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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
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prudent Man Advisors's BSV Position: Q1 2026 in Review

Prudent Man Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 4.9% in Q1 2026, selling an estimated $368K and leaving 91,092 shares worth $7.14M. The position accounts for 2.14% of the portfolio, ranked #12.

Prudent Man Advisors first reported a position in BSV in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.55M in Q4 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Prudent Man Advisors held 91,092 shares of Vanguard Short-Term Bond ETF worth $7.14M as of Q1 2026.
  • Prudent Man Advisors sold 4,676 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $368K.
  • Vanguard Short-Term Bond ETF made up 2.14% of Prudent Man Advisors's portfolio in Q1 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 23 quarters since.
  • Prudent Man Advisors's Vanguard Short-Term Bond ETF position peaked at $7.55M in Q4 2025.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.