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

Brown 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
2023
Q3 		– Sell
-5,014
Closed -$379K – 87
2023
Q2 		$379K Buy
+5,014
New +$382K 0.2% 64

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brown Wealth Management's BSV Position: Q3 2023 in Review

Brown Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 5,014 shares — an estimated $379K sold.

Brown Wealth Management first reported a position in BSV in Q2 2023 and held it in 1 quarter. The position peaked at $379K in Q2 2023. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

  • Brown Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Brown Wealth Management sold 5,014 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $379K.
  • Brown Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and held it in 1 quarter.
  • Brown Wealth Management's Vanguard Short-Term Bond ETF position peaked at $379K in Q2 2023.
  • 1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Brown Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.