Global Financial Private Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Global Financial Private Capital’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
2020 Q2	$38M	Buy	457,281 +215,964	+89%	+$17.9M	2.39%	5
2020 Q1	$19.8M	Sell	241,317 -9,260	-4%	-$752K	1.26%	21
2019 Q4	$20.2M	Sell	250,577 -9,631	-4%	-$777K	1.01%	29
2019 Q3	$21M	Buy	260,208 +142	+0.1%	+$11.5K	1.06%	29
2019 Q2	$20.9M	Buy	260,066 +6,226	+2%	+$496K	1.01%	26
2019 Q1	$20.2M	Buy	253,840 +7,360	+3%	+$581K	0.97%	26
2018 Q4	$19.4M	Sell	246,480 -191,354	-44%	-$14.9M	1.05%	22
2018 Q3	$34.2M	Sell	437,834 -21,131	-5%	-$1.65M	1.23%	18
2018 Q2	$35.9M	Sell	458,965 -12,012	-3%	-$938K	1.22%	19
2018 Q1	$36.9M	Buy	470,977 +34,836	+8%	+$2.74M	1.3%	17
2017 Q4	$34.5M	Buy	436,141 +95,576	+28%	+$7.59M	1.18%	23
2017 Q3	$27.2M	Buy	340,565 +78,444	+30%	+$6.27M	0.97%	30
2017 Q2	$20.9M	Buy	262,121 +31,221	+14%	+$2.49M	1.01%	35
2017 Q1	$18.4M	Buy	+230,900	New	+$18.4M	0.93%	38

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

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

PCA

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

BCMIO

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Global Financial Private Capital's BSV Position: Q2 2020 in Review

Global Financial Private Capital increased its Vanguard Short-Term Bond ETF (BSV) stake by 89% in Q2 2020, buying an estimated $17.9M and bringing the position to 457,281 shares worth $38M. The position accounts for 2.39% of the portfolio, ranked #5.

Global Financial Private Capital first reported a position in BSV in Q1 2017 and has held it in 14 quarters since. 860 funds tracked by Wall St. Rank hold BSV as of Q2 2020.

Global Financial Private Capital held 457,281 shares of Vanguard Short-Term Bond ETF worth $38M as of Q2 2020.
Global Financial Private Capital bought 215,964 Vanguard Short-Term Bond ETF shares in Q2 2020, an estimated $17.9M.
Vanguard Short-Term Bond ETF made up 2.39% of Global Financial Private Capital's portfolio in Q2 2020, its #5 holding.
Global Financial Private Capital first reported a position in Vanguard Short-Term Bond ETF in Q1 2017 and has held it in 14 quarters since.
860 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.