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Hapanowicz & Associates Financial Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Hapanowicz & Associates Financial Services’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
2024
Q1 		– Sell
-11,365
Closed -$875K – 33
2023
Q4 		$875K Sell
11,365
-765
-6% -$57.9K 0.54% 13
2023
Q3 		$912K Buy
12,130
+485
+4% +$36.6K 0.65% 12
2023
Q2 		$880K Sell
11,645
-356
-3% -$27.1K 0.59% 13
2023
Q1 		$918K Buy
12,001
+7
+0.1% +$530 0.63% 12
2022
Q4 		$903K Sell
11,994
-868
-7% -$65.1K 0.66% 12
2022
Q3 		$962K Sell
12,862
-13,140
-51% -$1M 0.89% 10
2022
Q2 		$2M Sell
26,002
-1,003,395
-97% -$77.3M 1.56% 10
2022
Q1 		$80.2M Buy
1,029,397
+5,278
+0.5% +$419K 36.73% 1
2021
Q4 		$82.8M Buy
1,024,119
+73,706
+8% +$5.99M 36.74% 1
2021
Q3 		$77.9M Buy
950,413
+42,236
+5% +$3.47M 33.56% 1
2021
Q2 		$74.6M Buy
908,177
+50,008
+6% +$4.11M 32.87% 1
2021
Q1 		$70.5M Buy
858,169
+105,496
+14% +$8.71M 33.53% 1
2020
Q4 		$62.4M Sell
752,673
-6,581
-0.9% -$545K 32.32% 1
2020
Q3 		$63.1M Buy
759,254
+41,117
+6% +$3.42M 37.05% 1
2020
Q2 		$59.7M Sell
718,137
-8,443
-1% -$698K 37.56% 1
2020
Q1 		$59.7M Sell
726,580
-137,493
-16% -$11.2M 42.55% 1
2019
Q4 		$69.7M Buy
864,073
+3,564
+0.4% +$288K 42.07% 1
2019
Q3 		$69.5M Buy
860,509
+371,617
+76% +$30M 44.37% 1
2019
Q2 		$39.4M Buy
488,892
+16,043
+3% +$1.28M 25.98% 1
2019
Q1 		$37.6M Buy
472,849
+58,461
+14% +$4.61M 25.22% 1
2018
Q4 		$32.6M Sell
414,388
-30,833
-7% -$2.4M 24.25% 1
2018
Q3 		$34.7M Buy
445,221
+22,297
+5% +$1.74M 23.3% 1
2018
Q2 		$33M Buy
422,924
+15,398
+4% +$1.2M 23.07% 1
2018
Q1 		$31.9M Buy
407,526
+13,859
+4% +$1.09M 23.43% 1
2017
Q4 		$31.1M Buy
393,667
+7,348
+2% +$584K 22.74% 1
2017
Q3 		$30.8M Buy
386,319
+23,529
+6% +$1.88M 23.61% 1
2017
Q2 		$28.9M Buy
362,790
+14,502
+4% +$1.16M 24.26% 1
2017
Q1 		$27.8M Buy
348,288
+76,907
+28% +$6.12M 24.63% 1
2016
Q4 		$21.6M Buy
+271,381
New +$21.7M 20.12% 1

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Hapanowicz & Associates Financial Services's BSV Position: Q1 2024 in Review

Hapanowicz & Associates Financial Services sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 11,365 shares — an estimated $875K sold.

Hapanowicz & Associates Financial Services first reported a position in BSV in Q4 2016 and held it in 29 quarters. The position peaked at $82.8M in Q4 2021. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

  • Hapanowicz & Associates Financial Services reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Hapanowicz & Associates Financial Services sold 11,365 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $875K.
  • Hapanowicz & Associates Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and held it in 29 quarters.
  • Hapanowicz & Associates Financial Services's Vanguard Short-Term Bond ETF position peaked at $82.8M in Q4 2021.
  • 1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q1 2024, filed 8 May 2024.