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

Essential 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
Q1 		$8.15M Buy
103,945
+8,076
+8% +$636K 2.59% 12
2025
Q4 		$7.56M Buy
95,869
+4,735
+5% +$374K 2.41% 11
2025
Q3 		$7.19M Buy
91,134
+4,370
+5% +$344K 2.48% 8
2025
Q2 		$6.83M Buy
86,764
+3,565
+4% +$279K 2.54% 8
2025
Q1 		$6.51M Sell
83,199
-4,741,808
-98% -$368M 2.62% 7
2024
Q4 		$375M Buy
4,825,007
+4,751,613
+6,474% +$369M 2.44% 9
2024
Q3 		$5.78M Buy
73,394
+918
+1% +$71.5K 2.37% 9
2024
Q2 		$5.56M Buy
72,476
+6,056
+9% +$462K 2.45% 9
2024
Q1 		$5.12M Buy
66,420
+44
+0.1% +$3.38K 2.56% 7
2023
Q4 		$5.11M Sell
66,376
-4,593
-6% -$348K 2.58% 7
2023
Q3 		$5.33M Sell
70,969
-2,248
-3% -$169K 2.95% 7
2023
Q2 		$5.53M Buy
73,217
+905
+1% +$69K 3.15% 7
2023
Q1 		$5.51M Buy
72,312
+603
+0.8% +$45.7K 3.34% 6
2022
Q4 		$5.34M Buy
+71,709
New +$5.38M 4.1% 7

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Essential Planning's BSV Position: Q1 2026 in Review

Essential Planning increased its Vanguard Short-Term Bond ETF (BSV) stake by 8.4% in Q1 2026, buying an estimated $636K and bringing the position to 103,945 shares worth $8.15M. The position accounts for 2.59% of the portfolio, ranked #12.

Essential Planning first reported a position in BSV in Q4 2022 and has held it in 14 quarters since. The position peaked at $375M in Q4 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Essential Planning held 103,945 shares of Vanguard Short-Term Bond ETF worth $8.15M as of Q1 2026.
  • Essential Planning bought 8,076 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $636K.
  • Vanguard Short-Term Bond ETF made up 2.59% of Essential Planning's portfolio in Q1 2026, its #12 holding.
  • Essential Planning first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Essential Planning's Vanguard Short-Term Bond ETF position peaked at $375M in Q4 2024.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.