Vanguard Short-Term Bond ETFBSVETF
13F holders, Q4 2024 (December 31)1,249holders +105
77new positions
67sold out
5famous investors
$77.28avg. 13F price*
At the end of Q4 2024, 1,249 institutions reported holding Vanguard Short-Term Bond ETF (BSV) in their 13F filings, up 105 from Q3 2024. 77 opened new positions and 67 sold out. The largest holders were Envestnet Asset Management Inc. ($4.3B), Mercer Global Advisors Inc. ($2.2B) and JPMorgan Chase & Co. ($2.1B). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Short-Term Bond ETF
- CUSIP
- 921937827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $90.2M |
| Exits | 67 | $93.3M |
All 13F filers, Q3 2024 → Q4 2024: 29,402,322 shares bought and 22,287,894 shares sold, net +7,114,428 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,249 holders
| Envestnet Asset Management Inc. | 1.39% | Add +4.6% | 56,123,893 | $4.3B |
| Mercer Global Advisors Inc. | 5.44% | Reduce -0.9% | 28,879,736 | $2.2B |
| JPMorgan Chase & Co. | 0.16% | Add +20.9% | 26,903,564 | $2.1B |
| Goldman Sachs Group Inc. | 0.24% | Reduce -0.8% | 16,475,530 | $1.3B |
| Empower Advisory Group, LLC | 4.25% | Add +7.4% | 16,322,389 | $1.3B |
| Morgan Stanley | 0.08% | Reduce -47.5% | 14,663,464 | $1.1B |
| Allworth Financial LP | 5.81% | Add +11.9% | 13,649,853 | $1.1B |
| Northern Trust Corp. | 0.09% | Add +2.8% | 8,150,925 | $629.8M |
| Bank of America Corp. | 0.06% | Add +3.0% | 7,934,969 | $613.1M |
| LPL Financial LLC | 0.22% | Add +17.5% | 7,059,963 | $545.5M |
| Truepoint, Inc. | 12.95% | Add +4.1% | 6,262,742 | $483.9M |
| Wells Fargo & Company | 0.10% | Reduce -9.8% | 5,538,494 | $428.0M |
| United Capital Financial Advisors, LLC | 3.37% | Add +0.1% | 5,164,091 | $399.0M |
| Essential Planning, LLC. | 2.44% | Add +6474.1% | 4,825,007 | $374.5M |
| Envestnet Portfolio Solutions, Inc. | 1.16% | Add +4.2% | 4,597,743 | $355.3M |
| Captrust Financial Advisors | 0.85% | Add +10.4% | 3,853,794 | $297.8M |
| Corient Private Wealth LP | 0.49% | Reduce -6.7% | 3,814,756 | $294.8M |
| Lincoln National Corp. | 8.71% | Add +4.2% | 3,503,805 | $270.7M |
| UBS Group AG | 0.06% | Add +15.5% | 3,371,179 | $260.5M |
| Sei Investments Co. | 0.32% | Add +2.6% | 3,206,249 | $247.7M |
| Commonwealth Equity Services, LLC | 0.34% | Add +2.5% | 2,993,392 | $231.3M |
| Royal Bank of Canada | 0.05% | Reduce -30.1% | 2,820,279 | $217.9M |
| Raymond James Financial Inc. | 0.08% | — | 2,767,791 | $213.9M |
| Bank of New York Mellon Corp | 0.04% | Add +6.8% | 2,635,260 | $203.6M |
| Carlson Capital Management | 7.70% | Add +10.0% | 2,282,489 | $176.4M |
| Cerity Partners LLC | 0.38% | Add +10.1% | 2,246,483 | $173.6M |
| MetLife Investment Management, LLC | 0.94% | Reduce -2.6% | 2,234,500 | $172.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +0.7% | 2,143,804 | $165.7M |
| Apella Capital, LLC | 5.38% | Reduce -3.6% | 1,815,851 | $140.3M |
| True Link Financial Advisors, LLC | 11.67% | Reduce -11.5% | 1,799,763 | $139.1M |
| Beacon Capital Management, Inc. | 6.00% | Add +737.1% | 1,792,517 | $138.5M |
| Focus Partners Wealth | 0.34% | Add +7.0% | 1,713,431 | $132.4M |
| Cetera Investment Advisers | 0.26% | Add +11.4% | 1,595,121 | $123.3M |
| Truist Financial Corp. | 0.17% | Add +17.9% | 1,383,420 | $106.9M |
| Smithfield Trust Co | 5.21% | Add +2.0% | 1,353,301 | $104.6M |
| Willow Creek Wealth Management Inc. | 10.40% | Add +9.1% | 1,320,076 | $102.0M |
| Cambridge Investment Research Advisors, Inc. | 0.34% | Reduce -0.2% | 1,313,084 | $101.5M |
| BNP Paribas Financial Markets | 0.08% | Add +15.2% | 1,267,389 | $97.9M |
| Valmark Advisers, Inc. | 1.51% | Add +6.0% | 1,261,731 | $97.5M |
| RW Investment Management LLC | 10.89% | Add +4.5% | 1,156,575 | $89.4M |
| Osaic Holdings, Inc. | 0.19% | Add +12.2% | 1,120,945 | $86.6M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +11.3% | 1,108,025 | $85.6M |
| Jones Financial Companies LLLP | 0.08% | Add +3.0% | 1,080,470 | $83.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.6% | 1,003,030 | $77.5M |
| DAVENPORT & Co LLC | 0.45% | Add +1.9% | 984,559 | $76.1M |
| Peapack Gladstone Financial Corp. | 1.10% | Add +4.9% | 978,317 | $75.6M |
| RS Crum Inc. | 17.87% | Add +3.1% | 936,898 | $72.4M |
| Wit, LLC | 2.17% | Add +99869.6% | 876,733 | $67.7M |
| Janney Montgomery Scott LLC | 0.19% | Add +1.0% | 873,445 | $67.5M |
| Freestone Capital Holdings, LLC | 2.32% | Add +0.3% | 869,528 | $67.2M |
| Fifth Third Bancorp | 0.24% | Add +5.5% | 866,932 | $67.0M |
| D.A. Davidson & Co. | 0.54% | Add +4.0% | 863,894 | $66.8M |
| Campbell Wealth Management | 6.00% | Add +76.5% | 863,284 | $66.7M |
| Atria Wealth Solutions, Inc. | 0.72% | Add +22.5% | 852,531 | $65.9M |
| MML Investors Services, LLC | 0.22% | Add +3.5% | 818,615 | $63.3M |
| Efficient Advisors, LLC | 4.01% | Add +0.4% | 806,574 | $62.3M |
| Integris Wealth Management, LLC | 16.76% | Add +3.5% | 768,942 | $59.4M |
| Charter Oak Capital Management, LLC | 5.53% | Add +12.1% | 768,667 | $59.4M |
| Martel Wealth Advisors LLC | 11.58% | Add +8.2% | 767,462 | $59.3M |
| Windward Private Wealth Management Inc. | 23.06% | Add +5.7% | 765,700 | $59.2M |
| US Bancorp \de | 0.08% | Reduce -2.8% | 754,508 | $58.3M |
| Stifel Financial Corp. | 0.06% | Add +5.3% | 751,983 | $58.1M |
| Prime Capital Investment Advisors, LLC | 0.84% | Add +0.8% | 748,125 | $57.8M |
| Sofi Wealth, LLC | 3.89% | Add +9.6% | 735,019 | $56.8M |
| Comerica Bank | 0.22% | Add +4.3% | 709,015 | $54.8M |
| Jentner Corp | 15.74% | Add +3.8% | 699,302 | $54.0M |
| Renaissance Technologies | 0.08% | Add +25.9% | 696,900 | $53.8M |
| TD Capital Management LLC | 5.33% | Reduce -1.3% | 679,266 | $52.5M |
| National Philanthropic Trust | 0.72% | Add +14.0% | 641,883 | $49.6M |
| Gemmer Asset Management LLC | 4.62% | Add +10.5% | 607,519 | $46.9M |
| HighTower Advisors, LLC | 0.06% | Add +3.4% | 579,641 | $44.8M |
| Arbor Investment Advisors, LLC | 6.25% | Add +3.8% | 573,822 | $44.3M |
| Berkshire Money Management, Inc. | 4.76% | Add +4.4% | 566,561 | $43.8M |
| Vanguard Group Inc. | 0.00% | Add +27.2% | 563,459 | $43.5M |
| Focus Partners Advisor Solutions, LLC | 0.72% | Add +0.3% | 553,233 | $42.7M |
| Creative Planning | 0.04% | Reduce -1.9% | 543,819 | $42.0M |
| Savant Capital, LLC | 0.33% | Reduce -13.7% | 539,170 | $41.7M |
| Annandale Capital, LLC | 8.18% | Add +2.2% | 534,336 | $41.3M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +135.5% | 525,830 | $40.6M |
| Betterment LLC | 0.10% | Add +5.8% | 522,022 | $40.3M |
| Corrigan Financial, Inc. | 9.15% | Add +1.6% | 516,277 | $39.9M |
| Avantax Advisory Services, Inc. | 0.24% | Reduce -2.3% | 501,755 | $38.8M |
| Capital Analysts, LLC | 1.55% | Add +121.1% | 501,168 | $38.7M |
| International City Management Association Retirement Corp | 23.12% | Add +28.6% | 486,600 | $37.6M |
| Barr E S & Co. | 2.22% | Add +0.6% | 485,900 | $37.5M |
| Citigroup Inc. | 0.04% | Reduce -13.8% | 479,414 | $37.0M |
| Composition Wealth, LLC | 0.72% | Add +8.6% | 459,571 | $35.5M |
| &partners | 0.40% | Add +58.8% | 433,700 | $33.6M |
| Moisand Fitzgerald Tamayo, LLC | 4.65% | Add +3.8% | 425,875 | $32.9M |
| Partners in Financial Planning | 6.62% | Add +1.4% | 420,233 | $32.5M |
| Penserra Capital Management LLC | 0.59% | Add +2.5% | 415,245 | $32.1M |
| Ancora Advisors LLC | 0.71% | Add +1.9% | 410,429 | $31.7M |
| CreativeOne Wealth, LLC | 0.96% | Add +2.5% | 405,804 | $31.4M |
| NewEdge Advisors, LLC | 0.19% | Add +7.2% | 400,244 | $30.9M |
| Cullen/Frost Bankers, Inc. | 0.41% | Add +4.7% | 389,920 | $30.1M |
| PDS Planning, Inc | 2.63% | Add +5.6% | 383,541 | $29.6M |
| Greystone Financial Group, LLC | 5.07% | Add +39.4% | 377,586 | $29.2M |
| Alps Advisors Inc. | 0.18% | Reduce -8.1% | 373,984 | $28.9M |
| Human Investing LLC | 5.09% | Add +2.5% | 371,351 | $28.7M |
| Baird Financial Group, Inc. | 0.05% | Add +9.3% | 369,293 | $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.