XPN
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XY Planning Network’s Vanguard Short-Term Bond ETF BSV Stock Holding History

XY Planning Network’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 		$3.22M Buy
41,386
+34,482
+499% +$2.69M 0.4% 58
2026
Q1 		$540K Buy
6,904
+3,487
+102% +$275K 0.09% 180
2025
Q4 		$269K Buy
3,417
+851
+33% +$67.1K 0.05% 230
2025
Q3 		$202K Hold
2,566
– – 0.07% 173
2025
Q2 		$202K Buy
+2,566
New +$201K 0.07% 173

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
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
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
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

XY Planning Network's BSV Position: Q2 2026 in Review

XY Planning Network increased its Vanguard Short-Term Bond ETF (BSV) stake by 499% in Q2 2026, buying an estimated $2.69M and bringing the position to 41,386 shares worth $3.22M. The position accounts for 0.4% of the portfolio, ranked #58.

XY Planning Network first reported a position in BSV in Q2 2025 and has held it in 5 quarters since. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • XY Planning Network held 41,386 shares of Vanguard Short-Term Bond ETF worth $3.22M as of Q2 2026.
  • XY Planning Network bought 34,482 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $2.69M.
  • Vanguard Short-Term Bond ETF made up 0.4% of XY Planning Network's portfolio in Q2 2026, its #58 holding.
  • XY Planning Network first reported a position in Vanguard Short-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.