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

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 $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Vaughan David Investments's BSV Position: Q2 2022 in Review

Vaughan David Investments sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 6,114 shares — an estimated $476K sold.

Vaughan David Investments first reported a position in BSV in Q3 2013 and held it in 17 quarters. The position peaked at $565K in Q3 2020. 1,158 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Vaughan David Investments reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Vaughan David Investments sold 6,114 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $476K.
Vaughan David Investments first reported a position in Vanguard Short-Term Bond ETF in Q3 2013 and held it in 17 quarters.
Vaughan David Investments's Vanguard Short-Term Bond ETF position peaked at $565K in Q3 2020.
1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Vaughan David Investments's 13F filing for Q2 2022, filed 11 Aug 2022.