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Vanguard Short-Term Bond ETF (BSV) Institutional Ownership

Vanguard Short-Term Bond ETF logo
$77.32 +0.07 (+0.09%)
(As of 12/20/2024 05:31 PM ET)

Institutional Ownership Changes (13F Filings) for Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Number of
Institutional Buyers
(last 12 months)
709
Total
Institutional Inflows
(last 12 months)
$3.18B
Number of
Institutional Sellers
(last 12 months)
640
Total
Institutional Outflows
(last 12 months)
$2.51B
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BSV Institutional Buying and Selling by Quarter

Vanguard Short-Term Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 B. Riley Wealth Advisors Inc.105,783$8.30M0.2%-4.1%0.026%
12/12/2024 Brass Tax Wealth Management Inc.8,147$641K0.2%-6.8%0.002%
12/10/2024 DGS Capital Management LLC23,306$1.83M0.5%+16.6%0.006%
12/9/2024 Forthright Family Wealth Advisory LLC6,762$526K0.3%-35.5%0.002%
12/2/2024 Capasso Planning Partners LLC3,067$241K0.1%N/A0.001%
12/2/2024 Beaird Harris Wealth Management LLC51,683$4.07M0.4%+2.7%0.012%
11/26/2024 Peapack Gladstone Financial Corp932,285$73.36M1.1%+5.8%0.225%
11/25/2024 Synovus Financial Corp55,254$4.35M0.1%+90.2%0.013%
11/25/2024 Wilmington Savings Fund Society FSB3,860$304K0.0%N/A0.001%
11/25/2024 World Investment Advisors LLC186,699$14.69M0.4%+4.7%0.045%
11/25/2024 Sanctuary Advisors LLC105,073$8.12M0.1%-16.5%0.025%
11/21/2024 Anchor Investment Management LLC5,985$471K0.0%-28.2%0.001%
11/21/2024 Wealthquest Corp283,889$22.31M2.0%N/A0.069%
11/19/2024 McIlrath & Eck LLC2,836$223K0.0%-36.8%0.001%
11/19/2024 Ballentine Capital Advisors Inc5,962$469K0.2%-2.2%0.001%
11/19/2024 Discipline Wealth Solutions LLC24,273$1.91M1.0%+37.0%0.006%
11/19/2024 M&T Bank Corp220,365$17.34M0.1%-0.7%0.053%
11/19/2024 Hohimer Wealth Management LLC51,882$4.08M0.9%-3.2%0.013%
11/18/2024 Soltis Investment Advisors LLC14,479$1.14M0.1%-35.2%0.004%
11/18/2024 TD Private Client Wealth LLC235,121$18.50M0.5%-4.9%0.057%
11/18/2024 Sunbelt Securities Inc.8,554$673K0.1%+326.6%0.002%
11/18/2024 Coldstream Capital Management Inc.84,131$6.51M0.1%+1,337.4%0.020%
11/18/2024 Orion Capital Management LLC4,648$366K0.2%+48.8%0.001%
11/15/2024 M&T Bank Corp220,365$17.34M0.0%-0.7%0.053%
11/15/2024 Guardian Wealth Management Inc.1,667$131K0.1%-9.3%0.000%
11/15/2024 Nabity Jensen Investment Management Inc5,240$412K0.3%N/A0.001%
11/15/2024 Continuum Advisory LLC10,961$846K0.1%-15.6%0.003%
11/15/2024 Drucker Wealth 3.0 LLC32,632$2.57M0.6%-12.6%0.008%
11/15/2024 Glass Jacobson Investment Advisors llc4,890$385K0.1%-10.1%0.001%
11/15/2024 MML Investors Services LLC791,062$62.25M0.2%+4.1%0.191%
11/15/2024 First National Bank of Omaha12,666$997K0.1%+2.2%0.003%
11/15/2024 Headinvest LLC128,040$10.08M1.9%+1.5%0.031%
11/15/2024 Dunhill Financial LLC1,449$114K0.1%N/A0.000%
11/15/2024 Orion Portfolio Solutions LLC299,321$23.55M0.5%-0.4%0.072%
11/15/2024 National Bank of Canada FI69,967$5.51M0.0%-4.4%0.017%
11/15/2024 EP Wealth Advisors LLC20,553$1.62M0.0%+55.0%0.005%
11/15/2024 United Services Automobile Association257,047$20.23M0.5%-29.3%0.062%
11/15/2024 Kovitz Investment Group Partners LLC92,681$7.19M0.0%-37.2%0.022%
11/15/2024 Voya Financial Advisors Inc.303,095$23.89M2.6%+0.9%0.073%
11/15/2024 Texas Capital Bank Wealth Management Services Inc9,190$723K0.1%+5.9%0.002%
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11/15/2024 Stifel Financial Corp714,379$56.22M0.1%+9.3%0.173%
11/15/2024 SageView Advisory Group LLC99,688$7.84M0.4%-32.4%0.024%
11/15/2024 Red Wave Investments LLC13,963$1.10M0.4%-7.1%0.003%
11/15/2024 Mission Creek Capital Partners Inc.3,139$247K0.1%N/A0.001%
11/15/2024 IHT Wealth Management LLC176,486$13.88M0.4%+105.6%0.043%
11/15/2024 Independent Family Office LLC14,339$1.12M0.6%+26.4%0.003%
11/15/2024 Integrated Wealth Concepts LLC57,513$4.53M0.1%-0.8%0.014%
11/15/2024 HighTower Advisors LLC560,567$44.11M0.1%-1.1%0.136%
11/15/2024 Hilltop Holdings Inc.14,504$1.14M0.1%+196.5%0.004%
11/15/2024 Arrowroot Family Office LLC30,650$2.41M1.4%+14.1%0.007%
11/15/2024 Ascent Group LLC49,979$3.93M0.3%-6.9%0.012%
11/15/2024 Beacon Investment Advisory Services Inc.8,664$682K0.0%-4.4%0.002%
11/15/2024 Benjamin Edwards Inc.44,573$3.51M0.1%+1,817.9%0.011%
11/15/2024 Aureus Asset Management LLC11,587$912K0.1%-2.4%0.003%
11/14/2024 Semmax Financial Advisors Inc.53,607$4.14M1.1%+3.2%0.013%
11/14/2024 Valley Financial Group Inc.19,110$1.50M1.1%-1.7%0.005%
11/14/2024 Edgestream Partners L.P.11,971$942K0.0%+2.3%0.003%
11/14/2024 Acropolis Investment Management LLC48,058$3.78M0.2%-52.4%0.012%
11/14/2024 L.M. Kohn & Company3,298$260K0.1%+4.1%0.001%
11/14/2024 Flow Traders U.S. LLC4,409$347K0.0%N/A0.001%
11/14/2024 Arete Wealth Advisors LLC7,332$577K0.0%-27.8%0.002%
11/14/2024 Captrust Financial Advisors3,489,698$274.60M0.8%+11.9%0.844%
11/14/2024 Kingfisher Capital LLC7,501$590K0.1%+103.5%0.002%
11/14/2024 Rockefeller Capital Management L.P.36,912$2.91M0.0%-23.2%0.009%
11/14/2024 MetLife Investment Management LLC2,294,000$180.52M1.0%-2.9%0.555%
11/14/2024 CreativeOne Wealth LLC395,917$31.16M1.1%+14.0%0.096%
11/13/2024 Freedom Investment Management Inc.26,104$2.05M0.2%-0.6%0.006%
11/13/2024 RS Crum Inc.909,074$71.54M16.8%+24.3%0.220%
11/13/2024 Hardy Reed LLC15,899$1.25M0.1%-2.4%0.004%
11/13/2024 Townsquare Capital LLC34,774$2.74M0.0%-11.4%0.008%
11/13/2024 Carlson Capital Management2,074,903$163.27M6.9%+8.4%0.502%
11/13/2024 BNP Paribas Financial Markets1,100,236$86.58M0.1%+341.0%0.266%
11/13/2024 FMR LLC10,062$792K0.0%+17.5%0.002%
11/13/2024 D.A. Davidson & CO.830,717$65.37M0.5%+1.7%0.201%
11/13/2024 Elios Financial Group Inc.4,841$381K0.2%N/A0.001%
11/13/2024 The Manufacturers Life Insurance Company189,288$14.90M0.0%-39.9%0.046%
11/13/2024 Bank of Montreal Can227,560$17.94M0.0%-6.1%0.055%
11/13/2024 Acorn Wealth Advisors LLC4,135$325K0.1%N/A0.001%
11/13/2024 Associated Banc Corp289,103$22.75M0.7%+5.7%0.070%
11/13/2024 Truvestments Capital LLC457$36K0.0%N/A0.000%
11/13/2024 Boston Family Office LLC76,443$6.02M0.4%-0.6%0.018%
11/13/2024 Davis R M Inc.5,100$401K0.0%-12.8%0.001%
11/13/2024 Bank of Hawaii63,291$4.98M0.2%-4.8%0.015%
11/13/2024Fisher Asset Management LLC2,966$233K0.0%-24.2%0.001%
11/13/2024 Estate Counselors LLC19,931$1.57M0.2%-34.9%0.005%
11/12/2024 Capital Investment Counsel LLC6,865$540K0.1%-63.4%0.002%
11/12/2024 Cahill Financial Advisors Inc.211,527$16.65M2.3%+4.8%0.051%
11/12/2024 Centaurus Financial Inc.4,498$354K0.0%-35.4%0.001%
11/12/2024 Wealth Dimensions Group Ltd.232,378$18.29M4.6%-0.2%0.056%
11/12/2024 Crewe Advisors LLC845$66K0.0%-58.7%0.000%
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I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants." I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years.

This market shakeup is going to be much more intense.
11/12/2024Larson Financial Group LLC17,216$1.36M0.1%+2.0%0.004%
11/12/2024 Wescott Financial Advisory Group LLC52,561$4.14M0.4%-9.0%0.013%
11/12/2024 Penserra Capital Management LLC405,011$31.87M0.7%-43.2%0.098%
11/12/2024 Truepoint Inc.6,013,964$473.24M12.7%+2.5%1.454%
11/12/2024 Jim Saulnier & Associates LLC14,578$1.15M1.2%N/A0.004%
11/12/2024 Kingsview Wealth Management LLC16,413$1.29M0.0%+20.6%0.004%
11/12/2024 Cerity Partners LLC2,039,806$160.51M0.4%+37.4%0.493%
11/12/2024 Great Valley Advisor Group Inc.27,132$2.14M0.1%+1.4%0.007%
11/12/2024 Nicolet Advisory Services LLC3,236$254K0.0%-25.0%0.001%
11/12/2024 Flagstar Advisors Inc.42,797$3.37M0.9%-7.5%0.010%
(Data available from 1/1/2016 forward)

BSV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSV shares?

During the previous two years, 1,400 institutional investors and hedge funds held shares of Vanguard Short-Term Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($3.86B), Morgan Stanley ($2.24B), Mercer Global Advisors Inc. ADV ($1.93B), JPMorgan Chase & Co. ($1.28B), Empower Advisory Group LLC ($1.20B), Personal Capital Advisors Corp ($989.82M), and Allworth Financial LP ($959.61M).Learn more on BSV's institutional investors.

Which institutional investors have been buying Vanguard Short-Term Bond ETF stock?

Of the 1,115 institutional investors that purchased Vanguard Short-Term Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Empower Advisory Group LLC ($15.74M), JPMorgan Chase & Co. ($8.54M), Mercer Global Advisors Inc. ADV ($8.43M), Bank Julius Baer & Co. Ltd Zurich ($8.17M), Envestnet Asset Management Inc. ($6.62M), Northern Trust Corp ($6.15M), and Allworth Financial LP ($5.92M).

How much institutional buying is happening at Vanguard Short-Term Bond ETF?

Institutional investors have bought a total of 142,350,014 shares in the last 24 months. This purchase volume represents approximately $10.84B in transactions.

Which Vanguard Short-Term Bond ETF major shareholders have been selling company stock?

Of the 978 institutional investors that sold Vanguard Short-Term Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beacon Capital Management Inc. ($35.18M), Envestnet Asset Management Inc. ($21.48M), JPMorgan Chase & Co. ($5.23M), Osaic Holdings Inc. ($4.52M), Wells Fargo & Company MN ($4.16M), Victory Capital Management Inc. ($3.16M), and Merit Financial Group LLC ($1.68M).

How much institutional selling is happening at Vanguard Short-Term Bond ETF?

Institutional investors have sold a total of 132,131,846 shares in the last 24 months. This volume of shares sold represents approximately $10.02B in transactions.



This page (NYSEARCA:BSV) was last updated on 12/22/2024 by MarketBeat.com Staff
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