Gratus Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Gratus 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
2022 Q4	–	Sell	-2,890	Closed	-$216K	–	230
2022 Q3	$216K	Sell	2,890 -1,215	-30%	-$92.8K	0.02%	191
2022 Q2	$315K	Buy	4,105 +64	+2%	+$4.93K	0.04%	158
2022 Q1	$315K	Buy	+4,041	New	+$321K	0.03%	169

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

PCA

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

UCFA

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

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

Gratus Capital's BSV Position: Q4 2022 in Review

Gratus Capital sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 2,890 shares — an estimated $216K sold.

Gratus Capital first reported a position in BSV in Q1 2022 and held it in 3 quarters. The position peaked at $315K in Q2 2022. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Gratus Capital reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Gratus Capital sold 2,890 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $216K.
Gratus Capital first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and held it in 3 quarters.
Gratus Capital's Vanguard Short-Term Bond ETF position peaked at $315K in Q2 2022.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Gratus Capital's 13F filing for Q4 2022, filed 27 Jan 2023.