Morningstar Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Morningstar Investment 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
2020 Q1	–	Sell	-40,588	Closed	-$3.27M	–	26
2019 Q4	$3.27M	Buy	+40,588	New	+$3.28M	0.6%	19
2019 Q3	–	Sell	-148,909	Closed	-$12M	–	19
2019 Q2	$12M	Sell	148,909 -9,820	-6%	-$783K	3.7%	9
2019 Q1	$12.6M	Buy	158,729 +38,404	+32%	+$3.03M	6.36%	6
2018 Q4	$9.45M	Buy	+120,325	New	+$9.38M	7.51%	5

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PCA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morningstar Investment Management's BSV Position: Q1 2020 in Review

Morningstar Investment Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2020, closing a stake of 40,588 shares — an estimated $3.27M sold.

Morningstar Investment Management first reported a position in BSV in Q4 2018 and held it in 4 quarters. The position peaked at $12.6M in Q1 2019. 817 funds tracked by Wall St. Rank hold BSV as of Q1 2020.

Morningstar Investment Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
Morningstar Investment Management sold 40,588 Vanguard Short-Term Bond ETF shares in Q1 2020, an estimated $3.27M.
Morningstar Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and held it in 4 quarters.
Morningstar Investment Management's Vanguard Short-Term Bond ETF position peaked at $12.6M in Q1 2019.
817 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2020.

Based on Morningstar Investment Management's 13F filing for Q1 2020, filed 12 May 2020.