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STALEY CAPITAL ADVISERS’s Vanguard Short-Term Bond ETF BSV Stock Holding History

STALEY CAPITAL ADVISERS’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 		– Sell
-2,742
Closed -$210K – 184
2024
Q1 		$210K Buy
+2,742
New +$210K 0.01% 173
2023
Q3 		– Sell
-23,579
Closed -$1.78M – 177
2023
Q2 		$1.78M Sell
23,579
-5,750
-20% -$438K 0.1% 79
2023
Q1 		$2.24M Sell
29,329
-80
-0.3% -$6.06K 0.13% 67
2022
Q4 		$2.21M Sell
29,409
-4,050
-12% -$304K 0.13% 69
2022
Q3 		$2.5M Buy
33,459
+12,688
+61% +$969K 0.16% 66
2022
Q2 		$1.59M Buy
20,771
+630
+3% +$48.5K 0.09% 79
2022
Q1 		$1.57M Sell
20,141
-5,188
-20% -$412K 0.08% 86
2021
Q4 		$2.05M Sell
25,329
-200
-0.8% -$16.3K 0.1% 78
2021
Q3 		$2.09M Buy
25,529
+35
+0.1% +$2.88K 0.11% 76
2021
Q2 		$2.1M Sell
25,494
-3,975
-13% -$327K 0.11% 72
2021
Q1 		$2.42M Sell
29,469
-3,500
-11% -$289K 0.13% 71
2020
Q4 		$2.73M Sell
32,969
-2,000
-6% -$166K 0.17% 64
2020
Q3 		$2.9M Sell
34,969
-2,350
-6% -$195K 0.2% 63
2020
Q2 		$3.1M Sell
37,319
-6,700
-15% -$554K 0.23% 56
2020
Q1 		$3.62M Buy
44,019
+100
+0.2% +$8.12K 0.3% 50
2019
Q4 		$3.54M Buy
43,919
+5,095
+13% +$411K 0.24% 51
2019
Q3 		$3.14M Sell
38,824
-4,800
-11% -$387K 0.24% 52
2019
Q2 		$3.51M Hold
43,624
– – 0.26% 50
2019
Q1 		$3.47M Sell
43,624
-1,385
-3% -$109K 0.26% 48
2018
Q4 		$3.54M Sell
45,009
-21,800
-33% -$1.7M 0.29% 50
2018
Q3 		$5.21M Sell
66,809
-700
-1% -$54.7K 0.36% 47
2018
Q2 		$5.28M Buy
67,509
+1,750
+3% +$137K 0.41% 44
2018
Q1 		$5.16M Sell
65,759
-575
-0.9% -$45.2K 0.4% 44
2017
Q4 		$5.25M Sell
66,334
-100
-0.2% -$7.95K 0.41% 42
2017
Q3 		$5.3M Sell
66,434
-1,000
-1% -$80K 0.43% 44
2017
Q2 		$5.38M Sell
67,434
-1,000
-1% -$79.9K 0.46% 44
2017
Q1 		$5.46M Buy
+68,434
New +$5.45M 0.49% 44

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

STALEY CAPITAL ADVISERS's BSV Position: Q2 2024 in Review

STALEY CAPITAL ADVISERS sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 2,742 shares — an estimated $210K sold.

STALEY CAPITAL ADVISERS first reported a position in BSV in Q1 2017 and held it in 27 quarters. The position peaked at $5.46M in Q1 2017. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

  • STALEY CAPITAL ADVISERS reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • STALEY CAPITAL ADVISERS sold 2,742 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $210K.
  • STALEY CAPITAL ADVISERS first reported a position in Vanguard Short-Term Bond ETF in Q1 2017 and held it in 27 quarters.
  • STALEY CAPITAL ADVISERS's Vanguard Short-Term Bond ETF position peaked at $5.46M in Q1 2017.
  • 1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2024, filed 13 Aug 2024.