Red Cedar Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Red Cedar Capital’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 Q4	$12K	Hold	164	–	–	0.01%	129
2022 Q3	$12K	Hold	164	–	–	0.01%	128
2022 Q2	$13K	Hold	164	–	–	0.01%	124
2022 Q1	$13K	Hold	164	–	–	0.01%	121
2021 Q4	$13K	Buy	+164	New	+$13.3K	0.01%	117

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Red Cedar Capital's BSV Position: Q4 2022 in Review

Red Cedar Capital held its Vanguard Short-Term Bond ETF (BSV) position steady in Q4 2022 at 164 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #129.

Red Cedar Capital first reported a position in BSV in Q4 2021 and has held it in 5 quarters since. The position peaked at $13K in Q2 2022. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Red Cedar Capital held 164 shares of Vanguard Short-Term Bond ETF worth $12K as of Q4 2022.
Red Cedar Capital left its Vanguard Short-Term Bond ETF share count unchanged in Q4 2022.
Vanguard Short-Term Bond ETF made up 0.01% of Red Cedar Capital's portfolio in Q4 2022, its #129 holding.
Red Cedar Capital first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 5 quarters since.
Red Cedar Capital's Vanguard Short-Term Bond ETF position peaked at $13K in Q2 2022.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Red Cedar Capital's 13F filing for Q4 2022, filed 6 Feb 2023.