Next Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Next Financial Group’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	$13.4M	Buy	165,344 +44,945	+37%	+$3.66M	0.88%	9
2021 Q3	$9.87M	Sell	120,399 -9,209	-7%	-$757K	0.77%	13
2021 Q2	$10.6M	Buy	129,608 +4,410	+4%	+$363K	0.85%	9
2021 Q1	$10.3M	Buy	125,198 +9,915	+9%	+$819K	0.91%	10
2020 Q4	$9.56M	Buy	115,283 +12,260	+12%	+$1.02M	0.92%	12
2020 Q3	$8.56M	Sell	103,023 -69,719	-40%	-$5.79M	0.92%	10
2020 Q2	$14.4M	Sell	172,742 -43,420	-20%	-$3.59M	1.68%	6
2020 Q1	$17.8M	Buy	216,162 +84,040	+64%	+$6.82M	2.29%	5
2019 Q4	$10.7M	Sell	132,122 -9,195	-7%	-$742K	1.1%	6
2019 Q3	$11.4M	Buy	141,317 +1,044	+0.7%	+$84.2K	1.24%	5
2019 Q2	$11.3M	Buy	140,273 +95,360	+212%	+$7.6M	1.21%	6
2019 Q1	$3.58M	Sell	44,913 -14,425	-24%	-$1.14M	0.91%	10
2018 Q4	$4.66M	Buy	59,338 +55,721	+1,541%	+$4.35M	0.97%	10
2018 Q3	$282K	Sell	3,617 -9,531	-72%	-$745K	0.13%	152
2018 Q2	$1.03M	Sell	13,148 -37,026	-74%	-$2.89M	0.39%	63
2018 Q1	$3.94M	Buy	50,174 +44,224	+743%	+$3.47M	0.83%	22
2017 Q4	$471K	Sell	5,950 -126	-2%	-$10K	0.2%	138
2017 Q3	$485K	Sell	6,076 -7,577	-55%	-$606K	0.14%	172
2017 Q2	$1.09M	Buy	13,653 +7,523	+123%	+$601K	0.27%	92
2017 Q1	$490K	Sell	6,130 -10,627	-63%	-$846K	0.14%	168
2016 Q4	$1.33M	Buy	16,757 +3,995	+31%	+$320K	0.23%	98
2016 Q3	$1.03M	Buy	12,762 +3,964	+45%	+$320K	0.19%	126
2016 Q2	$713K	Buy	8,798 +2,520	+40%	+$203K	0.23%	107
2016 Q1	$506K	Buy	6,278 +876	+16%	+$70.2K	0.18%	129
2015 Q4	$429K	Buy	5,402 +1,759	+48%	+$141K	0.16%	144
2015 Q3	$292K	Buy	3,643 +3,042	+506%	+$244K	0.1%	210
2015 Q2	$48K	Sell	601 -9,253	-94%	-$743K	0.02%	676
2015 Q1	$793K	Sell	9,854 -4,587	-32%	-$368K	0.25%	107
2014 Q4	$1.16M	Sell	14,441 -3,313	-19%	-$266K	0.38%	62
2014 Q3	$1.42M	Buy	17,754 +17,674	+22,093%	+$1.42M	0.28%	80
2014 Q2	$6K	Buy	+80	New	+$6.42K	﹤0.01%	870

Other funds holding BSV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

TAIM

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Next Financial Group's BSV Position: Q4 2021 in Review

Next Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 37% in Q4 2021, buying an estimated $3.66M and bringing the position to 165,344 shares worth $13.4M. The position accounts for 0.88% of the portfolio, ranked #9.

Next Financial Group first reported a position in BSV in Q2 2014 and has held it in 31 quarters since. The position peaked at $17.8M in Q1 2020. 1,164 funds tracked by Wall St. Rank hold BSV as of Q4 2021.

Next Financial Group held 165,344 shares of Vanguard Short-Term Bond ETF worth $13.4M as of Q4 2021.
Next Financial Group bought 44,945 Vanguard Short-Term Bond ETF shares in Q4 2021, an estimated $3.66M.
Vanguard Short-Term Bond ETF made up 0.88% of Next Financial Group's portfolio in Q4 2021, its #9 holding.
Next Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2014 and has held it in 31 quarters since.
Next Financial Group's Vanguard Short-Term Bond ETF position peaked at $17.8M in Q1 2020.
1,164 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.