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Financial Plan Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Financial Plan Inc’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 		$5.94M Sell
75,695
-1,039
-1% -$81.8K 0.64% 21
2025
Q4 		$6.05M Buy
+76,734
New +$6.05M 0.69% 21

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 $424B AUM 22.96% 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

Financial Plan Inc's BSV Position: Q1 2026 in Review

Financial Plan Inc reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.4% in Q1 2026, selling an estimated $81.8K and leaving 75,695 shares worth $5.94M. The position accounts for 0.64% of the portfolio, ranked #21.

Financial Plan Inc first reported a position in BSV in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.05M in Q4 2025. 1,336 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Financial Plan Inc held 75,695 shares of Vanguard Short-Term Bond ETF worth $5.94M as of Q1 2026.
  • Financial Plan Inc sold 1,039 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $81.8K.
  • Vanguard Short-Term Bond ETF made up 0.64% of Financial Plan Inc's portfolio in Q1 2026, its #21 holding.
  • Financial Plan Inc first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's Vanguard Short-Term Bond ETF position peaked at $6.05M in Q4 2025.
  • 1,336 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.