Madison Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Madison Asset 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 Q3	–	Sell	-12,624	Closed	-$968K	–	330
2024 Q2	$968K	Buy	12,624 +6,312	+100%	+$482K	0.01%	281
2024 Q1	$484K	Hold	6,312	–	–	0.01%	297
2023 Q4	$486K	Hold	6,312	–	–	0.01%	299
2023 Q3	$474K	Hold	6,312	–	–	0.01%	299
2023 Q2	$477K	Hold	6,312	–	–	0.01%	292
2023 Q1	$483K	Hold	6,312	–	–	0.01%	279
2022 Q4	$475K	Hold	6,312	–	–	0.01%	289
2022 Q3	$472K	Sell	6,312 -142	-2%	-$10.8K	0.01%	300
2022 Q2	$496K	Sell	6,454 -20	-0.3%	-$1.54K	0.01%	315
2022 Q1	$504K	Hold	6,474	–	–	0.01%	280
2021 Q4	$523K	Sell	6,474 -6	-0.1%	-$488	0.01%	285
2021 Q3	$531K	Buy	6,480 +120	+2%	+$9.86K	0.01%	284
2021 Q2	$523K	Buy	+6,360	New	+$523K	0.01%	290

Other funds holding BSV

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Madison Asset Management's BSV Position: Q3 2024 in Review

Madison Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2024, closing a stake of 12,624 shares — an estimated $968K sold.

Madison Asset Management first reported a position in BSV in Q2 2021 and held it in 13 quarters. The position peaked at $968K in Q2 2024. 1,143 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

Madison Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
Madison Asset Management sold 12,624 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $968K.
Madison Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and held it in 13 quarters.
Madison Asset Management's Vanguard Short-Term Bond ETF position peaked at $968K in Q2 2024.
1,143 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on Madison Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.