Cardinal Point Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cardinal Point 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
2021 Q3	$8.46M	Buy	103,276 +2,117	+2%	+$174K	3.98%	10
2021 Q2	$8.31M	Buy	101,159 +2,605	+3%	+$214K	3.75%	10
2021 Q1	$8.1M	Buy	98,554 +6,720	+7%	+$555K	4.08%	10
2020 Q4	$7.61M	Buy	+91,834	New	+$7.61M	3.87%	10

Other funds holding BSV

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

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

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

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

PCA

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Cardinal Point Wealth Management's BSV Position: Q3 2021 in Review

Cardinal Point Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.1% in Q3 2021, buying an estimated $174K and bringing the position to 103,276 shares worth $8.46M. The position accounts for 3.98% of the portfolio, ranked #10.

Cardinal Point Wealth Management first reported a position in BSV in Q4 2020 and has held it in 4 quarters since. 1,026 funds tracked by Wall St. Rank hold BSV as of Q3 2021.

Cardinal Point Wealth Management held 103,276 shares of Vanguard Short-Term Bond ETF worth $8.46M as of Q3 2021.
Cardinal Point Wealth Management bought 2,117 Vanguard Short-Term Bond ETF shares in Q3 2021, an estimated $174K.
Vanguard Short-Term Bond ETF made up 3.98% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #10 holding.
Cardinal Point Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 4 quarters since.
1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.