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Woodley Farra Manion Portfolio Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-41
Closed -$3K – 124
2020
Q2 		$3K Hold
41
– – ﹤0.01% 350
2020
Q1 		$3K Sell
41
-176
-81% -$14.3K ﹤0.01% 339
2019
Q4 		$5K Buy
+217
New +$17.5K ﹤0.01% 315

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's BSV Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2020, closing a stake of 41 shares — an estimated $3K sold.

Woodley Farra Manion Portfolio Management first reported a position in BSV in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q4 2019. 893 funds tracked by Wall St. Rank hold BSV as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 41 Vanguard Short-Term Bond ETF shares in Q3 2020, an estimated $3K.
  • Woodley Farra Manion Portfolio Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's Vanguard Short-Term Bond ETF position peaked at $5K in Q4 2019.
  • 893 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.