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

Partners in 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	$38.1M	Buy	488,983 +11,609	+2%	+$906K	5.78%	6
2026 Q1	$37.4M	Buy	477,374 +11,945	+3%	+$940K	6.21%	6
2025 Q4	$36.7M	Buy	465,429 +8,265	+2%	+$652K	6.21%	6
2025 Q3	$36.1M	Buy	457,164 +8,300	+2%	+$653K	6.24%	6
2025 Q2	$35.3M	Buy	448,864 +16,715	+4%	+$1.31M	6.51%	6
2025 Q1	$33.8M	Buy	432,149 +11,916	+3%	+$925K	6.8%	6
2024 Q4	$32.5M	Buy	420,233 +5,945	+1%	+$461K	6.62%	6
2024 Q3	$32.6M	Buy	414,288 +19,763	+5%	+$1.54M	6.58%	6
2024 Q2	$30.3M	Buy	394,525 +26,642	+7%	+$2.03M	6.58%	6
2024 Q1	$28.2M	Buy	367,883 +24,599	+7%	+$1.89M	6.28%	6
2023 Q4	$26.4M	Buy	343,284 +18,475	+6%	+$1.4M	6.21%	6
2023 Q3	$24.4M	Buy	324,809 +27,582	+9%	+$2.08M	6.28%	6
2023 Q2	$22.5M	Buy	297,227 +3,164	+1%	+$241K	5.72%	6
2023 Q1	$22.5M	Buy	294,063 +10,790	+4%	+$818K	5.92%	6
2022 Q4	$21.4M	Buy	283,273 +17,264	+6%	+$1.3M	5.91%	6
2022 Q3	$20M	Buy	266,009 +20,971	+9%	+$1.6M	5.71%	6
2022 Q2	$18.6M	Buy	245,038 +4,496	+2%	+$346K	5.93%	6
2022 Q1	$18.5M	Buy	240,542 +939	+0.4%	+$74.5K	5.83%	6
2021 Q4	$19M	Buy	239,603 +6,316	+3%	+$514K	5.82%	6
2021 Q3	$19.1M	Buy	233,287 +10,006	+4%	+$822K	5.97%	6
2021 Q2	$18.3M	Buy	+223,281	New	+$18.4M	5.74%	6

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

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

Partners in Financial Planning increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.4% in Q2 2026, buying an estimated $906K and bringing the position to 488,983 shares worth $38.1M. The position accounts for 5.78% of the portfolio, ranked #6.

Partners in Financial Planning first reported a position in BSV in Q2 2021 and has held it in 21 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Partners in Financial Planning held 488,983 shares of Vanguard Short-Term Bond ETF worth $38.1M as of Q2 2026.
Partners in Financial Planning bought 11,609 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $906K.
Vanguard Short-Term Bond ETF made up 5.78% of Partners in Financial Planning's portfolio in Q2 2026, its #6 holding.
Partners in Financial Planning first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and has held it in 21 quarters since.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.