New England Guild Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

New England Guild Wealth Advisors’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 Q4	$13.6M	Buy	+180,264	New	+$13.5M	7.15%	2
2018 Q4	–	Sell	-3,509	Closed	-$274K	–	50
2018 Q3	$274K	Buy	+3,509	New	+$274K	0.25%	47

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

New England Guild Wealth Advisors's BSV Position: Q4 2022 in Review

New England Guild Wealth Advisors opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q4 2022: 180,264 shares worth $13.6M. The stake represents 7.15% of the portfolio and ranks #2 among its holdings. This is a return to the name: New England Guild Wealth Advisors previously reported a position in BSV as recently as Q3 2018.

New England Guild Wealth Advisors first reported a position in BSV in Q3 2018 and has held it in 2 quarters since. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

New England Guild Wealth Advisors held 180,264 shares of Vanguard Short-Term Bond ETF worth $13.6M as of Q4 2022.
Vanguard Short-Term Bond ETF was a new New England Guild Wealth Advisors position in Q4 2022.
Vanguard Short-Term Bond ETF made up 7.15% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #2 holding.
New England Guild Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2018 and has held it in 2 quarters since.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.