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Smith & Howard Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Smith & Howard Wealth 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
2024
Q3 		– Sell
-4,079
Closed -$313K – 82
2024
Q2 		$313K Sell
4,079
-1,240
-23% -$94.6K 0.09% 62
2024
Q1 		$408K Sell
5,319
-18,944
-78% -$1.45M 0.13% 53
2023
Q4 		$1.87M Buy
24,263
+193
+0.8% +$14.6K 0.66% 27
2023
Q3 		$1.81M Buy
24,070
+454
+2% +$34.2K 0.63% 29
2023
Q2 		$1.78M Sell
23,616
-2,470
-9% -$188K 0.63% 28
2023
Q1 		$2M Buy
26,086
+267
+1% +$20.2K 0.69% 29
2022
Q4 		$1.94M Buy
25,819
+1,770
+7% +$133K 0.74% 26
2022
Q3 		$1.8M Buy
24,049
+8,549
+55% +$653K 0.77% 27
2022
Q2 		$1.19M Sell
15,500
-3,307
-18% -$255K 0.5% 33
2022
Q1 		$1.47M Buy
18,807
+8,397
+81% +$667K 0.62% 28
2021
Q4 		$841K Sell
10,410
-1,242
-11% -$101K 0.38% 34
2021
Q3 		$955K Buy
11,652
+144
+1% +$11.8K 0.45% 32
2021
Q2 		$945K Buy
11,508
+1,240
+12% +$102K 0.45% 30
2021
Q1 		$844K Buy
10,268
+2,011
+24% +$166K 0.42% 30
2020
Q4 		$685K Buy
8,257
+1,238
+18% +$103K 0.36% 32
2020
Q3 		$583K Buy
7,019
+700
+11% +$58.2K 0.34% 37
2020
Q2 		$525K Buy
6,319
+58
+0.9% +$4.8K 0.33% 39
2020
Q1 		$515K Buy
6,261
+92
+1% +$7.47K 0.33% 40
2019
Q4 		$497K Sell
6,169
-892
-13% -$72K 0.17% 47
2019
Q3 		$570K Buy
7,061
+320
+5% +$25.8K 0.23% 41
2019
Q2 		$543K Buy
+6,741
New +$538K 0.23% 35
2018
Q4 		– Sell
-6,225
Closed -$486K – 57
2018
Q3 		$486K Buy
6,225
+105
+2% +$8.2K 0.2% 29
2018
Q2 		$479K Sell
6,120
-110
-2% -$8.59K 0.21% 28
2018
Q1 		$489K Buy
+6,230
New +$489K 0.21% 28

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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 & Howard Wealth Management's BSV Position: Q3 2024 in Review

Smith & Howard Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2024, closing a stake of 4,079 shares — an estimated $313K sold.

Smith & Howard Wealth Management first reported a position in BSV in Q1 2018 and held it in 24 quarters. The position peaked at $2M in Q1 2023. 1,143 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

  • Smith & Howard Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 4,079 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $313K.
  • Smith & Howard Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2018 and held it in 24 quarters.
  • Smith & Howard Wealth Management's Vanguard Short-Term Bond ETF position peaked at $2M in Q1 2023.
  • 1,143 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.