MFW
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Mosaic Family Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Mosaic Family Wealth’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
2021
Q4 		$2.34M Sell
28,961
-204
-0.7% -$16.6K 0.61% 23
2021
Q3 		$2.39M Buy
29,165
+1,505
+5% +$124K 0.66% 24
2021
Q2 		$2.27M Sell
27,660
-81
-0.3% -$6.66K 0.66% 23
2021
Q1 		$2.28M Sell
27,741
-632
-2% -$52.2K 0.66% 24
2020
Q4 		$2.35M Buy
28,373
+5,046
+22% +$418K 0.79% 21
2020
Q3 		$1.94M Buy
23,327
+3,423
+17% +$284K 0.73% 21
2020
Q2 		$1.65M Buy
19,904
+7,055
+55% +$583K 0.68% 21
2020
Q1 		$1.06M Sell
12,849
-217
-2% -$17.6K 0.54% 31
2019
Q4 		$1.05M Sell
13,066
-496
-4% -$40K 0.42% 39
2019
Q3 		$1.1M Buy
13,562
+16
+0.1% +$1.29K 0.45% 35
2019
Q2 		$1.09M Sell
13,546
-161
-1% -$12.8K 0.46% 33
2019
Q1 		$1.09M Sell
13,707
-1,638
-11% -$129K 0.44% 30
2018
Q4 		$1.21M Buy
15,345
+1,905
+14% +$149K 0.5% 29
2018
Q3 		$1.05M Sell
13,440
-3,665
-21% -$286K 0.43% 34
2018
Q2 		$1.34M Sell
17,105
-1,694
-9% -$132K 0.51% 31
2018
Q1 		$1.48M Sell
18,799
-1,102
-6% -$86.6K 0.55% 28
2017
Q4 		$1.57M Sell
19,901
-1,381
-6% -$110K 0.57% 31
2017
Q3 		$1.7M Buy
21,282
+158
+0.7% +$12.6K 0.66% 22
2017
Q2 		$1.69M Sell
21,124
-1,871
-8% -$149K 0.7% 20
2017
Q1 		$1.83M Sell
22,995
-6,074
-21% -$483K 0.79% 18
2016
Q4 		$2.31M Sell
29,069
-1,105
-4% -$88.4K 1.06% 13
2016
Q3 		$2.44M Sell
30,174
-6,778
-18% -$548K 1.13% 11
2016
Q2 		$3M Sell
36,952
-16,293
-31% -$1.31M 1.45% 11
2016
Q1 		$4.29M Sell
53,245
-35,760
-40% -$2.87M 2.06% 7
2015
Q4 		$7.08M Buy
+89,005
New +$7.12M 3.15% 5

Other funds holding BSV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mosaic Family Wealth's BSV Position: Q4 2021 in Review

Mosaic Family Wealth reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.7% in Q4 2021, selling an estimated $16.6K and leaving 28,961 shares worth $2.34M. The position accounts for 0.61% of the portfolio, ranked #23.

Mosaic Family Wealth first reported a position in BSV in Q4 2015 and has held it in 25 quarters since. The position peaked at $7.08M in Q4 2015. 1,165 funds tracked by Wall St. Rank hold BSV as of Q4 2021.

  • Mosaic Family Wealth held 28,961 shares of Vanguard Short-Term Bond ETF worth $2.34M as of Q4 2021.
  • Mosaic Family Wealth sold 204 Vanguard Short-Term Bond ETF shares in Q4 2021, an estimated $16.6K.
  • Vanguard Short-Term Bond ETF made up 0.61% of Mosaic Family Wealth's portfolio in Q4 2021, its #23 holding.
  • Mosaic Family Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and has held it in 25 quarters since.
  • Mosaic Family Wealth's Vanguard Short-Term Bond ETF position peaked at $7.08M in Q4 2015.
  • 1,165 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.