Windsor Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Windsor Financial Group’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	$3.77M	Buy	47,250 +7,359	+18%	+$588K	1.76%	30
2017 Q1	$3.18M	Sell	39,891 -1,046	-3%	-$83.3K	1.46%	33
2016 Q4	$3.25M	Buy	40,937 +511	+1%	+$40.9K	1.54%	33
2016 Q3	$3.27M	Buy	40,426 +192	+0.5%	+$15.5K	1.53%	34
2016 Q2	$3.26M	Sell	40,234 -761	-2%	-$61.3K	1.49%	35
2016 Q1	$3.31M	Buy	40,995 +3,154	+8%	+$253K	1.51%	36
2015 Q4	$3.01M	Sell	37,841 -6,148	-14%	-$492K	1.46%	36
2015 Q3	$3.54M	Sell	43,989 -1,542	-3%	-$124K	1.7%	34
2015 Q2	$3.65M	Buy	+45,531	New	+$3.65M	1.57%	34

Other funds holding BSV

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Windsor Financial Group's BSV Position: Q2 2017 in Review

Windsor Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 18% in Q2 2017, buying an estimated $588K and bringing the position to 47,250 shares worth $3.77M. The position accounts for 1.76% of the portfolio, ranked #30.

Windsor Financial Group first reported a position in BSV in Q2 2015 and has held it in 9 quarters since. 575 funds tracked by Wall St. Rank hold BSV as of Q2 2017.

Windsor Financial Group held 47,250 shares of Vanguard Short-Term Bond ETF worth $3.77M as of Q2 2017.
Windsor Financial Group bought 7,359 Vanguard Short-Term Bond ETF shares in Q2 2017, an estimated $588K.
Vanguard Short-Term Bond ETF made up 1.76% of Windsor Financial Group's portfolio in Q2 2017, its #30 holding.
Windsor Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2015 and has held it in 9 quarters since.
575 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2017.

Based on Windsor Financial Group's 13F filing for Q2 2017, filed 3 Aug 2017.