WealthPlan Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

WealthPlan Investment Management’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 Q1	$254K	Buy	+3,244	New	+$255K	0.01%	415
2023 Q3	–	Sell	-25	Closed	-$1.9K	–	183
2023 Q2	$1.9K	Buy	25 +9	+56%	+$686	﹤0.01%	322
2023 Q1	$1.23K	Sell	16 -4,023	-100%	-$305K	﹤0.01%	403
2022 Q4	$305K	Buy	4,039 +357	+10%	+$26.8K	0.02%	313
2022 Q3	$279K	Buy	+3,682	New	+$281K	0.02%	307
2022 Q1	$969K	Buy	+12,577	New	+$998K	0.07%	174

Other funds holding BSV

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

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

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

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

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

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

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

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

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

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

WealthPlan Investment Management's BSV Position: Q1 2026 in Review

WealthPlan Investment Management opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 3,244 shares worth $254K. The stake represents 0.01% of the portfolio and ranks #415 among its holdings. This is a return to the name: WealthPlan Investment Management previously reported a position in BSV as recently as Q2 2023.

WealthPlan Investment Management first reported a position in BSV in Q1 2022 and has held it in 6 quarters since. The position peaked at $969K in Q1 2022. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

WealthPlan Investment Management held 3,244 shares of Vanguard Short-Term Bond ETF worth $254K as of Q1 2026.
Vanguard Short-Term Bond ETF was a new WealthPlan Investment Management position in Q1 2026.
Vanguard Short-Term Bond ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q1 2026, its #415 holding.
WealthPlan Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 6 quarters since.
WealthPlan Investment Management's Vanguard Short-Term Bond ETF position peaked at $969K in Q1 2022.
1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.