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Vanguard Short-Term Bond ETF shares owned by Plan Group Financial

Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by Plan Group Financial from 13F filings

Historical chart of Plan Group Financial investment in Vanguard Short-Term Bond ETF

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All positions including Vanguard Short-Term Bond ETF held by Plan Group Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Short-Term Bond ETF by Plan Group Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $600k 7.8k 76.67
2023-12-31 $372k 4.8k 77.03
2022-06-30 $400k 5.2k 76.80

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Ishares Tr Rus Mid Cap Etf (IWR)
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Ishares Tr Jpmorgan Usd Emg (EMB)
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Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Plan Group Financial

Top funds holding Vanguard Short-Term Bond ETF

Envestnet Asset Management
Morgan Stanley
Mercer Global Advisors
Goldman Sachs Group
Empower Advisory Group
Jpmorgan Chase & Co
Hanson McClain Advisors
Northern Trust
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Truepoint
United Capital Financial Advisers
H D Vest Advisory Services
Envestnet Portfolio Solutions

View all funds holding Vanguard Short-Term Bond ETF