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Veery Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Veery Capital’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
2024
Q3 		– Sell
-7,650
Closed -$587K – 98
2024
Q2 		$587K Sell
7,650
-1,442
-16% -$110K 0.24% 42
2024
Q1 		$697K Sell
9,092
-1,898
-17% -$146K 0.29% 37
2023
Q4 		$846K Sell
10,990
-9,845
-47% -$745K 0.38% 35
2023
Q3 		$1.57M Sell
20,835
-3,149
-13% -$237K 0.76% 26
2023
Q2 		$1.81M Sell
23,984
-4,340
-15% -$331K 0.86% 23
2023
Q1 		$2.17M Sell
28,324
-3,473
-11% -$263K 1.16% 19
2022
Q4 		$2.39M Sell
31,797
-112
-0.4% -$8.4K 1.41% 18
2022
Q3 		$2.39M Sell
31,909
-52
-0.2% -$3.97K 1.53% 16
2022
Q2 		$2.45M Sell
31,961
-182
-0.6% -$14K 1.51% 15
2022
Q1 		$2.5M Buy
32,143
+611
+2% +$48.5K 1.39% 15
2021
Q4 		$2.55M Buy
31,532
+708
+2% +$57.6K 1.34% 16
2021
Q3 		$2.53M Buy
30,824
+527
+2% +$43.3K 1.43% 15
2021
Q2 		$2.49M Buy
30,297
+816
+3% +$67.1K 1.45% 16
2021
Q1 		$2.42M Buy
29,481
+1,640
+6% +$135K 1.53% 15
2020
Q4 		$2.31M Buy
+27,841
New +$2.31M 1.56% 14

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Veery Capital's BSV Position: Q3 2024 in Review

Veery Capital sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2024, closing a stake of 7,650 shares — an estimated $587K sold.

Veery Capital first reported a position in BSV in Q4 2020 and held it in 15 quarters. The position peaked at $2.55M in Q4 2021. 1,143 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

  • Veery Capital reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Veery Capital sold 7,650 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $587K.
  • Veery Capital first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 15 quarters.
  • Veery Capital's Vanguard Short-Term Bond ETF position peaked at $2.55M in Q4 2021.
  • 1,143 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on Veery Capital's 13F filing for Q3 2024, filed 6 Nov 2024.