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Barrington Strategic Wealth Management Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Barrington Strategic Wealth Management Group’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
2017
Q3 		$15.5M Buy
194,480
+10,377
+6% +$830K 7.83% 2
2017
Q2 		$14.7M Sell
184,103
-16,592
-8% -$1.33M 7.47% 2
2017
Q1 		$16M Buy
200,695
+361
+0.2% +$28.7K 8.33% 2
2016
Q4 		$15.9M Sell
200,334
-6,200
-3% -$496K 8.54% 2
2016
Q3 		$16.7M Sell
206,534
-21,539
-9% -$1.74M 9.41% 1
2016
Q2 		$18.5M Buy
228,073
+3,513
+2% +$283K 10.59% 1
2016
Q1 		$18.1M Buy
224,560
+19,974
+10% +$1.6M 10.49% 1
2015
Q4 		$16.3M Buy
204,586
+124,683
+156% +$9.98M 9.52% 2
2015
Q3 		$6.42M Sell
79,903
-1,575
-2% -$126K 4.1% 4
2015
Q2 		$6.53M Buy
81,478
+3,057
+4% +$245K 3.93% 3
2015
Q1 		$6.31M Buy
78,421
+10,331
+15% +$829K 3.86% 3
2014
Q4 		$5.44M Sell
68,090
-12,019
-15% -$964K 3.48% 3
2014
Q3 		$6.41M Buy
80,109
+12,089
+18% +$969K 4.16% 4
2014
Q2 		$5.46M Buy
68,020
+7,175
+12% +$576K 3.48% 4
2014
Q1 		$4.87M Buy
60,845
+7,230
+13% +$580K 3.17% 4
2013
Q4 		$4.29M Buy
+53,615
New +$4.31M 2.86% 4

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Barrington Strategic Wealth Management Group's BSV Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 5.6% in Q3 2017, buying an estimated $830K and bringing the position to 194,480 shares worth $15.5M. The position accounts for 7.83% of the portfolio, ranked #2.

Barrington Strategic Wealth Management Group first reported a position in BSV in Q4 2013 and has held it in 16 quarters since. The position peaked at $18.5M in Q2 2016. 574 funds tracked by Wall St. Rank hold BSV as of Q3 2017.

  • Barrington Strategic Wealth Management Group held 194,480 shares of Vanguard Short-Term Bond ETF worth $15.5M as of Q3 2017.
  • Barrington Strategic Wealth Management Group bought 10,377 Vanguard Short-Term Bond ETF shares in Q3 2017, an estimated $830K.
  • Vanguard Short-Term Bond ETF made up 7.83% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #2 holding.
  • Barrington Strategic Wealth Management Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2013 and has held it in 16 quarters since.
  • Barrington Strategic Wealth Management Group's Vanguard Short-Term Bond ETF position peaked at $18.5M in Q2 2016.
  • 574 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.