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Smith Anglin Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Smith Anglin Financial’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
Q1 		– Sell
-2,911
Closed -$224K – 202
2023
Q4 		$224K Buy
2,911
+29
+1% +$2.19K 0.03% 159
2023
Q3 		$217K Buy
2,882
+18
+0.6% +$1.36K 0.03% 160
2023
Q2 		$216K Buy
2,864
+16
+0.6% +$1.22K 0.03% 159
2023
Q1 		$218K Buy
2,848
+9
+0.3% +$682 0.03% 153
2022
Q4 		$214K Buy
2,839
+17
+0.6% +$1.27K 0.04% 138
2022
Q3 		$211K Buy
2,822
+10
+0.4% +$764 0.04% 127
2022
Q2 		$216K Sell
2,812
-3
-0.1% -$231 0.06% 117
2022
Q1 		$219K Buy
2,815
+5
+0.2% +$397 0.05% 122
2021
Q4 		$227K Sell
2,810
-159
-5% -$12.9K 0.04% 136
2021
Q3 		$243K Buy
2,969
+61
+2% +$5.01K 0.05% 122
2021
Q2 		$239K Sell
2,908
-51
-2% -$4.2K 0.05% 127
2021
Q1 		$243K Sell
2,959
-28
-0.9% -$2.31K 0.05% 119
2020
Q4 		$248K Buy
+2,987
New +$247K 0.04% 111

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Smith Anglin Financial's BSV Position: Q1 2024 in Review

Smith Anglin Financial sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 2,911 shares — an estimated $224K sold.

Smith Anglin Financial first reported a position in BSV in Q4 2020 and held it in 13 quarters. The position peaked at $248K in Q4 2020. 1,158 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

  • Smith Anglin Financial reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Smith Anglin Financial sold 2,911 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $224K.
  • Smith Anglin Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 13 quarters.
  • Smith Anglin Financial's Vanguard Short-Term Bond ETF position peaked at $248K in Q4 2020.
  • 1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on Smith Anglin Financial's 13F filing for Q1 2024, filed 24 Apr 2024.