ETRADE Capital Management LLC BSV β€” VANGUARD SHORT TERM BOND ETF ETF

Ownership history in ETRADE Capital Management LLC  Β·  40 quarters on record

AI Ownership Summary

ETRADE Capital Management LLC reported VANGUARD SHORT TERM BOND ETF ETF (BSV) in 40 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ETRADE Capital Management LLC's position in VANGUARD SHORT TERM BOND ETF ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
40 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BSV stock page ETRADE Capital Management LLC fund profile ETRADE Capital Management LLC full holdings
How ETRADE Capital Management LLC held BSV β€” position size vs. price
% of Fund (quarterly)    BSV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
40 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BSV

As of 2026 Q1 β€” sorted by position size

Old Peak Finance LLC 23.14% Windward Private Wealth Management Inc. 3Y 22.85% Compass Planning Associates Inc 18.34% RS CRUM INC. 3Y 18.08% Integris Wealth Management, LLC 3Y 15.37% Truepoint, Inc. 3Y 7Y 12.62% Martel Wealth Advisors LLC 12.52% Frankly Finances, LLC 12.16% True Link Financial Advisors, LLC 3Y 12.02% Oath Planning, LLC 11.82%

FAQ About ETRADE Capital Management LLC and BSV

These are the practical questions this page is built to answer before you even open the full history table.

How long has ETRADE Capital Management LLC reported owning BSV?

ETRADE Capital Management LLC reported BSV across 0 quarterly 13F filings.

What was the largest reported BSV position in ETRADE Capital Management LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for BSV in ETRADE Capital Management LLC.

What is the latest reported BSV position on this page?

The most recent filing on this page is 2020 Q3, when ETRADE Capital Management LLC reported 484,876 shares, equal to 0.75% of portfolio, with an estimated market value of $40.3M.

What does the chart on this BSV ownership page compare?

The chart compares ETRADE Capital Management LLC's quarterly BSV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ETRADE Capital Management LLC time their BSV position?

Based on 13F filing dates vs. subsequent BSV price moves, ETRADE Capital Management LLC correctly timed 16 out of 39 reported position changes (41%). The annualised alpha on BSV relative to SPY over the holding period was -9.6%.

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