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

Prosperity 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 		– Hold
0
– – – 20
2026
Q1 		– Hold
0
– – – 20
2025
Q4 		– Hold
0
– – – 20
2025
Q3 		– Hold
0
– – – 18
2025
Q2 		– Hold
0
– – – 18
2025
Q1 		– Hold
0
– – – 16
2024
Q4 		– Hold
0
– – – 14
2024
Q3 		– Sell
-72,746
Closed -$5.67M – 14
2024
Q2 		$5.58M Buy
+72,746
New +$5.55M 1.91% 14
2024
Q1 		– Hold
0
– – – 15
2023
Q4 		– Hold
0
– – – 14
2023
Q3 		– Hold
0
– – – 15
2023
Q2 		– Hold
0
– – – 15
2023
Q1 		– Sell
-41,890
Closed -$3.17M – 14
2022
Q4 		$4.38M Hold
41,890
– – 2.16% 14
2022
Q3 		$3.13M Buy
41,890
+11,799
+39% +$901K 1.64% 17
2022
Q2 		$2.31M Buy
+30,091
New +$2.32M 1.18% 23

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
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
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Prosperity Planning's BSV Position: Q2 2026 in Review

Prosperity Planning held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 0 shares worth $5.45M. The position accounts for 1.25% of the portfolio, ranked #20.

Prosperity Planning first reported a position in BSV in Q2 2022 and has held it in 4 quarters since. The position peaked at $5.58M in Q2 2024. 413 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Prosperity Planning held 0 shares of Vanguard Short-Term Bond ETF worth $5.45M as of Q2 2026.
  • Prosperity Planning left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 1.25% of Prosperity Planning's portfolio in Q2 2026, its #20 holding.
  • Prosperity Planning first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 4 quarters since.
  • Prosperity Planning's Vanguard Short-Term Bond ETF position peaked at $5.58M in Q2 2024.
  • 413 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.