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Buckingham Strategic Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$112M Sell
1,455,384
-17,340
-1% -$1.32M 1.16% 18
2024
Q1 		$113M Sell
1,472,724
-3,805
-0.3% -$292K 1.19% 15
2023
Q4 		$114M Sell
1,476,529
-85,926
-5% -$6.5M 1.35% 14
2023
Q3 		$117M Buy
1,562,455
+21,486
+1% +$1.62M 1.66% 13
2023
Q2 		$116M Buy
1,540,969
+202,983
+15% +$15.5M 1.66% 14
2023
Q1 		$101M Hold
1,337,986
– – 1.83% 10
2022
Q4 		$101M Buy
1,337,986
+43,114
+3% +$3.23M 1.83% 10
2022
Q3 		$96.9M Buy
1,294,872
+93,933
+8% +$7.18M 1.98% 9
2022
Q2 		$92.2M Buy
1,200,939
+24,360
+2% +$1.88M 1.82% 9
2022
Q1 		$91.7M Buy
1,176,579
+452,868
+63% +$35.9M 1.81% 10
2021
Q4 		$58.5M Buy
723,711
+191,448
+36% +$15.6M 1.13% 12
2021
Q3 		$43.6M Buy
532,263
+103,912
+24% +$8.54M 0.89% 15
2021
Q2 		$35.2M Buy
428,351
+65,485
+18% +$5.39M 0.85% 15
2021
Q1 		$29.8M Buy
362,866
+123,216
+51% +$10.2M 1.47% 10
2020
Q4 		$19.9M Buy
239,650
+47,475
+25% +$3.93M 1.04% 19
2020
Q3 		$16M Sell
192,175
-20,639
-10% -$1.71M 1.22% 18
2020
Q2 		$17.7M Buy
212,814
+142,792
+204% +$11.8M 1.68% 12
2020
Q1 		$5.75M Sell
70,022
-11,666
-14% -$947K 0.56% 38
2019
Q4 		$6.58M Buy
81,688
+29,531
+57% +$2.38M 0.63% 35
2019
Q3 		$4.21M Buy
52,157
+2,112
+4% +$170K 0.46% 51
2019
Q2 		$4.03M Buy
50,045
+337
+0.7% +$26.9K 0.44% 53
2019
Q1 		$3.96M Buy
49,708
+8,283
+20% +$654K 0.5% 50
2018
Q4 		$3.25M Buy
41,425
+1,341
+3% +$105K 0.5% 43
2018
Q3 		$3.13M Buy
40,084
+8,409
+27% +$657K 0.48% 47
2018
Q2 		$2.48M Buy
31,675
+19,134
+153% +$1.49M 0.4% 53
2018
Q1 		$984K Sell
12,541
-10,601
-46% -$833K 0.19% 114
2017
Q4 		$1.83M Sell
23,142
-7,196
-24% -$572K 0.38% 60
2017
Q3 		$2.42M Buy
30,338
+2,529
+9% +$202K 0.58% 35
2017
Q2 		$2.22M Buy
27,809
+1,084
+4% +$86.6K 0.52% 42
2017
Q1 		$2.13M Sell
26,725
-3,890
-13% -$310K 0.62% 30
2016
Q4 		$2.43M Sell
30,615
-3,962
-11% -$317K 0.78% 24
2016
Q3 		$2.79M Sell
34,577
-4,230
-11% -$342K 0.95% 22
2016
Q2 		$3.15M Sell
38,807
-4,595
-11% -$370K 1.07% 16
2016
Q1 		$3.5M Sell
43,402
-13,044
-23% -$1.05M 1.16% 15
2015
Q4 		$4.49M Sell
56,446
-12,507
-18% -$1M 1.51% 14
2015
Q3 		$5.54M Buy
68,953
+7,182
+12% +$576K 1.96% 11
2015
Q2 		$4.95M Buy
61,771
+49,657
+410% +$3.99M 1.62% 14
2015
Q1 		$975K Buy
12,114
+2,330
+24% +$187K 0.37% 53
2014
Q4 		$782K Buy
9,784
+797
+9% +$63.9K 0.3% 62
2014
Q3 		$720K Sell
8,987
-128
-1% -$10.3K 0.3% 65
2014
Q2 		$732K Buy
9,115
+1,936
+27% +$155K 0.32% 58
2014
Q1 		$575K Buy
7,179
+884
+14% +$70.9K 0.27% 64
2013
Q4 		$503K Buy
6,295
+1,533
+32% +$123K 0.24% 75
2013
Q3 		$383K Sell
4,762
-2,274
-32% -$182K 0.2% 79
2013
Q2 		$563K Buy
+7,036
New +$568K 0.32% 56

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Buckingham Strategic Wealth's BSV Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.2% in Q2 2024, selling an estimated $1.32M and leaving 1,455,384 shares worth $112M. The position accounts for 1.16% of the portfolio, ranked #18.

Buckingham Strategic Wealth first reported a position in BSV in Q2 2013 and has held it in 45 quarters since. The position peaked at $117M in Q3 2023. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

  • Buckingham Strategic Wealth held 1,455,384 shares of Vanguard Short-Term Bond ETF worth $112M as of Q2 2024.
  • Buckingham Strategic Wealth sold 17,340 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $1.32M.
  • Vanguard Short-Term Bond ETF made up 1.16% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #18 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 45 quarters since.
  • Buckingham Strategic Wealth's Vanguard Short-Term Bond ETF position peaked at $117M in Q3 2023.
  • 1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.