Brickley Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Brickley Wealth 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
2022 Q1	–	Sell	-423,987	Closed	-$34.3M	–	49
2021 Q4	$34.3M	Buy	423,987 +16,456	+4%	+$1.34M	7.31%	5
2021 Q3	$33.4M	Buy	407,531 +3,987	+1%	+$328K	8.4%	3
2021 Q2	$33.2M	Sell	403,544 -26,889	-6%	-$2.21M	8.38%	3
2021 Q1	$35.4M	Buy	430,433 +4,814	+1%	+$397K	9.47%	4
2020 Q4	$35.3M	Buy	425,619 +18,981	+5%	+$1.57M	9.71%	4
2020 Q3	$33.7M	Buy	406,638 +15,939	+4%	+$1.32M	9.38%	4
2020 Q2	$32.5M	Sell	390,699 -2,179	-0.6%	-$180K	10.94%	4
2020 Q1	$32.3M	Buy	392,878 +15,212	+4%	+$1.24M	13.41%	3
2019 Q4	$30.4M	Buy	377,666 +4,711	+1%	+$380K	11.09%	3
2019 Q3	$30.1M	Buy	372,955 +3,905	+1%	+$315K	12.35%	3
2019 Q2	$29.7M	Buy	369,050 +23,318	+7%	+$1.86M	12.42%	3
2019 Q1	$27.5M	Buy	345,732 +4,737	+1%	+$374K	12.13%	3
2018 Q4	$26.8M	Buy	340,995 +56,571	+20%	+$4.41M	13.14%	3
2018 Q3	$22.2M	Sell	284,424 -193,044	-40%	-$15.1M	10.47%	3
2018 Q2	$37.3M	Buy	477,468 +116,776	+32%	+$9.12M	17.18%	2
2018 Q1	$28.3M	Buy	360,692 +157,188	+77%	+$12.4M	14.3%	2
2017 Q4	$16.1M	Buy	+203,504	New	+$16.2M	8.54%	4

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

TAIM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brickley Wealth Management's BSV Position: Q1 2022 in Review

Brickley Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 423,987 shares — an estimated $34.3M sold.

Brickley Wealth Management first reported a position in BSV in Q4 2017 and held it in 17 quarters. The position peaked at $37.3M in Q2 2018. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

Brickley Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
Brickley Wealth Management sold 423,987 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $34.3M.
Brickley Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 17 quarters.
Brickley Wealth Management's Vanguard Short-Term Bond ETF position peaked at $37.3M in Q2 2018.
1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on Brickley Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.