Alexandria Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Alexandria Capital’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
2021 Q3	$7.23M	Buy	88,277 +10,824	+14%	+$890K	0.67%	54
2021 Q2	$6.36M	Sell	77,453 -2,989	-4%	-$246K	0.59%	62
2021 Q1	$6.61M	Sell	80,442 -2,753	-3%	-$227K	0.67%	59
2020 Q4	$6.9M	Sell	83,195 -13,751	-14%	-$1.14M	0.73%	49
2020 Q3	$8.02M	Sell	96,946 -2,761	-3%	-$229K	0.96%	27
2020 Q2	$8.29M	Sell	99,707 -14,582	-13%	-$1.21M	1.08%	21
2020 Q1	$9.39M	Sell	114,289 -9,748	-8%	-$792K	1.54%	12
2019 Q4	$10M	Sell	124,037 -1,042	-0.8%	-$84.1K	1.34%	18
2019 Q3	$10.1M	Sell	125,079 -17,286	-12%	-$1.39M	1.5%	13
2019 Q2	$11.5M	Sell	142,365 -772	-0.5%	-$61.6K	1.63%	7
2019 Q1	$11.4M	Sell	143,137 -6,869	-5%	-$542K	1.65%	8
2018 Q4	$11.8M	Buy	150,006 +29,718	+25%	+$2.32M	1.92%	6
2018 Q3	$9.39M	Sell	120,288 -10,536	-8%	-$823K	1.38%	16
2018 Q2	$10.2M	Buy	130,824 +1,369	+1%	+$107K	1.54%	12
2018 Q1	$10.2M	Buy	129,455 +3,645	+3%	+$286K	1.51%	13
2017 Q4	$9.95M	Buy	125,810 +123,924	+6,571%	+$9.85M	1.45%	14
2017 Q3	$151K	Hold	1,886	–	–	0.04%	151
2017 Q2	$151K	Hold	1,886	–	–	0.04%	152
2017 Q1	$150K	Hold	1,886	–	–	0.04%	155
2016 Q4	$150K	Hold	1,886	–	–	0.04%	151
2016 Q3	$152K	Hold	1,886	–	–	0.03%	161
2016 Q2	$153K	Sell	1,886 -4,649	-71%	-$375K	0.03%	159
2016 Q1	$527K	Buy	6,535 +217	+3%	+$17.4K	0.09%	110
2015 Q4	$503K	Sell	6,318 -315	-5%	-$25.2K	0.13%	103
2015 Q3	$533K	Hold	6,633	–	–	0.13%	100
2015 Q2	$532K	Hold	6,633	–	–	0.12%	105
2015 Q1	$534K	Hold	6,633	–	–	0.19%	60
2014 Q4	$530K	Buy	6,633 +2	+0%	+$160	0.21%	59
2014 Q3	$531K	Sell	6,631 -1,800	-21%	-$144K	0.23%	57
2014 Q2	$677K	Buy	8,431 +4,962	+143%	+$398K	0.29%	55
2014 Q1	$278K	Hold	3,469	–	–	0.12%	85
2013 Q4	$277K	Hold	3,469	–	–	0.12%	81
2013 Q3	$279K	Hold	3,469	–	–	0.13%	81
2013 Q2	$278K	Buy	+3,469	New	+$280K	0.14%	84

Other funds holding BSV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Alexandria Capital's BSV Position: Q3 2021 in Review

Alexandria Capital increased its Vanguard Short-Term Bond ETF (BSV) stake by 14% in Q3 2021, buying an estimated $890K and bringing the position to 88,277 shares worth $7.23M. The position accounts for 0.67% of the portfolio, ranked #54.

Alexandria Capital first reported a position in BSV in Q2 2013 and has held it in 34 quarters since. The position peaked at $11.8M in Q4 2018. 1,027 funds tracked by Wall St. Rank hold BSV as of Q3 2021.

Alexandria Capital held 88,277 shares of Vanguard Short-Term Bond ETF worth $7.23M as of Q3 2021.
Alexandria Capital bought 10,824 Vanguard Short-Term Bond ETF shares in Q3 2021, an estimated $890K.
Vanguard Short-Term Bond ETF made up 0.67% of Alexandria Capital's portfolio in Q3 2021, its #54 holding.
Alexandria Capital first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 34 quarters since.
Alexandria Capital's Vanguard Short-Term Bond ETF position peaked at $11.8M in Q4 2018.
1,027 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2021.

Based on Alexandria Capital's 13F filing for Q3 2021, filed 2 Dec 2021.