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

Valtinson Bruner 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 		$241K Buy
3,088
+233
+8% +$18.2K 0.06% 164
2026
Q1 		$224K Buy
+2,855
New +$225K 0.06% 160

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

Valtinson Bruner Financial Planning's BSV Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its Vanguard Short-Term Bond ETF (BSV) stake by 8.2% in Q2 2026, buying an estimated $18.2K and bringing the position to 3,088 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #164.

Valtinson Bruner Financial Planning first reported a position in BSV in Q1 2026 and has held it in 2 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Valtinson Bruner Financial Planning held 3,088 shares of Vanguard Short-Term Bond ETF worth $241K as of Q2 2026.
  • Valtinson Bruner Financial Planning bought 233 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $18.2K.
  • Vanguard Short-Term Bond ETF made up 0.06% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #164 holding.
  • Valtinson Bruner Financial Planning first reported a position in Vanguard Short-Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.