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Retirement Planning Group (Kansas)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Retirement Planning Group (Kansas)’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
Q1 		$1.07M Sell
13,588
-4,153
-23% -$327K 0.03% 201
2025
Q4 		$1.4M Sell
17,741
-1,509
-8% -$119K 0.05% 156
2025
Q3 		$1.52M Buy
19,250
+123
+0.6% +$9.67K 0.05% 138
2025
Q2 		$1.51M Sell
19,127
-1,741
-8% -$136K 0.06% 110
2025
Q1 		$1.63M Sell
20,868
-16,357
-44% -$1.27M 0.08% 96
2024
Q4 		$2.88M Sell
37,225
-34,919
-48% -$2.71M 0.14% 62
2024
Q3 		$5.68M Buy
72,144
+66,570
+1,194% +$5.19M 0.31% 40
2024
Q2 		$428K Hold
5,574
– – 0.03% 166
2024
Q1 		$427K Buy
+5,574
New +$428K 0.03% 150
2023
Q2 		– Sell
-7,553
Closed -$578K – 162
2023
Q1 		$578K Hold
7,553
– – 0.06% 83
2022
Q4 		$569K Sell
7,553
-139
-2% -$10.4K 0.06% 82
2022
Q3 		$576K Sell
7,692
-2,284
-23% -$175K 0.07% 76
2022
Q2 		$766K Sell
9,976
-439
-4% -$33.8K 0.09% 59
2022
Q1 		$811K Sell
10,415
-249
-2% -$19.8K 0.09% 57
2021
Q4 		$862K Buy
10,664
+309
+3% +$25.1K 0.08% 50
2021
Q3 		$849K Buy
10,355
+252
+2% +$20.7K 0.1% 40
2021
Q2 		$830K Sell
10,103
-16
-0.2% -$1.32K 0.1% 46
2021
Q1 		$832K Sell
10,119
-23
-0.2% -$1.9K 0.11% 34
2020
Q4 		$841K Hold
10,142
– – 0.12% 33
2020
Q3 		$842K Hold
10,142
– – 0.14% 32
2020
Q2 		$843K Sell
10,142
-546
-5% -$45.2K 0.15% 33
2020
Q1 		$878K Buy
10,688
+6,081
+132% +$494K 0.21% 26
2019
Q4 		$371K Sell
4,607
-2,661
-37% -$215K 0.07% 53
2019
Q3 		$587K Sell
7,268
-513
-7% -$41.4K 0.12% 38
2019
Q2 		$627K Sell
7,781
-2,261
-23% -$180K 0.14% 36
2019
Q1 		$799K Sell
10,042
-42,319
-81% -$3.34M 0.19% 33
2018
Q4 		$4.11M Sell
52,361
-180,172
-77% -$14.1M 1.1% 18
2018
Q3 		$18.1M Sell
232,533
-1,211
-0.5% -$94.6K 4.67% 5
2018
Q2 		$18.3M Sell
233,744
-11,452
-5% -$895K 4.93% 5
2018
Q1 		$19.2M Sell
245,196
-18,011
-7% -$1.42M 5.22% 6
2017
Q4 		$20.8M Sell
263,207
-23,331
-8% -$1.85M 5.68% 5
2017
Q3 		$22.9M Buy
286,538
+12,313
+4% +$984K 6.53% 5
2017
Q2 		$21.9M Sell
274,225
-114,942
-30% -$9.18M 6.58% 5
2017
Q1 		$31M Buy
389,167
+390
+0.1% +$31K 9.43% 3
2016
Q4 		$30.9M Sell
388,777
-65,969
-15% -$5.28M 9.88% 2
2016
Q3 		$36.8M Sell
454,746
-682
-0.1% -$55.1K 11.89% 2
2016
Q2 		$36.9M Buy
455,428
+54,246
+14% +$4.37M 12.52% 2
2016
Q1 		$32.3M Sell
401,182
-18,336
-4% -$1.47M 11.45% 2
2015
Q4 		$33.4M Sell
419,518
-91,980
-18% -$7.36M 12.33% 2
2015
Q3 		$41.1M Buy
511,498
+27,592
+6% +$2.21M 18.04% 2
2015
Q2 		$38.8M Buy
483,906
+55,674
+13% +$4.47M 15.87% 2
2015
Q1 		$34.5M Buy
428,232
+6,523
+2% +$524K 13.73% 2
2014
Q4 		$33.7M Sell
421,709
-2,296
-0.5% -$184K 10.4% 2
2014
Q3 		$34M Buy
424,005
+12,098
+3% +$970K 10.59% 2
2014
Q2 		$33.1M Buy
411,907
+76,845
+23% +$6.16M 10.02% 2
2014
Q1 		$26.8M Buy
335,062
+147,250
+78% +$11.8M 8.66% 3
2013
Q4 		$15M Sell
187,812
-14,839
-7% -$1.19M 5.34% 5
2013
Q3 		$16.3M Buy
202,651
+45,527
+29% +$3.65M 5.91% 5
2013
Q2 		$12.6M Buy
+157,124
New +$12.7M 5.18% 5

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Planning Group (Kansas)'s BSV Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Vanguard Short-Term Bond ETF (BSV) stake by 23% in Q1 2026, selling an estimated $327K and leaving 13,588 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #201.

Retirement Planning Group (Kansas) first reported a position in BSV in Q2 2013 and has held it in 49 quarters since. The position peaked at $41.1M in Q3 2015. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Retirement Planning Group (Kansas) held 13,588 shares of Vanguard Short-Term Bond ETF worth $1.07M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 4,153 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $327K.
  • Vanguard Short-Term Bond ETF made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #201 holding.
  • Retirement Planning Group (Kansas) first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 49 quarters since.
  • Retirement Planning Group (Kansas)'s Vanguard Short-Term Bond ETF position peaked at $41.1M in Q3 2015.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.