Beacon Pointe Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Beacon Pointe Wealth Advisors’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
2019 Q4	$3.33M	Buy	41,246 +6,135	+17%	+$495K	0.61%	38
2019 Q3	$2.84M	Buy	35,111 +7,968	+29%	+$643K	0.6%	36
2019 Q2	$2.18M	Buy	27,143 +394	+1%	+$31.4K	0.46%	45
2019 Q1	$2.13M	Sell	26,749 -173	-0.6%	-$13.7K	0.49%	45
2018 Q4	$2.11M	Buy	+26,922	New	+$2.1M	0.76%	32

Other funds holding BSV

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

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

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

TAIM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Beacon Pointe Wealth Advisors's BSV Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 17% in Q4 2019, buying an estimated $495K and bringing the position to 41,246 shares worth $3.33M. The position accounts for 0.61% of the portfolio, ranked #38.

Beacon Pointe Wealth Advisors first reported a position in BSV in Q4 2018 and has held it in 5 quarters since. 827 funds tracked by Wall St. Rank hold BSV as of Q4 2019.

Beacon Pointe Wealth Advisors held 41,246 shares of Vanguard Short-Term Bond ETF worth $3.33M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 6,135 Vanguard Short-Term Bond ETF shares in Q4 2019, an estimated $495K.
Vanguard Short-Term Bond ETF made up 0.61% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #38 holding.
Beacon Pointe Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 5 quarters since.
827 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.