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

OLIO 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	$213K	Sell	2,732 -34	-1%	-$2.65K	0.05%	64
2026 Q1	$217K	Buy	2,766 +101	+4%	+$7.95K	0.06%	66
2025 Q4	$210K	Sell	2,665 -1,657	-38%	-$131K	0.06%	67
2025 Q3	$341K	Sell	4,322 -44	-1%	-$3.46K	0.1%	50
2025 Q2	$344K	Sell	4,366 -3,990	-48%	-$312K	0.11%	47
2025 Q1	$654K	Sell	8,356 -29,633	-78%	-$2.3M	0.23%	29
2024 Q4	$2.94M	Sell	37,989 -121,497	-76%	-$9.43M	1.03%	13
2024 Q3	$12.3M	Buy	159,486 +197	+0.1%	+$15.3K	5.17%	5
2024 Q2	$12.3M	Sell	159,289 -197	-0.1%	-$15K	5.17%	5
2024 Q1	$12.3M	Sell	159,486 -1,226	-0.8%	-$94K	5.17%	5
2023 Q4	$12.4M	Buy	160,712 +14,618	+10%	+$1.11M	5.18%	5
2023 Q3	$11M	Buy	146,094 +7,736	+6%	+$583K	5.16%	5
2023 Q2	$10.5M	Buy	138,358 +14,168	+11%	+$1.08M	4.96%	5
2023 Q1	$9.5M	Buy	124,190 +8,298	+7%	+$629K	4.91%	5
2022 Q4	$8.73M	Buy	115,892 +2,738	+2%	+$205K	4.75%	6
2022 Q3	$8.47M	Buy	113,154 +8,490	+8%	+$649K	5.03%	8
2022 Q2	$8.04M	Buy	104,664 +13,916	+15%	+$1.07M	4.51%	7
2022 Q1	$7.07M	Buy	90,748 +9,707	+12%	+$771K	4.04%	8
2021 Q4	$6.55M	Buy	+81,041	New	+$6.59M	3.89%	8

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OLIO Financial Planning's BSV Position: Q2 2026 in Review

OLIO Financial Planning reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.2% in Q2 2026, selling an estimated $2.65K and leaving 2,732 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #64.

OLIO Financial Planning first reported a position in BSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.4M in Q4 2023. 318 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

OLIO Financial Planning held 2,732 shares of Vanguard Short-Term Bond ETF worth $213K as of Q2 2026.
OLIO Financial Planning sold 34 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $2.65K.
Vanguard Short-Term Bond ETF made up 0.05% of OLIO Financial Planning's portfolio in Q2 2026, its #64 holding.
OLIO Financial Planning first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
OLIO Financial Planning's Vanguard Short-Term Bond ETF position peaked at $12.4M in Q4 2023.
318 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.