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Wilbanks Smith & Thomas Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024
Q1 		$278K Sell
3,620
-40
-1% -$3.07K 0.01% 455
2023
Q4 		$282K Buy
3,660
+16
+0.4% +$1.21K 0.01% 443
2023
Q3 		$274K Buy
3,644
+132
+4% +$9.95K 0.01% 423
2023
Q2 		$265K Buy
3,512
+13
+0.4% +$991 0.01% 438
2023
Q1 		$268K Sell
3,499
-547
-14% -$41.4K 0.01% 430
2022
Q4 		$305K Sell
4,046
-761
-16% -$57.1K 0.01% 388
2022
Q3 		$360K Sell
4,807
-6,080
-56% -$465K 0.02% 333
2022
Q2 		$836K Buy
10,887
+2,589
+31% +$199K 0.04% 237
2022
Q1 		$638K Sell
8,298
-344
-4% -$27.3K 0.03% 270
2021
Q4 		$699K Sell
8,642
-3,176
-27% -$258K 0.02% 280
2021
Q3 		$968K Buy
11,818
+2,965
+33% +$244K 0.04% 227
2021
Q2 		$727K Sell
8,853
-642
-7% -$52.8K 0.03% 262
2021
Q1 		$780K Sell
9,495
-739
-7% -$61K 0.03% 232
2020
Q4 		$848K Sell
10,234
-163
-2% -$13.5K 0.04% 205
2020
Q3 		$863K Buy
10,397
+101
+1% +$8.39K 0.05% 185
2020
Q2 		$856K Buy
10,296
+957
+10% +$79.1K 0.05% 174
2020
Q1 		$767K Buy
9,339
+4,293
+85% +$349K 0.06% 180
2019
Q4 		$407K Sell
5,046
-587
-10% -$47.4K 0.02% 277
2019
Q3 		$455K Sell
5,633
-3,623
-39% -$292K 0.03% 244
2019
Q2 		$745K Sell
9,256
-733
-7% -$58.5K 0.05% 186
2019
Q1 		$795K Buy
9,989
+468
+5% +$36.9K 0.05% 186
2018
Q4 		$748K Sell
9,521
-3,485
-27% -$272K 0.05% 169
2018
Q3 		$1.01M Buy
+13,006
New +$1.02M 0.06% 166

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Wilbanks Smith & Thomas Asset Management's BSV Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.1% in Q1 2024, selling an estimated $3.07K and leaving 3,620 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #455.

Wilbanks Smith & Thomas Asset Management first reported a position in BSV in Q3 2018 and has held it in 23 quarters since. The position peaked at $1.01M in Q3 2018. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 3,620 shares of Vanguard Short-Term Bond ETF worth $278K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 40 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $3.07K.
  • Vanguard Short-Term Bond ETF made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #455 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2018 and has held it in 23 quarters since.
  • Wilbanks Smith & Thomas Asset Management's Vanguard Short-Term Bond ETF position peaked at $1.01M in Q3 2018.
  • 1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.