Briggs Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Briggs Advisory 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
2023 Q3	$545K	Buy	7,253 +2,103	+41%	+$159K	0.31%	38
2023 Q2	$389K	Sell	5,150 -536	-9%	-$40.9K	0.22%	42
2023 Q1	$435K	Hold	5,686	–	–	0.26%	41
2022 Q4	$428K	Buy	5,686 +528	+10%	+$39.6K	0.27%	41
2022 Q3	$386K	Buy	5,158 +183	+4%	+$14K	0.29%	41
2022 Q2	$382K	Buy	4,975 +640	+15%	+$49.3K	0.28%	40
2022 Q1	$338K	Buy	4,335 +1,203	+38%	+$95.5K	0.22%	41
2021 Q4	$253K	Buy	+3,132	New	+$255K	0.17%	48

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

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

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Briggs Advisory Group's BSV Position: Q3 2023 in Review

Briggs Advisory Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 41% in Q3 2023, buying an estimated $159K and bringing the position to 7,253 shares worth $545K. The position accounts for 0.31% of the portfolio, ranked #38.

Briggs Advisory Group first reported a position in BSV in Q4 2021 and has held it in 8 quarters since. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

Briggs Advisory Group held 7,253 shares of Vanguard Short-Term Bond ETF worth $545K as of Q3 2023.
Briggs Advisory Group bought 2,103 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $159K.
Vanguard Short-Term Bond ETF made up 0.31% of Briggs Advisory Group's portfolio in Q3 2023, its #38 holding.
Briggs Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 8 quarters since.
1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.