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Cornerstone Planning Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cornerstone Planning Group’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 		$762K Buy
9,831
+562
+6% +$43.9K 0.1% 85
2026
Q1 		$723K Sell
9,269
-1,112
-11% -$87.6K 0.1% 84
2025
Q4 		$818K Buy
10,381
+10,262
+8,624% +$810K 0.13% 66
2025
Q3 		$5.94K Sell
119
-2,718
-96% -$214K ﹤0.01% 908
2025
Q2 		$223K Sell
2,837
-1,001
-26% -$78.3K 0.05% 80
2025
Q1 		$300K Buy
3,838
+1,051
+38% +$81.6K 0.07% 66
2024
Q4 		$216K Sell
2,787
-324
-10% -$25.1K 0.05% 69
2024
Q3 		$242K Sell
3,111
-1,797
-37% -$140K 0.06% 64
2024
Q2 		$383K Sell
4,908
-1,083
-18% -$82.6K 0.11% 55
2024
Q1 		$457K Sell
5,991
-2,387
-28% -$183K 0.14% 42
2023
Q4 		$645K Sell
8,378
-3,475
-29% -$263K 0.21% 33
2023
Q3 		$891K Sell
11,853
-1,849
-13% -$139K 0.34% 27
2023
Q2 		$1.04M Buy
+13,702
New +$1.04M 0.41% 27
2022
Q4 		$1.47M Buy
+19,321
New +$1.45M 0.62% 27

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cornerstone Planning Group's BSV Position: Q2 2026 in Review

Cornerstone Planning Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.1% in Q2 2026, buying an estimated $43.9K and bringing the position to 9,831 shares worth $762K. The position accounts for 0.1% of the portfolio, ranked #85.

Cornerstone Planning Group first reported a position in BSV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.47M in Q4 2022. 928 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Cornerstone Planning Group held 9,831 shares of Vanguard Short-Term Bond ETF worth $762K as of Q2 2026.
  • Cornerstone Planning Group bought 562 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $43.9K.
  • Vanguard Short-Term Bond ETF made up 0.1% of Cornerstone Planning Group's portfolio in Q2 2026, its #85 holding.
  • Cornerstone Planning Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Vanguard Short-Term Bond ETF position peaked at $1.47M in Q4 2022.
  • 928 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.