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

Peterson 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
2024 Q3	$8.56K	Buy	+109	New	+$8.49K	0.03%	229

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Peterson Financial Group's BSV Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q3 2024: 109 shares worth $8.56K. The stake represents 0.03% of the portfolio and ranks #229 among its holdings.

1,144 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

Peterson Financial Group held 109 shares of Vanguard Short-Term Bond ETF worth $8.56K as of Q3 2024.
Vanguard Short-Term Bond ETF was a new Peterson Financial Group position in Q3 2024.
Vanguard Short-Term Bond ETF made up 0.03% of Peterson Financial Group's portfolio in Q3 2024, its #229 holding.
1,144 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.