McCutchen Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

McCutchen Group’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
2022 Q3	$11.2M	Buy	150,038 +753	+0.5%	+$57.5K	2.42%	12
2022 Q2	$11.5M	Buy	149,285 +2,272	+2%	+$175K	2.32%	12
2022 Q1	$11.5M	Buy	147,013 +13,979	+11%	+$1.11M	1.99%	12
2021 Q4	$10.8M	Buy	133,034 +1,960	+1%	+$159K	1.84%	12
2021 Q3	$10.7M	Buy	131,074 +1,874	+1%	+$154K	1.96%	12
2021 Q2	$10.6M	Sell	129,200 -10,462	-7%	-$861K	1.95%	12
2021 Q1	$11.5M	Buy	139,662 +2,404	+2%	+$198K	2.31%	12
2020 Q4	$11.4M	Sell	137,258 -2,537	-2%	-$210K	2.46%	12
2020 Q3	$11.6M	Buy	139,795 +2,919	+2%	+$243K	2.86%	12
2020 Q2	$11.4M	Sell	136,876 -5,219	-4%	-$432K	3.05%	12
2020 Q1	$11.7M	Sell	142,095 -69,411	-33%	-$5.64M	3.65%	11
2019 Q4	$17.1M	Buy	211,506 +7,042	+3%	+$568K	4.65%	7
2019 Q3	$16.5M	Buy	204,464 +7,801	+4%	+$629K	4.87%	7
2019 Q2	$15.8M	Buy	196,663 +40,858	+26%	+$3.26M	4.88%	7
2019 Q1	$12.4M	Buy	155,805 +14,422	+10%	+$1.14M	4.13%	8
2018 Q4	$11.1M	Buy	141,383 +8,977	+7%	+$700K	4.15%	8
2018 Q3	$10.3M	Buy	132,406 +17,118	+15%	+$1.34M	3.36%	8
2018 Q2	$9.02M	Buy	115,288 +2,902	+3%	+$227K	3.09%	9
2018 Q1	$8.82M	Sell	112,386 -4,301	-4%	-$338K	3.05%	9
2017 Q4	$9.23M	Buy	116,687 +7,462	+7%	+$593K	3.22%	9
2017 Q3	$8.72M	Buy	109,225 +1,452	+1%	+$116K	3.07%	9
2017 Q2	$8.61M	Buy	+107,773	New	+$8.61M	3.24%	9

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

McCutchen Group's BSV Position: Q3 2022 in Review

McCutchen Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.5% in Q3 2022, buying an estimated $57.5K and bringing the position to 150,038 shares worth $11.2M. The position accounts for 2.42% of the portfolio, ranked #12.

McCutchen Group first reported a position in BSV in Q2 2017 and has held it in 22 quarters since. The position peaked at $17.1M in Q4 2019. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

McCutchen Group held 150,038 shares of Vanguard Short-Term Bond ETF worth $11.2M as of Q3 2022.
McCutchen Group bought 753 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $57.5K.
Vanguard Short-Term Bond ETF made up 2.42% of McCutchen Group's portfolio in Q3 2022, its #12 holding.
McCutchen Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2017 and has held it in 22 quarters since.
McCutchen Group's Vanguard Short-Term Bond ETF position peaked at $17.1M in Q4 2019.
1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on McCutchen Group's 13F filing for Q3 2022, filed 2 Nov 2022.