Vanguard Short-Term Bond ETFBSVETF
13F holders, Q2 2025 (June 30)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $74.6M |
| Exits | 79 | $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.