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

Violich Capital Management’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 Q3	–	Sell	-35,002	Closed	-$2.69M	–	110
2022 Q2	$2.69M	Sell	35,002 -78,373	-69%	-$6.04M	0.47%	41
2022 Q1	$8.83M	Sell	113,375 -1,250	-1%	-$99.2K	1.3%	22
2021 Q4	$9.27M	Buy	114,625 +13,400	+13%	+$1.09M	1.33%	20
2021 Q3	$8.29M	Buy	101,225 +90,635	+856%	+$7.45M	1.33%	22
2021 Q2	$870K	Buy	10,590 +100	+1%	+$8.23K	0.15%	66
2021 Q1	$862K	Sell	10,490 -500	-5%	-$41.3K	0.16%	64
2020 Q4	$911K	Sell	10,990 -825	-7%	-$68.4K	0.18%	59
2020 Q3	$981K	Buy	11,815 +700	+6%	+$58.2K	0.21%	51
2020 Q2	$924K	Buy	11,115 +300	+3%	+$24.8K	0.2%	57
2020 Q1	$889K	Sell	10,815 -1,665	-13%	-$135K	0.24%	55
2019 Q4	$1.01M	Hold	12,480	–	–	0.22%	63
2019 Q3	$1.01M	Buy	12,480 +6,875	+123%	+$555K	0.24%	58
2019 Q2	$451K	Buy	5,605 +151	+3%	+$12K	0.11%	78
2019 Q1	$434K	Hold	5,454	–	–	0.11%	80
2018 Q4	$429K	Hold	5,454	–	–	0.12%	79
2018 Q3	$426K	Hold	5,454	–	–	0.1%	83
2018 Q2	$427K	Hold	5,454	–	–	0.11%	85
2018 Q1	$428K	Hold	5,454	–	–	0.11%	81
2017 Q4	$431K	Buy	5,454 +1,875	+52%	+$149K	0.11%	79
2017 Q3	$286K	Hold	3,579	–	–	0.08%	89
2017 Q2	$286K	Hold	3,579	–	–	0.08%	86
2017 Q1	$285K	Hold	3,579	–	–	0.09%	86
2016 Q4	$285K	Hold	3,579	–	–	0.09%	88
2016 Q3	$289K	Buy	3,579 +300	+9%	+$24.3K	0.1%	79
2016 Q2	$266K	Hold	3,279	–	–	0.08%	82
2016 Q1	$264K	Buy	3,279 +280	+9%	+$22.4K	0.08%	80
2015 Q4	$239K	Buy	+2,999	New	+$240K	0.08%	79

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Violich Capital Management's BSV Position: Q3 2022 in Review

Violich Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 35,002 shares — an estimated $2.69M sold.

Violich Capital Management first reported a position in BSV in Q4 2015 and held it in 27 quarters. The position peaked at $9.27M in Q4 2021. 1,131 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

Violich Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Violich Capital Management sold 35,002 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $2.69M.
Violich Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and held it in 27 quarters.
Violich Capital Management's Vanguard Short-Term Bond ETF position peaked at $9.27M in Q4 2021.
1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on Violich Capital Management's 13F filing for Q3 2022, filed 17 Oct 2022.