Superior Planning, LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Superior Planning, LLC’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	$270K	Buy	+3,535	New	+$273K	0.11%	140

Other funds holding BSV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Superior Planning, LLC's BSV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q3 2026: 3,535 shares worth $270K. The stake represents 0.11% of the portfolio and ranks #140 among its holdings.

1,053 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Superior Planning, LLC held 3,535 shares of Vanguard Short-Term Bond ETF worth $270K as of Q3 2026.
Vanguard Short-Term Bond ETF was a new Superior Planning, LLC position in Q3 2026.
Vanguard Short-Term Bond ETF made up 0.11% of Superior Planning, LLC's portfolio in Q3 2026, its #140 holding.
1,053 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.