HC Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

HC Financial Advisors’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 Q2	$1K	Buy	+13	New	+$1K	﹤0.01%	318

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

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

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

PCA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

HC Financial Advisors's BSV Position: Q2 2022 in Review

HC Financial Advisors opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2022: 13 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #318 among its holdings.

1,158 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

HC Financial Advisors held 13 shares of Vanguard Short-Term Bond ETF worth $1K as of Q2 2022.
Vanguard Short-Term Bond ETF was a new HC Financial Advisors position in Q2 2022.
Vanguard Short-Term Bond ETF made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #318 holding.
1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.