Spotlight Asset Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Spotlight Asset 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
2024 Q2	$230	Hold	3	–	–	﹤0.01%	257
2024 Q1	$230	Hold	3	–	–	﹤0.01%	254
2023 Q4	$226	Hold	3	–	–	﹤0.01%	244
2023 Q3	$226	Hold	3	–	–	﹤0.01%	244
2023 Q2	$227	Buy	+3	New	+$229	﹤0.01%	245
2021 Q3	$1.07M	Sell	13,019 -16,101	-55%	-$1.32M	0.53%	41
2021 Q2	$2.39M	Buy	29,120 +5,405	+23%	+$445K	0.92%	22
2021 Q1	$1.95M	Buy	23,715 +20	+0.1%	+$1.65K	0.73%	30
2020 Q4	$1.96M	Buy	23,695 +3,207	+16%	+$266K	0.73%	23
2020 Q3	$1.7M	Buy	20,488 +49	+0.2%	+$4.07K	0.67%	22
2020 Q2	$1.7M	Buy	+20,439	New	+$1.69M	0.71%	21

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Spotlight Asset Group's BSV Position: Q2 2024 in Review

Spotlight Asset Group held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2024 at 3 shares worth $230. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Spotlight Asset Group first reported a position in BSV in Q2 2020 and has held it in 11 quarters since. The position peaked at $2.39M in Q2 2021. 1,132 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

Spotlight Asset Group held 3 shares of Vanguard Short-Term Bond ETF worth $230 as of Q2 2024.
Spotlight Asset Group left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2024.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Spotlight Asset Group's portfolio in Q2 2024, its #257 holding.
Spotlight Asset Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and has held it in 11 quarters since.
Spotlight Asset Group's Vanguard Short-Term Bond ETF position peaked at $2.39M in Q2 2021.
1,132 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.