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

Holistic 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 Q2	$382K	Buy	+4,905	New	+$383K	0.06%	241

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 22.96% 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

Holistic Planning's BSV Position: Q2 2026 in Review

Holistic Planning opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 4,905 shares worth $382K. The stake represents 0.06% of the portfolio and ranks #241 among its holdings.

1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Holistic Planning held 4,905 shares of Vanguard Short-Term Bond ETF worth $382K as of Q2 2026.
Vanguard Short-Term Bond ETF was a new Holistic Planning position in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.06% of Holistic Planning's portfolio in Q2 2026, its #241 holding.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.