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Vaughan & Co Securities’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Vaughan & Co Securities’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
2020
Q2 		– Sell
-600
Closed -$49.3K – 59
2020
Q1 		$49.3K Hold
600
– – 0.06% 83
2019
Q4 		$48.4K Buy
+600
New +$48.4K 0.04% 90

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vaughan & Co Securities's BSV Position: Q2 2020 in Review

Vaughan & Co Securities sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2020, closing a stake of 600 shares — an estimated $49.3K sold.

Vaughan & Co Securities first reported a position in BSV in Q4 2019 and held it in 2 quarters. The position peaked at $49.3K in Q1 2020. 859 funds tracked by Wall St. Rank hold BSV as of Q2 2020.

  • Vaughan & Co Securities reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 600 Vanguard Short-Term Bond ETF shares in Q2 2020, an estimated $49.3K.
  • Vaughan & Co Securities first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 2 quarters.
  • Vaughan & Co Securities's Vanguard Short-Term Bond ETF position peaked at $49.3K in Q1 2020.
  • 859 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2020.

Based on Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.