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

Donaldson 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 Q2	–	Sell	-5,488	Closed	-$428K	–	233
2022 Q1	$428K	Hold	5,488	–	–	0.02%	192
2021 Q4	$444K	Buy	+5,488	New	+$446K	0.02%	200

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PCA

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

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Donaldson Capital Management's BSV Position: Q2 2022 in Review

Donaldson Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 5,488 shares — an estimated $428K sold.

Donaldson Capital Management first reported a position in BSV in Q4 2021 and held it in 2 quarters. The position peaked at $444K in Q4 2021. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Donaldson Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Donaldson Capital Management sold 5,488 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $428K.
Donaldson Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 2 quarters.
Donaldson Capital Management's Vanguard Short-Term Bond ETF position peaked at $444K in Q4 2021.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Donaldson Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.