Vanguard Personalized Indexing Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio BGRN Stock Details BGRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,923	Closed	-$249K	–	1271
2022 Q1	$249K	Sell	4,923 -22	-0.4%	-$1.15K	0.01%	1046
2021 Q4	$268K	Buy	4,945 +165	+3%	+$9.06K	0.02%	899
2021 Q3	$262K	Hold	4,780	–	–	0.02%	828
2021 Q2	$262K	Hold	4,780	–	–	0.03%	786
2021 Q1	$261K	Hold	4,780	–	–	0.04%	559
2020 Q4	$269K	Buy	4,780 +552	+13%	+$30.9K	0.06%	407
2020 Q3	$235K	Buy	+4,228	New	+$234K	0.07%	357

Other funds holding BGRN

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NWM

Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return

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

Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Vanguard Personalized Indexing Management's BGRN Position: Q2 2022 in Review

Vanguard Personalized Indexing Management sold out of iShares USD Green Bond ETF (BGRN) in Q2 2022, closing a stake of 4,923 shares — an estimated $249K sold.

Vanguard Personalized Indexing Management first reported a position in BGRN in Q3 2020 and held it in 7 quarters. The position peaked at $269K in Q4 2020. 76 funds tracked by Wall St. Rank hold BGRN as of Q2 2022.

Vanguard Personalized Indexing Management reported no remaining iShares USD Green Bond ETF position as of Q2 2022 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 4,923 iShares USD Green Bond ETF shares in Q2 2022, an estimated $249K.
Vanguard Personalized Indexing Management first reported a position in iShares USD Green Bond ETF in Q3 2020 and held it in 7 quarters.
Vanguard Personalized Indexing Management's iShares USD Green Bond ETF position peaked at $269K in Q4 2020.
76 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2022, filed 9 Aug 2022.