Schroder Investment Management Group
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Schroder Investment Management Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Schroder Investment Management 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
2022
Q3 		– Sell
-231,586
Closed -$17.7M – 1274
2022
Q2 		$17.7M Buy
+231,586
New +$17.8M 0.03% 495

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Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
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

Schroder Investment Management Group's BSV Position: Q3 2022 in Review

Schroder Investment Management Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 231,586 shares — an estimated $17.7M sold.

Schroder Investment Management Group first reported a position in BSV in Q2 2022 and held it in 1 quarter. The position peaked at $17.7M in Q2 2022. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

  • Schroder Investment Management Group reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Schroder Investment Management Group sold 231,586 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $17.7M.
  • Schroder Investment Management Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and held it in 1 quarter.
  • Schroder Investment Management Group's Vanguard Short-Term Bond ETF position peaked at $17.7M in Q2 2022.
  • 1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on Schroder Investment Management Group's 13F filing for Q3 2022, filed 14 Nov 2022.