Austin Private Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Austin Private Wealth’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 Q4	–	Sell	-202,282	Closed	-$16.6M	–	167
2021 Q3	$16.6M	Buy	202,282 +21,408	+12%	+$1.76M	3.51%	9
2021 Q2	$14.9M	Buy	180,874 +7,137	+4%	+$587K	3.43%	8
2021 Q1	$14.3M	Buy	173,737 +11,813	+7%	+$975K	3.76%	8
2020 Q4	$13.4M	Buy	161,924 +325	+0.2%	+$26.9K	3.88%	7
2020 Q3	$13.4M	Buy	161,599 +158,573	+5,240%	+$13.2M	5.02%	6
2020 Q2	$252K	Hold	3,026	–	–	0.11%	66
2020 Q1	$249K	Hold	3,026	–	–	0.15%	59
2019 Q4	$244K	Buy	+3,026	New	+$244K	0.13%	69

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 $374B AUM 17.66% 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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Austin Private Wealth's BSV Position: Q4 2021 in Review

Austin Private Wealth sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2021, closing a stake of 202,282 shares — an estimated $16.6M sold.

Austin Private Wealth first reported a position in BSV in Q4 2019 and held it in 8 quarters. The position peaked at $16.6M in Q3 2021. 1,164 funds tracked by Wall St. Rank hold BSV as of Q4 2021.

Austin Private Wealth reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
Austin Private Wealth sold 202,282 Vanguard Short-Term Bond ETF shares in Q4 2021, an estimated $16.6M.
Austin Private Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 8 quarters.
Austin Private Wealth's Vanguard Short-Term Bond ETF position peaked at $16.6M in Q3 2021.
1,164 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2021.

Based on Austin Private Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.