Cassady Schiller Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cassady Schiller 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
2024 Q4	$28.8K	Hold	373	–	–	0.01%	251
2024 Q3	$29.4K	Sell	373 -355	-49%	-$27.7K	0.01%	243
2024 Q2	$55.8K	Buy	728 +355	+95%	+$27.1K	0.02%	190
2024 Q1	$28.6K	Hold	373	–	–	0.01%	253
2023 Q4	$28.7K	Hold	373	–	–	0.01%	249
2023 Q3	$28K	Hold	373	–	–	0.02%	247
2023 Q2	$28.2K	Sell	373 -1,408	-79%	-$107K	0.02%	257
2023 Q1	$136K	Buy	1,781 +1,358	+321%	+$103K	0.06%	126
2022 Q4	$31.8K	Buy	+423	New	+$31.7K	0.02%	229
2022 Q1	–	Sell	-1,586	Closed	-$128K	–	170
2021 Q4	$128K	Buy	+1,586	New	+$129K	0.08%	121

Other funds holding BSV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Cassady Schiller Wealth Management's BSV Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q4 2024 at 373 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #251.

Cassady Schiller Wealth Management first reported a position in BSV in Q4 2021 and has held it in 10 quarters since. The position peaked at $136K in Q1 2023. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

Cassady Schiller Wealth Management held 373 shares of Vanguard Short-Term Bond ETF worth $28.8K as of Q4 2024.
Cassady Schiller Wealth Management left its Vanguard Short-Term Bond ETF share count unchanged in Q4 2024.
Vanguard Short-Term Bond ETF made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #251 holding.
Cassady Schiller Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Vanguard Short-Term Bond ETF position peaked at $136K in Q1 2023.
1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.