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Hart & Patterson Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Hart & Patterson Financial Group’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
Q4 		$6.84M Buy
88,505
+1,948
+2% +$151K 3.32% 10
2024
Q3 		$6.81M Buy
+86,557
New +$6.74M 3.23% 11

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Hart & Patterson Financial Group's BSV Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.3% in Q4 2024, buying an estimated $151K and bringing the position to 88,505 shares worth $6.84M. The position accounts for 3.32% of the portfolio, ranked #10.

Hart & Patterson Financial Group first reported a position in BSV in Q3 2024 and has held it in 2 quarters since. 1,248 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

  • Hart & Patterson Financial Group held 88,505 shares of Vanguard Short-Term Bond ETF worth $6.84M as of Q4 2024.
  • Hart & Patterson Financial Group bought 1,948 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $151K.
  • Vanguard Short-Term Bond ETF made up 3.32% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #10 holding.
  • Hart & Patterson Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • 1,248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.