Smith Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Smith Capital Management’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
2020 Q3	$442K	Hold	5,325	–	–	0.27%	58
2020 Q2	$443K	Buy	5,325 +1,800	+51%	+$149K	0.29%	57
2020 Q1	$290K	Buy	+3,525	New	+$286K	0.22%	62

Other funds holding BSV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Smith Capital Management's BSV Position: Q3 2020 in Review

Smith Capital Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2020 at 5,325 shares worth $442K. The position accounts for 0.27% of the portfolio, ranked #58.

Smith Capital Management first reported a position in BSV in Q1 2020 and has held it in 3 quarters since. The position peaked at $443K in Q2 2020. 892 funds tracked by Wall St. Rank hold BSV as of Q3 2020.

Smith Capital Management held 5,325 shares of Vanguard Short-Term Bond ETF worth $442K as of Q3 2020.
Smith Capital Management left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2020.
Vanguard Short-Term Bond ETF made up 0.27% of Smith Capital Management's portfolio in Q3 2020, its #58 holding.
Smith Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and has held it in 3 quarters since.
Smith Capital Management's Vanguard Short-Term Bond ETF position peaked at $443K in Q2 2020.
892 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2020.

Based on Smith Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.