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

Center for 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	$35.1K	Hold	450	–	–	﹤0.01%	368
2026 Q1	$35.3K	Sell	450 -610	-58%	-$48K	﹤0.01%	352
2025 Q4	$83.5K	Hold	1,060	–	–	0.01%	248
2025 Q3	$83.6K	Hold	1,060	–	–	0.01%	246
2025 Q2	$83.4K	Sell	1,060 -503	-32%	-$39.3K	0.01%	237
2025 Q1	$122K	Buy	1,563 +423	+37%	+$32.8K	0.02%	184
2024 Q4	$88.1K	Hold	1,140	–	–	0.01%	207
2024 Q3	$89.7K	Hold	1,140	–	–	0.01%	191
2024 Q2	$87.4K	Hold	1,140	–	–	0.01%	191
2024 Q1	$87.4K	Hold	1,140	–	–	0.01%	193
2023 Q4	$87.8K	Sell	1,140 -250	-18%	-$18.9K	0.02%	179
2023 Q3	$104K	Hold	1,390	–	–	0.02%	166
2023 Q2	$105K	Hold	1,390	–	–	0.02%	168
2023 Q1	$106K	Sell	1,390 -545	-28%	-$41.3K	0.02%	160
2022 Q4	$146K	Buy	+1,935	New	+$145K	0.04%	141
2022 Q2	–	Sell	-970	Closed	-$76K	–	534
2022 Q1	$76K	Buy	+970	New	+$77K	0.02%	195
2020 Q2	–	Sell	-840	Closed	-$69K	–	468
2020 Q1	$69K	Buy	+840	New	+$68.2K	0.02%	154

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

Center for Financial Planning's BSV Position: Q2 2026 in Review

Center for Financial Planning held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 450 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Center for Financial Planning first reported a position in BSV in Q1 2020 and has held it in 17 quarters since. The position peaked at $146K in Q4 2022. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Center for Financial Planning held 450 shares of Vanguard Short-Term Bond ETF worth $35.1K as of Q2 2026.
Center for Financial Planning left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #368 holding.
Center for Financial Planning first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and has held it in 17 quarters since.
Center for Financial Planning's Vanguard Short-Term Bond ETF position peaked at $146K in Q4 2022.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.