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

McLean 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
2023 Q4	–	Sell	-10,189	Closed	-$766K	–	142
2023 Q3	$766K	Sell	10,189 -554	-5%	-$41.8K	0.31%	45
2023 Q2	$812K	Sell	10,743 -197	-2%	-$15K	0.32%	41
2023 Q1	$837K	Sell	10,940 -12	-0.1%	-$909	0.34%	38
2022 Q4	$824K	Sell	10,952 -7,371	-40%	-$553K	0.28%	49
2022 Q3	$1.37M	Sell	18,323 -583	-3%	-$44.5K	0.53%	26
2022 Q2	$1.45M	Buy	18,906 +442	+2%	+$34.1K	0.58%	22
2022 Q1	$1.44M	Buy	18,464 +252	+1%	+$20K	1.07%	17
2021 Q4	$1.46M	Buy	18,212 +11	+0.1%	+$895	0.57%	22
2021 Q3	$1.48M	Sell	18,201 -745	-4%	-$61.2K	0.57%	22
2021 Q2	$1.56M	Buy	18,946 +310	+2%	+$25.5K	0.69%	19
2021 Q1	$1.53M	Buy	18,636 +7,745	+71%	+$639K	1.21%	15
2020 Q4	$903K	Buy	+10,891	New	+$902K	0.79%	20

Other funds holding BSV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

McLean Asset Management's BSV Position: Q4 2023 in Review

McLean Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2023, closing a stake of 10,189 shares — an estimated $766K sold.

McLean Asset Management first reported a position in BSV in Q4 2020 and held it in 12 quarters. The position peaked at $1.56M in Q2 2021. 1,205 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

McLean Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
McLean Asset Management sold 10,189 Vanguard Short-Term Bond ETF shares in Q4 2023, an estimated $766K.
McLean Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 12 quarters.
McLean Asset Management's Vanguard Short-Term Bond ETF position peaked at $1.56M in Q2 2021.
1,205 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on McLean Asset Management's 13F filing for Q4 2023, filed 8 Jan 2024.