PL
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Plancorp LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Plancorp LLC’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 		$321K Sell
4,148
-30,267
-88% -$2.36M 0.01% 318
2026
Q1 		$2.69M Buy
34,415
+23
+0.1% +$1.81K 0.08% 93
2025
Q4 		$2.71M Buy
34,392
+152
+0.4% +$12K 0.08% 89
2025
Q3 		$2.7M Buy
34,240
+73
+0.2% +$5.74K 0.08% 92
2025
Q2 		$2.69M Buy
34,167
+1,169
+4% +$91.4K 0.09% 92
2025
Q1 		$2.58M Buy
32,998
+1,253
+4% +$97.3K 0.1% 86
2024
Q4 		$2.45M Buy
31,745
+331
+1% +$25.7K 0.1% 77
2024
Q3 		$2.47M Buy
31,414
+329
+1% +$25.6K 0.1% 75
2024
Q2 		$2.38M Sell
31,085
-402
-1% -$30.7K 0.1% 74
2024
Q1 		$2.41M Buy
31,487
+467
+2% +$35.8K 0.1% 71
2023
Q4 		$2.39M Buy
31,020
+517
+2% +$39.1K 0.11% 68
2023
Q3 		$2.29M Buy
30,503
+1,581
+5% +$119K 0.12% 64
2023
Q2 		$2.19M Buy
28,922
+122
+0.4% +$9.3K 0.12% 61
2023
Q1 		$2.2M Buy
28,800
+42
+0.1% +$3.18K 0.12% 65
2022
Q4 		$2.16M Sell
28,758
-5,049
-15% -$379K 0.13% 62
2022
Q3 		$2.53M Sell
33,807
-1,683
-5% -$129K 0.17% 52
2022
Q2 		$2.73M Buy
35,490
+1,520
+4% +$117K 0.17% 48
2022
Q1 		$2.65M Buy
33,970
+100
+0.3% +$7.94K 0.17% 51
2021
Q4 		$2.74M Buy
33,870
+8,496
+33% +$691K 0.17% 50
2021
Q3 		$2.08M Sell
25,374
-267
-1% -$21.9K 0.14% 55
2021
Q2 		$2.11M Sell
25,641
-16,991
-40% -$1.4M 0.17% 52
2021
Q1 		$3.5M Buy
42,632
+711
+2% +$58.7K 0.77% 28
2020
Q4 		$3.48M Buy
41,921
+19,239
+85% +$1.59M 0.86% 25
2020
Q3 		$1.88M Sell
22,682
-4,430
-16% -$368K 0.57% 36
2020
Q2 		$2.25M Buy
27,112
+2,044
+8% +$169K 0.68% 29
2020
Q1 		$2.06M Sell
25,068
-3,736
-13% -$303K 0.8% 28
2019
Q4 		$2.32M Buy
28,804
+8,979
+45% +$725K 0.71% 35
2019
Q3 		$1.6M Buy
19,825
+50
+0.3% +$4.03K 0.61% 35
2019
Q2 		$1.59M Sell
19,775
-1,118
-5% -$89.2K 0.63% 36
2019
Q1 		$1.66M Buy
20,893
+146
+0.7% +$11.5K 0.63% 36
2018
Q4 		$1.63M Sell
20,747
-10,829
-34% -$845K 0.74% 29
2018
Q3 		$2.46M Sell
31,576
-31,208
-50% -$2.44M 0.97% 21
2018
Q2 		$4.91M Sell
62,784
-445,829
-88% -$34.8M 1.96% 10
2018
Q1 		$39.9M Buy
508,613
+348,967
+219% +$27.4M 12.75% 1
2017
Q4 		$12.6M Buy
159,646
+62,192
+64% +$4.94M 4.12% 5
2017
Q3 		$7.77M Sell
97,454
-366
-0.4% -$29.3K 2.3% 9
2017
Q2 		$7.8M Buy
97,820
+587
+0.6% +$46.9K 2.32% 7
2017
Q1 		$7.75M Sell
97,233
-2,623
-3% -$209K 2.26% 8
2016
Q4 		$7.93M Buy
+99,856
New +$7.99M 2.26% 8
2014
Q3 		– Sell
-40,320
Closed -$3.24M – 99
2014
Q2 		$3.24M Buy
+40,320
New +$3.23M 2.91% 9

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Plancorp LLC's BSV Position: Q2 2026 in Review

Plancorp LLC reduced its Vanguard Short-Term Bond ETF (BSV) stake by 88% in Q2 2026, selling an estimated $2.36M and leaving 4,148 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #318.

Plancorp LLC first reported a position in BSV in Q2 2014 and has held it in 40 quarters since. The position peaked at $39.9M in Q1 2018. 610 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Plancorp LLC held 4,148 shares of Vanguard Short-Term Bond ETF worth $321K as of Q2 2026.
  • Plancorp LLC sold 30,267 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $2.36M.
  • Vanguard Short-Term Bond ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #318 holding.
  • Plancorp LLC first reported a position in Vanguard Short-Term Bond ETF in Q2 2014 and has held it in 40 quarters since.
  • Plancorp LLC's Vanguard Short-Term Bond ETF position peaked at $39.9M in Q1 2018.
  • 610 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.