Ted Buchan & Co’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Ted Buchan & Co’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	-3,111	Closed	-$239K	–	88
2024 Q1	$239K	Buy	+3,111	New	+$239K	0.15%	85
2023 Q4	–	Sell	-2,985	Closed	-$224K	–	81
2023 Q3	$224K	Sell	2,985 -371	-11%	-$28K	0.18%	72
2023 Q2	$254K	Hold	3,356	–	–	0.2%	66
2023 Q1	$257K	Sell	3,356 -299	-8%	-$22.7K	0.21%	66
2022 Q4	$275K	Buy	+3,655	New	+$274K	0.25%	60

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Ted Buchan & Co's BSV Position: Q2 2024 in Review

Ted Buchan & Co sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 3,111 shares — an estimated $239K sold.

Ted Buchan & Co first reported a position in BSV in Q4 2022 and held it in 5 quarters. The position peaked at $275K in Q4 2022. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

Ted Buchan & Co reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
Ted Buchan & Co sold 3,111 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $239K.
Ted Buchan & Co first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 5 quarters.
Ted Buchan & Co's Vanguard Short-Term Bond ETF position peaked at $275K in Q4 2022.
1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Ted Buchan & Co's 13F filing for Q2 2024, filed 21 Aug 2024.