GW
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GW & Wade’s Vanguard Short-Term Bond ETF BSV Stock Holding History

GW & Wade’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
-3,126
Closed -$260K – 242
2020
Q2 		$260K Buy
3,126
+14
+0.4% +$1.16K 0.02% 211
2020
Q1 		$256K Buy
3,112
+10
+0.3% +$812 0.02% 186
2019
Q4 		$250K Sell
3,102
-382
-11% -$30.8K 0.02% 213
2019
Q3 		$281K Buy
3,484
+16
+0.5% +$1.29K 0.02% 193
2019
Q2 		$279K Buy
3,468
+16
+0.5% +$1.28K 0.03% 196
2019
Q1 		$275K Buy
3,452
+11
+0.3% +$868 0.03% 193
2018
Q4 		$270K Sell
3,441
-681
-17% -$53.1K 0.03% 186
2018
Q3 		$322K Sell
4,122
-24
-0.6% -$1.88K 0.03% 180
2018
Q2 		$324K Buy
4,146
+1,463
+55% +$114K 0.04% 178
2018
Q1 		$210K Buy
2,683
+8
+0.3% +$629 0.02% 219
2017
Q4 		$212K Sell
2,675
-34
-1% -$2.7K 0.02% 206
2017
Q3 		$216K Buy
2,709
+60
+2% +$4.8K 0.03% 224
2017
Q2 		$211K Buy
2,649
+11
+0.4% +$879 0.03% 218
2017
Q1 		$210K Buy
2,638
+7
+0.3% +$557 0.03% 225
2016
Q4 		$209K Buy
2,631
+13
+0.5% +$1.04K 0.03% 211
2016
Q3 		$212K Buy
2,618
+10
+0.4% +$808 0.04% 212
2016
Q2 		$211K Buy
2,608
+9
+0.3% +$725 0.04% 215
2016
Q1 		$210K Buy
2,599
+6
+0.2% +$481 0.04% 199
2015
Q4 		$206K Buy
2,593
+13
+0.5% +$1.04K 0.04% 197
2015
Q3 		$207K Buy
+2,580
New +$207K 0.05% 203

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

GW & Wade's BSV Position: Q3 2020 in Review

GW & Wade sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2020, closing a stake of 3,126 shares — an estimated $260K sold.

GW & Wade first reported a position in BSV in Q3 2015 and held it in 20 quarters. The position peaked at $324K in Q2 2018. 892 funds tracked by Wall St. Rank hold BSV as of Q3 2020.

  • GW & Wade reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2020 after selling out during the quarter.
  • GW & Wade sold 3,126 Vanguard Short-Term Bond ETF shares in Q3 2020, an estimated $260K.
  • GW & Wade first reported a position in Vanguard Short-Term Bond ETF in Q3 2015 and held it in 20 quarters.
  • GW & Wade's Vanguard Short-Term Bond ETF position peaked at $324K in Q2 2018.
  • 892 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2020.

Based on GW & Wade's 13F filing for Q3 2020, filed 9 Nov 2020.