Vanguard Short-Term Bond ETFBSVETF

13F holders, Q2 2025 (June 30)
1,230holders +16
87new positions
79sold out
5famous investors
$78.71avg. 13F price*

At the end of Q2 2025, 1,230 institutions reported holding Vanguard Short-Term Bond ETF (BSV) in their 13F filings, up 16 from Q1 2025. 87 opened new positions and 79 sold out. The largest holders were Envestnet Asset Management Inc. ($4.3B), Morgan Stanley ($3.0B) and Mercer Global Advisors Inc. ($2.7B). 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions87$74.6M
Exits79$294.2M

All 13F filers, Q1 2025 → Q2 2025: 51,991,899 shares bought and 17,146,390 shares sold, net +34,845,509 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,230 holders

Envestnet Asset Management Inc. 1.26% Add +1.6% 54,699,168 $4.3B
Morgan Stanley 0.19% Add +151.9% 37,597,584 $3.0B
Mercer Global Advisors Inc. 6.02% Add +7.7% 34,076,932 $2.7B
JPMorgan Chase & Co. 0.17% Add +58.2% 32,198,341 $2.5B
Allworth Financial LP 7.06% Add +1.4% 18,685,793 $1.5B
Empower Advisory Group, LLC 4.27% Add +4.6% 18,101,201 $1.4B
Goldman Sachs Group Inc. 0.21% Reduce -0.0% 16,550,215 $1.3B
Northern Trust Corp. 0.11% Add +39.6% 9,935,759 $781.9M
Bank of America Corp. 0.05% Reduce -11.3% 7,468,753 $587.8M
LPL Financial LLC 0.18% Add +7.1% 6,747,834 $531.1M
Truepoint, Inc. 12.57% Add +1.2% 6,415,794 $504.9M
Captrust Financial Advisors 0.95% Add +6.9% 5,383,445 $423.7M
Wells Fargo & Company 0.09% Reduce -6.0% 4,915,109 $386.8M
United Capital Financial Advisors, LLC 2.79% Reduce -10.7% 4,392,617 $345.7M
Envestnet Portfolio Solutions, Inc. 1.25% Reduce -6.8% 4,311,017 $339.3M
UBS Group AG 0.06% Add +3.1% 3,508,060 $276.1M
Lincoln National Corp. 8.25% Reduce -1.9% 3,457,109 $272.1M
Raymond James Financial Inc. 0.09% Add +6.0% 3,281,266 $258.2M
Commonwealth Equity Services, LLC 0.33% Add +0.5% 3,127,945 $246.2M
Royal Bank of Canada 0.05% Add +1.4% 2,965,681 $233.4M
Corient Private Wealth LP 0.30% Reduce -10.3% 2,963,399 $224.1M
Cerity Partners LLC 0.37% Add +2.8% 2,604,203 $205.0M
Sequoia Financial Advisors, LLC 1.37% Reduce -1.0% 2,532,898 $199.3M
Bank of New York Mellon Corp 0.04% Add +0.3% 2,495,778 $196.4M
MetLife Investment Management, LLC 1.08% Add +5.9% 2,336,000 $183.8M
Beacon Capital Management, Inc. 9.15% Reduce -68.5% 2,255,871 $177.5M
True Link Financial Advisors, LLC 11.43% Add +3.3% 2,104,472 $165.6M
Charles Schwab Investment Management Inc. 0.03% Reduce -1.5% 2,021,291 $159.1M
Cetera Investment Advisers 0.25% Add +4.0% 1,899,521 $149.5M
Truist Financial Corp. 0.21% Add +60.2% 1,812,600 $142.7M
Focus Partners Wealth 0.30% Add +2.1% 1,776,660 $139.8M
Apella Capital, LLC 3.44% Reduce -4.5% 1,621,727 $126.8M
Willow Creek Wealth Management Inc. 10.01% Add +3.8% 1,414,161 $111.3M
Valmark Advisers, Inc. 1.55% Add +4.3% 1,408,807 $110.9M
Cambridge Investment Research Advisors, Inc. 0.31% Reduce -3.1% 1,313,056 $103.3M
Northwestern Mutual Wealth Management Co. 0.08% Add +8.6% 1,310,934 $103.2M
Smithfield Trust Co 4.79% Reduce -2.3% 1,289,516 $101.5M
Jones Financial Companies LLLP 0.08% Add +9.5% 1,288,493 $101.3M
Osaic Holdings, Inc. 0.17% Add +9.8% 1,176,710 $92.6M
RW Investment Management LLC 10.26% Add +0.1% 1,170,018 $92.1M
Ameriprise Financial Inc. 0.02% Add +12.4% 1,121,749 $87.7M
DAVENPORT & Co LLC 0.45% Add +0.4% 1,044,690 $82.2M
Peapack Gladstone Financial Corp. 1.12% Reduce -4.4% 1,005,787 $79.2M
RS Crum Inc. 18.48% Add +2.2% 979,150 $77.1M
MKP Capital Management, L.L.C. 3.92% No change 970,000 $76.3M
Freestone Capital Holdings, LLC 2.47% Add +2.6% 921,258 $72.5M
CW Advisors, LLC 0.70% Add +1748.0% 918,429 $72.3M
D.A. Davidson & Co. 0.51% Add +1.4% 913,931 $71.9M
World Investment Advisors 1.61% Add +6.2% 898,178 $70.7M
Savant Capital, LLC 0.50% Add +134.3% 890,919 $70.1M
Charter Oak Capital Management, LLC 5.85% Add +5.8% 880,583 $69.3M
Janney Montgomery Scott LLC 0.18% Add +1.5% 876,375 $69.0M
HighTower Advisors, LLC 0.09% Add +0.7% 862,306 $67.9M
Fifth Third Bancorp 0.23% Add +4.2% 847,680 $66.7M
Wit, LLC 1.65% No change 844,643 $66.5M
MML Investors Services, LLC 0.19% Add +1.8% 826,927 $65.1M
&partners 0.48% Add +38.2% 798,107 $63.1M
Martel Wealth Advisors LLC 11.62% Add +2.0% 796,532 $62.7M
Efficient Advisors, LLC 3.71% Reduce -0.7% 792,001 $62.3M
Berkshire Money Management, Inc. 6.56% Add +33.2% 791,653 $62.3M
Windward Private Wealth Management Inc. 22.46% Add +2.5% 791,535 $62.3M
Comerica Bank 0.24% Add +11.9% 786,255 $61.9M
Stifel Financial Corp. 0.06% Add +1.9% 769,451 $60.6M
Integris Wealth Management, LLC 15.48% Reduce -0.7% 754,404 $59.4M
First Merchants Corp. 2.28% Add +1.7% 749,453 $59.0M
US Bancorp \de 0.07% Reduce -2.5% 744,272 $58.6M
National Philanthropic Trust 0.77% Add +9.6% 731,206 $57.5M
Jentner Corp 15.24% Add +2.3% 722,651 $56.9M
TD Capital Management LLC 5.27% Add +2.3% 709,937 $55.9M
Prime Capital Investment Advisors, LLC 0.74% Reduce -15.1% 707,235 $55.7M
Renaissance Technologies 0.07% Reduce -45.0% 706,900 $55.6M
Vanguard Group Inc. 0.00% Add +10.9% 702,335 $55.3M
Gemmer Asset Management LLC 4.75% Add +5.5% 679,972 $53.5M
Penserra Capital Management LLC 0.71% Add +7.7% 648,142 $51.0M
Exchange Traded Concepts, LLC 0.64% Add +419.3% 633,989 $49.9M
Arbor Investment Advisors, LLC 6.11% Add +0.9% 605,839 $47.7M
International City Management Association Retirement Corp 25.18% No change 599,500 $47.2M
Citigroup Inc. 0.03% Add +35.5% 598,569 $47.1M
Focus Partners Advisor Solutions, LLC 0.60% Reduce -6.7% 575,639 $45.3M
Betterment LLC 0.10% Add +6.2% 570,256 $44.9M
Composition Wealth, LLC 0.73% Add +13.9% 552,861 $43.5M
Capital Analysts, LLC 1.42% Reduce -2.8% 540,412 $42.5M
Annandale Capital, LLC 7.69% Reduce -3.3% 529,737 $41.7M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -0.5% 528,638 $41.4M
Creative Planning 0.03% Reduce -7.0% 513,072 $40.4M
Barr E S & Co. 2.20% Reduce -5.7% 488,355 $38.4M
Tobias Financial Advisors, Inc. 6.33% Add +5.8% 470,019 $37.0M
Presilium Private Wealth, LLC 7.30% Add +9.0% 453,153 $35.7M
Partners in Financial Planning 6.51% Add +3.9% 448,864 $35.3M
Avantax Advisory Services, Inc. 0.19% Reduce -3.8% 435,969 $34.3M
Greystone Financial Group, LLC 5.63% Add +46.6% 434,542 $34.2M
Trajan Wealth LLC 1.60% Add +18.4% 415,788 $32.7M
Blue Trust, Inc. 0.38% Add +5.0% 413,497 $32.5M
PDS Planning, Inc 2.41% Add +5.4% 411,345 $32.4M
Wealthquest Corp 2.54% Add +5.5% 409,564 $32.2M
Human Investing LLC 5.02% Add +3.5% 405,079 $31.9M
Assetmark, Inc. 0.07% Add +483.7% 403,260 $31.7M
Ancora Advisors LLC 0.66% Reduce -2.1% 399,764 $31.5M
Orion Porfolio Solutions, LLC 0.26% Add +4.5% 392,738 $30.9M
CreativeOne Wealth, LLC 0.81% Reduce -0.1% 391,744 $30.8M

"% 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 1,230 holders