Wallace Weitz’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wallace Weitz’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
2021 Q1	–	Sell	-4,692	Closed	-$389K	–	64
2020 Q4	$389K	Hold	4,692	–	–	0.02%	62
2020 Q3	$390K	Hold	4,692	–	–	0.02%	61
2020 Q2	$390K	Hold	4,692	–	–	0.02%	60
2020 Q1	$386K	Hold	4,692	–	–	0.02%	65
2019 Q4	$378K	Hold	4,692	–	–	0.01%	64
2019 Q3	$379K	Hold	4,692	–	–	0.02%	67
2019 Q2	$378K	Hold	4,692	–	–	0.02%	67
2019 Q1	$373K	Hold	4,692	–	–	0.02%	70
2018 Q4	$369K	Hold	4,692	–	–	0.02%	76
2018 Q3	$366K	Hold	4,692	–	–	0.01%	73
2018 Q2	$367K	Hold	4,692	–	–	0.02%	72
2018 Q1	$368K	Buy	4,692 +13	+0.3%	+$1.02K	0.02%	69
2017 Q4	$370K	Buy	4,679 +20	+0.4%	+$1.59K	0.02%	70
2017 Q3	$372K	Buy	4,659 +19	+0.4%	+$1.52K	0.02%	71
2017 Q2	$370K	Buy	4,640 +19	+0.4%	+$1.52K	0.02%	66
2017 Q1	$368K	Buy	4,621 +12	+0.3%	+$955	0.02%	73
2016 Q4	$366K	Buy	+4,609	New	+$369K	0.01%	75

Other funds holding BSV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

PCA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wallace Weitz's BSV Position: Q1 2021 in Review

Wallace Weitz sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2021, closing a stake of 4,692 shares — an estimated $389K sold.

Wallace Weitz first reported a position in BSV in Q4 2016 and held it in 17 quarters. The position peaked at $390K in Q3 2020. 1,024 funds tracked by Wall St. Rank hold BSV as of Q1 2021.

Wallace Weitz reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
Wallace Weitz sold 4,692 Vanguard Short-Term Bond ETF shares in Q1 2021, an estimated $389K.
Wallace Weitz first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and held it in 17 quarters.
Wallace Weitz's Vanguard Short-Term Bond ETF position peaked at $390K in Q3 2020.
1,024 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2021.

Based on Weitz Investment Management's 13F filing for Q1 2021, filed 13 May 2021.