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Wintrust Investments’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wintrust Investments’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
Q4 		$71K Buy
+925
New +$71.8K 0.06% 203
2018
Q1 		– Sell
-3,548
Closed -$281K – 260
2017
Q4 		$281K Sell
3,548
-547
-13% -$43.5K 0.07% 234
2017
Q3 		$327K Buy
4,095
+1,514
+59% +$121K 0.08% 210
2017
Q2 		$206K Buy
+2,581
New +$206K 0.05% 277

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Wintrust Investments's BSV Position: Q4 2024 in Review

Wintrust Investments opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q4 2024: 925 shares worth $71K. The stake represents 0.06% of the portfolio and ranks #203 among its holdings. This is a return to the name: Wintrust Investments previously reported a position in BSV as recently as Q4 2017.

Wintrust Investments first reported a position in BSV in Q2 2017 and has held it in 4 quarters since. The position peaked at $327K in Q3 2017. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

  • Wintrust Investments held 925 shares of Vanguard Short-Term Bond ETF worth $71K as of Q4 2024.
  • Vanguard Short-Term Bond ETF was a new Wintrust Investments position in Q4 2024.
  • Vanguard Short-Term Bond ETF made up 0.06% of Wintrust Investments's portfolio in Q4 2024, its #203 holding.
  • Wintrust Investments first reported a position in Vanguard Short-Term Bond ETF in Q2 2017 and has held it in 4 quarters since.
  • Wintrust Investments's Vanguard Short-Term Bond ETF position peaked at $327K in Q3 2017.
  • 1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.