Vanguard Short-Term Bond ETFBSVETF
13F holders, Q2 2024 (June 30)1,132holders −24
62new positions
98sold out
3famous investors
$76.61avg. 13F price*
At the end of Q2 2024, 1,132 institutions reported holding Vanguard Short-Term Bond ETF (BSV) in their 13F filings, down 24 from Q1 2024. 62 opened new positions and 98 sold out. The largest holders were Envestnet Asset Management Inc. ($3.9B), Morgan Stanley ($2.1B) and Mercer Global Advisors Inc. ($1.9B). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $136.5M |
| Exits | 98 | $180.9M |
All 13F filers, Q1 2024 → Q2 2024: 22,381,633 shares bought and 12,714,325 shares sold, net +9,667,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,132 holders
| Envestnet Asset Management Inc. | 1.34% | Add +3.9% | 50,291,492 | $3.9B |
| Morgan Stanley | 0.17% | Reduce -0.3% | 27,861,116 | $2.1B |
| Mercer Global Advisors Inc. | 5.27% | Add +7.6% | 25,442,677 | $1.9B |
| Goldman Sachs Group Inc. | 0.29% | Reduce -0.3% | 19,169,752 | $1.5B |
| JPMorgan Chase & Co. | 0.12% | Add +38.5% | 18,271,386 | $1.4B |
| Empower Advisory Group, LLC | 4.13% | Add +5.4% | 14,488,917 | $1.1B |
| Allworth Financial LP | 5.91% | Add +3.1% | 11,885,052 | $916.5M |
| Northern Trust Corp. | 0.09% | Reduce -30.6% | 7,269,695 | $557.6M |
| Bank of America Corp. | 0.05% | Reduce -7.8% | 6,856,736 | $525.9M |
| Avantax Advisory Services, Inc. | 3.39% | Add +18.1% | 6,190,247 | $474.8M |
| Wells Fargo & Company | 0.12% | Add +0.9% | 6,108,685 | $468.5M |
| LPL Financial LLC | 0.23% | Add +0.4% | 5,924,618 | $454.4M |
| Truepoint, Inc. | 12.84% | Add +2.5% | 5,867,096 | $450.0M |
| United Capital Financial Advisors, LLC | 3.45% | Reduce -1.1% | 5,228,783 | $401.0M |
| Envestnet Portfolio Solutions, Inc. | 1.17% | Add +0.8% | 4,386,558 | $336.4M |
| Royal Bank of Canada | 0.07% | Add +3.0% | 3,983,322 | $305.5M |
| Corient Private Wealth LP | 0.53% | Add +7.4% | 3,955,264 | $303.4M |
| Lincoln National Corp. | 8.55% | Add +1.9% | 3,297,794 | $252.9M |
| Captrust Financial Advisors | 0.77% | Add +13.1% | 3,119,809 | $239.3M |
| Commonwealth Equity Services, LLC | 0.35% | Add +10.6% | 2,850,733 | $218.7M |
| True Link Financial Advisors, LLC | 19.98% | Add +2.6% | 2,807,961 | $215.4M |
| Bank of New York Mellon Corp | 0.04% | Add +1.2% | 2,523,644 | $193.6M |
| MetLife Investment Management, LLC | 1.08% | Reduce -0.2% | 2,363,000 | $181.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -9.2% | 2,185,032 | $167.6M |
| UBS Group AG | 0.05% | Reduce -23.9% | 2,164,745 | $166.0M |
| Carlson Capital Management | 6.91% | Add +6.7% | 1,913,588 | $146.8M |
| Apella Capital, LLC | 6.08% | Add +7.5% | 1,769,336 | $135.9M |
| Morningstar Investment Services LLC | 1.45% | Reduce -1.2% | 1,741,108 | $133.6M |
| Cetera Investment Advisers | 0.27% | Add +1.5% | 1,528,724 | $117.3M |
| Cerity Partners LLC | 0.31% | Add +251.0% | 1,484,824 | $113.9M |
| Buckingham Strategic Wealth, LLC | 1.16% | Reduce -1.2% | 1,455,384 | $111.6M |
| Raymond James Financial Services Advisors, Inc. | 0.15% | Reduce -0.8% | 1,392,004 | $106.8M |
| Cambridge Investment Research Advisors, Inc. | 0.38% | Reduce -9.2% | 1,354,512 | $103.9M |
| Smithfield Trust Co | 5.42% | Reduce -5.8% | 1,346,602 | $103.3M |
| Axiom Advisory, LLC | 1.04% | Add +4494.8% | 1,248,081 | $95.1M |
| Raymond James & Associates | 0.06% | Add +0.1% | 1,223,364 | $93.8M |
| Truist Financial Corp. | 0.14% | Reduce -5.9% | 1,181,829 | $90.6M |
| Willow Creek Wealth Management Inc. | 9.98% | Add +5.8% | 1,143,648 | $87.7M |
| Valmark Advisers, Inc. | 1.48% | Add +13.6% | 1,137,047 | $87.2M |
| RW Investment Management LLC | 11.10% | Add +3.2% | 1,069,701 | $82.0M |
| Jones Financial Companies LLLP | 0.09% | Add +1.3% | 1,056,766 | $81.1M |
| Osaic Holdings, Inc. | 0.19% | Reduce -3.5% | 1,030,052 | $79.0M |
| Ameriprise Financial Inc. | 0.02% | Reduce -26.2% | 1,013,771 | $77.6M |
| Diversified Portfolios, Inc. | 9.77% | Reduce -3.4% | 966,742 | $74.1M |
| DAVENPORT & Co LLC | 0.45% | Reduce -2.8% | 929,392 | $71.3M |
| Peapack Gladstone Financial Corp. | 1.04% | Add +10.9% | 880,825 | $67.6M |
| Janney Montgomery Scott LLC | 0.20% | Add +2.3% | 864,569 | $66.3M |
| Efficient Advisors, LLC | 4.11% | Reduce -1.4% | 826,875 | $63.4M |
| Freestone Capital Holdings, LLC | 2.25% | Add +2.4% | 817,463 | $62.7M |
| D.A. Davidson & Co. | 0.56% | Add +2.4% | 817,214 | $62.7M |
| Integris Wealth Management, LLC | 17.57% | Add +2.8% | 793,111 | $60.8M |
| Fifth Third Bancorp | 0.23% | Add +200.3% | 790,355 | $60.6M |
| US Bancorp \de | 0.08% | Reduce -6.8% | 786,140 | $60.3M |
| MML Investors Services, LLC | 0.24% | Reduce -6.7% | 759,989 | $58.3M |
| Prime Capital Investment Advisors, LLC | 0.86% | Reduce -12.7% | 754,050 | $57.8M |
| PrairieView Partners, LLC | 6.49% | Add +5.4% | 753,253 | $57.8M |
| RS Crum Inc. | 14.71% | Reduce -3.4% | 731,640 | $56.1M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +1.7% | 720,813 | $55.3M |
| Penserra Capital Management LLC | 0.69% | Add +42.7% | 713,001 | $54.7M |
| Windward Private Wealth Management Inc. | 22.04% | Add +4.4% | 709,652 | $54.4M |
| Martel Wealth Advisors LLC | 11.33% | Add +3.4% | 688,539 | $52.8M |
| Atria Wealth Solutions, Inc. | 0.58% | Add +0.4% | 686,836 | $52.7M |
| Gemmer Asset Management LLC | 5.59% | Add +5.6% | 681,114 | $52.2M |
| TD Capital Management LLC | 5.45% | Add +0.2% | 679,090 | $52.1M |
| Jentner Corp | 16.81% | Add +1.7% | 659,640 | $50.6M |
| Savant Capital, LLC | 0.50% | Add +202.9% | 657,290 | $50.4M |
| Stifel Financial Corp. | 0.06% | Add +4.4% | 653,815 | $50.1M |
| Comerica Bank | 0.20% | Reduce -1.5% | 636,277 | $48.8M |
| Charter Oak Capital Management, LLC | 5.05% | Add +21.9% | 631,291 | $48.4M |
| Sofi Wealth, LLC | 3.89% | Add +11.6% | 605,209 | $46.4M |
| Symmetry Partners, LLC | 2.37% | Add +170.4% | 600,291 | $46.0M |
| Levy Wealth Management Group, LLC | 11.45% | Reduce -18.6% | 583,236 | $44.7M |
| HighTower Advisors, LLC | 0.07% | Add +7.3% | 567,061 | $43.5M |
| Citigroup Inc. | 0.04% | Add +11.4% | 557,814 | $42.8M |
| Creative Planning | 0.05% | Reduce -2.2% | 554,357 | $42.5M |
| National Philanthropic Trust | 0.81% | Reduce -3.2% | 550,930 | $42.3M |
| Arbor Investment Advisors, LLC | 5.98% | Add +8.9% | 532,735 | $40.9M |
| Berkshire Money Management, Inc. | 4.86% | Add +2.1% | 521,842 | $40.0M |
| Annandale Capital, LLC | 8.19% | Add +3.9% | 513,001 | $39.3M |
| Barr E S & Co. | 2.50% | New | 496,630 | $38.1M |
| Corrigan Financial, Inc. | 9.57% | No change | 488,972 | $37.5M |
| Betterment LLC | 0.09% | Add +6.5% | 467,752 | $35.9M |
| Ancora Advisors LLC | 0.81% | Reduce -12.5% | 428,944 | $32.9M |
| Alps Advisors Inc. | 0.22% | Reduce -25.7% | 412,749 | $31.7M |
| Blair William & Co. | 0.10% | Reduce -0.0% | 404,040 | $31.0M |
| Partners in Financial Planning | 6.58% | Add +7.2% | 394,525 | $30.3M |
| First Heartland Consultants, Inc. | 2.85% | Add +162.9% | 373,391 | $28.6M |
| Moisand Fitzgerald Tamayo, LLC | 4.26% | Add +18.3% | 371,100 | $28.5M |
| United Services Automobile Association | 0.71% | Reduce -10.9% | 363,769 | $27.9M |
| Financial Planning & Information Services, Inc. | 4.18% | Reduce -4.0% | 357,046 | $27.4M |
| Old National Bancorp | 0.64% | Add +3.9% | 356,860 | $27.4M |
| Vanguard Group Inc. | 0.00% | Add +38.8% | 355,189 | $27.2M |
| Human Investing LLC | 5.18% | Add +6.1% | 347,654 | $26.7M |
| CreativeOne Wealth, LLC | 1.35% | Reduce -4.9% | 347,444 | $26.6M |
| Tiaa Trust, National Association | 0.08% | Add +5.1% | 340,321 | $26.1M |
| SMI Advisory Services, LLC | 6.44% | Add +6.5% | 339,217 | $26.1M |
| PDS Planning, Inc | 2.55% | Add +5.0% | 329,134 | $25.2M |
| Cornerstone Investment Partners, LLC | 1.23% | Reduce -0.9% | 325,936 | $25.0M |
| Cullen/Frost Bankers, Inc. | 0.36% | Add +7.5% | 321,995 | $24.7M |
| Nuveen Asset Management, LLC | 0.01% | No change | 320,431 | $24.6M |
"% 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.