Mark Sheptoff Financial Planning’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Mark Sheptoff Financial 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	$25.3K	Hold	325	–	–	0.01%	253
2026 Q1	$25.4K	Buy	+325	New	+$25.6K	0.01%	247
2016 Q3	–	Sell	-89	Closed	-$7K	–	352
2016 Q2	$7K	Hold	89	–	–	0.01%	263
2016 Q1	$7K	Hold	89	–	–	0.01%	261
2015 Q4	$7K	Hold	89	–	–	0.01%	286
2015 Q3	$7K	Hold	89	–	–	0.01%	268
2015 Q2	$7K	Hold	89	–	–	0.01%	288
2015 Q1	$7K	Hold	89	–	–	0.01%	280
2014 Q4	$7K	Hold	89	–	–	0.01%	278
2014 Q3	$7K	Hold	89	–	–	0.01%	291
2014 Q2	$7K	Hold	89	–	–	0.01%	294
2014 Q1	$7K	Buy	+89	New	+$7.14K	0.01%	300

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

Mark Sheptoff Financial Planning's BSV Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 325 shares worth $25.3K. The position accounts for 0.01% of the portfolio, ranked #253.

Mark Sheptoff Financial Planning first reported a position in BSV in Q1 2014 and has held it in 12 quarters since. The position peaked at $25.4K in Q1 2026. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Mark Sheptoff Financial Planning held 325 shares of Vanguard Short-Term Bond ETF worth $25.3K as of Q2 2026.
Mark Sheptoff Financial Planning left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #253 holding.
Mark Sheptoff Financial Planning first reported a position in Vanguard Short-Term Bond ETF in Q1 2014 and has held it in 12 quarters since.
Mark Sheptoff Financial Planning's Vanguard Short-Term Bond ETF position peaked at $25.4K in Q1 2026.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.