Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
VDI
Vaughan David Investments’s
Vanguard Short-Term Bond ETF
BSV
Stock Holding History
Vaughan David Investments’s Portfolio
BSV Stock Details
BSV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-6,114
Closed
-$476K
–
190
2022
Q1
$476K
Buy
6,114
+7
+0.1%
+$556
0.01%
149
2021
Q4
$494K
Buy
6,107
+150
+3%
+$12.2K
0.01%
150
2021
Q3
$488K
Hold
5,957
–
–
0.02%
145
2021
Q2
$489K
Hold
5,957
–
–
0.02%
152
2021
Q1
$490K
Sell
5,957
-850
-12%
-$70.2K
0.02%
141
2020
Q4
$564K
Hold
6,807
–
–
0.02%
132
2020
Q3
$565K
Buy
6,807
+785
+13%
+$65.2K
0.02%
127
2020
Q2
$501K
Buy
6,022
+3,553
+144%
+$294K
0.02%
131
2020
Q1
$203K
Buy
+2,469
New
+$200K
0.01%
170
2016
Q3
–
Sell
-2,589
Closed
-$210K
–
161
2016
Q2
$210K
Hold
2,589
–
–
0.01%
151
2016
Q1
$209K
Buy
+2,589
New
+$208K
0.01%
154
2015
Q1
–
Sell
-3,837
Closed
-$307K
–
159
2014
Q4
$307K
Sell
3,837
-500
-12%
-$40.1K
0.02%
135
2014
Q3
$347K
Sell
4,337
-50
-1%
-$4.01K
0.02%
123
2014
Q2
$352K
Sell
4,387
-635
-13%
-$50.9K
0.02%
125
2014
Q1
$402K
Buy
5,022
+249
+5%
+$20K
0.03%
120
2013
Q4
$382K
Hold
4,773
–
–
0.02%
121
2013
Q3
$384K
Buy
+4,773
New
+$382K
0.03%
118
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
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton, Ohio
$1.78B AUM
14.7%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
PCA
Personal Capital Advisors
Redwood City, California
$20.6B AUM
13.65%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
TAIM
TD Ameritrade Investment Management
Omaha, Nebraska
$9.4B AUM
7.2%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close