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Holderness Investments Company’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Holderness Investments Company’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 		– Sell
-2,560
Closed -$201K – 258
2024
Q3 		$201K Sell
2,560
-1,225
-32% -$95.4K 0.04% 247
2024
Q2 		$290K Hold
3,785
– – 0.07% 205
2024
Q1 		$290K Hold
3,785
– – 0.07% 210
2023
Q4 		$292K Buy
+3,785
New +$287K 0.08% 199

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Holderness Investments Company's BSV Position: Q4 2024 in Review

Holderness Investments Company sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2024, closing a stake of 2,560 shares — an estimated $201K sold.

Holderness Investments Company first reported a position in BSV in Q4 2023 and held it in 4 quarters. The position peaked at $292K in Q4 2023. 1,248 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

  • Holderness Investments Company reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Holderness Investments Company sold 2,560 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $201K.
  • Holderness Investments Company first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and held it in 4 quarters.
  • Holderness Investments Company's Vanguard Short-Term Bond ETF position peaked at $292K in Q4 2023.
  • 1,248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Holderness Investments Company's 13F filing for Q4 2024, filed 11 Feb 2025.