UFPG
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United Financial Planning Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

United Financial Planning Group’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 		$4.84M Buy
62,065
+6,374
+11% +$497K 2.46% 9
2026
Q1 		$4.37M Buy
55,691
+7,250
+15% +$571K 2.58% 9
2025
Q4 		$3.82M Sell
48,441
-20,218
-29% -$1.6M 2.32% 10
2025
Q3 		$5.41M Buy
+68,659
New +$5.4M 3.4% 8

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

United Financial Planning Group's BSV Position: Q2 2026 in Review

United Financial Planning Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 11% in Q2 2026, buying an estimated $497K and bringing the position to 62,065 shares worth $4.84M. The position accounts for 2.46% of the portfolio, ranked #9.

United Financial Planning Group first reported a position in BSV in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.41M in Q3 2025. 1,353 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • United Financial Planning Group held 62,065 shares of Vanguard Short-Term Bond ETF worth $4.84M as of Q2 2026.
  • United Financial Planning Group bought 6,374 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $497K.
  • Vanguard Short-Term Bond ETF made up 2.46% of United Financial Planning Group's portfolio in Q2 2026, its #9 holding.
  • United Financial Planning Group first reported a position in Vanguard Short-Term Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Vanguard Short-Term Bond ETF position peaked at $5.41M in Q3 2025.
  • 1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.