Monarch Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Monarch Capital 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
2022 Q3	–	Sell	-4,314	Closed	-$331K	–	114
2022 Q2	$331K	Sell	4,314 -449	-9%	-$34.6K	0.1%	100
2022 Q1	$371K	Sell	4,763 -1,936	-29%	-$154K	0.1%	101
2021 Q4	$541K	Sell	6,699 -10,215	-60%	-$831K	0.14%	85
2021 Q3	$1.39M	Buy	16,914 +8,036	+91%	+$660K	0.39%	62
2021 Q2	$729K	Buy	8,878 +1,933	+28%	+$159K	0.21%	75
2021 Q1	$571K	Buy	+6,945	New	+$573K	0.17%	82

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

Monarch Capital Management's BSV Position: Q3 2022 in Review

Monarch Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 4,314 shares — an estimated $331K sold.

Monarch Capital Management first reported a position in BSV in Q1 2021 and held it in 6 quarters. The position peaked at $1.39M in Q3 2021. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

Monarch Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Monarch Capital Management sold 4,314 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $331K.
Monarch Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and held it in 6 quarters.
Monarch Capital Management's Vanguard Short-Term Bond ETF position peaked at $1.39M in Q3 2021.
1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on Monarch Capital Management's 13F filing for Q3 2022, filed 20 Oct 2022.