Portfolio Solutions’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Portfolio Solutions’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 Q3	$4.83M	Buy	64,528 +17,529	+37%	+$1.34M	0.61%	22
2022 Q2	$3.61M	Buy	46,999 +43,434	+1,218%	+$3.35M	0.46%	25
2022 Q1	$278K	Buy	3,565 +1,075	+43%	+$85.3K	0.04%	45
2021 Q4	$201K	Buy	+2,490	New	+$203K	0.02%	43
2020 Q4	–	Sell	-23,169	Closed	-$1.92M	–	38
2020 Q3	$1.92M	Buy	23,169 +3,338	+17%	+$277K	0.27%	22
2020 Q2	$1.65M	Buy	19,831 +13,417	+209%	+$1.11M	0.24%	23
2020 Q1	$527K	Buy	6,414 +1,236	+24%	+$100K	0.09%	32
2019 Q4	$417K	Buy	+5,178	New	+$418K	0.06%	35
2019 Q1	–	Sell	-4,430	Closed	-$348K	–	36
2018 Q4	$348K	Buy	4,430 +40	+0.9%	+$3.12K	0.05%	34
2018 Q3	$342K	Buy	+4,390	New	+$343K	0.05%	31
2017 Q2	–	Sell	-551	Closed	-$44K	–	172
2017 Q1	$44K	Buy	+551	New	+$43.9K	0.01%	66

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Portfolio Solutions's BSV Position: Q3 2022 in Review

Portfolio Solutions increased its Vanguard Short-Term Bond ETF (BSV) stake by 37% in Q3 2022, buying an estimated $1.34M and bringing the position to 64,528 shares worth $4.83M. The position accounts for 0.61% of the portfolio, ranked #22.

Portfolio Solutions first reported a position in BSV in Q1 2017 and has held it in 11 quarters since. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

Portfolio Solutions held 64,528 shares of Vanguard Short-Term Bond ETF worth $4.83M as of Q3 2022.
Portfolio Solutions bought 17,529 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $1.34M.
Vanguard Short-Term Bond ETF made up 0.61% of Portfolio Solutions's portfolio in Q3 2022, its #22 holding.
Portfolio Solutions first reported a position in Vanguard Short-Term Bond ETF in Q1 2017 and has held it in 11 quarters since.
1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on Portfolio Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.