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

Financial Advisors Network’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
2023 Q4	$5.75M	Sell	74,678 -5,829	-7%	-$441K	1.16%	19
2023 Q3	$6.05M	Buy	+80,507	New	+$6.07M	1.36%	19
2022 Q4	$6.12M	Buy	81,231 +380	+0.5%	+$28.5K	1.62%	17
2022 Q3	$6.05M	Buy	80,851 +628	+0.8%	+$48K	1.79%	17
2022 Q2	$6.16M	Buy	80,223 +17,989	+29%	+$1.39M	1.72%	18
2022 Q1	$4.85M	Buy	+62,234	New	+$4.94M	1.19%	19
2019 Q1	–	Sell	-32,426	Closed	-$2.55M	–	101
2018 Q4	$2.55M	Buy	+32,426	New	+$2.53M	1.59%	9
2018 Q2	$2.65M	Buy	+33,862	New	+$2.65M	1.6%	12
2017 Q2	–	Sell	-18,261	Closed	-$1.46M	–	92
2017 Q1	$1.46M	Sell	18,261 -627	-3%	-$49.9K	1.26%	14
2016 Q4	$1.5M	Buy	+18,888	New	+$1.51M	1.28%	15

Other funds holding BSV

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Financial Advisors Network's BSV Position: Q4 2023 in Review

Financial Advisors Network reduced its Vanguard Short-Term Bond ETF (BSV) stake by 7.2% in Q4 2023, selling an estimated $441K and leaving 74,678 shares worth $5.75M. The position accounts for 1.16% of the portfolio, ranked #19.

Financial Advisors Network first reported a position in BSV in Q4 2016 and has held it in 10 quarters since. The position peaked at $6.16M in Q2 2022. 1,205 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

Financial Advisors Network held 74,678 shares of Vanguard Short-Term Bond ETF worth $5.75M as of Q4 2023.
Financial Advisors Network sold 5,829 Vanguard Short-Term Bond ETF shares in Q4 2023, an estimated $441K.
Vanguard Short-Term Bond ETF made up 1.16% of Financial Advisors Network's portfolio in Q4 2023, its #19 holding.
Financial Advisors Network first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 10 quarters since.
Financial Advisors Network's Vanguard Short-Term Bond ETF position peaked at $6.16M in Q2 2022.
1,205 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on Financial Advisors Network's 13F filing for Q4 2023, filed 9 Feb 2024.