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WFG Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

WFG Advisors’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
2017
Q2 		$359K Buy
4,496
+1,127
+33% +$90K 0.08% 254
2017
Q1 		$269K Buy
3,369
+888
+36% +$70.7K 0.07% 272
2016
Q4 		$197K Buy
2,481
+1,449
+140% +$116K 0.05% 389
2016
Q3 		$83K Buy
1,032
+498
+93% +$40.3K 0.02% 572
2016
Q2 		$43K Buy
534
+468
+709% +$37.7K 0.01% 717
2016
Q1 		$5K Sell
66
-304
-82% -$24.4K ﹤0.01% 1183
2015
Q4 		$29K Buy
370
+304
+461% +$24.3K 0.01% 803
2015
Q3 		$5K Sell
66
-804
-92% -$64.4K ﹤0.01% 1247
2015
Q2 		$70K Buy
870
+232
+36% +$18.6K 0.02% 632
2015
Q1 		$51K Sell
638
-4,380
-87% -$352K 0.01% 723
2014
Q4 		$401K Sell
5,018
-9,041
-64% -$725K 0.08% 267
2014
Q3 		$1.13M Buy
14,059
+533
+4% +$42.7K 0.21% 105
2014
Q2 		$1.09M Buy
13,526
+555
+4% +$44.5K 0.2% 113
2014
Q1 		$1.04M Sell
12,971
-7,543
-37% -$605K 0.21% 113
2013
Q4 		$1.64M Buy
20,514
+5,011
+32% +$403K 0.23% 101
2013
Q3 		$1.25M Buy
15,503
+3,658
+31% +$293K 0.19% 133
2013
Q2 		$948K Buy
+11,845
New +$956K 0.16% 159

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

WFG Advisors's BSV Position: Q2 2017 in Review

WFG Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 33% in Q2 2017, buying an estimated $90K and bringing the position to 4,496 shares worth $359K. The position accounts for 0.08% of the portfolio, ranked #254.

WFG Advisors first reported a position in BSV in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.64M in Q4 2013. 577 funds tracked by Wall St. Rank hold BSV as of Q2 2017.

  • WFG Advisors held 4,496 shares of Vanguard Short-Term Bond ETF worth $359K as of Q2 2017.
  • WFG Advisors bought 1,127 Vanguard Short-Term Bond ETF shares in Q2 2017, an estimated $90K.
  • Vanguard Short-Term Bond ETF made up 0.08% of WFG Advisors's portfolio in Q2 2017, its #254 holding.
  • WFG Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Vanguard Short-Term Bond ETF position peaked at $1.64M in Q4 2013.
  • 577 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.