FFO
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Fiduciary Family Office’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Fiduciary Family Office’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
Q2 		– Sell
-3,384
Closed -$259K – 198
2024
Q1 		$259K Sell
3,384
-5,948
-64% -$456K 0.1% 177
2023
Q4 		$718K Buy
+9,332
New +$706K 0.31% 75

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Fiduciary Family Office's BSV Position: Q2 2024 in Review

Fiduciary Family Office sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 3,384 shares — an estimated $259K sold.

Fiduciary Family Office first reported a position in BSV in Q4 2023 and held it in 2 quarters. The position peaked at $718K in Q4 2023. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

  • Fiduciary Family Office reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Fiduciary Family Office sold 3,384 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $259K.
  • Fiduciary Family Office first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and held it in 2 quarters.
  • Fiduciary Family Office's Vanguard Short-Term Bond ETF position peaked at $718K in Q4 2023.
  • 1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Fiduciary Family Office's 13F filing for Q2 2024, filed 1 Aug 2024.