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

Plan Group Financial’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
Q2 		– Sell
-7,831
Closed -$600K – 101
2024
Q1 		$600K Buy
7,831
+3,002
+62% +$230K 0.39% 45
2023
Q4 		$372K Buy
+4,829
New +$366K 0.33% 41
2022
Q2 		$400K Buy
+5,212
New +$402K 0.69% 33

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Plan Group Financial's BSV Position: Q2 2024 in Review

Plan Group Financial sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 7,831 shares — an estimated $600K sold.

Plan Group Financial first reported a position in BSV in Q2 2022 and held it in 3 quarters. The position peaked at $600K in Q1 2024. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

  • Plan Group Financial reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Plan Group Financial sold 7,831 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $600K.
  • Plan Group Financial first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and held it in 3 quarters.
  • Plan Group Financial's Vanguard Short-Term Bond ETF position peaked at $600K in Q1 2024.
  • 1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Plan Group Financial's 13F filing for Q2 2024, filed 5 Aug 2024.