Banque Cantonale Vaudoise’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Banque Cantonale Vaudoise’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 Q4	–	Sell	-2,000	Closed	-$150K	–	1042
2023 Q3	$150K	Hold	2,000	–	–	0.01%	743
2023 Q2	$151K	Sell	2,000 -1,225	-38%	-$93.4K	0.01%	775
2023 Q1	$247K	Sell	3,225 -189	-6%	-$14.3K	0.01%	647
2022 Q4	$257K	Sell	3,414 -19	-0.6%	-$1.43K	0.01%	642
2022 Q3	$257K	Buy	3,433 +1,433	+72%	+$109K	0.01%	652
2022 Q2	$154K	Buy	+2,000	New	+$154K	0.01%	803

Other funds holding BSV

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Banque Cantonale Vaudoise's BSV Position: Q4 2023 in Review

Banque Cantonale Vaudoise sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2023, closing a stake of 2,000 shares — an estimated $150K sold.

Banque Cantonale Vaudoise first reported a position in BSV in Q2 2022 and held it in 6 quarters. The position peaked at $257K in Q4 2022. 1,205 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

Banque Cantonale Vaudoise reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
Banque Cantonale Vaudoise sold 2,000 Vanguard Short-Term Bond ETF shares in Q4 2023, an estimated $150K.
Banque Cantonale Vaudoise first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and held it in 6 quarters.
Banque Cantonale Vaudoise's Vanguard Short-Term Bond ETF position peaked at $257K in Q4 2022.
1,205 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on Banque Cantonale Vaudoise's 13F filing for Q4 2023, filed 7 Feb 2024.