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

Antonetti Capital Management’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
2023 Q3	$58.8K	Hold	782	–	–	0.09%	92
2023 Q2	$59.1K	Hold	782	–	–	0.09%	88
2023 Q1	$59.8K	Hold	782	–	–	0.09%	86
2022 Q4	$58.9K	Sell	782 -93	-11%	-$6.98K	0.08%	92
2022 Q3	$65K	Hold	875	–	–	0.07%	82
2022 Q2	$67K	Hold	875	–	–	0.07%	88
2022 Q1	$68K	Hold	875	–	–	0.06%	97
2021 Q4	$71K	Sell	875 -1,400	-62%	-$114K	0.06%	132
2021 Q3	$186K	Buy	+2,275	New	+$187K	0.15%	84
2014 Q3	–	Sell	-1,275	Closed	-$102K	–	129
2014 Q2	$102K	Hold	1,275	–	–	0.08%	65
2014 Q1	$102K	Buy	1,275 +400	+46%	+$32.1K	0.09%	75
2013 Q4	$70K	Sell	875 -375	-30%	-$30.1K	0.06%	102
2013 Q3	$100K	Hold	1,250	–	–	0.1%	110
2013 Q2	$100K	Buy	+1,250	New	+$101K	0.11%	112

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Antonetti Capital Management's BSV Position: Q3 2023 in Review

Antonetti Capital Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2023 at 782 shares worth $58.8K. The position accounts for 0.09% of the portfolio, ranked #92.

Antonetti Capital Management first reported a position in BSV in Q2 2013 and has held it in 14 quarters since. The position peaked at $186K in Q3 2021. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

Antonetti Capital Management held 782 shares of Vanguard Short-Term Bond ETF worth $58.8K as of Q3 2023.
Antonetti Capital Management left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2023.
Vanguard Short-Term Bond ETF made up 0.09% of Antonetti Capital Management's portfolio in Q3 2023, its #92 holding.
Antonetti Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 14 quarters since.
Antonetti Capital Management's Vanguard Short-Term Bond ETF position peaked at $186K in Q3 2021.
1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.