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Vanguard Short-Term Bond ETF shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 190k 76.67
2023-12-31 $14M 185k 77.02

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View all positions for Concurrent Investment Advisors

Top funds holding Vanguard Short-Term Bond ETF

Envestnet Asset Management
Morgan Stanley
Mercer Global Advisors
Goldman Sachs Group
Empower Advisory Group
Jpmorgan Chase & Co
Hanson McClain Advisors
Northern Trust
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Truepoint
United Capital Financial Advisers
H D Vest Advisory Services
Envestnet Portfolio Solutions

View all funds holding Vanguard Short-Term Bond ETF