Janiczek Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Janiczek Wealth 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
2024 Q2	$126K	Hold	1,642	–	–	0.03%	248
2024 Q1	$126K	Hold	1,642	–	–	0.03%	252
2023 Q4	$126K	Hold	1,642	–	–	0.03%	236
2023 Q3	$123K	Hold	1,642	–	–	0.03%	217
2023 Q2	$124K	Sell	1,642 -339	-17%	-$25.8K	0.03%	187
2023 Q1	$151K	Hold	1,981	–	–	0.04%	152
2022 Q4	$151K	Hold	1,981	–	–	0.04%	158
2022 Q3	$148K	Hold	1,981	–	–	0.05%	137
2022 Q2	$153K	Sell	1,981 -601	-23%	-$46.3K	0.05%	142
2022 Q1	$201K	Hold	2,582	–	–	0.06%	114
2021 Q4	$209K	Hold	2,582	–	–	0.06%	98
2021 Q3	$212K	Hold	2,582	–	–	0.08%	90
2021 Q2	$212K	Hold	2,582	–	–	0.08%	77
2021 Q1	$212K	Hold	2,582	–	–	0.08%	65
2020 Q4	$214K	Hold	2,582	–	–	0.1%	54
2020 Q3	$214K	Hold	2,582	–	–	0.12%	42
2020 Q2	$215K	Hold	2,582	–	–	0.12%	38
2020 Q1	$212K	Hold	2,582	–	–	0.12%	37
2019 Q4	$208K	Hold	2,582	–	–	0.09%	37
2019 Q3	$209K	Hold	2,582	–	–	0.1%	36
2019 Q2	$208K	Buy	2,582 +979	+61%	+$78.1K	0.1%	35
2019 Q1	$128K	Hold	1,603	–	–	0.06%	52
2018 Q4	$126K	Buy	1,603 +1,264	+373%	+$98.6K	0.06%	52
2018 Q3	$26K	Hold	339	–	–	0.01%	78
2018 Q2	$27K	Buy	+339	New	+$26.5K	0.01%	81

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

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

Goldman Sachs New York $871B AUM 31.28% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Janiczek Wealth Management's BSV Position: Q2 2024 in Review

Janiczek Wealth Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2024 at 1,642 shares worth $126K. The position accounts for 0.03% of the portfolio, ranked #248.

Janiczek Wealth Management first reported a position in BSV in Q2 2018 and has held it in 25 quarters since. The position peaked at $215K in Q2 2020. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

Janiczek Wealth Management held 1,642 shares of Vanguard Short-Term Bond ETF worth $126K as of Q2 2024.
Janiczek Wealth Management left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2024.
Vanguard Short-Term Bond ETF made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #248 holding.
Janiczek Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and has held it in 25 quarters since.
Janiczek Wealth Management's Vanguard Short-Term Bond ETF position peaked at $215K in Q2 2020.
1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.