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

Wipfli Financial 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
2022 Q3	$6K	Buy	+80	New	+$6.11K	﹤0.01%	2002

Other funds holding BSV

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wipfli Financial Advisors's BSV Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q3 2022: 80 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #2002 among its holdings.

1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

Wipfli Financial Advisors held 80 shares of Vanguard Short-Term Bond ETF worth $6K as of Q3 2022.
Vanguard Short-Term Bond ETF was a new Wipfli Financial Advisors position in Q3 2022.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2002 holding.
1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.