Vanguard Short-Term Bond ETFBSVETF

13F holders, Q1 2025 (March 31)
1,214holders −35
73new positions
85sold out
4famous investors
$78.28avg. 13F price*

At the end of Q1 2025, 1,214 institutions reported holding Vanguard Short-Term Bond ETF (BSV) in their 13F filings, down 35 from Q4 2024. 73 opened new positions and 85 sold out. The largest holders were Envestnet Asset Management Inc. ($4.2B), Mercer Global Advisors Inc. ($2.5B) and JPMorgan Chase & Co. ($1.6B). 4 famous investors held it, including Jim Simons / Peter Brown (0.2% 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions73$171.1M
Exits85$41.3M

All 13F filers, Q4 2024 → Q1 2025: 30,114,828 shares bought and 23,572,827 shares sold, net +6,542,001 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,214 holders

Envestnet Asset Management Inc. 1.36% Reduce -4.1% 53,846,993 $4.2B
Mercer Global Advisors Inc. 5.68% Add +9.5% 31,632,611 $2.5B
JPMorgan Chase & Co. 0.12% Reduce -24.4% 20,349,524 $1.6B
Allworth Financial LP 8.13% Add +34.9% 18,418,374 $1.4B
Empower Advisory Group, LLC 4.42% Add +6.0% 17,300,844 $1.4B
Goldman Sachs Group Inc. 0.25% Add +0.5% 16,552,986 $1.3B
Morgan Stanley 0.08% Add +1.8% 14,924,043 $1.2B
Bank of America Corp. 0.06% Add +6.1% 8,417,199 $658.9M
Beacon Capital Management, Inc. 27.85% Add +299.9% 7,168,818 $559.7M
Northern Trust Corp. 0.08% Reduce -12.7% 7,115,793 $557.0M
Truepoint, Inc. 13.46% Add +1.2% 6,337,834 $496.1M
LPL Financial LLC 0.19% Reduce -10.7% 6,302,475 $493.4M
Wells Fargo & Company 0.10% Reduce -5.6% 5,228,679 $409.3M
Captrust Financial Advisors 0.99% Add +30.6% 5,035,112 $394.1M
United Capital Financial Advisors, LLC 3.30% Reduce -4.8% 4,917,718 $385.0M
Envestnet Portfolio Solutions, Inc. 1.39% Add +0.6% 4,626,760 $362.2M
Lincoln National Corp. 8.89% Add +0.6% 3,524,035 $275.9M
UBS Group AG 0.06% Add +0.9% 3,401,862 $266.3M
Corient Private Wealth LP 0.42% Reduce -13.4% 3,303,456 $258.6M
Sei Investments Co. 0.32% Reduce -1.0% 3,173,734 $248.4M
Commonwealth Equity Services, LLC 0.34% Add +3.9% 3,111,051 $243.5M
Raymond James Financial Inc. 0.09% Add +11.9% 3,096,853 $242.4M
Royal Bank of Canada 0.05% Add +3.7% 2,923,441 $228.8M
Sequoia Financial Advisors, LLC 1.55% Add +690.1% 2,558,043 $200.2M
Cerity Partners LLC 0.41% Add +12.8% 2,534,124 $198.4M
Bank of New York Mellon Corp 0.04% Reduce -5.6% 2,488,774 $194.8M
MetLife Investment Management, LLC 0.93% Reduce -1.3% 2,206,000 $172.7M
Charles Schwab Investment Management Inc. 0.03% Reduce -4.3% 2,052,012 $160.6M
True Link Financial Advisors, LLC 11.90% Add +13.2% 2,037,439 $159.5M
Cetera Investment Advisers 0.28% Add +14.5% 1,826,663 $143.0M
Focus Partners Wealth 0.34% Add +1.6% 1,740,174 $136.2M
Apella Capital, LLC 4.55% Reduce -6.5% 1,698,621 $132.6M
Willow Creek Wealth Management Inc. 10.38% Add +3.2% 1,362,326 $106.6M
Cambridge Investment Research Advisors, Inc. 0.36% Add +3.2% 1,354,586 $106.0M
Valmark Advisers, Inc. 1.60% Add +7.0% 1,350,290 $105.7M
Smithfield Trust Co 5.17% Reduce -2.5% 1,319,350 $103.2M
Renaissance Technologies 0.15% Add +84.3% 1,284,100 $100.5M
Northwestern Mutual Wealth Management Co. 0.08% Add +9.0% 1,207,291 $94.5M
Jones Financial Companies LLLP 0.08% Add +8.9% 1,177,164 $92.1M
RW Investment Management LLC 11.24% Add +1.0% 1,168,651 $91.5M
Truist Financial Corp. 0.14% Reduce -18.2% 1,131,265 $88.6M
Osaic Holdings, Inc. 0.19% Reduce -4.4% 1,071,559 $83.9M
Peapack Gladstone Financial Corp. 1.22% Add +7.5% 1,051,612 $82.3M
DAVENPORT & Co LLC 0.48% Add +5.7% 1,040,733 $81.5M
Ameriprise Financial Inc. 0.02% Reduce -0.5% 997,876 $78.4M
MKP Capital Management, L.L.C. 4.69% New 970,000 $75.9M
RS Crum Inc. 20.19% Add +2.2% 957,801 $75.0M
D.A. Davidson & Co. 0.57% Add +4.4% 901,522 $70.6M
Freestone Capital Holdings, LLC 2.63% Add +3.2% 897,608 $70.3M
Janney Montgomery Scott LLC 0.19% Reduce -1.2% 863,071 $67.6M
HighTower Advisors, LLC 0.09% Add +47.7% 856,206 $67.0M
World Investment Advisors 1.72% Add +145.3% 845,784 $66.2M
Wit, LLC 1.88% Reduce -3.7% 844,643 $66.1M
Prime Capital Investment Advisors, LLC 0.76% Add +11.3% 832,842 $65.2M
Charter Oak Capital Management, LLC 5.98% Add +8.3% 832,332 $65.2M
Fifth Third Bancorp 0.24% Reduce -6.2% 813,286 $63.7M
MML Investors Services, LLC 0.21% Reduce -0.8% 812,106 $63.6M
Efficient Advisors, LLC 4.06% Reduce -1.1% 797,399 $62.4M
Atria Wealth Solutions, Inc. 0.75% Reduce -7.0% 792,651 $62.0M
Martel Wealth Advisors LLC 12.18% Add +1.7% 780,830 $61.1M
Windward Private Wealth Management Inc. 23.57% Add +0.9% 772,307 $60.5M
US Bancorp \de 0.08% Add +1.1% 763,209 $59.7M
Integris Wealth Management, LLC 16.97% Reduce -1.2% 759,899 $59.5M
Stifel Financial Corp. 0.06% Add +0.4% 754,983 $59.1M
First Merchants Corp. 2.30% Add +382.5% 736,894 $57.7M
Jentner Corp 16.56% Add +1.1% 706,670 $55.3M
Comerica Bank 0.23% Reduce -0.9% 702,322 $55.0M
TD Capital Management LLC 5.50% Add +2.2% 694,235 $54.3M
National Philanthropic Trust 0.84% Add +4.0% 667,322 $52.2M
Gemmer Asset Management LLC 5.03% Add +6.0% 644,233 $50.4M
Vanguard Group Inc. 0.00% Add +12.4% 633,238 $49.6M
Focus Partners Advisor Solutions, LLC 0.73% Add +11.6% 617,138 $48.3M
Penserra Capital Management LLC 0.84% Add +44.9% 601,709 $47.1M
Arbor Investment Advisors, LLC 6.42% Add +4.6% 600,133 $47.0M
International City Management Association Retirement Corp 26.55% Add +23.2% 599,500 $46.9M
Berkshire Money Management, Inc. 5.22% Add +4.9% 594,142 $46.5M
&partners 0.48% Add +33.2% 577,672 $45.4M
Capital Analysts, LLC 1.62% Add +11.0% 556,205 $43.5M
Creative Planning 0.04% Add +1.5% 551,766 $43.2M
Annandale Capital, LLC 8.03% Add +2.5% 547,636 $42.9M
Betterment LLC 0.10% Add +2.9% 537,140 $42.0M
Corrigan Financial, Inc. 8.59% Add +3.2% 532,617 $41.7M
Wealth Enhancement Advisory Services, LLC 0.08% Add +1.1% 531,411 $41.6M
Barr E S & Co. 2.46% Add +6.6% 517,950 $40.5M
Composition Wealth, LLC 0.76% Add +5.6% 485,486 $38.0M
Avantax Advisory Services, Inc. 0.22% Reduce -9.7% 453,068 $35.5M
Tobias Financial Advisors, Inc. 6.75% Add +6519.7% 444,052 $34.8M
Citigroup Inc. 0.03% Reduce -7.8% 441,790 $34.6M
Partners in Financial Planning 6.80% Add +2.8% 432,149 $33.8M
Presilium Private Wealth, LLC 7.29% Add +15.3% 415,711 $32.5M
Ancora Advisors LLC 0.71% Reduce -0.5% 408,461 $32.0M
NewEdge Advisors, LLC 0.18% Reduce -1.1% 395,873 $31.0M
Baird Financial Group, Inc. 0.06% Add +6.8% 394,273 $30.9M
Blue Trust, Inc. 0.40% Add +9.9% 393,936 $30.8M
CreativeOne Wealth, LLC 0.92% Reduce -3.4% 392,022 $30.7M
Human Investing LLC 5.40% Add +5.4% 391,555 $30.7M
PDS Planning, Inc 2.58% Add +1.8% 390,254 $30.5M
Wealthquest Corp 2.54% Add +16.9% 388,376 $30.4M
Savant Capital, LLC 0.25% Reduce -29.5% 380,178 $29.8M
Orion Porfolio Solutions, LLC 0.29% Add +20.7% 375,726 $29.4M

"% 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 1,214 holders