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

Fullen Financial Group’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 Q1	$16.1M	Buy	210,369 +26,732	+15%	+$2.03M	8.69%	3
2022 Q4	$14M	Buy	183,637 +20,061	+12%	+$1.51M	7.95%	3
2022 Q3	$12.2M	Buy	163,576 +10,202	+7%	+$779K	7.77%	3
2022 Q2	$11.8M	Sell	153,374 -1,212	-0.8%	-$93.4K	7.59%	4
2022 Q1	$12M	Sell	154,586 -9,245	-6%	-$734K	7.03%	4
2021 Q4	$13.2M	Sell	163,831 -1,099	-0.7%	-$89.4K	7.38%	3
2021 Q3	$13.4M	Buy	164,930 +9,266	+6%	+$761K	7.66%	3
2021 Q2	$12.8M	Buy	155,664 +54,939	+55%	+$4.52M	7.53%	3
2021 Q1	$8.28M	Buy	100,725 +23,962	+31%	+$1.98M	5.29%	5
2020 Q4	$6.36M	Buy	76,763 +15,967	+26%	+$1.32M	4.32%	6
2020 Q3	$5.05M	Buy	60,796 +10,800	+22%	+$897K	3.85%	8
2020 Q2	$4.16M	Buy	+49,996	New	+$4.13M	3.45%	10

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

UCFA

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

Fullen Financial Group's BSV Position: Q1 2023 in Review

Fullen Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 15% in Q1 2023, buying an estimated $2.03M and bringing the position to 210,369 shares worth $16.1M. The position accounts for 8.69% of the portfolio, ranked #3.

Fullen Financial Group first reported a position in BSV in Q2 2020 and has held it in 12 quarters since. 1,135 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

Fullen Financial Group held 210,369 shares of Vanguard Short-Term Bond ETF worth $16.1M as of Q1 2023.
Fullen Financial Group bought 26,732 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $2.03M.
Vanguard Short-Term Bond ETF made up 8.69% of Fullen Financial Group's portfolio in Q1 2023, its #3 holding.
Fullen Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and has held it in 12 quarters since.
1,135 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.