Action Point Financial Planning’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Action Point Financial Planning’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	$105K	Buy	+1,349	New	+$105K	0.01%	586

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Action Point Financial Planning's BSV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 1,349 shares worth $105K. The stake represents 0.01% of the portfolio and ranks #586 among its holdings.

1,350 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Action Point Financial Planning held 1,349 shares of Vanguard Short-Term Bond ETF worth $105K as of Q2 2026.
Vanguard Short-Term Bond ETF was a new Action Point Financial Planning position in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #586 holding.
1,350 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.