Obermeyer Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Obermeyer Wealth Partners’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
2023 Q4	–	Sell	-3,021	Closed	-$227K	–	219
2023 Q3	$227K	Buy	+3,021	New	+$228K	0.02%	190
2023 Q2	–	Sell	-4,493	Closed	-$344K	–	218
2023 Q1	$344K	Sell	4,493 -227	-5%	-$17.2K	0.03%	142
2022 Q4	$355K	Buy	4,720 +227	+5%	+$17K	0.03%	140
2022 Q3	$336K	Buy	4,493 +634	+16%	+$48.4K	0.03%	139
2022 Q2	$296K	Hold	3,859	–	–	0.02%	146
2022 Q1	$301K	Hold	3,859	–	–	0.02%	175
2021 Q4	$312K	Hold	3,859	–	–	0.02%	172
2021 Q3	$316K	Hold	3,859	–	–	0.02%	163
2021 Q2	$317K	Hold	3,859	–	–	0.02%	165
2021 Q1	$317K	Hold	3,859	–	–	0.02%	160
2020 Q4	$320K	Buy	+3,859	New	+$320K	0.02%	111

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Obermeyer Wealth Partners's BSV Position: Q4 2023 in Review

Obermeyer Wealth Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2023, closing a stake of 3,021 shares — an estimated $227K sold.

Obermeyer Wealth Partners first reported a position in BSV in Q4 2020 and held it in 11 quarters. The position peaked at $355K in Q4 2022. 1,205 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

Obermeyer Wealth Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
Obermeyer Wealth Partners sold 3,021 Vanguard Short-Term Bond ETF shares in Q4 2023, an estimated $227K.
Obermeyer Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 11 quarters.
Obermeyer Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $355K in Q4 2022.
1,205 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2023, filed 31 Jan 2024.