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Vantage Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Vantage Investment Advisors’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
2018
Q3 		$134K Hold
1,715
– – 0.03% 185
2018
Q2 		$134K Hold
1,715
– – 0.03% 179
2018
Q1 		$135K Buy
1,715
+920
+116% +$72.3K 0.03% 170
2017
Q4 		$63K Buy
795
+47
+6% +$3.73K 0.01% 255
2017
Q3 		$60K Buy
748
+57
+8% +$4.56K 0.02% 244
2017
Q2 		$55K Hold
691
– – 0.02% 242
2017
Q1 		$55K Sell
691
-44
-6% -$3.5K 0.02% 233
2016
Q4 		$58K Hold
735
– – 0.02% 228
2016
Q3 		$59K Buy
735
+596
+429% +$48.2K 0.03% 227
2016
Q2 		$11K Sell
139
-106
-43% -$8.54K ﹤0.01% 503
2016
Q1 		$11K Buy
245
+106
+76% +$8.5K ﹤0.01% 501
2015
Q4 		$11K Hold
139
– – 0.01% 480
2015
Q3 		$11K Hold
139
– – 0.01% 473
2015
Q2 		$11K Sell
139
-139
-50% -$11.2K 0.01% 459
2015
Q1 		$22K Buy
278
+139
+100% +$11.2K 0.01% 476
2014
Q4 		$11K Hold
139
– – 0.01% 479
2014
Q3 		$11K Sell
139
-1,120
-89% -$89.8K 0.01% 462
2014
Q2 		$101K Buy
1,259
+1,120
+806% +$89.8K 0.06% 163
2014
Q1 		$11K Hold
139
– – 0.01% 419
2013
Q4 		$11K Buy
+139
New +$11.2K 0.01% 393

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Vantage Investment Advisors's BSV Position: Q3 2018 in Review

Vantage Investment Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2018 at 1,715 shares worth $134K. The position accounts for 0.03% of the portfolio, ranked #185.

Vantage Investment Advisors first reported a position in BSV in Q4 2013 and has held it in 20 quarters since. The position peaked at $135K in Q1 2018. 645 funds tracked by Wall St. Rank hold BSV as of Q3 2018.

  • Vantage Investment Advisors held 1,715 shares of Vanguard Short-Term Bond ETF worth $134K as of Q3 2018.
  • Vantage Investment Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2018.
  • Vanguard Short-Term Bond ETF made up 0.03% of Vantage Investment Advisors's portfolio in Q3 2018, its #185 holding.
  • Vantage Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2013 and has held it in 20 quarters since.
  • Vantage Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $135K in Q1 2018.
  • 645 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.