Horan Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Horan Capital Management’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
2019 Q3	–	Sell	-1,597	Closed	-$128K	–	57
2019 Q2	$128K	Hold	1,597	–	–	0.02%	56
2019 Q1	$127K	Hold	1,597	–	–	0.02%	62
2018 Q4	$125K	Sell	1,597 -3,419	-68%	-$267K	0.03%	57
2018 Q3	$391K	Hold	5,016	–	–	0.07%	51
2018 Q2	$392K	Buy	+5,016	New	+$392K	0.08%	54
2018 Q1	–	Sell	-5,970	Closed	-$472K	–	59
2017 Q4	$472K	Sell	5,970 -45,124	-88%	-$3.59M	0.09%	58
2017 Q3	$4.08M	Sell	51,094 -1,651	-3%	-$132K	0.85%	33
2017 Q2	$4.21M	Buy	52,745 +9,131	+21%	+$729K	0.92%	32
2017 Q1	$3.48M	Buy	43,614 +20,291	+87%	+$1.61M	0.79%	33
2016 Q4	$1.85M	Buy	23,323 +7,057	+43%	+$565K	0.48%	38
2016 Q3	$1.31M	Buy	16,266 +561	+4%	+$45.4K	0.35%	44
2016 Q2	$1.27M	Sell	15,705 -968	-6%	-$78K	0.35%	44
2016 Q1	$1.34M	Buy	16,673 +3,785	+29%	+$303K	0.37%	46
2015 Q4	$1.02M	Buy	+12,888	New	+$1.03M	0.28%	45

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCA

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

TAIM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Horan Capital Management's BSV Position: Q3 2019 in Review

Horan Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2019, closing a stake of 1,597 shares — an estimated $128K sold.

Horan Capital Management first reported a position in BSV in Q4 2015 and held it in 14 quarters. The position peaked at $4.21M in Q2 2017. 727 funds tracked by Wall St. Rank hold BSV as of Q3 2019.

Horan Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2019 after selling out during the quarter.
Horan Capital Management sold 1,597 Vanguard Short-Term Bond ETF shares in Q3 2019, an estimated $128K.
Horan Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and held it in 14 quarters.
Horan Capital Management's Vanguard Short-Term Bond ETF position peaked at $4.21M in Q2 2017.
727 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2019.

Based on Horan Capital Management's 13F filing for Q3 2019, filed 21 Oct 2019.