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Diversified’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Diversified’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
Q3 		– Sell
-4,112
Closed -$315K – 230
2024
Q2 		$315K Buy
+4,112
New +$314K 0.04% 166
2023
Q1 		– Sell
-6,864
Closed -$517K – 149
2022
Q4 		$517K Buy
+6,864
New +$515K 0.2% 73

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Diversified's BSV Position: Q3 2024 in Review

Diversified sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2024, closing a stake of 4,112 shares — an estimated $315K sold.

Diversified first reported a position in BSV in Q4 2022 and held it in 2 quarters. The position peaked at $517K in Q4 2022. 1,144 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

  • Diversified reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Diversified sold 4,112 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $315K.
  • Diversified first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 2 quarters.
  • Diversified's Vanguard Short-Term Bond ETF position peaked at $517K in Q4 2022.
  • 1,144 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.