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

Planning Strategies’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	$790K	Buy	+10,139	New	+$791K	0.49%	32

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Planning Strategies's BSV Position: Q2 2026 in Review

Planning Strategies opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 10,139 shares worth $790K. The stake represents 0.49% of the portfolio and ranks #32 among its holdings.

1,318 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Planning Strategies held 10,139 shares of Vanguard Short-Term Bond ETF worth $790K as of Q2 2026.
Vanguard Short-Term Bond ETF was a new Planning Strategies position in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.49% of Planning Strategies's portfolio in Q2 2026, its #32 holding.
1,318 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.