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Grandfield & Dodd’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Grandfield & Dodd’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
Q3 		– Sell
-2,450
Closed -$200K – 179
2020
Q2 		$200K Buy
+2,450
New +$203K 0.02% 172

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Grandfield & Dodd's BSV Position: Q3 2020 in Review

Grandfield & Dodd sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2020, closing a stake of 2,450 shares — an estimated $200K sold.

Grandfield & Dodd first reported a position in BSV in Q2 2020 and held it in 1 quarter. The position peaked at $200K in Q2 2020. 892 funds tracked by Wall St. Rank hold BSV as of Q3 2020.

  • Grandfield & Dodd reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Grandfield & Dodd sold 2,450 Vanguard Short-Term Bond ETF shares in Q3 2020, an estimated $200K.
  • Grandfield & Dodd first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and held it in 1 quarter.
  • Grandfield & Dodd's Vanguard Short-Term Bond ETF position peaked at $200K in Q2 2020.
  • 892 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2020.

Based on Grandfield & Dodd's 13F filing for Q3 2020, filed 3 Nov 2020.