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 Q3	$3.5M	Buy	45,849 +4,463	+11%	+$345K	0.38%	60
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

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

XY Planning Network's BSV Position: Q3 2026 in Review

XY Planning Network increased its Vanguard Short-Term Bond ETF (BSV) stake by 11% in Q3 2026, buying an estimated $345K and bringing the position to 45,849 shares worth $3.5M. The position accounts for 0.38% of the portfolio, ranked #60.

XY Planning Network first reported a position in BSV in Q2 2025 and has held it in 6 quarters since. 429 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

XY Planning Network held 45,849 shares of Vanguard Short-Term Bond ETF worth $3.5M as of Q3 2026.
XY Planning Network bought 4,463 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $345K.
Vanguard Short-Term Bond ETF made up 0.38% of XY Planning Network's portfolio in Q3 2026, its #60 holding.
XY Planning Network first reported a position in Vanguard Short-Term Bond ETF in Q2 2025 and has held it in 6 quarters since.
429 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.