EWF
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Epstein & White Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Epstein & White Financial’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
2021
Q2 		$292K Buy
+3,549
New +$292K 0.08% 71
2018
Q2 		– Sell
-12,231
Closed -$963K – 106
2018
Q1 		$963K Buy
+12,231
New +$961K 0.62% 27

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Epstein & White Financial's BSV Position: Q2 2021 in Review

Epstein & White Financial opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2021: 3,549 shares worth $292K. The stake represents 0.08% of the portfolio and ranks #71 among its holdings. This is a return to the name: Epstein & White Financial previously reported a position in BSV as recently as Q1 2018.

Epstein & White Financial first reported a position in BSV in Q1 2018 and has held it in 2 quarters since. The position peaked at $963K in Q1 2018. 1,026 funds tracked by Wall St. Rank hold BSV as of Q2 2021.

  • Epstein & White Financial held 3,549 shares of Vanguard Short-Term Bond ETF worth $292K as of Q2 2021.
  • Vanguard Short-Term Bond ETF was a new Epstein & White Financial position in Q2 2021.
  • Vanguard Short-Term Bond ETF made up 0.08% of Epstein & White Financial's portfolio in Q2 2021, its #71 holding.
  • Epstein & White Financial first reported a position in Vanguard Short-Term Bond ETF in Q1 2018 and has held it in 2 quarters since.
  • Epstein & White Financial's Vanguard Short-Term Bond ETF position peaked at $963K in Q1 2018.
  • 1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.