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

Verus Capital Partners’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
Q1 		$73K Sell
893
-310
-26% -$25.2K 0.02% 388
2019
Q4 		$97K Buy
+1,203
New +$97.1K 0.03% 393

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

Verus Capital Partners's BSV Position: Q1 2020 in Review

Verus Capital Partners reduced its Vanguard Short-Term Bond ETF (BSV) stake by 26% in Q1 2020, selling an estimated $25.2K and leaving 893 shares worth $73K. The position accounts for 0.02% of the portfolio, ranked #388.

Verus Capital Partners first reported a position in BSV in Q4 2019 and has held it in 2 quarters since. The position peaked at $97K in Q4 2019. 817 funds tracked by Wall St. Rank hold BSV as of Q1 2020.

  • Verus Capital Partners held 893 shares of Vanguard Short-Term Bond ETF worth $73K as of Q1 2020.
  • Verus Capital Partners sold 310 Vanguard Short-Term Bond ETF shares in Q1 2020, an estimated $25.2K.
  • Vanguard Short-Term Bond ETF made up 0.02% of Verus Capital Partners's portfolio in Q1 2020, its #388 holding.
  • Verus Capital Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's Vanguard Short-Term Bond ETF position peaked at $97K in Q4 2019.
  • 817 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.