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 Q2	$248K	Sell	3,189 -55	-2%	-$4.29K	0.01%	422
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 $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPlan Investment Management's BSV Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.7% in Q2 2026, selling an estimated $4.29K and leaving 3,189 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #422.

WealthPlan Investment Management first reported a position in BSV in Q1 2022 and has held it in 7 quarters since. The position peaked at $969K in Q1 2022. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

WealthPlan Investment Management held 3,189 shares of Vanguard Short-Term Bond ETF worth $248K as of Q2 2026.
WealthPlan Investment Management sold 55 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $4.29K.
Vanguard Short-Term Bond ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #422 holding.
WealthPlan Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 7 quarters since.
WealthPlan Investment Management's Vanguard Short-Term Bond ETF position peaked at $969K in Q1 2022.
1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.