Strategic Wealth Investment Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Strategic Wealth Investment 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
2023 Q4	$228K	Buy	+2,956	New	+$224K	0.03%	121

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

Strategic Wealth Investment Group's BSV Position: Q4 2023 in Review

Strategic Wealth Investment Group opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q4 2023: 2,956 shares worth $228K. The stake represents 0.03% of the portfolio and ranks #121 among its holdings.

1,205 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

Strategic Wealth Investment Group held 2,956 shares of Vanguard Short-Term Bond ETF worth $228K as of Q4 2023.
Vanguard Short-Term Bond ETF was a new Strategic Wealth Investment Group position in Q4 2023.
Vanguard Short-Term Bond ETF made up 0.03% of Strategic Wealth Investment Group's portfolio in Q4 2023, its #121 holding.
1,205 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2023, filed 16 Jan 2024.