BFC Planning, Inc.’s Vanguard Short-Term Bond ETF BSV Stock Holding History

BFC Planning, 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 Q2	$3.77M	Sell	48,356 -881	-2%	-$68.8K	0.15%	146
2026 Q1	$3.86M	Buy	49,237 +3,723	+8%	+$293K	0.17%	118
2025 Q4	$3.59M	Buy	45,514 +33,815	+289%	+$2.67M	0.16%	136
2025 Q3	$923K	Sell	11,699 -29	-0.2%	-$2.28K	0.07%	251
2025 Q2	$923K	Buy	11,728 +157	+1%	+$12.3K	0.07%	237
2025 Q1	$906K	Buy	11,571 +923	+9%	+$71.6K	0.08%	218
2024 Q4	$823K	Buy	+10,648	New	+$826K	0.07%	231

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 22.9% 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

BFC Planning, Inc.'s BSV Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.8% in Q2 2026, selling an estimated $68.8K and leaving 48,356 shares worth $3.77M. The position accounts for 0.15% of the portfolio, ranked #146.

BFC Planning, Inc. first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.86M in Q1 2026. 1,367 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

BFC Planning, Inc. held 48,356 shares of Vanguard Short-Term Bond ETF worth $3.77M as of Q2 2026.
BFC Planning, Inc. sold 881 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $68.8K.
Vanguard Short-Term Bond ETF made up 0.15% of BFC Planning, Inc.'s portfolio in Q2 2026, its #146 holding.
BFC Planning, Inc. first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Vanguard Short-Term Bond ETF position peaked at $3.86M in Q1 2026.
1,367 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.