Vanguard Short-Term Bond ETFBSVETF
13F holders, Q1 2024 (March 31)1,156holders
2famous investors
$76.66avg. 13F price*
At the end of Q1 2024, 1,156 institutions reported holding Vanguard Short-Term Bond ETF (BSV) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($3.7B), Morgan Stanley ($2.1B) and Mercer Global Advisors Inc. ($1.8B). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard Short-Term Bond ETF
- CUSIP
- 921937827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $68.6M |
| Exits | 95 | $100.0M |
Ownership 1,156 holders
| Envestnet Asset Management Inc. | 1.39% | Add +4.1% | 48,390,766 | $3.7B |
| Morgan Stanley | 0.17% | Reduce -3.4% | 27,949,742 | $2.1B |
| Mercer Global Advisors Inc. | 5.15% | Add +14.1% | 23,643,973 | $1.8B |
| Goldman Sachs Group Inc. | 0.31% | Reduce -30.6% | 19,225,003 | $1.5B |
| Empower Advisory Group, LLC | 3.95% | Add +4.2% | 13,748,160 | $1.1B |
| JPMorgan Chase & Co. | 0.09% | Reduce -12.0% | 13,194,686 | $1.0B |
| Allworth Financial LP | 6.24% | Add +4.0% | 11,524,568 | $883.6M |
| Northern Trust Corp. | 0.14% | Add +19.1% | 10,471,475 | $802.8M |
| Bank of America Corp. | 0.06% | Reduce -9.1% | 7,438,639 | $570.3M |
| Wells Fargo & Company | 0.12% | Reduce -6.4% | 6,054,896 | $464.2M |
| LPL Financial LLC | 0.24% | Add +4.8% | 5,900,059 | $452.4M |
| Truepoint, Inc. | 12.48% | Add +3.4% | 5,726,702 | $439.1M |
| United Capital Financial Advisors, LLC | 3.34% | Reduce -1.8% | 5,285,205 | $405.2M |
| Avantax Advisory Services, Inc. | 3.57% | Add +1.3% | 5,241,494 | $401.9M |
| Envestnet Portfolio Solutions, Inc. | 1.25% | Add +4.4% | 4,351,434 | $333.6M |
| Royal Bank of Canada | 0.07% | Reduce -1.2% | 3,865,780 | $296.4M |
| Corient Private Wealth LP | 0.50% | Add +9.1% | 3,682,155 | $282.3M |
| Lincoln National Corp. | 3.87% | Add +6.0% | 3,237,659 | $248.2M |
| UBS Group AG | 0.07% | Add +3.6% | 2,842,782 | $218.0M |
| Captrust Financial Advisors | 0.77% | Add +10.8% | 2,758,460 | $210.0M |
| True Link Financial Advisors, LLC | 20.13% | Reduce -3.5% | 2,737,765 | $209.9M |
| Commonwealth Equity Services, LLC | 0.33% | Add +2.0% | 2,578,624 | $197.7M |
| Bank of New York Mellon Corp | 0.04% | Add +7.4% | 2,493,226 | $191.2M |
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -13.4% | 2,406,859 | $184.5M |
| MetLife Investment Management, LLC | 1.22% | Reduce -5.0% | 2,368,000 | $181.6M |
| Carlson Capital Management | 6.49% | Add +11.9% | 1,792,905 | $137.5M |
| Morningstar Investment Services LLC | 1.49% | Reduce -53.3% | 1,761,826 | $135.3M |
| Apella Capital, LLC | 6.34% | Add +18.3% | 1,645,565 | $125.6M |
| Cetera Investment Advisers | 0.27% | Add +84.5% | 1,506,703 | $115.5M |
| Cambridge Investment Research Advisors, Inc. | 0.44% | Reduce -0.2% | 1,491,158 | $114.3M |
| Buckingham Strategic Wealth, LLC | 1.19% | Reduce -0.3% | 1,472,724 | $112.9M |
| Smithfield Trust Co | 5.81% | Add +2.3% | 1,429,133 | $109.6M |
| Raymond James Financial Services Advisors, Inc. | 0.16% | Reduce -4.7% | 1,403,971 | $107.6M |
| Ameriprise Financial Inc. | 0.03% | Reduce -2.3% | 1,373,039 | $105.0M |
| Truist Financial Corp. | 0.15% | Reduce -4.8% | 1,256,309 | $96.3M |
| Raymond James & Associates | 0.06% | Reduce -1.3% | 1,222,506 | $93.7M |
| Willow Creek Wealth Management Inc. | 9.69% | Add +5.0% | 1,080,402 | $82.8M |
| Osaic Holdings, Inc. | 0.18% | Reduce -58.1% | 1,067,438 | $81.9M |
| Jones Financial Companies LLLP | 0.11% | Reduce -2.6% | 1,043,129 | $80.0M |
| RW Investment Management LLC | 11.06% | Add +5.2% | 1,036,185 | $79.4M |
| Valmark Advisers, Inc. | 1.34% | Add +4.0% | 1,000,934 | $76.7M |
| Diversified Portfolios, Inc. | 10.79% | Add +6.8% | 1,000,202 | $76.7M |
| DAVENPORT & Co LLC | 0.46% | Add +6.1% | 956,366 | $73.3M |
| Prime Capital Investment Advisors, LLC | 0.92% | Reduce -4.3% | 863,309 | $66.2M |
| Janney Montgomery Scott LLC | 0.19% | Add +1.7% | 844,992 | $64.8M |
| US Bancorp \de | 0.09% | Reduce -3.2% | 843,110 | $64.6M |
| Efficient Advisors, LLC | 4.12% | Add +3.4% | 838,659 | $64.3M |
| MML Investors Services, LLC | 0.26% | Add +0.2% | 814,485 | $62.4M |
| D.A. Davidson & Co. | 0.55% | Reduce -0.8% | 798,334 | $61.2M |
| Freestone Capital Holdings, LLC | 2.29% | Add +0.5% | 798,292 | $61.2M |
| Peapack Gladstone Financial Corp. | 0.95% | Add +4.2% | 794,265 | $60.9M |
| Integris Wealth Management, LLC | 16.35% | Add +4.9% | 771,254 | $59.1M |
| RS Crum Inc. | 15.83% | Add +1.5% | 757,210 | $58.1M |
| Levy Wealth Management Group, LLC | 15.49% | No change | 716,959 | $55.2M |
| PrairieView Partners, LLC | 6.28% | Add +5.6% | 714,403 | $54.8M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -1.4% | 709,047 | $54.4M |
| Atria Wealth Solutions, Inc. | 0.59% | Add +6.0% | 683,796 | $52.4M |
| Windward Private Wealth Management Inc. | 21.31% | Add +5.9% | 679,994 | $52.1M |
| TD Capital Management LLC | 5.54% | Add +5.2% | 677,439 | $51.9M |
| Martel Wealth Advisors LLC | 11.07% | Add +4.3% | 665,727 | $51.0M |
| Jentner Corp | 17.48% | Add +0.7% | 648,867 | $49.7M |
| Comerica Bank | 0.21% | Reduce -12.1% | 645,911 | $49.5M |
| Gemmer Asset Management LLC | 5.74% | Add +7.3% | 644,970 | $49.4M |
| Stifel Financial Corp. | 0.05% | Add +5.7% | 626,487 | $48.0M |
| Brookstone Capital Management | 0.82% | Add +2.0% | 599,832 | $46.0M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -3.0% | 590,596 | $45.3M |
| National Philanthropic Trust | 0.95% | Reduce -5.5% | 569,217 | $43.6M |
| Creative Planning | 0.05% | Add +4.7% | 566,793 | $43.5M |
| Alps Advisors Inc. | 0.30% | Add +0.4% | 555,799 | $42.6M |
| Sofi Wealth, LLC | 3.87% | Add +8.9% | 542,332 | $41.6M |
| HighTower Advisors, LLC | 0.07% | Reduce -16.5% | 528,735 | $40.6M |
| Charter Oak Capital Management, LLC | 4.25% | Add +16.7% | 517,704 | $39.7M |
| Berkshire Money Management, Inc. | 4.73% | Add +13.1% | 511,153 | $39.2M |
| Citigroup Inc. | 0.04% | Add +4.6% | 500,555 | $38.4M |
| Penserra Capital Management LLC | 0.48% | Add +520365.6% | 499,647 | $38.3M |
| Annandale Capital, LLC | 8.56% | Add +4.5% | 493,687 | $37.9M |
| Ancora Advisors LLC | 0.86% | Reduce -0.8% | 490,328 | $37.6M |
| Arbor Investment Advisors, LLC | 5.49% | Add +8.3% | 489,051 | $37.5M |
| Corrigan Financial, Inc. | 9.57% | Add +3.2% | 488,972 | $37.5M |
| Campbell Wealth Management | 3.45% | Add +3696.6% | 453,309 | $34.8M |
| Betterment LLC | 0.09% | Add +39.9% | 439,130 | $33.7M |
| Cerity Partners LLC | 0.09% | Reduce -44.1% | 422,973 | $32.3M |
| United Services Automobile Association | 0.77% | Add +1.7% | 408,067 | $31.3M |
| Blair William & Co. | 0.10% | Add +10.4% | 404,151 | $31.0M |
| Financial Planning & Information Services, Inc. | 4.28% | Add +0.2% | 371,756 | $28.5M |
| Partners in Financial Planning | 6.28% | Add +7.2% | 367,883 | $28.2M |
| CreativeOne Wealth, LLC | 1.12% | Add +10.8% | 365,280 | $28.0M |
| Watchman Group, Inc. | 8.21% | Add +0.9% | 354,156 | $27.2M |
| Old National Bancorp | 0.62% | Add +29.8% | 343,402 | $26.3M |
| Baird Financial Group, Inc. | 0.05% | Add +0.9% | 335,522 | $25.7M |
| Cornerstone Investment Partners, LLC | 1.23% | Add +6.3% | 328,802 | $25.2M |
| Human Investing LLC | 5.05% | Add +4.2% | 327,696 | $25.1M |
| Traveka Wealth, LLC | 11.58% | Add +15.6% | 326,702 | $25.0M |
| Farther Finance Advisors, LLC | 1.52% | Reduce -33.1% | 327,139 | $25.0M |
| Tiaa Trust, National Association | 0.08% | Reduce -5.3% | 323,826 | $24.8M |
| Blue Trust, Inc. | 0.35% | Add +10.2% | 323,267 | $24.8M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -1.0% | 321,626 | $24.7M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.0% | 320,431 | $24.6M |
| SMI Advisory Services, LLC | 6.82% | Add +7662.3% | 318,411 | $24.3M |
| Cwm, LLC | 0.12% | Add +2.3% | 314,895 | $24.1M |
"% of holder's portfolio" is BSV's weight in each manager's 13F, not the share of Vanguard Short-Term Bond ETF the manager owns.