Glovista Investments’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Glovista Investments’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
2017 Q2	–	Sell	-3,450	Closed	-$275K	–	111
2017 Q1	$275K	Buy	+3,450	New	+$275K	0.06%	96
2016 Q4	–	Sell	-6,500	Closed	-$525K	–	84
2016 Q3	$525K	Buy	6,500 +1,500	+30%	+$121K	0.1%	56
2016 Q2	$405K	Buy	5,000 +2,000	+67%	+$161K	0.07%	70
2016 Q1	$242K	Hold	3,000	–	–	0.04%	77
2015 Q4	$239K	Hold	3,000	–	–	0.04%	69
2015 Q3	$241K	Buy	+3,000	New	+$240K	0.03%	61
2014 Q3	–	Sell	-3,500	Closed	-$281K	–	79
2014 Q2	$281K	Sell	3,500 -1,500	-30%	-$120K	0.04%	75
2014 Q1	$400K	Hold	5,000	–	–	0.07%	70
2013 Q4	$400K	Buy	+5,000	New	+$402K	0.07%	54

Other funds holding BSV

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

PCA

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

Glovista Investments's BSV Position: Q2 2017 in Review

Glovista Investments sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2017, closing a stake of 3,450 shares — an estimated $275K sold.

Glovista Investments first reported a position in BSV in Q4 2013 and held it in 9 quarters. The position peaked at $525K in Q3 2016. 575 funds tracked by Wall St. Rank hold BSV as of Q2 2017.

Glovista Investments reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2017 after selling out during the quarter.
Glovista Investments sold 3,450 Vanguard Short-Term Bond ETF shares in Q2 2017, an estimated $275K.
Glovista Investments first reported a position in Vanguard Short-Term Bond ETF in Q4 2013 and held it in 9 quarters.
Glovista Investments's Vanguard Short-Term Bond ETF position peaked at $525K in Q3 2016.
575 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2017.

Based on Glovista Investments's 13F filing for Q2 2017, filed 14 Aug 2017.