WFPG
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Waller Financial Planning Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Waller 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 		$1.39M Buy
17,808
+602
+3% +$47K 0.29% 32
2026
Q1 		$1.35M Sell
17,206
-516
-3% -$40.6K 0.3% 30
2025
Q4 		$1.4M Buy
17,722
+170
+1% +$13.4K 0.31% 30
2025
Q3 		$1.39M Buy
17,552
+84
+0.5% +$6.61K 0.32% 28
2025
Q2 		$1.37M Sell
17,468
-1,061
-6% -$83K 0.33% 30
2025
Q1 		$1.45M Sell
18,529
-409
-2% -$31.7K 0.41% 30
2024
Q4 		$1.46M Sell
18,938
-458
-2% -$35.5K 0.37% 31
2024
Q3 		$1.53M Buy
19,396
+144
+0.7% +$11.2K 0.38% 33
2024
Q2 		$1.48M Sell
19,252
-1,168
-6% -$89.1K 0.4% 33
2024
Q1 		$1.57M Sell
20,420
-2,173
-10% -$167K 0.42% 33
2023
Q4 		$1.74M Sell
22,593
-795
-3% -$60.2K 0.46% 33
2023
Q3 		$1.76M Sell
23,388
-151
-0.6% -$11.4K 0.51% 32
2023
Q2 		$1.78M Buy
23,539
+723
+3% +$55.1K 0.49% 33
2023
Q1 		$1.75M Buy
22,816
+831
+4% +$63K 0.49% 32
2022
Q4 		$1.66M Sell
21,985
-4,862
-18% -$365K 0.48% 31
2022
Q3 		$2.01M Sell
26,847
-2,825
-10% -$216K 0.61% 30
2022
Q2 		$2.28M Sell
29,672
-116,192
-80% -$8.95M 0.67% 29
2022
Q1 		$11.4M Sell
145,864
-26,198
-15% -$2.08M 3.01% 8
2021
Q4 		$13.9M Buy
172,062
+3,192
+2% +$260K 3.48% 8
2021
Q3 		$13.8M Buy
168,870
+5,445
+3% +$447K 3.68% 7
2021
Q2 		$13.4M Sell
163,425
-2,808
-2% -$231K 3.6% 7
2021
Q1 		$13.7M Buy
166,233
+18,001
+12% +$1.49M 3.93% 7
2020
Q4 		$12.3M Buy
148,232
+59,094
+66% +$4.9M 3.83% 7
2020
Q3 		$7.4M Buy
89,138
+25,428
+40% +$2.11M 2.71% 8
2020
Q2 		$5.3M Buy
+63,710
New +$5.27M 2.06% 15

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Waller Financial Planning Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.5% in Q2 2026, buying an estimated $47K and bringing the position to 17,808 shares worth $1.39M. The position accounts for 0.29% of the portfolio, ranked #32.

Waller Financial Planning Group first reported a position in BSV in Q2 2020 and has held it in 25 quarters since. The position peaked at $13.9M in Q4 2021. 928 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Waller Financial Planning Group held 17,808 shares of Vanguard Short-Term Bond ETF worth $1.39M as of Q2 2026.
  • Waller Financial Planning Group bought 602 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $47K.
  • Vanguard Short-Term Bond ETF made up 0.29% of Waller Financial Planning Group's portfolio in Q2 2026, its #32 holding.
  • Waller Financial Planning Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Waller Financial Planning Group's Vanguard Short-Term Bond ETF position peaked at $13.9M in Q4 2021.
  • 928 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.