McCarley & Cook Financial Planners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

McCarley & Cook Financial Planners’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 Q3	$2.14K	Hold	28	–	–	﹤0.01%	230
2026 Q2	$2.18K	Sell	28 -31	-53%	-$2.42K	﹤0.01%	216
2026 Q1	$4.63K	Hold	59	–	–	﹤0.01%	200
2025 Q4	$4.65K	Buy	+59	New	+$4.66K	﹤0.01%	189

Other funds holding BSV

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

International City Management Association Retirement Corp Washington, District of Columbia $444M AUM 8.54% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

McCarley & Cook Financial Planners's BSV Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2026 at 28 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

McCarley & Cook Financial Planners first reported a position in BSV in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.65K in Q4 2025. 467 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

McCarley & Cook Financial Planners held 28 shares of Vanguard Short-Term Bond ETF worth $2.14K as of Q3 2026.
McCarley & Cook Financial Planners left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2026.
Vanguard Short-Term Bond ETF made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #230 holding.
McCarley & Cook Financial Planners first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's Vanguard Short-Term Bond ETF position peaked at $4.65K in Q4 2025.
467 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.