Plante Moran Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Plante Moran Financial Advisors’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	$55.9K	Buy	+717	New	+$56K	﹤0.01%	335
2025 Q1	–	Sell	-39	Closed	-$3.01K	–	811
2024 Q4	$3.01K	Buy	+39	New	+$3.03K	﹤0.01%	750
2024 Q3	–	Sell	-356	Closed	-$27.3K	–	878
2024 Q2	$27.3K	Buy	+356	New	+$27.2K	﹤0.01%	428
2023 Q2	–	Sell	-295	Closed	-$22.6K	–	800
2023 Q1	$22.6K	Buy	+295	New	+$22.4K	﹤0.01%	423
2022 Q4	–	Sell	-932	Closed	-$70K	–	874
2022 Q3	$70K	Sell	932 -128	-12%	-$9.78K	0.01%	258
2022 Q2	$81K	Buy	+1,060	New	+$81.7K	0.01%	244
2022 Q1	–	Sell	-24	Closed	-$2K	–	827
2021 Q4	$2K	Buy	+24	New	+$1.95K	﹤0.01%	906
2021 Q3	–	Sell	-11	Closed	-$1K	–	931
2021 Q2	$1K	Buy	+11	New	+$905	﹤0.01%	904
2020 Q3	–	Sell	-137	Closed	-$11K	–	840
2020 Q2	$11K	Buy	137 +65	+90%	+$5.38K	﹤0.01%	510
2020 Q1	$6K	Sell	72 -624	-90%	-$50.7K	﹤0.01%	545
2019 Q4	$56K	Sell	696 -321	-32%	-$25.9K	0.02%	305
2019 Q3	$82K	Buy	+1,017	New	+$82K	0.02%	267
2019 Q2	–	Sell	-439	Closed	-$35K	–	778
2019 Q1	$35K	Hold	439	–	–	0.01%	393
2018 Q4	$34K	Buy	+439	New	+$34.2K	0.01%	361
2018 Q2	–	Sell	-79	Closed	-$6K	–	828
2018 Q1	$6K	Sell	79 -3	-4%	-$236	﹤0.01%	685
2017 Q4	$6K	Sell	82 -14,649	-99%	-$1.16M	﹤0.01%	669
2017 Q3	$1.18M	Buy	+14,731	New	+$1.18M	0.7%	25
2017 Q2	–	Sell	-533	Closed	-$43K	–	839
2017 Q1	$43K	Sell	533 -741	-58%	-$59K	0.03%	346
2016 Q4	$101K	Buy	+1,274	New	+$102K	0.06%	212
2016 Q1	–	Sell	-402	Closed	-$32K	–	871
2015 Q4	$32K	Buy	+402	New	+$32.2K	0.02%	377

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

Plante Moran Financial Advisors's BSV Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 717 shares worth $55.9K. The stake represents ﹤0.01% of the portfolio and ranks #335 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in BSV as recently as Q4 2024.

Plante Moran Financial Advisors first reported a position in BSV in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.18M in Q3 2017. 1,353 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Plante Moran Financial Advisors held 717 shares of Vanguard Short-Term Bond ETF worth $55.9K as of Q2 2026.
Vanguard Short-Term Bond ETF was a new Plante Moran Financial Advisors position in Q2 2026.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #335 holding.
Plante Moran Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and has held it in 20 quarters since.
Plante Moran Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $1.18M in Q3 2017.
1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.