Hudson Portfolio Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Hudson Portfolio 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
2023 Q4	$239K	Sell	3,097 -883	-22%	-$66.8K	0.26%	89
2023 Q3	$299K	Sell	3,980 -200	-5%	-$15.1K	0.34%	78
2023 Q2	$316K	Hold	4,180	–	–	0.34%	81
2023 Q1	$320K	Sell	4,180 -2,495	-37%	-$189K	0.36%	81
2022 Q4	$502K	Sell	6,675 -9,430	-59%	-$707K	0.56%	62
2022 Q3	$1.2M	Sell	16,105 -1,330	-8%	-$102K	1.42%	25
2022 Q2	$1.34M	Sell	17,435 -5,660	-25%	-$436K	1.39%	23
2022 Q1	$1.8M	Sell	23,095 -1,230	-5%	-$97.6K	1.59%	19
2021 Q4	$1.97M	Sell	24,325 -1,946	-7%	-$158K	1.74%	17
2021 Q3	$2.15M	Sell	26,271 -3,800	-13%	-$312K	1.98%	13
2021 Q2	$2.47M	Sell	30,071 -1,380	-4%	-$114K	2.27%	11
2021 Q1	$2.58M	Buy	+31,451	New	+$2.6M	2.49%	9

Other funds holding BSV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Hudson Portfolio Management's BSV Position: Q4 2023 in Review

Hudson Portfolio Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 22% in Q4 2023, selling an estimated $66.8K and leaving 3,097 shares worth $239K. The position accounts for 0.26% of the portfolio, ranked #89.

Hudson Portfolio Management first reported a position in BSV in Q1 2021 and has held it in 12 quarters since. The position peaked at $2.58M in Q1 2021. 1,205 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

Hudson Portfolio Management held 3,097 shares of Vanguard Short-Term Bond ETF worth $239K as of Q4 2023.
Hudson Portfolio Management sold 883 Vanguard Short-Term Bond ETF shares in Q4 2023, an estimated $66.8K.
Vanguard Short-Term Bond ETF made up 0.26% of Hudson Portfolio Management's portfolio in Q4 2023, its #89 holding.
Hudson Portfolio Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and has held it in 12 quarters since.
Hudson Portfolio Management's Vanguard Short-Term Bond ETF position peaked at $2.58M in Q1 2021.
1,205 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on Hudson Portfolio Management's 13F filing for Q4 2023, filed 13 Feb 2024.