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

Total Wealth 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
2025 Q4	$415K	Sell	5,266 -1,522	-22%	-$120K	0.89%	27
2025 Q3	$536K	Buy	6,788 +902	+15%	+$70.9K	0.06%	76
2025 Q2	$463K	Sell	5,886 -1,141	-16%	-$89.2K	0.06%	77
2025 Q1	$550K	Buy	7,027 +3	+0%	+$233	0.08%	59
2024 Q4	$543K	Buy	7,024 +8	+0.1%	+$621	0.08%	61
2024 Q3	$552K	Buy	7,016 +3	+0%	+$234	0.09%	61
2024 Q2	$542K	Buy	7,013 +7	+0.1%	+$534	0.09%	61
2024 Q1	$537K	Buy	7,006 +3	+0%	+$230	0.09%	64
2023 Q4	$539K	Buy	+7,003	New	+$530K	0.1%	64

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Total Wealth Planning's BSV Position: Q4 2025 in Review

Total Wealth Planning reduced its Vanguard Short-Term Bond ETF (BSV) stake by 22% in Q4 2025, selling an estimated $120K and leaving 5,266 shares worth $415K. The position accounts for 0.89% of the portfolio, ranked #27.

Total Wealth Planning first reported a position in BSV in Q4 2023 and has held it in 9 quarters since. The position peaked at $552K in Q3 2024. 1,313 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

Total Wealth Planning held 5,266 shares of Vanguard Short-Term Bond ETF worth $415K as of Q4 2025.
Total Wealth Planning sold 1,522 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $120K.
Vanguard Short-Term Bond ETF made up 0.89% of Total Wealth Planning's portfolio in Q4 2025, its #27 holding.
Total Wealth Planning first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 9 quarters since.
Total Wealth Planning's Vanguard Short-Term Bond ETF position peaked at $552K in Q3 2024.
1,313 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.