Vanguard Short-Term Bond ETFBSVETF
13F holders, Q1 2025 (March 31)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $171.1M |
| Exits | 85 | $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.