Wealthspire Advisors (Maryland)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wealthspire Advisors (Maryland)’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 Q3	$1.24M	Buy	14,920 +6,455	+76%	+$536K	0.04%	171
2020 Q2	$704K	Buy	8,465 +1,967	+30%	+$163K	0.05%	206
2020 Q1	$534K	Sell	6,498 -562	-8%	-$45.6K	0.05%	222
2019 Q4	$569K	Buy	7,060 +1,202	+21%	+$97K	0.04%	257
2019 Q3	$473K	Buy	5,858 +1,994	+52%	+$161K	0.03%	268
2019 Q2	$311K	Buy	3,864 +1,089	+39%	+$86.8K	0.02%	342
2019 Q1	$221K	Buy	2,775 +1,570	+130%	+$124K	0.02%	413
2018 Q4	$95K	Buy	1,205 +1,012	+524%	+$78.9K	0.01%	616
2018 Q3	$15K	Sell	193 -102	-35%	-$7.97K	﹤0.01%	1403
2018 Q2	$23K	Buy	295 +245	+490%	+$19.1K	﹤0.01%	1254
2018 Q1	$4K	Sell	50 -50	-50%	-$3.93K	﹤0.01%	1887
2017 Q4	$8K	Hold	100	–	–	﹤0.01%	1661
2017 Q3	$8K	Hold	100	–	–	﹤0.01%	1640
2017 Q2	$8K	Buy	+100	New	+$7.99K	﹤0.01%	1604

Other funds holding BSV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s BSV Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Vanguard Short-Term Bond ETF (BSV) stake by 76% in Q3 2020, buying an estimated $536K and bringing the position to 14,920 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #171.

Wealthspire Advisors (Maryland) first reported a position in BSV in Q2 2017 and has held it in 14 quarters since. 892 funds tracked by Wall St. Rank hold BSV as of Q3 2020.

Wealthspire Advisors (Maryland) held 14,920 shares of Vanguard Short-Term Bond ETF worth $1.24M as of Q3 2020.
Wealthspire Advisors (Maryland) bought 6,455 Vanguard Short-Term Bond ETF shares in Q3 2020, an estimated $536K.
Vanguard Short-Term Bond ETF made up 0.04% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #171 holding.
Wealthspire Advisors (Maryland) first reported a position in Vanguard Short-Term Bond ETF in Q2 2017 and has held it in 14 quarters since.
892 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.