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Vanguard Short-Term Bond ETF (BSV) Institutional Ownership

Vanguard Short-Term Bond ETF logo
$78.50 +0.07 (+0.09%)
Closing price 07/22/2025 04:10 PM Eastern
Extended Trading
$78.47 -0.03 (-0.04%)
As of 07/22/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
903
Total
Institutional Inflows
(last 12 months)
$6.23B
Number of
Institutional Sellers
(last 12 months)
687
Total
Institutional Outflows
(last 12 months)
$2.29B
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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
7/22/2025Evensky & Katz LLC35,972$2.83M0.2%+5.9%0.007%
7/22/2025Berkshire Money Management Inc.791,653$62.30M6.6%+33.2%0.162%
7/22/2025Hillcrest Wealth Advisors NY LLC12,474$982K0.5%-7.4%0.003%
7/22/2025Valeo Financial Advisors LLC6,761$532K0.0%N/A0.001%
7/22/2025DAVENPORT & Co LLC1,044,690$82.22M0.4%+0.4%0.214%
7/22/2025Valpey Financial Services LLC57,299$4.51M3.1%N/A0.012%
7/22/2025Global Assets Advisory LLC5,461$428K0.2%-66.7%0.001%
7/22/2025Merit Financial Group LLC88,103$6.93M0.1%-21.3%0.018%
7/22/2025Beacon Financial Advisory LLC4,320$340K0.1%-11.9%0.001%
7/22/2025Gemmer Asset Management LLC679,972$53.51M4.8%+5.5%0.139%
7/22/2025Simplicity Wealth LLC19,568$1.54M0.1%+60.7%0.004%
7/22/2025OLD National Bancorp IN109,650$8.63M0.2%-35.0%0.022%
7/22/2025Safir Wealth Advisors LLC191,156$15.04M11.0%+1.8%0.039%
7/22/2025Wealthcare Advisory Partners LLC12,204$960K0.0%-10.1%0.003%
7/22/2025MGO Private Wealth LLC4,157$327K0.2%-37.1%0.001%
7/22/2025Berger Financial Group Inc3,828$301K0.0%-7.0%0.001%
7/22/2025BridgePort Financial Solutions LLC2,911$229K0.1%N/A0.001%
7/22/2025Bay Harbor Wealth Management LLC169,721$13.36M3.9%-1.6%0.035%
7/22/2025McNaughton Wealth Management LLC38,752$3.05M1.4%+3.2%0.008%
7/22/2025Oak Hill Wealth Advisors LLC125,029$9.77M2.0%+8.6%0.026%
7/22/2025Windward Private Wealth Management Inc.791,535$62.29M22.5%+2.5%0.162%
7/22/2025Apexium Financial LP137,290$10.81M0.6%+67.2%0.028%
7/22/2025Peoples Bank OH2,685$211K0.1%N/A0.001%
7/21/2025 Trellis Wealth Advisors LLC173,003$13.62M5.9%+1.3%0.035%
7/21/2025 Successful Portfolios LLC65,924$5.19M3.2%+9.3%0.014%
7/21/2025 Life Planning Partners Inc6,861$540K0.4%-4.5%0.001%
7/21/2025 Keb Asset Management LLC4,169$328K0.1%-3.3%0.001%
7/21/2025 Keystone Financial Group Inc.3,757$294K0.2%-23.1%0.001%
7/21/2025 Sage Financial Management Group Inc.271,146$21.34M7.4%+49.4%0.056%
7/21/2025 Ascent Group LLC39,405$3.10M0.1%-6.0%0.008%
7/21/2025 Montz Harcus Wealth Management LLC2,993$236K0.1%N/A0.001%
7/21/2025 Consilium Wealth Advisory LLC58,606$4.61M1.9%+1.6%0.012%
7/21/2025 Ameritas Advisory Services LLC13,260$1.04M0.1%-74.6%0.003%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management33,234$2.62M0.1%-5.3%0.007%
7/21/2025 Compass Planning Associates Inc108,282$8.52M7.8%+23.3%0.022%
7/21/2025 Ashton Thomas Securities LLC18,599$1.46M0.4%+3.1%0.004%
7/21/2025 Pacific Financial Group Inc.22,558$1.78M1.4%+14.5%0.005%
7/21/2025 Crews Bank & Trust121,058$9.53M1.5%+3.2%0.025%
7/21/2025 Investment Planning Advisors Inc.92,810$7.30M2.6%+236.1%0.019%
7/21/2025 Red Mountain Financial LLC41,991$3.22M4.1%+8.1%0.009%
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7/21/2025 HT Partners LLC43,498$3.42M1.0%-0.9%0.009%
7/21/2025 Patriot Financial Group Insurance Agency LLC3,519$277K0.0%-33.7%0.001%
7/18/2025 Wiser Wealth Management Inc201,675$15.87M4.0%+1.7%0.042%
7/18/2025 Warren Street Wealth Advisors LLC3,545$279K0.1%N/A0.001%
7/18/2025 Naples Global Advisors LLC47,754$3.76M0.3%+3.7%0.010%
7/18/2025 Pure Financial Advisors LLC51,419$4.05M0.1%-7.7%0.011%
7/18/2025 Cantor Fitzgerald Investment Advisors L.P.4,781$376K0.0%+27.7%0.001%
7/18/2025 Woodward Diversified Capital LLC26,633$2.10M1.1%+107.1%0.006%
7/18/2025 Precision Wealth Strategies LLC148,437$11.68M3.8%N/A0.031%
7/18/2025 TruNorth Capital Management LLC13,960$1.10M0.2%-9.2%0.003%
7/18/2025 USA Financial Formulas11,975$942K0.2%N/A0.002%
7/18/2025 Benchmark Wealth Management LLC25,455$2.00M0.9%+22.6%0.005%
7/18/2025 Mountain Pacific Investment Advisers LLC174,076$13.70M1.0%-1.6%0.036%
7/18/2025 First Pacific Financial760$60K0.0%N/A0.000%
7/18/2025 Trust Co. of Vermont13,196$1.04M0.0%+9.3%0.003%
7/18/2025 Bartlett & CO. Wealth Management LLC263,658$20.75M0.3%+1.8%0.055%
7/18/2025 Loudon Investment Management LLC10,655$839K0.5%-1.6%0.002%
7/18/2025 Forza Wealth Management LLC76,274$6.00M2.5%-3.1%0.016%
7/18/2025 SigFig Wealth Management LLC157,488$12.38M0.4%+1.0%0.033%
7/18/2025 Provident Wealth Management LLC29,671$2.34M0.8%-3.3%0.006%
7/18/2025 PFG Investments LLC10,174$801K0.0%+8.1%0.002%
7/18/2025 Consolidated Portfolio Review Corp76,603$6.03M0.8%+15.1%0.016%
7/18/2025 Arcadia Wealth Management LLC108,168$8.51M3.7%+5.6%0.022%
7/18/2025 Columbia Asset Management32,637$2.57M0.5%-2.2%0.007%
7/18/2025 Wetzel Investment Advisors Inc.2,912$229K0.1%N/A0.001%
7/18/2025 Cooper Financial Group12,248$964K0.1%+6.9%0.003%
7/18/2025 Truist Financial Corp1,812,600$142.65M0.2%+60.2%0.376%
7/18/2025 Powers Advisory Group LLC11,634$916K0.4%-1.7%0.002%
7/18/2025 Lockerman Financial Group Inc.4,081$321K0.4%+4.2%0.001%
7/17/2025 Hansen & Associates Financial Group Inc.19,948$1.57M0.9%-2.0%0.004%
7/17/2025 Capital Investment Advisors LLC76,011$5.98M0.1%-2.0%0.016%
7/17/2025 Northwest Wealth Management LLC29,084$2.29M0.4%+1.8%0.006%
7/17/2025 Summit Financial Strategies Inc.3,062$241K0.0%-60.4%0.001%
7/17/2025 Raleigh Capital Management Inc.4,467$352K0.1%-2.9%0.001%
7/17/2025 HB Wealth Management LLC42,869$3.37M0.0%-33.5%0.009%
7/17/2025 Kavar Capital Partners Group LLC58,073$4.57M0.7%N/A0.012%
7/17/2025 Janney Montgomery Scott LLC876,375$68.97M0.2%+1.5%0.180%
7/17/2025 Fifth Third Securities Inc.50,992$4.01M0.3%-3.2%0.011%
7/17/2025 Archford Capital Strategies LLC97,909$7.71M1.0%+0.4%0.020%
7/17/2025 Kelly Financial Services LLC3,810$300K0.1%+5.7%0.001%
7/17/2025 Hanson & Doremus Investment Management997$78K0.0%-22.0%0.000%
7/17/2025 Fiduciary Advisors Inc.22,505$1.77M1.6%-6.9%0.005%
7/17/2025 Greenbush Financial Group LLC13,417$1.06M0.5%+17.3%0.003%
7/17/2025 Vermillion Wealth Management Inc.1,165$92K0.0%-20.0%0.000%
7/17/2025 Capital Insight Partners LLC11,568$910K0.2%-4.3%0.002%
7/17/2025 Symmetry Partners LLC318,265$25.05M3.1%+4.7%0.066%
7/17/2025 Beacon Capital Management LLC1,241$98K0.0%-14.2%0.000%
7/17/2025 PMG Wealth Management Inc.6,723$527K0.4%-54.2%0.001%
7/17/2025 Tritonpoint Wealth LLC31,693$2.49M0.2%-4.2%0.007%
7/17/2025 Mustard Seed Financial LLC198,344$15.61M11.2%+0.7%0.041%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
7/17/2025 Coastline Trust Co1,604$126K0.0%-11.4%0.000%
7/17/2025 Stone Summit Wealth LLC85,755$6.75M2.1%+3.7%0.018%
7/17/2025 Fort Washington Investment Advisors Inc. OH3,877$305K0.0%-51.8%0.001%
7/17/2025 Guyasuta Investment Advisors Inc.2,609$205K0.0%-20.9%0.001%
7/17/2025 Financial Partners Group LLC72,595$5.71M2.1%N/A0.015%
7/17/2025 Willow Creek Wealth Management Inc.1,414,161$111.30M10.0%+3.8%0.291%
7/17/2025 Clear Point Advisors Inc.2,598$204K0.2%N/A0.001%
7/17/2025 Neumann Capital Management LLC57,250$4.51M1.4%+0.9%0.012%
7/17/2025 XY Planning Network Inc.2,566$202K0.1%N/A0.001%
7/17/2025 SC&H Financial Advisors Inc.25,027$1.97M0.3%-1.8%0.005%
(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, 1,500 institutional investors and hedge funds held shares of Vanguard Short-Term Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($4.22B), Morgan Stanley ($2.24B), Mercer Global Advisors Inc. ADV ($2.23B), JPMorgan Chase & Co. ($1.59B), Allworth Financial LP ($1.44B), Empower Advisory Group LLC ($1.35B), and Goldman Sachs Group Inc. ($1.30B).Learn more on Vanguard Short-Term Bond ETF's institutional investors.

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

Of the 1,217 institutional investors that purchased Vanguard Short-Term Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($11.47M), Allworth Financial LP ($7.28M), Mercer Global Advisors Inc. ADV ($7.20M), Beacon Capital Management Inc. ($6.95M), Northern Trust Corp ($6.37M), Envestnet Asset Management Inc. ($6.11M), and Envestnet Portfolio Solutions Inc. ($4.97M).

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

Institutional investors have bought a total of 80,019,267 shares in the last 24 months. This purchase volume represents approximately $6.23B in transactions.

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

Of the 686 institutional investors that sold Vanguard Short-Term Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($6.55M), Envestnet Asset Management Inc. ($2.28M), International Assets Investment Management LLC ($1.22M), Royal Bank of Canada ($1.21M), Northern Trust Corp ($1.04M), True Link Financial Advisors LLC ($1.01M), and LPL Financial LLC ($757.49K).

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

Institutional investors have sold a total of 29,405,899 shares in the last 24 months. This volume of shares sold represents approximately $2.29B in transactions.



This page (NYSEARCA:BSV) was last updated on 7/23/2025 by MarketBeat.com Staff
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