Baldrige Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Baldrige Asset 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 Q1	$833K	Buy	10,895 +107	+1%	+$8.11K	0.34%	54
2022 Q4	$812K	Sell	10,788 -697	-6%	-$52.3K	0.36%	53
2022 Q3	$859K	Sell	11,485 -3,082	-21%	-$235K	0.41%	53
2022 Q2	$1.12M	Sell	14,567 -6,475	-31%	-$499K	0.51%	52
2022 Q1	$1.64M	Sell	21,042 -20,209	-49%	-$1.6M	0.67%	35
2021 Q4	$3.33M	Sell	41,251 -502	-1%	-$40.8K	1.3%	21
2021 Q3	$3.42M	Sell	41,753 -3,714	-8%	-$305K	1.43%	18
2021 Q2	$3.74M	Sell	45,467 -1,287	-3%	-$106K	1.62%	15
2021 Q1	$3.84M	Sell	46,754 -2,508	-5%	-$207K	2.1%	14
2020 Q4	$4.08M	Sell	49,262 -812	-2%	-$67.3K	2.43%	13
2020 Q3	$4.16M	Sell	50,074 -5,334	-10%	-$443K	2.8%	11
2020 Q2	$4.61M	Sell	55,408 -1,159	-2%	-$95.9K	3.46%	8
2020 Q1	$4.65M	Buy	56,567 +42,522	+303%	+$3.45M	4.06%	4
2019 Q4	$1.13M	Sell	14,045 -1,595	-10%	-$129K	0.93%	33
2019 Q3	$1.26M	Sell	15,640 -717	-4%	-$57.8K	1.12%	28
2019 Q2	$1.32M	Sell	16,357 -431	-3%	-$34.4K	1.21%	26
2019 Q1	$1.34M	Buy	+16,788	New	+$1.32M	1.3%	24

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Baldrige Asset Management's BSV Position: Q1 2023 in Review

Baldrige Asset Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.99% in Q1 2023, buying an estimated $8.11K and bringing the position to 10,895 shares worth $833K. The position accounts for 0.34% of the portfolio, ranked #54.

Baldrige Asset Management first reported a position in BSV in Q1 2019 and has held it in 17 quarters since. The position peaked at $4.65M in Q1 2020. 1,135 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

Baldrige Asset Management held 10,895 shares of Vanguard Short-Term Bond ETF worth $833K as of Q1 2023.
Baldrige Asset Management bought 107 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $8.11K.
Vanguard Short-Term Bond ETF made up 0.34% of Baldrige Asset Management's portfolio in Q1 2023, its #54 holding.
Baldrige Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and has held it in 17 quarters since.
Baldrige Asset Management's Vanguard Short-Term Bond ETF position peaked at $4.65M in Q1 2020.
1,135 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.