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Farr Miller & Washington’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Farr Miller & Washington’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 		– Sell
-4,253
Closed -$350K – 187
2021
Q1 		$350K Buy
4,253
+594
+16% +$49K 0.02% 143
2020
Q4 		$303K Buy
3,659
+864
+31% +$71.6K 0.02% 145
2020
Q3 		$232K Buy
+2,795
New +$232K 0.02% 151

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

Farr Miller & Washington's BSV Position: Q2 2021 in Review

Farr Miller & Washington sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2021, closing a stake of 4,253 shares — an estimated $350K sold.

Farr Miller & Washington first reported a position in BSV in Q3 2020 and held it in 3 quarters. The position peaked at $350K in Q1 2021. 1,026 funds tracked by Wall St. Rank hold BSV as of Q2 2021.

  • Farr Miller & Washington reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Farr Miller & Washington sold 4,253 Vanguard Short-Term Bond ETF shares in Q2 2021, an estimated $350K.
  • Farr Miller & Washington first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and held it in 3 quarters.
  • Farr Miller & Washington's Vanguard Short-Term Bond ETF position peaked at $350K in Q1 2021.
  • 1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2021.

Based on Farr Miller & Washington's 13F filing for Q2 2021, filed 16 Aug 2021.