NFP
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Novak Financial Planning’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Novak 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
2021
Q2 		$7.28M Buy
88,558
+21,036
+31% +$1.73M 3.56% 6
2021
Q1 		$5.55M Buy
67,522
+13,443
+25% +$1.11M 3.05% 7
2020
Q4 		$4.48M Buy
+54,079
New +$4.48M 2.64% 8

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Novak Financial Planning's BSV Position: Q2 2021 in Review

Novak Financial Planning increased its Vanguard Short-Term Bond ETF (BSV) stake by 31% in Q2 2021, buying an estimated $1.73M and bringing the position to 88,558 shares worth $7.28M. The position accounts for 3.56% of the portfolio, ranked #6.

Novak Financial Planning first reported a position in BSV in Q4 2020 and has held it in 3 quarters since. 1,026 funds tracked by Wall St. Rank hold BSV as of Q2 2021.

  • Novak Financial Planning held 88,558 shares of Vanguard Short-Term Bond ETF worth $7.28M as of Q2 2021.
  • Novak Financial Planning bought 21,036 Vanguard Short-Term Bond ETF shares in Q2 2021, an estimated $1.73M.
  • Vanguard Short-Term Bond ETF made up 3.56% of Novak Financial Planning's portfolio in Q2 2021, its #6 holding.
  • Novak Financial Planning first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 3 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.