Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

Vanguard Short-Term Bond ETF shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in Vanguard Short-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Short-Term Bond ETF held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Short-Term Bond ETF by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $354k 4.6k 77.02
2023-09-30 $563k 7.5k 75.17
2023-06-30 $566k 7.5k 75.57
2023-03-31 $602k 7.9k 76.49
2022-12-31 $593k 7.9k 75.28
2022-09-30 $1.0M 14k 74.81
2022-06-30 $843k 11k 76.81
2022-03-31 $485k 6.2k 77.97
2021-12-31 $503k 6.2k 80.87
2021-09-30 $505k 6.2k 81.91
2021-06-30 $568k 6.9k 82.14
2021-03-31 $568k 6.9k 82.14
2020-12-31 $573k 6.9k 82.86
2020-09-30 $493k 5.9k 83.00
2020-06-30 $494k 5.9k 83.17
2020-03-31 $488k 5.9k 82.15
2019-12-31 $479k 5.9k 80.64
2019-09-30 $482k 6.0k 80.85
2019-06-30 $504k 6.3k 80.59
2019-03-31 $524k 6.6k 79.59
2018-12-31 $696k 8.9k 78.52
2018-09-30 $811k 10k 78.06
2018-06-30 $852k 11k 78.24
2018-03-31 $870k 11k 78.46
2017-12-31 $1.4M 17k 79.11
2017-09-30 $1.4M 17k 79.83
2017-06-30 $1.4M 18k 79.83
2017-03-31 $1.9M 24k 79.71
2016-12-31 $2.1M 27k 79.45
2016-09-30 $1.7M 21k 80.82
2016-06-30 $1.7M 21k 81.04
2016-03-31 $1.7M 21k 80.61
2015-12-31 $1.6M 21k 79.59
2015-09-30 $1.8M 22k 80.39
2015-06-30 $1.8M 22k 80.17
2015-03-31 $1.9M 23k 80.53
2014-12-31 $1.9M 24k 79.95
2014-09-30 $1.9M 24k 80.07
2014-06-30 $1.9M 24k 80.36
2014-03-31 $1.9M 24k 80.08
2013-12-31 $1.9M 24k 79.92

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio Short (SPSB)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core High Dv Etf (HDV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding Vanguard Short-Term Bond ETF

Goldman Sachs Group
Mercer Global Advisors
Jpmorgan Chase & Co
Empower Advisory Group
Hanson McClain Advisors
Bank of America Corporation
Wells Fargo & Company
Truepoint
United Capital Financial Advisers
H D Vest Advisory Services
Envestnet Portfolio Solutions
Royal Bank of Canada
CI Private Wealth
Lincoln National
Charles Schwab Investment Management

View all funds holding Vanguard Short-Term Bond ETF