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Ronald Blue & Co’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Ronald Blue & Co’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
2017
Q2 		$3.67M Buy
45,922
+2,978
+7% +$238K 0.12% 31
2017
Q1 		$3.42M Sell
42,944
-2,146
-5% -$171K 0.12% 32
2016
Q4 		$3.58M Buy
45,090
+3,897
+9% +$312K 0.14% 29
2016
Q3 		$3.33M Buy
41,193
+4,725
+13% +$382K 0.13% 27
2016
Q2 		$2.96M Buy
36,468
+8,640
+31% +$696K 0.14% 25
2016
Q1 		$2.24M Buy
+27,828
New +$2.23M 0.12% 28

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Ronald Blue & Co's BSV Position: Q2 2017 in Review

Ronald Blue & Co increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.9% in Q2 2017, buying an estimated $238K and bringing the position to 45,922 shares worth $3.67M. The position accounts for 0.12% of the portfolio, ranked #31.

Ronald Blue & Co first reported a position in BSV in Q1 2016 and has held it in 6 quarters since. 576 funds tracked by Wall St. Rank hold BSV as of Q2 2017.

  • Ronald Blue & Co held 45,922 shares of Vanguard Short-Term Bond ETF worth $3.67M as of Q2 2017.
  • Ronald Blue & Co bought 2,978 Vanguard Short-Term Bond ETF shares in Q2 2017, an estimated $238K.
  • Vanguard Short-Term Bond ETF made up 0.12% of Ronald Blue & Co's portfolio in Q2 2017, its #31 holding.
  • Ronald Blue & Co first reported a position in Vanguard Short-Term Bond ETF in Q1 2016 and has held it in 6 quarters since.
  • 576 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.