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Vanguard Short-Term Bond ETF shares owned by Planning Strategies

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

Historical chart of Planning Strategies investment in Vanguard Short-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Short-Term Bond ETF held by Planning Strategies 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 Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $790k 10k 77.91

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Vanguard Russell 1000 Growth Etf Etf (VONG)
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T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
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Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
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Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
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View all positions for Planning Strategies

Top funds holding Vanguard Short-Term Bond ETF

Mercer Global Advisors
Creative Planning
Envestnet Asset Management
Morgan Stanley
Empower Advisory Group
Goldman Sachs Group
Hanson McClain Advisors
Bank of America Corporation
Northern Trust
Truepoint
LPL Financial
Captrust Financial Advisors
Wells Fargo & Company
Lincoln National
Raymond James Financial

View all funds holding Vanguard Short-Term Bond ETF