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EPIQ Capital Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

EPIQ Capital Group’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
Q1 		– Sell
-8,113
Closed -$625K – 67
2023
Q4 		$625K Buy
8,113
+79
+1% +$5.98K 0.3% 27
2023
Q3 		$604K Buy
8,034
+51
+0.6% +$3.85K 0.33% 26
2023
Q2 		$603K Buy
7,983
+44
+0.6% +$3.35K 0.32% 25
2023
Q1 		$607K Sell
7,939
-6,184
-44% -$469K 0.32% 24
2022
Q4 		$1.06M Buy
+14,123
New +$1.06M 0.6% 18

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 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 $501B AUM 22.01% 1-Year Est. Return