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Segall Bryant & Hamill’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Segall Bryant & Hamill’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
Q3 		– Sell
-7,497
Closed -$567K – 532
2023
Q2 		$567K Sell
7,497
-70
-0.9% -$5.33K 0.01% 551
2023
Q1 		$578K Sell
7,567
-174
-2% -$13.2K 0.01% 545
2022
Q4 		$582K Sell
7,741
-1,633
-17% -$123K 0.01% 547
2022
Q3 		$699K Sell
9,374
-5,000
-35% -$382K 0.01% 534
2022
Q2 		$1.1M Hold
14,374
– – 0.01% 482
2022
Q1 		$1.12M Buy
+14,374
New +$1.14M 0.01% 503
2021
Q4 		– Sell
-33,310
Closed -$2.73M – 611
2021
Q3 		$2.73M Sell
33,310
-4,496
-12% -$369K 0.03% 430
2021
Q2 		$3.11M Sell
37,806
-3,008
-7% -$247K 0.03% 417
2021
Q1 		$3.36M Buy
40,814
+10,269
+34% +$848K 0.03% 403
2020
Q4 		$2.53M Buy
30,545
+27,990
+1,095% +$2.32M 0.03% 395
2020
Q3 		$212K Buy
+2,555
New +$212K ﹤0.01% 670
2018
Q4 		– Sell
-5,121
Closed -$400K – 829
2018
Q3 		$400K Hold
5,121
– – 0.01% 720
2018
Q2 		$401K Buy
+5,121
New +$400K 0.01% 712
2014
Q1 		– Sell
-4,055
Closed -$324K – 576
2013
Q4 		$324K Sell
4,055
-580
-13% -$46.6K 0.01% 505
2013
Q3 		$373K Sell
4,635
-30
-0.6% -$2.4K 0.01% 477
2013
Q2 		$374K Buy
+4,665
New +$377K 0.01% 442

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Segall Bryant & Hamill's BSV Position: Q3 2023 in Review

Segall Bryant & Hamill sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 7,497 shares — an estimated $567K sold.

Segall Bryant & Hamill first reported a position in BSV in Q2 2013 and held it in 16 quarters. The position peaked at $3.36M in Q1 2021. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

  • Segall Bryant & Hamill reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Segall Bryant & Hamill sold 7,497 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $567K.
  • Segall Bryant & Hamill first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 16 quarters.
  • Segall Bryant & Hamill's Vanguard Short-Term Bond ETF position peaked at $3.36M in Q1 2021.
  • 1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Segall Bryant & Hamill's 13F filing for Q3 2023, filed 9 Nov 2023.