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

Financial Insights’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
Q3 		– Sell
-3,211
Closed -$243K – 149
2023
Q2 		$243K Buy
3,211
+84
+3% +$6.4K 0.09% 142
2023
Q1 		$239K Sell
3,127
-505
-14% -$38.3K 0.1% 151
2022
Q4 		$273K Buy
+3,632
New +$272K 0.13% 122

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Insights's BSV Position: Q3 2023 in Review

Financial Insights sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 3,211 shares — an estimated $243K sold.

Financial Insights first reported a position in BSV in Q4 2022 and held it in 3 quarters. The position peaked at $273K in Q4 2022. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

  • Financial Insights reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Financial Insights sold 3,211 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $243K.
  • Financial Insights first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 3 quarters.
  • Financial Insights's Vanguard Short-Term Bond ETF position peaked at $273K in Q4 2022.
  • 1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Financial Insights's 13F filing for Q3 2023, filed 7 Dec 2023.