Bray Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bray Capital 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
2024 Q4	$48.3K	Hold	625	–	–	0.01%	176
2024 Q3	$49.2K	Hold	625	–	–	0.01%	180
2024 Q2	$47.9K	Hold	625	–	–	0.01%	176
2024 Q1	$47.9K	Hold	625	–	–	0.01%	179
2023 Q4	$48.1K	Hold	625	–	–	0.01%	178
2023 Q3	$47K	Hold	625	–	–	0.01%	176
2023 Q2	$47.2K	Hold	625	–	–	0.01%	177
2023 Q1	$47.8K	Hold	625	–	–	0.01%	180
2022 Q4	$47K	Hold	625	–	–	0.01%	181
2022 Q3	$47K	Hold	625	–	–	0.01%	185
2022 Q2	$48K	Hold	625	–	–	0.01%	182
2022 Q1	$49K	Hold	625	–	–	0.01%	194
2021 Q4	$51K	Hold	625	–	–	0.01%	194
2021 Q3	$51K	Hold	625	–	–	0.01%	187
2021 Q2	$51K	Hold	625	–	–	0.01%	186
2021 Q1	$51K	Hold	625	–	–	0.01%	183
2020 Q4	$52K	Hold	625	–	–	0.02%	180
2020 Q3	$52K	Hold	625	–	–	0.02%	170
2020 Q2	$52K	Sell	625 -40	-6%	-$3.31K	0.02%	172
2020 Q1	$55K	Hold	665	–	–	0.03%	165
2019 Q4	$54K	Hold	665	–	–	0.02%	178
2019 Q3	$54K	Hold	665	–	–	0.02%	180
2019 Q2	$54K	Hold	665	–	–	0.02%	195
2019 Q1	$53K	Hold	665	–	–	0.02%	197
2018 Q4	$52K	Hold	665	–	–	0.03%	197
2018 Q3	$52K	Hold	665	–	–	0.02%	201
2018 Q2	$52K	Hold	665	–	–	0.02%	204
2018 Q1	$52K	Buy	+665	New	+$52.2K	0.02%	204
2015 Q4	–	Sell	-40	Closed	-$3K	–	153
2015 Q3	$3K	Hold	40	–	–	﹤0.01%	376
2015 Q2	$3K	Buy	+40	New	+$3.21K	﹤0.01%	407

Other funds holding BSV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bray Capital Advisors's BSV Position: Q4 2024 in Review

Bray Capital Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q4 2024 at 625 shares worth $48.3K. The position accounts for 0.01% of the portfolio, ranked #176.

Bray Capital Advisors first reported a position in BSV in Q2 2015 and has held it in 30 quarters since. The position peaked at $55K in Q1 2020. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

Bray Capital Advisors held 625 shares of Vanguard Short-Term Bond ETF worth $48.3K as of Q4 2024.
Bray Capital Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q4 2024.
Vanguard Short-Term Bond ETF made up 0.01% of Bray Capital Advisors's portfolio in Q4 2024, its #176 holding.
Bray Capital Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2015 and has held it in 30 quarters since.
Bray Capital Advisors's Vanguard Short-Term Bond ETF position peaked at $55K in Q1 2020.
1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.