Cribstone Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cribstone Capital 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
2022 Q4	$115K	Buy	1,529 +45	+3%	+$3.38K	0.07%	126
2022 Q3	$111K	Buy	1,484 +29	+2%	+$2.22K	0.07%	127
2022 Q2	$112K	Buy	1,455 +28	+2%	+$2.16K	0.07%	125
2022 Q1	$111K	Buy	1,427 +15	+1%	+$1.19K	0.06%	128
2021 Q4	$114K	Buy	1,412 +22	+2%	+$1.79K	0.06%	129
2021 Q3	$114K	Buy	1,390 +821	+144%	+$67.5K	0.07%	126
2021 Q2	$47K	Buy	569 +12	+2%	+$987	0.03%	161
2021 Q1	$46K	Buy	557 +7	+1%	+$578	0.03%	158
2020 Q4	$46K	Sell	550 -144	-21%	-$11.9K	0.03%	157
2020 Q3	$58K	Sell	694 -52	-7%	-$4.32K	0.05%	122
2020 Q2	$62K	Buy	+746	New	+$61.7K	0.05%	118
2019 Q3	–	Sell	-172	Closed	-$14K	–	565
2019 Q2	$14K	Hold	172	–	–	0.01%	398
2019 Q1	$14K	Hold	172	–	–	0.01%	417
2018 Q4	$14K	Hold	172	–	–	0.01%	419
2018 Q3	$13K	Hold	172	–	–	0.01%	466
2018 Q2	$13K	Hold	172	–	–	0.01%	466
2018 Q1	$13K	Hold	172	–	–	0.01%	455
2017 Q4	$14K	Hold	172	–	–	0.01%	509
2017 Q3	$14K	Buy	+172	New	+$13.8K	0.01%	454

Other funds holding BSV

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

PCA

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

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

Goldman Sachs New York $871B AUM 31.28% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cribstone Capital Management's BSV Position: Q4 2022 in Review

Cribstone Capital Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 3% in Q4 2022, buying an estimated $3.38K and bringing the position to 1,529 shares worth $115K. The position accounts for 0.07% of the portfolio, ranked #126.

Cribstone Capital Management first reported a position in BSV in Q3 2017 and has held it in 19 quarters since. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Cribstone Capital Management held 1,529 shares of Vanguard Short-Term Bond ETF worth $115K as of Q4 2022.
Cribstone Capital Management bought 45 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $3.38K.
Vanguard Short-Term Bond ETF made up 0.07% of Cribstone Capital Management's portfolio in Q4 2022, its #126 holding.
Cribstone Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2017 and has held it in 19 quarters since.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Cribstone Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.