Schaper Benz & Wise Investment Counsel’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Schaper Benz & Wise Investment Counsel’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	–	Sell	-7,512	Closed	-$577K	–	136
2022 Q2	$577K	Sell	7,512 -121,380	-94%	-$9.35M	0.06%	105
2022 Q1	$10M	Sell	128,892 -36,643	-22%	-$2.91M	0.87%	47
2021 Q4	$13.4M	Buy	+165,535	New	+$13.5M	1.08%	42

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

Schaper Benz & Wise Investment Counsel's BSV Position: Q3 2022 in Review

Schaper Benz & Wise Investment Counsel sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 7,512 shares — an estimated $577K sold.

Schaper Benz & Wise Investment Counsel first reported a position in BSV in Q4 2021 and held it in 3 quarters. The position peaked at $13.4M in Q4 2021. 1,131 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

Schaper Benz & Wise Investment Counsel reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Schaper Benz & Wise Investment Counsel sold 7,512 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $577K.
Schaper Benz & Wise Investment Counsel first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 3 quarters.
Schaper Benz & Wise Investment Counsel's Vanguard Short-Term Bond ETF position peaked at $13.4M in Q4 2021.
1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q3 2022, filed 17 Oct 2022.