Vanguard Short-Term Bond ETFBSVETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 1,144 institutions reported holding Vanguard Short-Term Bond ETF (BSV) in their 13F filings, up 12 from Q2 2024. 84 opened new positions and 69 sold out. The largest holders were Envestnet Asset Management Inc. ($4.2B), Mercer Global Advisors Inc. ($2.3B) and Morgan Stanley ($2.2B). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $476.0M |
| Exits | 69 | $134.3M |
All 13F filers, Q2 2024 → Q3 2024: 30,051,473 shares bought and 17,451,746 shares sold, net +12,599,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,144 holders
| Envestnet Asset Management Inc. | 1.36% | Add +6.7% | 53,667,204 | $4.2B |
| Mercer Global Advisors Inc. | 5.36% | Add +14.5% | 29,140,104 | $2.3B |
| Morgan Stanley | 0.16% | Add +0.2% | 27,921,980 | $2.2B |
| JPMorgan Chase & Co. | 0.14% | Add +21.8% | 22,255,805 | $1.8B |
| Goldman Sachs Group Inc. | 0.25% | Reduce -13.3% | 16,612,967 | $1.3B |
| Empower Advisory Group, LLC | 4.04% | Add +4.9% | 15,200,448 | $1.2B |
| Allworth Financial LP | 5.85% | Add +2.6% | 12,194,753 | $959.6M |
| Northern Trust Corp. | 0.10% | Add +9.1% | 7,932,243 | $624.2M |
| Bank of America Corp. | 0.05% | Add +12.4% | 7,706,394 | $606.4M |
| Wells Fargo & Company | 0.12% | Add +0.5% | 6,137,196 | $482.9M |
| Truepoint, Inc. | 12.71% | Add +2.5% | 6,013,964 | $473.2M |
| LPL Financial LLC | 0.21% | Add +1.4% | 6,009,935 | $472.9M |
| United Capital Financial Advisors, LLC | 3.34% | Reduce -1.3% | 5,159,342 | $406.0M |
| Envestnet Portfolio Solutions, Inc. | 1.13% | Add +0.6% | 4,413,757 | $347.3M |
| Royal Bank of Canada | 0.07% | Add +1.3% | 4,034,256 | $317.5M |
| Corient Private Wealth LP | 0.49% | Add +3.4% | 4,087,688 | $313.3M |
| Captrust Financial Advisors | 0.81% | Add +11.9% | 3,489,698 | $274.6M |
| Lincoln National Corp. | 8.47% | Add +1.9% | 3,361,799 | $264.5M |
| Sei Investments Co. | 0.32% | New | 3,125,317 | $245.9M |
| Commonwealth Equity Services, LLC | 0.35% | Add +2.5% | 2,921,861 | $229.9M |
| UBS Group AG | 0.06% | Add +34.9% | 2,919,817 | $229.8M |
| Bank of New York Mellon Corp | 0.04% | Reduce -2.3% | 2,466,363 | $194.1M |
| MetLife Investment Management, LLC | 1.04% | Reduce -2.9% | 2,294,000 | $180.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -2.5% | 2,129,913 | $167.6M |
| Carlson Capital Management | 6.93% | Add +8.4% | 2,074,903 | $163.3M |
| Cerity Partners LLC | 0.36% | Add +37.4% | 2,039,806 | $160.5M |
| True Link Financial Advisors, LLC | 13.58% | Reduce -27.6% | 2,032,952 | $160.0M |
| Apella Capital, LLC | 6.08% | Add +6.4% | 1,883,160 | $147.9M |
| Focus Partners Wealth | 0.40% | Add +3583.2% | 1,601,893 | $126.1M |
| Cetera Investment Advisers | 0.25% | Reduce -6.3% | 1,431,881 | $112.7M |
| Raymond James Financial Services Advisors, Inc. | 0.15% | Add +1.8% | 1,417,351 | $111.5M |
| Smithfield Trust Co | 5.12% | Reduce -1.5% | 1,326,166 | $104.4M |
| Cambridge Investment Research Advisors, Inc. | 0.35% | Reduce -2.9% | 1,315,463 | $103.5M |
| Raymond James & Associates | 0.06% | Add +1.2% | 1,237,693 | $97.4M |
| Morningstar Investment Services LLC | 0.99% | Reduce -29.2% | 1,233,196 | $97.2M |
| Willow Creek Wealth Management Inc. | 10.01% | Add +5.8% | 1,210,425 | $95.2M |
| Valmark Advisers, Inc. | 1.47% | Add +4.7% | 1,190,348 | $93.7M |
| Truist Financial Corp. | 0.15% | Reduce -0.7% | 1,173,340 | $92.3M |
| RW Investment Management LLC | 10.84% | Add +3.5% | 1,106,621 | $87.1M |
| BNP Paribas Financial Markets | 0.08% | Add +341.0% | 1,100,236 | $86.6M |
| Jones Financial Companies LLLP | 0.08% | Reduce -0.7% | 1,049,415 | $82.7M |
| Ameriprise Financial Inc. | 0.02% | Add +0.6% | 1,019,909 | $80.0M |
| Osaic Holdings, Inc. | 0.18% | Reduce -3.0% | 998,985 | $78.6M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +38.1% | 995,255 | $78.3M |
| DAVENPORT & Co LLC | 0.45% | Add +3.9% | 965,970 | $76.0M |
| Peapack Gladstone Financial Corp. | 1.06% | Add +5.8% | 932,285 | $73.4M |
| RS Crum Inc. | 16.76% | Add +24.3% | 909,074 | $71.5M |
| Wit, LLC | 1.99% | — | 877 | $69.0M |
| Freestone Capital Holdings, LLC | 2.36% | Add +6.0% | 866,623 | $68.2M |
| Janney Montgomery Scott LLC | 0.19% | Add +0.0% | 864,707 | $68.0M |
| Axiom Advisory, LLC | 0.62% | Reduce -32.0% | 848,646 | $66.1M |
| D.A. Davidson & Co. | 0.54% | Add +1.6% | 830,717 | $65.4M |
| Fifth Third Bancorp | 0.23% | Add +4.0% | 821,577 | $64.6M |
| Efficient Advisors, LLC | 3.96% | Reduce -2.9% | 803,215 | $63.2M |
| MML Investors Services, LLC | 0.23% | Add +4.1% | 791,062 | $62.2M |
| US Bancorp \de | 0.08% | Reduce -1.3% | 776,211 | $61.1M |
| Integris Wealth Management, LLC | 16.33% | Reduce -6.3% | 742,963 | $58.5M |
| Prime Capital Investment Advisors, LLC | 0.83% | Reduce -1.5% | 742,401 | $58.4M |
| Windward Private Wealth Management Inc. | 21.85% | Add +2.1% | 724,377 | $57.0M |
| Stifel Financial Corp. | 0.06% | Add +9.3% | 714,379 | $56.2M |
| Martel Wealth Advisors LLC | 11.32% | Add +3.0% | 709,201 | $55.3M |
| Atria Wealth Solutions, Inc. | 0.60% | Add +1.3% | 696,036 | $54.8M |
| TD Capital Management LLC | 5.42% | Add +1.4% | 688,368 | $54.2M |
| Charter Oak Capital Management, LLC | 5.04% | Add +8.6% | 685,519 | $53.9M |
| Comerica Bank | 0.21% | Add +6.9% | 680,092 | $53.5M |
| Jentner Corp | 16.23% | Add +2.1% | 673,783 | $53.0M |
| Sofi Wealth, LLC | 3.88% | Add +10.8% | 670,876 | $52.8M |
| PrairieView Partners, LLC | 5.44% | Reduce -11.7% | 664,856 | $52.3M |
| Savant Capital, LLC | 0.41% | Reduce -4.9% | 625,078 | $49.2M |
| National Philanthropic Trust | 0.80% | Add +2.2% | 563,262 | $44.3M |
| HighTower Advisors, LLC | 0.07% | Reduce -1.1% | 560,567 | $44.1M |
| Citigroup Inc. | 0.04% | Reduce -0.3% | 556,183 | $43.8M |
| Creative Planning | 0.04% | Add +0.0% | 554,536 | $43.6M |
| Renaissance Technologies | 0.07% | Add +148.2% | 553,400 | $43.5M |
| Arbor Investment Advisors, LLC | 5.76% | Add +3.8% | 552,784 | $43.5M |
| Focus Partners Advisor Solutions, LLC | 0.91% | Add +235.3% | 551,547 | $43.4M |
| Gemmer Asset Management LLC | 4.33% | Reduce -19.3% | 549,825 | $43.3M |
| Berkshire Money Management, Inc. | 4.89% | Add +4.0% | 542,761 | $42.7M |
| Annandale Capital, LLC | 8.23% | Add +1.9% | 522,798 | $41.1M |
| Avantax Advisory Services, Inc. | 0.27% | Reduce -91.7% | 513,459 | $40.4M |
| Corrigan Financial, Inc. | 9.17% | Add +3.9% | 508,187 | $40.0M |
| Betterment LLC | 0.09% | Add +5.5% | 493,568 | $38.8M |
| Campbell Wealth Management | 3.43% | New | 488,970 | $38.5M |
| Citadel Advisors | 0.04% | Add +1423.8% | 488,432 | $38.4M |
| Barr E S & Co. | 2.37% | Reduce -2.7% | 483,049 | $38.0M |
| Vanguard Group Inc. | 0.00% | Add +24.7% | 443,050 | $34.9M |
| Composition Wealth, LLC | 0.77% | New | 423,273 | $33.3M |
| Partners in Financial Planning | 6.58% | Add +5.0% | 414,288 | $32.6M |
| Moisand Fitzgerald Tamayo, LLC | 4.43% | Add +10.5% | 410,193 | $32.3M |
| Alps Advisors Inc. | 0.21% | Reduce -1.4% | 406,829 | $32.0M |
| Penserra Capital Management LLC | 0.69% | Reduce -43.2% | 405,011 | $31.9M |
| Ancora Advisors LLC | 0.72% | Reduce -6.1% | 402,767 | $31.7M |
| Blair William & Co. | 0.09% | Reduce -0.4% | 402,423 | $31.7M |
| Diversified Portfolios, Inc. | 3.26% | Reduce -59.0% | 396,893 | $31.2M |
| CreativeOne Wealth, LLC | 1.06% | Add +13.9% | 395,917 | $31.2M |
| International City Management Association Retirement Corp | 19.59% | Add +31.6% | 378,400 | $29.8M |
| NewEdge Advisors, LLC | 0.19% | Add +64.3% | 373,308 | $29.4M |
| Cullen/Frost Bankers, Inc. | 0.40% | Add +15.7% | 372,512 | $29.3M |
| PDS Planning, Inc | 2.56% | Add +10.3% | 363,153 | $28.6M |
| Human Investing LLC | 5.16% | Add +4.2% | 362,153 | $28.5M |
"% 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.