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ACR Alpine Capital Research’s Vanguard Short-Term Bond ETF BSV Stock Holding History

ACR Alpine Capital Research’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
2024
Q2 		– Sell
-44,350
Closed -$3.4M – 36
2024
Q1 		$3.4M Buy
44,350
+2,668
+6% +$205K 0.1% 24
2023
Q4 		$3.21M Sell
41,682
-1,594
-4% -$121K 0.11% 22
2023
Q3 		$3.25M Buy
43,276
+1,751
+4% +$132K 0.13% 21
2023
Q2 		$3.14M Sell
41,525
-3,592
-8% -$274K 0.12% 21
2023
Q1 		$3.45M Sell
45,117
-2,230
-5% -$169K 0.14% 21
2022
Q4 		$3.56M Sell
47,347
-5,389
-10% -$404K 0.16% 22
2022
Q3 		$3.95M Buy
52,736
+3,987
+8% +$305K 0.2% 19
2022
Q2 		$3.74M Buy
48,749
+900
+2% +$69.3K 0.17% 19
2022
Q1 		$3.73M Buy
47,849
+2,053
+4% +$163K 0.19% 20
2021
Q4 		$3.7M Sell
45,796
-1,131
-2% -$92K 0.2% 20
2021
Q3 		$3.85M Sell
46,927
-4,625
-9% -$380K 0.22% 20
2021
Q2 		$4.24M Sell
51,552
-240
-0.5% -$19.7K 0.23% 19
2021
Q1 		$4.26M Sell
51,792
-9,002
-15% -$743K 0.23% 20
2020
Q4 		$5.04M Sell
60,794
-3,330
-5% -$276K 0.29% 17
2020
Q3 		$5.33M Buy
64,124
+4,559
+8% +$379K 0.38% 17
2020
Q2 		$4.95M Buy
59,565
+2,949
+5% +$244K 0.33% 17
2020
Q1 		$4.65M Sell
56,616
-449
-0.8% -$36.5K 0.31% 17
2019
Q4 		$4.6M Buy
57,065
+3,977
+7% +$321K 0.24% 18
2019
Q3 		$4.29M Buy
53,088
+3,939
+8% +$318K 0.22% 17
2019
Q2 		$3.96M Sell
49,149
-1,909
-4% -$152K 0.21% 20
2019
Q1 		$4.06M Sell
51,058
-134
-0.3% -$10.6K 0.21% 19
2018
Q4 		$4.02M Sell
51,192
-5,749
-10% -$448K 0.21% 18
2018
Q3 		$4.44M Buy
56,941
+2,246
+4% +$175K 0.24% 18
2018
Q2 		$4.28M Buy
54,695
+387
+0.7% +$30.2K 0.23% 18
2018
Q1 		$4.26M Buy
54,308
+1,089
+2% +$85.6K 0.23% 18
2017
Q4 		$4.21M Buy
53,219
+3,813
+8% +$303K 0.22% 17
2017
Q3 		$3.94M Sell
49,406
-340
-0.7% -$27.2K 0.21% 18
2017
Q2 		$3.97M Buy
49,746
+12,079
+32% +$965K 0.34% 15
2017
Q1 		$3M Buy
37,667
+701
+2% +$55.8K 0.26% 15
2016
Q4 		$2.94M Buy
36,966
+6,325
+21% +$506K 0.24% 17
2016
Q3 		$2.48M Buy
30,641
+924
+3% +$74.7K 0.17% 16
2016
Q2 		$2.41M Buy
29,717
+11,510
+63% +$928K 0.18% 16
2016
Q1 		$1.47M Buy
18,207
+3,017
+20% +$242K 0.12% 17
2015
Q4 		$1.21M Sell
15,190
-382
-2% -$30.6K 0.12% 14
2015
Q3 		$1.25M Buy
15,572
+218
+1% +$17.5K 0.14% 14
2015
Q2 		$1.23M Buy
15,354
+1,933
+14% +$155K 0.15% 12
2015
Q1 		$1.08M Buy
13,421
+2,469
+23% +$198K 0.13% 14
2014
Q4 		$876K Buy
10,952
+87
+0.8% +$6.98K 0.12% 14
2014
Q3 		$870K Buy
10,865
+2,977
+38% +$239K 0.13% 14
2014
Q2 		$634K Hold
7,888
– – 0.1% 15
2014
Q1 		$632K Buy
7,888
+300
+4% +$24.1K 0.11% 16
2013
Q4 		$607K Buy
7,588
+1,025
+16% +$82.4K 0.12% 15
2013
Q3 		$527K Buy
6,563
+324
+5% +$26K 0.12% 17
2013
Q2 		$500K Buy
+6,239
New +$504K 0.11% 19

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

ACR Alpine Capital Research's BSV Position: Q2 2024 in Review

ACR Alpine Capital Research sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 44,350 shares — an estimated $3.4M sold.

ACR Alpine Capital Research first reported a position in BSV in Q2 2013 and held it in 44 quarters. The position peaked at $5.33M in Q3 2020. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

  • ACR Alpine Capital Research reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • ACR Alpine Capital Research sold 44,350 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $3.4M.
  • ACR Alpine Capital Research first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 44 quarters.
  • ACR Alpine Capital Research's Vanguard Short-Term Bond ETF position peaked at $5.33M in Q3 2020.
  • 1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on ACR Alpine Capital Research's 13F filing for Q2 2024, filed 1 Aug 2024.