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

East Coast 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 Q3	–	Sell	-5,721	Closed	-$476K	–	58
2020 Q2	$476K	Hold	5,721	–	–	0.14%	44
2020 Q1	$470K	Hold	5,721	–	–	0.18%	41
2019 Q4	$461K	Hold	5,721	–	–	0.13%	50
2019 Q3	$462K	Hold	5,721	–	–	0.13%	52
2019 Q2	$461K	Hold	5,721	–	–	0.12%	50
2019 Q1	$455K	Hold	5,721	–	–	0.11%	53
2018 Q4	$449K	Hold	5,721	–	–	0.14%	52
2018 Q3	$446K	Hold	5,721	–	–	0.12%	56
2018 Q2	$447K	Hold	5,721	–	–	0.12%	55
2018 Q1	$449K	Hold	5,721	–	–	0.13%	58
2017 Q4	$453K	Hold	5,721	–	–	0.12%	71
2017 Q3	$457K	Hold	5,721	–	–	0.12%	75
2017 Q2	$457K	Hold	5,721	–	–	0.13%	77
2017 Q1	$456K	Hold	5,721	–	–	0.13%	75
2016 Q4	$455K	Hold	5,721	–	–	0.14%	74
2016 Q3	$462K	Hold	5,721	–	–	0.24%	76
2016 Q2	$464K	Hold	5,721	–	–	0.25%	72
2016 Q1	$461K	Sell	5,721 -1,483	-21%	-$119K	0.24%	77
2015 Q4	$573K	Sell	7,204 -2	-0%	-$160	0.31%	71
2015 Q3	$579K	Sell	7,206 -55,436	-88%	-$4.44M	0.36%	68
2015 Q2	$5.02M	Sell	62,642 -2,141	-3%	-$172K	2.67%	4
2015 Q1	$5.22M	Sell	64,783 -3,779	-6%	-$303K	2.77%	3
2014 Q4	$5.48M	Sell	68,562 -11,245	-14%	-$902K	3%	3
2014 Q3	$6.39M	Sell	79,807 -19,618	-20%	-$1.57M	3.65%	2
2014 Q2	$7.99M	Sell	99,425 -4,530	-4%	-$363K	4.4%	1
2014 Q1	$8.33M	Sell	103,955 -14,279	-12%	-$1.14M	4.84%	1
2013 Q4	$9.45M	Sell	118,234 -2,912	-2%	-$234K	5.51%	1
2013 Q3	$9.74M	Sell	121,146 -49,390	-29%	-$3.96M	6.38%	1
2013 Q2	$13.7M	Buy	+170,536	New	+$13.8M	7.4%	1

Other funds holding BSV

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

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

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

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

TAIM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

East Coast Asset Management's BSV Position: Q3 2020 in Review

East Coast Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2020, closing a stake of 5,721 shares — an estimated $476K sold.

East Coast Asset Management first reported a position in BSV in Q2 2013 and held it in 29 quarters. The position peaked at $13.7M in Q2 2013. 892 funds tracked by Wall St. Rank hold BSV as of Q3 2020.

East Coast Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2020 after selling out during the quarter.
East Coast Asset Management sold 5,721 Vanguard Short-Term Bond ETF shares in Q3 2020, an estimated $476K.
East Coast Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 29 quarters.
East Coast Asset Management's Vanguard Short-Term Bond ETF position peaked at $13.7M in Q2 2013.
892 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2020.

Based on East Coast Asset Management's 13F filing for Q3 2020, filed 16 Nov 2020.