Vanguard Personalized Indexing Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-13,689	Closed	-$330K	–	1310
2022 Q1	$330K	Sell	13,689 -183	-1%	-$4.53K	0.02%	972
2021 Q4	$356K	Buy	13,872 +1,500	+12%	+$38.7K	0.02%	816
2021 Q3	$320K	Buy	+12,372	New	+$324K	0.03%	739
2020 Q4	–	Sell	-10,570	Closed	-$285K	–	568
2020 Q3	$285K	Buy	+10,570	New	+$287K	0.08%	306

Other funds holding NUBD

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

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

Vanguard Personalized Indexing Management sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2022, closing a stake of 13,689 shares — an estimated $330K sold.

Vanguard Personalized Indexing Management first reported a position in NUBD in Q3 2020 and held it in 4 quarters. The position peaked at $356K in Q4 2021. 87 funds tracked by Wall St. Rank hold NUBD as of Q2 2022.

Vanguard Personalized Indexing Management reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 13,689 Nuveen ESG US Aggregate Bond ETF shares in Q2 2022, an estimated $330K.
Vanguard Personalized Indexing Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2020 and held it in 4 quarters.
Vanguard Personalized Indexing Management's Nuveen ESG US Aggregate Bond ETF position peaked at $356K in Q4 2021.
87 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2022.

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