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

RCS Financial 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 		$1.44M Buy
18,496
+2,035
+12% +$159K 0.68% 24
2026
Q1 		$1.29M Sell
16,461
-9
-0.1% -$709 0.67% 24
2025
Q4 		$1.3M Sell
16,470
-1,896
-10% -$150K 0.56% 37
2025
Q3 		$1.45M Buy
18,366
+182
+1% +$14.3K 0.64% 31
2025
Q2 		$1.43M Buy
18,184
+382
+2% +$29.9K 0.71% 31
2025
Q1 		$1.39M Buy
17,802
+67
+0.4% +$5.2K 0.74% 30
2024
Q4 		$1.37M Sell
17,735
-5,140
-22% -$399K 0.73% 30
2024
Q3 		$1.8M Buy
22,875
+51
+0.2% +$3.97K 1% 22
2024
Q2 		$1.75M Sell
22,824
-88
-0.4% -$6.71K 1.03% 21
2024
Q1 		$1.76M Sell
22,912
-12
-0.1% -$921 1.08% 20
2023
Q4 		$1.77M Buy
22,924
+967
+4% +$73.2K 1.16% 19
2023
Q3 		$1.65M Sell
21,957
-3,092
-12% -$233K 1.26% 18
2023
Q2 		$1.89M Sell
25,049
-569
-2% -$43.4K 1.56% 17
2023
Q1 		$1.96M Buy
25,618
+6,470
+34% +$490K 1.74% 14
2022
Q4 		$1.44M Buy
+19,148
New +$1.44M 1.4% 15

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

RCS Financial Planning's BSV Position: Q2 2026 in Review

RCS Financial Planning increased its Vanguard Short-Term Bond ETF (BSV) stake by 12% in Q2 2026, buying an estimated $159K and bringing the position to 18,496 shares worth $1.44M. The position accounts for 0.68% of the portfolio, ranked #24.

RCS Financial Planning first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.96M in Q1 2023. 445 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • RCS Financial Planning held 18,496 shares of Vanguard Short-Term Bond ETF worth $1.44M as of Q2 2026.
  • RCS Financial Planning bought 2,035 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $159K.
  • Vanguard Short-Term Bond ETF made up 0.68% of RCS Financial Planning's portfolio in Q2 2026, its #24 holding.
  • RCS Financial Planning first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • RCS Financial Planning's Vanguard Short-Term Bond ETF position peaked at $1.96M in Q1 2023.
  • 445 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.