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WealthPLAN Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

WealthPLAN Partners’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 		– Sell
-3,189
Closed -$251K – 225
2025
Q4 		$251K Sell
3,189
-121
-4% -$9.55K 0.04% 245
2025
Q3 		$261K Hold
3,310
– – 0.04% 227
2025
Q2 		$260K Sell
3,310
-55
-2% -$4.3K 0.04% 233
2025
Q1 		$263K Buy
3,365
+55
+2% +$4.27K 0.04% 223
2024
Q4 		$256K Sell
3,310
-303
-8% -$23.5K 0.04% 221
2024
Q3 		$284K Sell
3,613
-1,635
-31% -$127K 0.04% 230
2024
Q2 		$403K Buy
5,248
+1,635
+45% +$125K 0.04% 224
2024
Q1 		$277K Hold
3,613
– – 0.03% 267
2023
Q4 		$278K Sell
3,613
-148
-4% -$11.2K 0.03% 273
2023
Q3 		$283K Buy
3,761
+122
+3% +$9.2K 0.03% 268
2023
Q2 		$275K Sell
3,639
-43
-1% -$3.28K 0.04% 252
2023
Q1 		$282K Sell
3,682
-357
-9% -$27.1K 0.03% 259
2022
Q4 		$304K Buy
+4,039
New +$303K 0.02% 312
2022
Q1 		$969K Sell
12,577
-1,704
-12% -$135K 0.07% 174
2021
Q4 		$1.14M Sell
14,281
-560
-4% -$45.5K 0.08% 165
2021
Q3 		$1.2M Buy
14,841
+5,537
+60% +$455K 0.08% 156
2021
Q2 		$764K Buy
9,304
+2,633
+39% +$217K 0.05% 182
2021
Q1 		$549K Buy
6,671
+2,352
+54% +$194K 0.04% 216
2020
Q4 		$357K Buy
+4,319
New +$358K 0.03% 249
2017
Q4 		– Sell
-15,379
Closed -$1.23M – 222
2017
Q3 		$1.23M Buy
15,379
+2,848
+23% +$228K 0.34% 64
2017
Q2 		$1M Buy
+12,531
New +$1M 0.29% 73
2016
Q3 		$4.35K Sell
54
-255
-83% -$20.6K ﹤0.01% 746
2016
Q2 		$4.4K Buy
+309
New +$24.9K ﹤0.01% 2027
2015
Q4 		$7.66K Buy
+288
New +$23K ﹤0.01% 1232

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

WealthPLAN Partners's BSV Position: Q1 2026 in Review

WealthPLAN Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 3,189 shares — an estimated $251K sold.

WealthPLAN Partners first reported a position in BSV in Q4 2015 and held it in 24 quarters. The position peaked at $1.23M in Q3 2017. 1,340 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • WealthPLAN Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 3,189 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $251K.
  • WealthPLAN Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and held it in 24 quarters.
  • WealthPLAN Partners's Vanguard Short-Term Bond ETF position peaked at $1.23M in Q3 2017.
  • 1,340 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.