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

ATLas 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 		$1.66M Sell
21,276
-1,006
-5% -$78.5K 1.34% 19
2026
Q1 		$1.75M Buy
22,282
+5,253
+31% +$414K 1.57% 17
2025
Q4 		$1.34M Buy
+17,029
New +$1.34M 1.32% 18

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

ATLas Financial Planning's BSV Position: Q2 2026 in Review

ATLas Financial Planning reduced its Vanguard Short-Term Bond ETF (BSV) stake by 4.5% in Q2 2026, selling an estimated $78.5K and leaving 21,276 shares worth $1.66M. The position accounts for 1.34% of the portfolio, ranked #19.

ATLas Financial Planning first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.75M in Q1 2026. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • ATLas Financial Planning held 21,276 shares of Vanguard Short-Term Bond ETF worth $1.66M as of Q2 2026.
  • ATLas Financial Planning sold 1,006 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $78.5K.
  • Vanguard Short-Term Bond ETF made up 1.34% of ATLas Financial Planning's portfolio in Q2 2026, its #19 holding.
  • ATLas Financial Planning first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • ATLas Financial Planning's Vanguard Short-Term Bond ETF position peaked at $1.75M in Q1 2026.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on ATLas Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.