Capital One National Association’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Capital One National Association’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
2019 Q4	$267K	Buy	+3,314	New	+$267K	0.04%	279
2014 Q1	–	Sell	-2,717	Closed	-$217K	–	547
2013 Q4	$217K	Buy	+2,717	New	+$218K	0.02%	520

Other funds holding BSV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital One National Association's BSV Position: Q4 2019 in Review

Capital One National Association opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q4 2019: 3,314 shares worth $267K. The stake represents 0.04% of the portfolio and ranks #279 among its holdings. This is a return to the name: Capital One National Association previously reported a position in BSV as recently as Q4 2013.

Capital One National Association first reported a position in BSV in Q4 2013 and has held it in 2 quarters since. 828 funds tracked by Wall St. Rank hold BSV as of Q4 2019.

Capital One National Association held 3,314 shares of Vanguard Short-Term Bond ETF worth $267K as of Q4 2019.
Vanguard Short-Term Bond ETF was a new Capital One National Association position in Q4 2019.
Vanguard Short-Term Bond ETF made up 0.04% of Capital One National Association's portfolio in Q4 2019, its #279 holding.
Capital One National Association first reported a position in Vanguard Short-Term Bond ETF in Q4 2013 and has held it in 2 quarters since.
828 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2019.

Based on Capital One National Association's 13F filing for Q4 2019, filed 11 Feb 2020.