Fiduciary Trust’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Fiduciary Trust’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
2022 Q4	–	Sell	-4,040	Closed	-$303K	–	628
2022 Q3	$303K	Sell	4,040 -6,710	-62%	-$513K	0.01%	521
2022 Q2	$826K	Sell	10,750 -5,700	-35%	-$439K	0.02%	357
2022 Q1	$1.28M	Buy	+16,450	New	+$1.31M	0.02%	303
2017 Q3	–	Sell	-2,250	Closed	-$180K	–	438
2017 Q2	$180K	Buy	+2,250	New	+$180K	0.01%	452

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fiduciary Trust's BSV Position: Q4 2022 in Review

Fiduciary Trust sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 4,040 shares — an estimated $303K sold.

Fiduciary Trust first reported a position in BSV in Q2 2017 and held it in 4 quarters. The position peaked at $1.28M in Q1 2022. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Fiduciary Trust reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Fiduciary Trust sold 4,040 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $303K.
Fiduciary Trust first reported a position in Vanguard Short-Term Bond ETF in Q2 2017 and held it in 4 quarters.
Fiduciary Trust's Vanguard Short-Term Bond ETF position peaked at $1.28M in Q1 2022.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Fiduciary Trust's 13F filing for Q4 2022, filed 14 Feb 2023.