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Vanguard Short-Term Bond ETF shares owned by Waterloo Capital

Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $13M 178k 75.17
2023-06-30 $17M 218k 75.57
2023-03-31 $21M 275k 76.49

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Core Aggressive Allocation Etf Aggres Alloc Etf (AOA)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Aptus Enhanced Yield Etf Aptus Enhanced (JUCY)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Lehman 1-3 Month T-bill Etf Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Aptus Large Cap Enhanced Yield Etf Aptus Large Cap (DUBS)

View all positions for Waterloo Capital

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