Partners in Financial Planning BSV holdings history
VANGUARD SHORT-TERM BOND ETF · CUSIP 921937827 · CIK 2054264
As of 2026-06-30, Partners in Financial Planning reported 488.98K BSV (shares), valued at $38.10M, or 5.78% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares increased 2.43%; reported value increased 1.78%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.78% | 488,983 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 6.21% | 477,374 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 6.21% | 465,429 | SEC filing ↗Filed Feb 2, 2026 |
| Q3 2025 | 6.24% | 457,164 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 6.51% | 448,864 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 6.80% | 432,149 | SEC filing ↗Filed Apr 30, 2025 |
| Q4 2024 | 6.62% | 420,233 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 6.58% | 414,288 | SEC filing ↗Filed Feb 26, 2025 |
| Q2 2024 | 6.58% | 394,525 | SEC filing ↗Filed Feb 26, 2025 |
| Q1 2024 | 6.28% | 367,883 | SEC filing ↗Filed Feb 26, 2025 |
| Q4 2023 | 6.21% | 343,284 | SEC filing ↗Filed Feb 26, 2025 |
| Q3 2023 | 6.28% | 324,809 | SEC filing ↗Filed Mar 4, 2025 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 6.28% | 324,809 | $24.42M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Mar 4, 2025 |
| Q4 2023 | 6.21% | 343,284 | $26.44M | Shares increased 5.69%; reported value increased 8.29%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 26, 2025 |
| Q1 2024 | 6.28% | 367,883 | $28.21M | Shares increased 7.17%; reported value increased 6.68%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 26, 2025 |
| Q2 2024 | 6.58% | 394,525 | $30.26M | Shares increased 7.24%; reported value increased 7.28%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 26, 2025 |
| Q3 2024 | 6.58% | 414,288 | $32.60M | Shares increased 5.01%; reported value increased 7.73%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 26, 2025 |
| Q4 2024 | 6.62% | 420,233 | $32.47M | Shares increased 1.43%; reported value decreased 0.40%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 6.80% | 432,149 | $33.83M | Shares increased 2.84%; reported value increased 4.18%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2025 |
| Q2 2025 | 6.51% | 448,864 | $35.33M | Shares increased 3.87%; reported value increased 4.43%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 6.24% | 457,164 | $36.07M | Shares increased 1.85%; reported value increased 2.12%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 6.21% | 465,429 | $36.68M | Shares increased 1.81%; reported value increased 1.68%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2026 |
| Q1 2026 | 6.21% | 477,374 | $37.43M | Shares increased 2.57%; reported value increased 2.05%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 5.78% | 488,983 | $38.10M | Shares increased 2.43%; reported value increased 1.78%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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