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

Edge Advisors’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
2018 Q2	$77K	Buy	990 +5	+0.5%	+$391	0.01%	444
2018 Q1	$77K	Buy	985 +4	+0.4%	+$314	0.01%	457
2017 Q4	$77K	Buy	981 +5	+0.5%	+$397	0.01%	438
2017 Q3	$77K	Sell	976 -307	-24%	-$24.5K	0.01%	428
2017 Q2	$102K	Buy	1,283 +5	+0.4%	+$399	0.01%	394
2017 Q1	$101K	Buy	1,278 +3	+0.2%	+$239	0.01%	404
2016 Q4	$101K	Buy	+1,275	New	+$102K	0.01%	380

Other funds holding BSV

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Edge Advisors's BSV Position: Q2 2018 in Review

Edge Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.51% in Q2 2018, buying an estimated $391 and bringing the position to 990 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #444.

Edge Advisors first reported a position in BSV in Q4 2016 and has held it in 7 quarters since. The position peaked at $102K in Q2 2017. 645 funds tracked by Wall St. Rank hold BSV as of Q2 2018.

Edge Advisors held 990 shares of Vanguard Short-Term Bond ETF worth $77K as of Q2 2018.
Edge Advisors bought 5 Vanguard Short-Term Bond ETF shares in Q2 2018, an estimated $391.
Vanguard Short-Term Bond ETF made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #444 holding.
Edge Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's Vanguard Short-Term Bond ETF position peaked at $102K in Q2 2017.
645 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.