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Vanguard Short-Term Bond ETF shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory 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 Principia Wealth Advisory 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 Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $561k 7.1k 78.69
2025-03-31 $482k 6.2k 78.05
2024-12-31 $471k 6.1k 77.27

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Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Trueshares Structured Outcome Etf (SEPZ)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Eyepoint Pharmaceuticals Stock (EYPT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Adverum Biotechnologies Stock (ADVM)
San Juan Basin Rty Tr Unit Ben Int Stock (SJT)
Ishares Gold Trust Etf (IAU)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

Top funds holding Vanguard Short-Term Bond ETF

Mercer Global Advisors
Morgan Stanley
Envestnet Asset Management
Jpmorgan Chase & Co
Empower Advisory Group
Hanson McClain Advisors
Goldman Sachs Group
Northern Trust
Wells Fargo & Company
LPL Financial
Truepoint
Captrust Financial Advisors
Envestnet Portfolio Solutions
United Capital Financial Advisers
Lincoln National

View all funds holding Vanguard Short-Term Bond ETF