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Vanguard Short-Term Bond ETF (BSV) Institutional Ownership

Vanguard Short-Term Bond ETF logo
$77.86 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Number of
Institutional Buyers
(last 12 months)
994
Total
Institutional Inflows
(last 12 months)
$6.66B
Number of
Institutional Sellers
(last 12 months)
646
Total
Institutional Outflows
(last 12 months)
$5.34B
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Skip Chart & View Institutional Buying and Selling Data

BSV Institutional Buying and Selling by Quarter

Vanguard Short-Term Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026Wellington Grp LLC968$76K0.0%+54.1%0.000%
5/20/2026 SHUTTLEWORTH & Co13,100$1.03M0.9%+46.6%0.002%
5/20/2026 Arete Wealth Advisors LLC12,438$975K0.1%+6.9%0.002%
5/20/2026 TrueWealth Financial Partners2,895$227K0.1%N/A0.001%
5/19/2026 Western Wealth Management LLC23,503$1.84M0.1%+76.3%0.004%
5/19/2026 McIlrath & Eck LLC3,497$274K0.0%+8.1%0.001%
5/19/2026 NewEdge Advisors LLC314,183$24.64M0.5%-28.0%0.056%
5/19/2026 Bank of America Corp DE12,644,333$991.44M0.1%+29.0%2.235%
5/19/2026 Edgestream Partners L.P.5,373$421K0.0%-82.3%0.001%
5/19/2026 Centaurus Financial Inc.5,174$406K0.0%+24.1%0.001%
5/19/2026 Strategic Investment Advisors MI89,157$6.99M0.5%+79.7%0.016%
5/19/2026 Ashton Thomas Securities LLC18,283$1.43M0.2%+10.3%0.003%
5/19/2026 Arkadios Wealth Advisors45,964$3.60M0.1%+0.9%0.008%
5/19/2026 Claris Financial LLC4,005$314K0.2%-14.5%0.001%
5/19/2026 Arete Wealth Advisors LLC12,438$975K0.1%+6.9%0.002%
5/18/2026 EverSource Wealth Advisors LLC564,718$44.28M1.3%+62.6%0.100%
5/18/2026 Royal Bank of Canada3,461,252$271.40M0.0%+5.7%0.612%
5/18/2026 Envision Financial Planning LLC4,631$363K0.1%+20.3%0.001%
5/18/2026 Estate Counselors LLC13,515$1.06M0.1%-87.2%0.002%
5/16/2026 The Manufacturers Life Insurance Company 184,524$14.47M0.0%-36.7%0.033%
5/16/2026 Glen Eagle Advisors LLC664$52K0.0%+71.1%0.000%
5/16/2026 Quantinno Capital Management LP6,400$502K0.0%+56.6%0.001%
5/15/2026 Legacy PCG LLC2,987$234K1.3%-27.2%0.001%
5/15/2026 Gateway Wealth Partners LLC22,452$1.76M0.1%+534.1%0.004%
5/15/2026 Vawter Financial Ltd.161,542$12.67M5.3%-0.1%0.029%
5/15/2026 Waverly Advisors LLC29,492$2.31M0.0%+30.7%0.005%
5/14/2026 Hilltop Holdings Inc.6,837$536K0.0%-71.1%0.001%
5/14/2026 Rockbridge Investment Management LCC49,457$3.88M0.3%-0.9%0.009%
5/14/2026 GC Wealth Management RIA LLC10,511$824K0.0%+2.8%0.002%
5/14/2026 Compound Planning Inc.99,854$7.83M0.2%+35.7%0.018%
5/14/2026 Modern Wealth Management LLC3,930$307K0.0%-41.8%0.001%
5/14/2026 Alamar Capital Management LLC5,615$440K0.3%N/A0.001%
5/14/2026 Ascension Capital Advisors Inc.3,285$258K0.1%N/A0.001%
5/14/2026 Lido Advisors LLC24,674$1.94M0.0%-3.0%0.004%
5/13/2026 Cetera Investment Advisers2,562,512$200.93M0.2%+10.1%0.453%
5/13/2026 Wealthspire Retirement LLC6,230$489K0.0%-3.0%0.001%
5/13/2026 American Investment Services Inc.32,288$2.53M0.6%+11.7%0.006%
5/13/2026 Aureus Asset Management LLC15,468$1.21M0.1%+15.3%0.003%
5/13/2026 Signature Equity Partners LLC611$48K0.0%+44.1%0.000%
5/13/2026 NewEdge Wealth LLC263,832$20.69M0.2%+4.8%0.047%
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5/13/2026 Alesco Advisors LLC An ESL Co36,281$2.85M0.1%-11.3%0.006%
5/12/2026 Marin Bay Wealth Advisors LLC21,663$1.70M0.5%N/A0.004%
5/12/2026 Phillip James Consulting Co.9,452$749K0.6%N/A0.002%
5/8/2026 PNC Financial Services Group Inc.184,993$14.51M0.0%-7.9%0.033%
5/8/2026 HORAN Wealth LLC2,917$229K0.0%N/A0.001%
5/8/2026 Burling Wealth Partners LLC8,450$663K0.1%+40.4%0.001%
5/8/2026 Glenview Trust Co3,594$282K0.0%N/A0.001%
5/8/2026 DUTCH ASSET Corp4,891$384K0.3%-29.6%0.001%
5/8/2026 Maimon Wealth Management LTD.77,905$6.10M5.4%+11.1%0.014%
5/8/2026 Johnson Financial Group Inc.1,429$112K0.0%N/A0.000%
5/8/2026 ESL Trust Services LLC1,780$140K0.0%-20.4%0.000%
5/7/2026 Legacy Wealth Managment LLC ID2,050$161K0.1%+17.5%0.000%
5/7/2026 Hopwood Financial Services Inc.130,399$10.23M6.9%+13.1%0.023%
5/7/2026 Earned Wealth Advisors LLC98,405$7.72M0.5%+10.8%0.017%
5/7/2026 Hollencrest Capital Management18,696$1.47M0.1%+19.4%0.003%
5/7/2026 Human Investing LLC449,426$35.24M5.1%-4.2%0.079%
5/7/2026 Parallel Advisors LLC88,288$6.92M0.1%+2.8%0.016%
5/7/2026 Eaton Cambridge Inc.161,346$12.65M4.0%-5.4%0.029%
5/7/2026 Koss Olinger Consulting LLC44,548$3.49M0.3%+1,224.3%0.008%
5/7/2026 Precision Wealth Strategies LLC89,291$7.00M2.3%-16.5%0.016%
5/7/2026 Valley Wealth Managers Inc.46,799$3.67M0.2%+10.9%0.008%
5/7/2026 Windward Private Wealth Management Inc.843,187$66.11M22.9%+2.5%0.149%
5/7/2026 Ascent Wealth Partners LLC17,456$1.37M0.2%-28.8%0.003%
5/7/2026 Hershey Financial Advisers LLC18,066$1.42M1.2%+34.3%0.003%
5/6/2026 Sterling Financial Planning Inc.58,630$4.60M1.4%+11.3%0.010%
5/6/2026 Bartlett & CO. Wealth Management LLC288,159$22.47M0.3%-3.0%0.051%
5/6/2026 Zhang Financial LLC9,452$741K0.0%-10.0%0.002%
5/6/2026 Centennial Bank AR 80,028$6.28M2.3%+31.8%0.014%
5/6/2026 Cornerstone Planning Group LLC9,269$723K0.1%-10.7%0.002%
5/6/2026 Modera Wealth Management LLC238,360$18.69M0.2%-3.7%0.042%
5/6/2026 Assetmark Inc.310,693$24.36M0.0%+1.9%0.055%
5/6/2026 Bessemer Group Inc.6,947$545K0.0%-20.4%0.001%
5/6/2026 Adaptive Financial Consulting LLC147,485$11.56M4.4%+5.7%0.026%
5/6/2026 Independent Financial Group LLC23,311$1.83M0.1%N/A0.004%
5/6/2026 Prosperity Consulting Group LLC78,255$6.14M0.3%+6.9%0.014%
5/5/2026 Ferguson Johnson Wealth Management Inc62,905$4.93M4.0%+3.6%0.011%
5/5/2026 Vectors Research Management LLC11,641$913K0.3%-2.7%0.002%
5/5/2026 Wealthfront Advisers LLC59,986$4.70M0.0%+2.4%0.011%
5/5/2026 D.A. Davidson & CO.1,059,778$83.10M0.5%+6.1%0.187%
5/5/2026 Members Advisory Group LLC75,879$5.95M2.0%N/A0.013%
5/5/2026 Bank of New York Mellon Corp2,896,476$227.11M0.0%+4.9%0.512%
5/5/2026 Milestone Investment Advisors LLC4,116$323K0.1%+14.1%0.001%
5/5/2026 Good Harbor Advisors Inc.47,871$3.75M4.1%+5.0%0.008%
5/5/2026 Collaborative Wealth Managment Inc.3,188$250K0.1%N/A0.001%
5/5/2026 Geneos Wealth Management Inc.37,222$2.92M0.1%+1.4%0.007%
5/5/2026 Ethos Financial Group LLC29,072$2.28M0.2%+14.2%0.005%
5/5/2026 SouthState Bank Corp185,456$14.54M0.7%+2.7%0.033%
5/5/2026 Sanctuary Advisors LLC140,115$10.99M0.1%+10.7%0.025%
5/5/2026 Sigma Planning Corp53,106$4.16M0.1%+6.9%0.009%
5/5/2026 Cogent Strategic Wealth LLC6,473$508K0.5%+5.3%0.001%
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5/5/2026 Nwam LLC239,528$18.78M1.1%+3.7%0.042%
5/4/2026 Calamos Wealth Management LLC30,941$2.43M0.1%-1.4%0.005%
5/4/2026 Calamos Advisors LLC30,941$2.43M0.0%N/A0.005%
5/4/2026 AMG National Trust Bank18,564$1.46M0.0%+96.3%0.003%
5/4/2026 Retirement Planning Group LLC13,588$1.07M0.0%-23.4%0.002%
5/4/2026 Lutz Financial Services LLC264,007$20.70M1.4%-1.5%0.047%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management45,466$3.57M0.1%-4.0%0.008%
5/4/2026 Bryn Mawr Trust Advisors LLC41,406$3.25M0.2%+2.9%0.007%
5/4/2026 Bleakley Financial Group LLC112,420$8.82M0.1%+3.1%0.020%
5/4/2026 Archer Investment Corp11,114$871K0.2%-2.6%0.002%


BSV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,522 institutional investors and hedge funds held shares of Vanguard Short-Term Bond ETF. The most heavily invested institutionals were Mercer Global Advisors Inc. ADV ($3.27B), JPMorgan Chase & Co. ($2.55B), Morgan Stanley ($2.41B), Envestnet Asset Management Inc. ($2.21B), Allworth Financial LP ($1.55B), Empower Advisory Group LLC ($1.42B), and Goldman Sachs Group Inc. ($1.20B).Learn more on Vanguard Short-Term Bond ETF's institutional investors.

Of the 1,331 institutional investors that purchased Vanguard Short-Term Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($27.69M), Mercer Global Advisors Inc. ADV ($9.17M), Allworth Financial LP ($7.74M), Corient Private Wealth LLC ($7.46M), Beacon Capital Management Inc. ($6.95M), Envestnet Asset Management Inc. ($5.21M), and Valpey Financial Services LLC ($4.86M).

Institutional investors have bought a total of 84,566,815 shares in the last 24 months. This purchase volume represents approximately $6.66B in transactions.

Of the 646 institutional investors that sold Vanguard Short-Term Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($26.72M), Morgan Stanley ($8.05M), JPMorgan Chase & Co. ($7.07M), Beacon Capital Management Inc. ($6.78M), Goldman Sachs Group Inc. ($1.96M), Northwestern Mutual Wealth Management Co. ($1.35M), and Bank of America Corp DE ($948.45K).

Institutional investors have sold a total of 67,690,881 shares in the last 24 months. This volume of shares sold represents approximately $5.34B in transactions.



This page (NYSEARCA:BSV) was last updated on 5/25/2026 by MarketBeat.com Staff.
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