.61% 16
2026
Q1 		$7.14M Sell
91,092
-4,676
-5% -$368K 2.14% 12
2025
Q4 		$7.55M Buy
95,768
+8,325
+10% +$657K 2.75% 8
2025
Q3 		$6.9M Sell
87,443
-1,600
-2% -$126K 2.54% 9
2025
Q2 		$7.01M Buy
89,043
+5,510
+7% +$431K 2.23% 8
2025
Q1 		$6.54M Buy
83,533
+8,705
+12% +$676K 2.37% 6
2024
Q4 		$5.78M Buy
74,828
+11,351
+18% +$881K 2.1% 7
2024
Q3 		$5M Buy
63,477
+161
+0.3% +$12.5K 1.67% 8
2024
Q2 		$4.86M Buy
63,316
+18,986
+43% +$1.45M 1.72% 8
2024
Q1 		$3.4M Sell
44,330
-40,399
-48% -$3.1M 1.27% 10
2023
Q4 		$6.53M Sell
84,729
-5,346
-6% -$405K 2.44% 6
2023
Q3 		$6.77M Sell
90,075
-2,827
-3% -$213K 2.69% 6
2023
Q2 		$7.02M Buy
92,902
+10,700
+13% +$815K 2.64% 6
2023
Q1 		$6.28M Sell
82,202
-4,529
-5% -$343K 2.45% 6
2022
Q4 		$6.52M Buy
86,731
+1,795
+2% +$135K 2.64% 6
2022
Q3 		$6.36M Sell
84,936
-237
-0.3% -$18.1K 3.01% 5
2022
Q2 		$6.54M Buy
85,173
+5,512
+7% +$425K 3.05% 6
2022
Q1 		$6.21M Buy
79,661
+2,445
+3% +$194K 2.52% 6
2021
Q4 		$6.24M Hold
77,216
– – 2.37% 6
2021
Q3 		$6.33M Sell
77,216
-3,800
-5% -$312K 2.39% 6
2021
Q2 		$6.66M Hold
81,016
– – 2.57% 5
2021
Q1 		$6.66M Sell
81,016
-1,890
-2% -$156K 2.8% 5
2020
Q4 		$6.87M Buy
82,906
+49,170
+146% +$4.07M 2.88% 6
2020
Q3 		$2.8M Buy
+33,736
New +$2.8M 1.49% 8

Other funds holding BSV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Prudent Man Advisors's BSV Position: Q3 2026 in Review

Prudent Man Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 7.9% in Q3 2026, buying an estimated $550K and bringing the position to 97,581 shares worth $7.46M. The position accounts for 1.75% of the portfolio, ranked #12.

Prudent Man Advisors first reported a position in BSV in Q3 2020 and has held it in 25 quarters since. The position peaked at $7.55M in Q4 2025. 1,081 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Prudent Man Advisors held 97,581 shares of Vanguard Short-Term Bond ETF worth $7.46M as of Q3 2026.
  • Prudent Man Advisors bought 7,108 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $550K.
  • Vanguard Short-Term Bond ETF made up 1.75% of Prudent Man Advisors's portfolio in Q3 2026, its #12 holding.
  • Prudent Man Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and has held it in 25 quarters since.
  • Prudent Man Advisors's Vanguard Short-Term Bond ETF position peaked at $7.55M in Q4 2025.
  • 1,081 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Prudent Man Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.