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

FCG 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
2020
Q3 		$687K Sell
8,278
-51
-0.6% -$4.24K 0.16% 78
2020
Q2 		$692K Buy
8,329
+80
+1% +$6.62K 0.18% 66
2020
Q1 		$678K Sell
8,249
-1,057
-11% -$85.8K 0.19% 67
2019
Q4 		$750K Sell
9,306
-401
-4% -$32.4K 0.22% 66
2019
Q3 		$784K Buy
9,707
+1,367
+16% +$110K 0.24% 61
2019
Q2 		$672K Buy
8,340
+379
+5% +$30.2K 0.21% 67
2019
Q1 		$634K Buy
7,961
+339
+4% +$26.8K 0.21% 64
2018
Q4 		$599K Buy
7,622
+1,341
+21% +$105K 0.23% 63
2018
Q3 		$490K Buy
6,281
+596
+10% +$46.6K 0.17% 73
2018
Q2 		$445K Sell
5,685
-6,218
-52% -$486K 0.16% 77
2018
Q1 		$934K Sell
11,903
-1,207
-9% -$94.8K 0.32% 46
2017
Q4 		$1.01M Buy
13,110
+3,166
+32% +$252K 0.38% 43
2017
Q3 		$779K Sell
9,944
-3,019
-23% -$241K 0.29% 50
2017
Q2 		$1.03M Sell
12,963
-287
-2% -$22.9K 0.35% 45
2017
Q1 		$1.06M Buy
13,250
+15
+0.1% +$1.19K 0.43% 38
2016
Q4 		$1.05M Sell
13,235
-108
-0.8% -$8.64K 0.47% 36
2016
Q3 		$1.08M Sell
13,343
-279
-2% -$22.6K 0.33% 45
2016
Q2 		$1.1M Sell
13,622
-1,818
-12% -$147K 0.35% 50
2016
Q1 		$1.25M Sell
15,440
-595
-4% -$47.7K 0.44% 37
2015
Q4 		$1.28M Buy
16,035
+630
+4% +$50.4K 0.77% 27
2015
Q3 		$1.24M Buy
15,405
+386
+3% +$30.9K 1.02% 27
2015
Q2 		$1.2M Sell
15,019
-3,297
-18% -$265K 0.95% 25
2015
Q1 		$1.48M Sell
18,316
-1,577
-8% -$127K 0.76% 28
2014
Q4 		$1.59M Sell
19,893
-766
-4% -$61.5K 0.79% 29
2014
Q3 		$1.66M Buy
20,659
+3,001
+17% +$241K 1.09% 25
2014
Q2 		$1.42M Sell
17,658
-3,259
-16% -$261K 1.07% 24
2014
Q1 		$1.68M Sell
20,917
-152
-0.7% -$12.2K 1.19% 24
2013
Q4 		$1.68M Buy
21,069
+410
+2% +$33K 1.14% 23
2013
Q3 		$1.66M Buy
20,659
+2,862
+16% +$229K 1.18% 24
2013
Q2 		$1.43M Buy
+17,797
New +$1.44M 1.16% 25

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
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FCG Advisors's BSV Position: Q3 2020 in Review

FCG Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.61% in Q3 2020, selling an estimated $4.24K and leaving 8,278 shares worth $687K. The position accounts for 0.16% of the portfolio, ranked #78.

FCG Advisors first reported a position in BSV in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.68M in Q4 2013. 892 funds tracked by Wall St. Rank hold BSV as of Q3 2020.

  • FCG Advisors held 8,278 shares of Vanguard Short-Term Bond ETF worth $687K as of Q3 2020.
  • FCG Advisors sold 51 Vanguard Short-Term Bond ETF shares in Q3 2020, an estimated $4.24K.
  • Vanguard Short-Term Bond ETF made up 0.16% of FCG Advisors's portfolio in Q3 2020, its #78 holding.
  • FCG Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 30 quarters since.
  • FCG Advisors's Vanguard Short-Term Bond ETF position peaked at $1.68M in Q4 2013.
  • 892 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.