Planning Strategies Inc.’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Planning Strategies Inc.’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	$790K	Buy	+10,139	New	+$791K	0.49%	32

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Planning Strategies Inc.'s BSV Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 10,139 shares worth $790K. The stake represents 0.49% of the portfolio and ranks #32 among its holdings.

567 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Planning Strategies Inc. held 10,139 shares of Vanguard Short-Term Bond ETF worth $790K as of Q2 2026.
Vanguard Short-Term Bond ETF was a new Planning Strategies Inc. position in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.49% of Planning Strategies Inc.'s portfolio in Q2 2026, its #32 holding.
567 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.