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Congress Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Congress Asset 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
Q1 		– Sell
-5,341
Closed -$431K – 332
2019
Q4 		$431K Buy
+5,341
New +$431K 0.01% 311
2017
Q1 		– Sell
-14,982
Closed -$1.19M – 252
2016
Q4 		$1.19M Buy
+14,982
New +$1.2M 0.02% 182

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 $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

Congress Asset Management's BSV Position: Q1 2020 in Review

Congress Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2020, closing a stake of 5,341 shares — an estimated $431K sold.

Congress Asset Management first reported a position in BSV in Q4 2016 and held it in 2 quarters. The position peaked at $1.19M in Q4 2016. 816 funds tracked by Wall St. Rank hold BSV as of Q1 2020.

  • Congress Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Congress Asset Management sold 5,341 Vanguard Short-Term Bond ETF shares in Q1 2020, an estimated $431K.
  • Congress Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and held it in 2 quarters.
  • Congress Asset Management's Vanguard Short-Term Bond ETF position peaked at $1.19M in Q4 2016.
  • 816 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2020.

Based on Congress Asset Management's 13F filing for Q1 2020, filed 21 Apr 2020.