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Vanguard Short-Term Bond ETF shares owned by Pine Harbor Wealth Management

Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by Pine Harbor Wealth Management from 13F filings

Historical chart of Pine Harbor Wealth Management investment in Vanguard Short-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Short-Term Bond ETF held by Pine Harbor Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Short-Term Bond ETF by Pine Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 40k 76.67
2023-12-31 $3.0M 39k 77.02

More positions owned by Pine Harbor Wealth Management

Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares U S Etf Tr Blackrock Short (MEAR)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Pine Harbor Wealth Management

Top funds holding Vanguard Short-Term Bond ETF

Envestnet Asset Management
Morgan Stanley
Mercer Global Advisors
Goldman Sachs Group
Empower Advisory Group
Jpmorgan Chase & Co
Hanson McClain Advisors
Northern Trust
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Truepoint
United Capital Financial Advisers
H D Vest Advisory Services
Envestnet Portfolio Solutions

View all funds holding Vanguard Short-Term Bond ETF