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John Overdeck’s Vanguard Short-Term Bond ETF BSV Stock Holding History

John Overdeck’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
2014
Q3 		– Sell
-3,782
Closed -$304K – 1766
2014
Q2 		$304K Sell
3,782
-13,223
-78% -$1.06M ﹤0.01% 1822
2014
Q1 		$1.36M Buy
+17,005
New +$1.36M 0.01% 1080
2013
Q4 		– Sell
-3,241
Closed -$260K – 2186
2013
Q3 		$260K Buy
+3,241
New +$260K ﹤0.01% 1554

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

John Overdeck's BSV Position: Q3 2014 in Review

John Overdeck sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2014, closing a stake of 3,782 shares — an estimated $304K sold.

John Overdeck first reported a position in BSV in Q3 2013 and held it in 3 quarters. The position peaked at $1.36M in Q1 2014. 363 funds tracked by Wall St. Rank hold BSV as of Q3 2014.

  • John Overdeck reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2014 after selling out during the quarter.
  • John Overdeck sold 3,782 Vanguard Short-Term Bond ETF shares in Q3 2014, an estimated $304K.
  • John Overdeck first reported a position in Vanguard Short-Term Bond ETF in Q3 2013 and held it in 3 quarters.
  • John Overdeck's Vanguard Short-Term Bond ETF position peaked at $1.36M in Q1 2014.
  • 363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2014.

Based on Two Sigma Investments's 13F filing for Q3 2014, filed 14 Nov 2014.