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

Brewster 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	$18.8M	Buy	241,799 +1,603	+0.7%	+$125K	10.34%	5
2026 Q1	$18.8M	Buy	240,196 +3,736	+2%	+$294K	11.39%	5
2025 Q4	$18.6M	Buy	236,460 +5,746	+2%	+$453K	11.45%	5
2025 Q3	$18.2M	Buy	230,714 +11,812	+5%	+$929K	11.45%	5
2025 Q2	$17.2M	Buy	218,902 +11,193	+5%	+$875K	11.62%	4
2025 Q1	$16.3M	Buy	207,709 +4,011	+2%	+$311K	12.02%	4
2024 Q4	$15.7M	Buy	203,698 +11,873	+6%	+$921K	11.92%	5
2024 Q3	$15.1M	Buy	191,825 +10,319	+6%	+$804K	11.7%	5
2024 Q2	$13.9M	Buy	181,506 +9,233	+5%	+$704K	11.71%	5
2024 Q1	$13.2M	Buy	172,273 +9,709	+6%	+$745K	11.36%	5
2023 Q4	$12.5M	Buy	162,564 +663	+0.4%	+$50.2K	11.33%	5
2023 Q3	$12.2M	Buy	161,901 +5,589	+4%	+$421K	12.18%	5
2023 Q2	$11.8M	Sell	156,312 -3,656	-2%	-$279K	11.41%	5
2023 Q1	$12.2M	Buy	159,968 +1,036	+0.7%	+$78.5K	12.27%	4
2022 Q4	$12M	Buy	158,932 +2,873	+2%	+$216K	12.68%	4
2022 Q3	$11.7M	Buy	156,059 +2,004	+1%	+$153K	13.64%	4
2022 Q2	$11.8M	Buy	154,055 +802	+0.5%	+$61.8K	13.14%	4
2022 Q1	$11.9M	Buy	153,253 +1,959	+1%	+$156K	11.48%	5
2021 Q4	$12.2M	Buy	+151,294	New	+$12.3M	11.12%	5

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

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

Brewster Financial Planning increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.67% in Q2 2026, buying an estimated $125K and bringing the position to 241,799 shares worth $18.8M. The position accounts for 10.34% of the portfolio, ranked #5.

Brewster Financial Planning first reported a position in BSV in Q4 2021 and has held it in 19 quarters since. 1,348 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Brewster Financial Planning held 241,799 shares of Vanguard Short-Term Bond ETF worth $18.8M as of Q2 2026.
Brewster Financial Planning bought 1,603 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $125K.
Vanguard Short-Term Bond ETF made up 10.34% of Brewster Financial Planning's portfolio in Q2 2026, its #5 holding.
Brewster Financial Planning first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
1,348 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Brewster Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.