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BWM
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
Shares
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
$374B AUM
17.66%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
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
$501B AUM
22.01%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton, Ohio
$1.78B AUM
14.7%
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
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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