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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$637K Buy
8,172
+1,438
+21% +$112K 0.47% 45
2026
Q1
$528K Buy
6,734
+1,990
+42% +$157K 0.45% 43
2025
Q4
$374K Buy
+4,744
New +$374K 0.32% 49

Other funds holding BSV

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

Donalies Financial Planning increased its Vanguard Short-Term Bond ETF (BSV) stake by 21% in Q2 2026, buying an estimated $112K and bringing the position to 8,172 shares worth $637K. The position accounts for 0.47% of the portfolio, ranked #45.

Donalies Financial Planning first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Donalies Financial Planning held 8,172 shares of Vanguard Short-Term Bond ETF worth $637K as of Q2 2026.
  • Donalies Financial Planning bought 1,438 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $112K.
  • Vanguard Short-Term Bond ETF made up 0.47% of Donalies Financial Planning's portfolio in Q2 2026, its #45 holding.
  • Donalies Financial Planning first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Donalies Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.