Santori & Peters Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Santori & Peters Inc’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	-2,664	Closed	-$204K	–	60
2024 Q1	$204K	Sell	2,664 -117	-4%	-$8.97K	0.09%	59
2023 Q4	$214K	Sell	2,781 -114	-4%	-$8.63K	0.1%	57
2023 Q3	$218K	Buy	+2,895	New	+$218K	0.12%	50
2018 Q3	–	Sell	-2,585	Closed	-$202K	–	47
2018 Q2	$202K	Buy	2,585 +32	+1%	+$2.5K	0.18%	46
2018 Q1	$200K	Buy	2,553 +378	+17%	+$29.7K	0.18%	52
2017 Q4	$170K	Buy	+2,175	New	+$173K	0.15%	56

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Santori & Peters Inc's BSV Position: Q2 2024 in Review

Santori & Peters Inc sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 2,664 shares — an estimated $204K sold.

Santori & Peters Inc first reported a position in BSV in Q4 2017 and held it in 6 quarters. The position peaked at $218K in Q3 2023. 1,132 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

Santori & Peters Inc reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
Santori & Peters Inc sold 2,664 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $204K.
Santori & Peters Inc first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 6 quarters.
Santori & Peters Inc's Vanguard Short-Term Bond ETF position peaked at $218K in Q3 2023.
1,132 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Santori & Peters Inc's 13F filing for Q2 2024, filed 22 Jul 2024.