LPP
BSV icon

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

Life Planning Partners’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 		$525K Sell
6,733
-128
-2% -$9.99K 0.39% 43
2026
Q1 		$538K Hold
6,861
– – 0.41% 40
2025
Q4 		$541K Hold
6,861
– – 0.41% 41
2025
Q3 		$541K Hold
6,861
– – 0.4% 42
2025
Q2 		$540K Sell
6,861
-327
-5% -$25.6K 0.43% 41
2025
Q1 		$563K Hold
7,188
– – 0.51% 38
2024
Q4 		$555K Sell
7,188
-20
-0.3% -$1.55K 0.51% 39
2024
Q3 		$567K Sell
7,208
-150
-2% -$11.7K 0.51% 38
2024
Q2 		$564K Sell
7,358
-227
-3% -$17.3K 0.51% 40
2024
Q1 		$582K Buy
7,585
+5,315
+234% +$408K 0.58% 36
2023
Q4 		$175K Buy
+2,270
New +$172K 0.17% 63
2022
Q3 		$159K Buy
2,122
+1,297
+157% +$99.1K 0.18% 55
2022
Q2 		$63K Buy
825
+85
+11% +$6.55K 0.07% 79
2022
Q1 		$58K Buy
+740
New +$58.7K 0.06% 82

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Life Planning Partners's BSV Position: Q2 2026 in Review

Life Planning Partners reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.9% in Q2 2026, selling an estimated $9.99K and leaving 6,733 shares worth $525K. The position accounts for 0.39% of the portfolio, ranked #43.

Life Planning Partners first reported a position in BSV in Q1 2022 and has held it in 14 quarters since. The position peaked at $582K in Q1 2024. 823 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Life Planning Partners held 6,733 shares of Vanguard Short-Term Bond ETF worth $525K as of Q2 2026.
  • Life Planning Partners sold 128 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $9.99K.
  • Vanguard Short-Term Bond ETF made up 0.39% of Life Planning Partners's portfolio in Q2 2026, its #43 holding.
  • Life Planning Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Life Planning Partners's Vanguard Short-Term Bond ETF position peaked at $582K in Q1 2024.
  • 823 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.