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

Verus Financial 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
2024
Q3 		– Sell
-3,555
Closed -$273K – 99
2024
Q2 		$273K Sell
3,555
-1,028
-22% -$78.4K 0.03% 85
2024
Q1 		$351K Sell
4,583
-488,779
-99% -$37.5M 0.04% 68
2023
Q4 		$38M Sell
493,362
-53,648
-10% -$4.06M 4.69% 9
2023
Q3 		$41.1M Sell
547,010
-58,293
-10% -$4.39M 5.35% 7
2023
Q2 		$45.7M Sell
605,303
-59,433
-9% -$4.53M 5.77% 6
2023
Q1 		$51.2M Sell
664,736
-82,257
-11% -$6.23M 6.97% 4
2022
Q4 		$56.9M Sell
746,993
-30,892
-4% -$2.32M 7.83% 4
2022
Q3 		$57.9M Sell
777,885
-3,296
-0.4% -$252K 8.77% 4
2022
Q2 		$60M Sell
781,181
-32,498
-4% -$2.5M 8.61% 4
2022
Q1 		$63.1M Buy
813,679
+21,475
+3% +$1.7M 8.96% 3
2021
Q4 		$64M Buy
792,204
+22,255
+3% +$1.81M 8.47% 4
2021
Q3 		$62.8M Sell
769,949
-97,221
-11% -$7.99M 9.4% 3
2021
Q2 		$71.4M Buy
867,170
+24,189
+3% +$1.99M 10.9% 3
2021
Q1 		$69.3M Sell
842,981
-109,295
-11% -$9.02M 10.98% 3
2020
Q4 		$78.9M Buy
+952,276
New +$78.9M 13.52% 3
2020
Q3 		– Sell
-922,298
Closed -$76.7M – 183
2020
Q2 		$76.7M Sell
922,298
-11,008
-1% -$910K 16.51% 2
2020
Q1 		$76.7M Sell
933,306
-12,052
-1% -$979K 23.39% 1
2019
Q4 		$76.2M Buy
945,358
+10,440
+1% +$843K 23.03% 2
2019
Q3 		$75.5M Buy
934,918
+75,659
+9% +$6.1M 24.75% 2
2019
Q2 		$69.2M Buy
859,259
+194,316
+29% +$15.5M 23.23% 2
2019
Q1 		$52.9M Buy
+664,943
New +$52.5M 18.7% 2

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

Verus Financial Partners's BSV Position: Q3 2024 in Review

Verus Financial Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2024, closing a stake of 3,555 shares — an estimated $273K sold.

Verus Financial Partners first reported a position in BSV in Q1 2019 and held it in 21 quarters. The position peaked at $78.9M in Q4 2020. 1,143 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

  • Verus Financial Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Verus Financial Partners sold 3,555 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $273K.
  • Verus Financial Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and held it in 21 quarters.
  • Verus Financial Partners's Vanguard Short-Term Bond ETF position peaked at $78.9M in Q4 2020.
  • 1,143 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on Verus Financial Partners's 13F filing for Q3 2024, filed 1 Nov 2024.