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Mangham Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Mangham Associates’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
Q3 		$665K Sell
8,841
-1,082
-11% -$81.6K 1.23% 9
2023
Q2 		$750K Sell
9,923
-2,102
-17% -$160K 1.28% 9
2023
Q1 		$919K Sell
12,025
-590
-5% -$44.7K 1.45% 9
2022
Q4 		$950K Sell
12,615
-202
-2% -$15.2K 1.38% 8
2022
Q3 		$959K Buy
12,817
+1,368
+12% +$105K 1.13% 7
2022
Q2 		$879K Sell
11,449
-78
-0.7% -$6.01K 0.93% 6
2022
Q1 		$888K Buy
11,527
+2,229
+24% +$177K 0.84% 6
2021
Q4 		$751K Sell
9,298
-790
-8% -$64.3K 0.5% 7
2021
Q3 		$827K Sell
10,088
-354
-3% -$29.1K 0.53% 6
2021
Q2 		$858K Buy
10,442
+1,622
+18% +$133K 0.54% 5
2021
Q1 		$724K Buy
8,820
+1,101
+14% +$90.9K 0.7% 5
2020
Q4 		$640K Sell
7,719
-1,208
-14% -$100K 0.61% 5
2020
Q3 		$741K Buy
8,927
+2,406
+37% +$200K 0.79% 5
2020
Q2 		$542K Hold
6,521
– – 0.58% 5
2020
Q1 		$536K Buy
+6,521
New +$530K 0.62% 5
2019
Q3 		– Sell
-13,391
Closed -$1.08M – 5
2019
Q2 		$1.08M Sell
13,391
-5,278
-28% -$421K 0.78% 3
2019
Q1 		$1.49M Hold
18,669
– – 1.12% 3
2018
Q4 		$1.47M Sell
18,669
-37,671
-67% -$2.94M 1.32% 3
2018
Q3 		$4.4M Buy
56,340
+6,397
+13% +$500K 3.57% 3
2018
Q2 		$3.91M Sell
49,943
-35,480
-42% -$2.77M 3.44% 3
2018
Q1 		$6.7M Buy
85,423
+8,615
+11% +$677K 5.88% 3
2017
Q4 		$6.08M Buy
+76,808
New +$6.1M 5.27% 3

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mangham Associates's BSV Position: Q3 2023 in Review

Mangham Associates reduced its Vanguard Short-Term Bond ETF (BSV) stake by 11% in Q3 2023, selling an estimated $81.6K and leaving 8,841 shares worth $665K. The position accounts for 1.23% of the portfolio, ranked #9.

Mangham Associates first reported a position in BSV in Q4 2017 and has held it in 22 quarters since. The position peaked at $6.7M in Q1 2018. 1,128 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

  • Mangham Associates held 8,841 shares of Vanguard Short-Term Bond ETF worth $665K as of Q3 2023.
  • Mangham Associates sold 1,082 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $81.6K.
  • Vanguard Short-Term Bond ETF made up 1.23% of Mangham Associates's portfolio in Q3 2023, its #9 holding.
  • Mangham Associates first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 22 quarters since.
  • Mangham Associates's Vanguard Short-Term Bond ETF position peaked at $6.7M in Q1 2018.
  • 1,128 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Mangham Associates's 13F filing for Q3 2023, filed 16 Oct 2023.