Vanguard Short-Term Bond ETFBSVETF

13F holders, Q3 2024 (September 30)
1,144holders +12
84new positions
69sold out
5famous investors
$78.84avg. 13F price*

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

InstitutionsTotal Value
New Positions84$476.0M
Exits69$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.

Show all 1,144 holders