Newman & Schimel’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Newman & Schimel’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	$30M	Buy	398,428 +5,645	+1%	+$424K	13.55%	2
2022 Q3	$29.4M	Buy	392,783 +13,534	+4%	+$1.03M	14.51%	2
2022 Q2	$29.1M	Buy	379,249 +360,395	+1,912%	+$27.8M	14.01%	2
2022 Q1	$1.47M	Buy	18,854 +16,284	+634%	+$1.29M	0.96%	13
2021 Q4	$208K	Buy	+2,570	New	+$209K	0.12%	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

Newman & Schimel's BSV Position: Q4 2022 in Review

Newman & Schimel increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.4% in Q4 2022, buying an estimated $424K and bringing the position to 398,428 shares worth $30M. The position accounts for 13.55% of the portfolio, ranked #2.

Newman & Schimel first reported a position in BSV in Q4 2021 and has held it in 5 quarters since. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Newman & Schimel held 398,428 shares of Vanguard Short-Term Bond ETF worth $30M as of Q4 2022.
Newman & Schimel bought 5,645 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $424K.
Vanguard Short-Term Bond ETF made up 13.55% of Newman & Schimel's portfolio in Q4 2022, its #2 holding.
Newman & Schimel first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 5 quarters since.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.