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McMorgan & Co’s Vanguard Short-Term Bond ETF BSV Stock Holding History

McMorgan & Co’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
Q1 		– Sell
-178,462
Closed -$14.4M – 54
2021
Q4 		$14.4M Buy
178,462
+97,366
+120% +$7.92M 2.54% 11
2021
Q3 		$6.64M Sell
81,096
-181,455
-69% -$14.9M 1.33% 14
2021
Q2 		$21.6M Buy
+262,551
New +$21.6M 4.71% 9

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

McMorgan & Co's BSV Position: Q1 2022 in Review

McMorgan & Co sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 178,462 shares — an estimated $14.4M sold.

McMorgan & Co first reported a position in BSV in Q2 2021 and held it in 3 quarters. The position peaked at $21.6M in Q2 2021. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

  • McMorgan & Co reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
  • McMorgan & Co sold 178,462 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $14.4M.
  • McMorgan & Co first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and held it in 3 quarters.
  • McMorgan & Co's Vanguard Short-Term Bond ETF position peaked at $21.6M in Q2 2021.
  • 1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on McMorgan & Co's 13F filing for Q1 2022, filed 17 May 2022.