Column Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Column Capital Advisors’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
2023 Q3	$545K	Sell	7,252 -1,096	-13%	-$82.6K	0.08%	80
2023 Q2	$631K	Buy	8,348 +5,023	+151%	+$383K	0.09%	75
2023 Q1	$254K	Buy	3,325 +28	+0.8%	+$2.12K	0.04%	115
2022 Q4	$248K	Sell	3,297 -1,924	-37%	-$144K	0.04%	107
2022 Q3	$391K	Buy	5,221 +3,261	+166%	+$249K	0.08%	71
2022 Q2	$151K	Buy	+1,960	New	+$151K	0.03%	138
2021 Q4	–	Sell	-6,100	Closed	-$496K	–	787
2021 Q3	$500K	Hold	6,100	–	–	0.11%	70
2021 Q2	$501K	Hold	6,100	–	–	0.11%	68
2021 Q1	$501K	Buy	+6,100	New	+$504K	0.11%	65

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Column Capital Advisors's BSV Position: Q3 2023 in Review

Column Capital Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 13% in Q3 2023, selling an estimated $82.6K and leaving 7,252 shares worth $545K. The position accounts for 0.08% of the portfolio, ranked #80.

Column Capital Advisors first reported a position in BSV in Q1 2021 and has held it in 9 quarters since. The position peaked at $631K in Q2 2023. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

Column Capital Advisors held 7,252 shares of Vanguard Short-Term Bond ETF worth $545K as of Q3 2023.
Column Capital Advisors sold 1,096 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $82.6K.
Vanguard Short-Term Bond ETF made up 0.08% of Column Capital Advisors's portfolio in Q3 2023, its #80 holding.
Column Capital Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and has held it in 9 quarters since.
Column Capital Advisors's Vanguard Short-Term Bond ETF position peaked at $631K in Q2 2023.
1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.