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

Penney Financial’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 		– Sell
-3,830
Closed -$298K – 46
2026
Q2 		$298K Sell
3,830
-31
-0.8% -$2.42K 0.1% 40
2026
Q1 		$303K Sell
3,861
-5
-0.1% -$394 0.12% 37
2025
Q4 		$305K Hold
3,866
– – 0.12% 38
2025
Q3 		$305K Sell
3,866
-64
-2% -$5.03K 0.14% 37
2025
Q2 		$309K Sell
3,930
-272
-6% -$21.3K 0.16% 34
2025
Q1 		$329K Buy
4,202
+5
+0.1% +$388 0.22% 29
2024
Q4 		$324K Hold
4,197
– – 0.22% 27
2024
Q3 		$330K Sell
4,197
-288
-6% -$22.4K 0.23% 27
2024
Q2 		$344K Sell
4,485
-474
-10% -$36.2K 0.25% 29
2024
Q1 		$380K Buy
4,959
+2,041
+70% +$157K 0.28% 26
2023
Q4 		$225K Buy
+2,918
New +$221K 0.19% 28

Other funds holding BSV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Penney Financial's BSV Position: Q3 2026 in Review

Penney Financial sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2026, closing a stake of 3,830 shares — an estimated $298K sold.

Penney Financial first reported a position in BSV in Q4 2023 and held it in 11 quarters. The position peaked at $380K in Q1 2024. 895 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Penney Financial reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Penney Financial sold 3,830 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $298K.
  • Penney Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and held it in 11 quarters.
  • Penney Financial's Vanguard Short-Term Bond ETF position peaked at $380K in Q1 2024.
  • 895 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Penney Financial's 13F filing for Q3 2026, filed 20 Oct 2026.