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Cambria Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cambria Investment 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
2020
Q2 		– Sell
-168,285
Closed -$13.8M – 178
2020
Q1 		$13.8M Buy
+168,285
New +$13.7M 5.17% 3
2019
Q4 		– Sell
-6,500
Closed -$525K – 187
2019
Q3 		$525K Buy
6,500
+1,000
+18% +$80.7K 0.08% 199
2019
Q2 		$443K Buy
+5,500
New +$439K 0.07% 189
2019
Q1 		– Sell
-81,583
Closed -$6.41M – 299
2018
Q4 		$6.41M Buy
+81,583
New +$6.36M 1.09% 18
2017
Q4 		– Sell
-10,263
Closed -$819K – 199
2017
Q3 		$819K Buy
10,263
+622
+6% +$49.7K 0.13% 177
2017
Q2 		$770K Buy
9,641
+1,244
+15% +$99.4K 0.17% 175
2017
Q1 		$669K Sell
8,397
-14,304
-63% -$1.14M 0.23% 143
2016
Q4 		$1.8M Buy
22,701
+15,548
+217% +$1.24M 0.75% 43
2016
Q3 		$578K Buy
7,153
+311
+5% +$25.1K 0.27% 146
2016
Q2 		$555K Sell
6,842
-25,316
-79% -$2.04M 0.26% 134
2016
Q1 		$2.6M Sell
32,158
-60,708
-65% -$4.87M 1.2% 8
2015
Q4 		$7.39M Sell
92,866
-57,689
-38% -$4.62M 2.96% 2
2015
Q3 		$12.1M Buy
150,555
+141,225
+1,514% +$11.3M 4.66% 2
2015
Q2 		$748K Sell
9,330
-6,865
-42% -$551K 0.23% 139
2015
Q1 		$1.3K Sell
16,195
-28,922
-64% -$2.32M 0.15% 117
2014
Q4 		$3.61M Buy
+45,117
New +$3.62M 1.29% 4

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cambria Investment Management's BSV Position: Q2 2020 in Review

Cambria Investment Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2020, closing a stake of 168,285 shares — an estimated $13.8M sold.

Cambria Investment Management first reported a position in BSV in Q4 2014 and held it in 16 quarters. The position peaked at $13.8M in Q1 2020. 860 funds tracked by Wall St. Rank hold BSV as of Q2 2020.

  • Cambria Investment Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Cambria Investment Management sold 168,285 Vanguard Short-Term Bond ETF shares in Q2 2020, an estimated $13.8M.
  • Cambria Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and held it in 16 quarters.
  • Cambria Investment Management's Vanguard Short-Term Bond ETF position peaked at $13.8M in Q1 2020.
  • 860 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2020.

Based on Cambria Investment Management's 13F filing for Q2 2020, filed 10 Aug 2020.