SFP
BSV icon

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

Sterling 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 		$4.81M Buy
61,799
+3,169
+5% +$247K 1.31% 23
2026
Q1 		$4.6M Buy
58,630
+5,966
+11% +$470K 1.36% 20
2025
Q4 		$4.15M Buy
52,664
+1,894
+4% +$149K 1.25% 25
2025
Q3 		$4.01M Buy
50,770
+3,664
+8% +$288K 1.26% 24
2025
Q2 		$3.71M Sell
47,106
-222
-0.5% -$17.4K 1.24% 24
2025
Q1 		$3.7M Sell
47,328
-9,244
-16% -$718K 1.34% 23
2024
Q4 		$4.37M Buy
56,572
+12,661
+29% +$983K 1.61% 19
2024
Q3 		$3.46M Buy
43,911
+2,467
+6% +$192K 1.27% 24
2024
Q2 		$3.18M Sell
41,444
-1,701
-4% -$130K 1.29% 25
2024
Q1 		$3.31M Buy
43,145
+1,528
+4% +$117K 1.34% 20
2023
Q4 		$3.21M Buy
41,617
+5,789
+16% +$438K 1.39% 21
2023
Q3 		$2.69M Buy
35,828
+2,420
+7% +$182K 1.38% 23
2023
Q2 		$2.52M Buy
33,408
+3,149
+10% +$240K 1.25% 26
2023
Q1 		$2.31M Buy
30,259
+931
+3% +$70.5K 1.26% 23
2022
Q4 		$2.21M Buy
29,328
+14,729
+101% +$1.11M 1.32% 23
2022
Q3 		$1.09M Buy
14,599
+8,116
+125% +$620K 0.77% 34
2022
Q2 		$498K Buy
6,483
+1,897
+41% +$146K 0.35% 51
2022
Q1 		$357K Sell
4,586
-494
-10% -$39.2K 0.22% 66
2021
Q4 		$411K Buy
5,080
+1,360
+37% +$111K 0.26% 61
2021
Q3 		$305K Buy
3,720
+193
+5% +$15.9K 0.19% 65
2021
Q2 		$290K Buy
3,527
+2,535
+256% +$209K 0.19% 63
2021
Q1 		$82K Buy
992
+962
+3,207% +$79.4K 0.06% 116
2020
Q4 		$2K Buy
+30
New +$2.49K ﹤0.01% 334

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Sterling Financial Planning increased its Vanguard Short-Term Bond ETF (BSV) stake by 5.4% in Q2 2026, buying an estimated $247K and bringing the position to 61,799 shares worth $4.81M. The position accounts for 1.31% of the portfolio, ranked #23.

Sterling Financial Planning first reported a position in BSV in Q4 2020 and has held it in 23 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Sterling Financial Planning held 61,799 shares of Vanguard Short-Term Bond ETF worth $4.81M as of Q2 2026.
  • Sterling Financial Planning bought 3,169 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $247K.
  • Vanguard Short-Term Bond ETF made up 1.31% of Sterling Financial Planning's portfolio in Q2 2026, its #23 holding.
  • Sterling Financial Planning first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.