PW Nova Financial Services
BSV icon

PW Nova Financial Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

PW Nova Financial Services’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 		$2.37M Buy
31,017
+3,670
+13% +$284K 0.48% 53
2026
Q2 		$2.13M Buy
+27,347
New +$2.13M 0.46% 59
2026
Q1 		– Sell
-25,075
Closed -$1.97M – 56
2025
Q4 		$1.98M Buy
+25,075
New +$1.98M 0.75% 32

Other funds holding BSV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

PW Nova Financial Services's BSV Position: Q3 2026 in Review

PW Nova Financial Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 13% in Q3 2026, buying an estimated $284K and bringing the position to 31,017 shares worth $2.37M. The position accounts for 0.48% of the portfolio, ranked #53.

PW Nova Financial Services first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. 1,203 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • PW Nova Financial Services held 31,017 shares of Vanguard Short-Term Bond ETF worth $2.37M as of Q3 2026.
  • PW Nova Financial Services bought 3,670 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $284K.
  • Vanguard Short-Term Bond ETF made up 0.48% of PW Nova Financial Services's portfolio in Q3 2026, its #53 holding.
  • PW Nova Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,203 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.