Ladenburg Thalmann Financial Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Ladenburg Thalmann Financial Services’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 Q4	$105M	Buy	1,304,325 +34,095	+3%	+$2.75M	0.66%	26
2019 Q3	$103M	Sell	1,270,230 -6,461	-0.5%	-$521K	0.71%	18
2019 Q2	$103M	Buy	1,276,691 +43,015	+3%	+$3.43M	0.74%	17
2019 Q1	$98.2M	Buy	1,233,676 +53,723	+5%	+$4.24M	0.75%	17
2018 Q4	$92.7M	Buy	1,179,953 +116,024	+11%	+$9.05M	0.84%	15
2018 Q3	$83M	Sell	1,063,929 -39,471	-4%	-$3.08M	0.69%	22
2018 Q2	$86.5M	Hold	1,103,400	–	–	0.81%	18
2018 Q1	$86.5M	Buy	1,103,400 +157,052	+17%	+$12.3M	0.81%	18
2017 Q4	$74.9M	Buy	946,348 +122,196	+15%	+$9.71M	0.71%	22
2017 Q3	$65.8M	Buy	824,152 +54,602	+7%	+$4.37M	0.71%	22
2017 Q2	$61.4M	Buy	769,550 +46,500	+6%	+$3.71M	0.72%	24
2017 Q1	$57.6M	Buy	723,050 +83,959	+13%	+$6.68M	0.73%	22
2016 Q4	$50.8M	Buy	639,091 +30,943	+5%	+$2.48M	0.71%	29
2016 Q3	$49.2M	Buy	608,148 +23,501	+4%	+$1.9M	0.74%	24
2016 Q2	$47.4M	Buy	584,647 +41,304	+8%	+$3.33M	0.76%	24
2016 Q1	$43.8M	Buy	543,343 +75,993	+16%	+$6.09M	0.77%	23
2015 Q4	$37.2M	Buy	467,350 +5,844	+1%	+$468K	0.69%	24
2015 Q3	$37.1M	Buy	461,506 +21,570	+5%	+$1.73M	0.77%	17
2015 Q2	$35.3M	Sell	439,936 -24,711	-5%	-$1.98M	0.65%	24
2015 Q1	$37.4M	Sell	464,647 -49,492	-10%	-$3.97M	0.72%	19
2014 Q4	$41.1M	Buy	514,139 +52,581	+11%	+$4.22M	0.91%	17
2014 Q3	$37M	Buy	461,558 +41,034	+10%	+$3.29M	1.01%	19
2014 Q2	$33.8M	Sell	420,524 -15,156	-3%	-$1.22M	0.93%	19
2014 Q1	$34.9M	Sell	435,680 -99,012	-19%	-$7.94M	1.02%	22
2013 Q4	$42.7M	Buy	534,692 +7,396	+1%	+$595K	1.32%	8
2013 Q3	$42.4M	Buy	527,296 +89,406	+20%	+$7.16M	1.44%	9
2013 Q2	$35.1M	Buy	+437,890	New	+$35.4M	1.25%	14

Other funds holding BSV

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $116B AUM 26.37% 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 $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services's BSV Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.7% in Q4 2019, buying an estimated $2.75M and bringing the position to 1,304,325 shares worth $105M. The position accounts for 0.66% of the portfolio, ranked #26.

Ladenburg Thalmann Financial Services first reported a position in BSV in Q2 2013 and has held it in 27 quarters since. 827 funds tracked by Wall St. Rank hold BSV as of Q4 2019.

Ladenburg Thalmann Financial Services held 1,304,325 shares of Vanguard Short-Term Bond ETF worth $105M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 34,095 Vanguard Short-Term Bond ETF shares in Q4 2019, an estimated $2.75M.
Vanguard Short-Term Bond ETF made up 0.66% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #26 holding.
Ladenburg Thalmann Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 27 quarters since.
827 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.