Resource Planning Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Resource Planning 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
2023 Q4	$16M	Buy	207,901 +69,148	+50%	+$5.23M	10.18%	2
2023 Q3	$10.4M	Buy	138,753 +5,626	+4%	+$424K	8.84%	2
2023 Q2	$10.1M	Buy	133,127 +3,040	+2%	+$232K	8.15%	3
2023 Q1	$9.95M	Buy	130,087 +6,649	+5%	+$504K	8.09%	2
2022 Q4	$9.29M	Sell	123,438 -68,848	-36%	-$5.17M	7.44%	2
2022 Q3	$14.4M	Buy	192,286 +62,359	+48%	+$4.76M	12.51%	1
2022 Q2	$9.98M	Buy	129,927 +107,873	+489%	+$8.31M	8.31%	2
2022 Q1	$1.72M	Buy	22,054 +5,333	+32%	+$423K	1.23%	19
2021 Q4	$1.35M	Sell	16,721 -2,698	-14%	-$219K	0.91%	23
2021 Q3	$1.59M	Sell	19,419 -1,312	-6%	-$108K	1%	19
2021 Q2	$1.7M	Buy	20,731 +1,718	+9%	+$141K	0.99%	19
2021 Q1	$1.56M	Buy	19,013 +146	+0.8%	+$12.1K	1.02%	19
2020 Q4	$1.56M	Sell	18,867 -772	-4%	-$64K	1.11%	16
2020 Q3	$1.63M	Buy	19,639 +4,847	+33%	+$403K	1.24%	16
2020 Q2	$1.23M	Buy	14,792 +4,503	+44%	+$372K	0.92%	19
2020 Q1	$846K	Sell	10,289 -431	-4%	-$35K	0.74%	21
2019 Q4	$864K	Sell	10,720 -208	-2%	-$16.8K	0.5%	25
2019 Q3	$883K	Buy	10,928 +1	+0%	+$81	0.52%	25
2019 Q2	$880K	Buy	+10,927	New	+$871K	0.52%	25

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

Resource Planning Group's BSV Position: Q4 2023 in Review

Resource Planning Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 50% in Q4 2023, buying an estimated $5.23M and bringing the position to 207,901 shares worth $16M. The position accounts for 10.18% of the portfolio, ranked #2.

Resource Planning Group first reported a position in BSV in Q2 2019 and has held it in 19 quarters since. 1,205 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

Resource Planning Group held 207,901 shares of Vanguard Short-Term Bond ETF worth $16M as of Q4 2023.
Resource Planning Group bought 69,148 Vanguard Short-Term Bond ETF shares in Q4 2023, an estimated $5.23M.
Vanguard Short-Term Bond ETF made up 10.18% of Resource Planning Group's portfolio in Q4 2023, its #2 holding.
Resource Planning Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2019 and has held it in 19 quarters since.
1,205 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.