MFG
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Mendota Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Mendota Financial 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
2023
Q4 		– Sell
-223
Closed -$16.8K – 379
2023
Q3 		$16.8K Hold
223
– – 0.02% 177
2023
Q2 		$16.9K Hold
223
– – 0.02% 176
2023
Q1 		$17.4K Hold
223
– – 0.02% 198
2022
Q4 		$16.8K Buy
+223
New +$16.7K 0.02% 184

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mendota Financial Group's BSV Position: Q4 2023 in Review

Mendota Financial Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2023, closing a stake of 223 shares — an estimated $16.8K sold.

Mendota Financial Group first reported a position in BSV in Q4 2022 and held it in 4 quarters. The position peaked at $17.4K in Q1 2023. 1,205 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

  • Mendota Financial Group reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Mendota Financial Group sold 223 Vanguard Short-Term Bond ETF shares in Q4 2023, an estimated $16.8K.
  • Mendota Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 4 quarters.
  • Mendota Financial Group's Vanguard Short-Term Bond ETF position peaked at $17.4K in Q1 2023.
  • 1,205 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on Mendota Financial Group's 13F filing for Q4 2023, filed 19 Jan 2024.