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Vanguard Short-Term Bond ETF shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $283k 3.8k 75.17
2023-06-30 $1.9k 25 76.04
2023-03-31 $1.2k 16 76.75
2022-12-31 $305k 4.0k 75.57
2022-09-30 $279k 3.7k 75.77
2022-03-31 $969k 13k 77.05

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View all positions for WealthPlan Investment Management

Top funds holding Vanguard Short-Term Bond ETF

Mercer Global Advisors
Envestnet Asset Management
Jpmorgan Chase & Co
Empower Advisory Group
Hanson McClain Advisors
Goldman Sachs Group
Northern Trust
Wells Fargo & Company
LPL Financial
Truepoint
Captrust Financial Advisors
Envestnet Portfolio Solutions
United Capital Financial Advisers
Lincoln National
UBS Group

View all funds holding Vanguard Short-Term Bond ETF