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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
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

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

PW Nova Financial Services's BSV Position: Q2 2026 in Review

PW Nova Financial Services opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 27,347 shares worth $2.13M. The stake represents 0.46% of the portfolio and ranks #59 among its holdings. This is a return to the name: PW Nova Financial Services previously reported a position in BSV as recently as Q4 2025.

PW Nova Financial Services first reported a position in BSV in Q4 2025 and has held it in 2 quarters since. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • PW Nova Financial Services held 27,347 shares of Vanguard Short-Term Bond ETF worth $2.13M as of Q2 2026.
  • Vanguard Short-Term Bond ETF was a new PW Nova Financial Services position in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.46% of PW Nova Financial Services's portfolio in Q2 2026, its #59 holding.
  • PW Nova Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on PW Nova Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.