Taylor Cottrill’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Taylor Cottrill’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
2015 Q4	$478K	Hold	6,007	–	–	0.25%	81
2015 Q3	$483K	Hold	6,007	–	–	0.26%	79
2015 Q2	$482K	Hold	6,007	–	–	0.23%	82
2015 Q1	$484K	Hold	6,007	–	–	0.23%	81
2014 Q4	$480K	Hold	6,007	–	–	0.23%	81
2014 Q3	$481K	Hold	6,007	–	–	0.24%	79
2014 Q2	$483K	Hold	6,007	–	–	0.23%	80
2014 Q1	$481K	Sell	6,007 -40	-0.7%	-$3.21K	0.25%	74
2013 Q4	$483K	Hold	6,047	–	–	0.25%	71
2013 Q3	$486K	Hold	6,047	–	–	0.27%	67
2013 Q2	$484K	Buy	+6,047	New	+$488K	0.28%	65

Other funds holding BSV

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Taylor Cottrill's BSV Position: Q4 2015 in Review

Taylor Cottrill held its Vanguard Short-Term Bond ETF (BSV) position steady in Q4 2015 at 6,007 shares worth $478K. The position accounts for 0.25% of the portfolio, ranked #81.

Taylor Cottrill first reported a position in BSV in Q2 2013 and has held it in 11 quarters since. The position peaked at $486K in Q3 2013. 472 funds tracked by Wall St. Rank hold BSV as of Q4 2015.

Taylor Cottrill held 6,007 shares of Vanguard Short-Term Bond ETF worth $478K as of Q4 2015.
Taylor Cottrill left its Vanguard Short-Term Bond ETF share count unchanged in Q4 2015.
Vanguard Short-Term Bond ETF made up 0.25% of Taylor Cottrill's portfolio in Q4 2015, its #81 holding.
Taylor Cottrill first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 11 quarters since.
Taylor Cottrill's Vanguard Short-Term Bond ETF position peaked at $486K in Q3 2013.
472 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2015.

Based on Taylor Cottrill's 13F filing for Q4 2015, filed 5 Feb 2016.