VANGUARD SHORT-TERM BOND ETF BSV
$77.75
+0.2% 52w: $75.24 – $78.24
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data75.2476.7478.24
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.3K
+16 QoQ
13F value
$34.75B
+4.5% QoQ
Smart-money holders
39
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
calls only
$812K calls / — puts
Institutional value by quarter
Number of holders
Who owns BSV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 45.4M | $3.56B | 5.3% | +9.6% |
| Creative Planning | Wealth advisor | 37.4M | $2.93B | 2.0% | +43.2% |
| JPMORGAN CHASE & CO | Bank broker | 33.2M | $2.60B | 0.2% | +2.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 31.5M | $2.47B | 0.7% | +28.6% |
| MORGAN STANLEY | Bank broker | 24.4M | $1.91B | 0.1% | -20.1% |
| Empower Advisory Group, LLC | Wealth advisor | 22.5M | $1.77B | 4.6% | +7.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 19.7M | $1.55B | 0.2% | +6.3% |
| Allworth Financial LP | Wealth advisor | 17.5M | $1.37B | 5.6% | -10.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 12.6M | $991.4M | 0.1% | +29.0% |
| NORTHERN TRUST CORP | Index provider | 11.6M | $907.5M | 0.1% | +1.5% |
| Truepoint, Inc. | Wealth advisor | 7.2M | $566.0M | 12.6% | +3.4% |
| LPL Financial LLC | Bank broker | 7.1M | $558.4M | 0.1% | +4.3% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 6.4M | $504.6M | 0.9% | +2.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 6.1M | $478.9M | 0.1% | +1.5% |
| LINCOLN NATIONAL CORP | Wealth advisor | 3.9M | $306.1M | 8.9% | +1.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 3.9M | $305.9M | 0.1% | +7.1% |
| UBS Group AG | Bank broker | 3.9M | $304.2M | 0.1% | +8.3% |
| Corient Private Wealth LLC | Diversified mechanical | 3.6M | $282.4M | 0.4% | -44.8% |
| ROYAL BANK OF CANADA | Bank broker | 3.5M | $271.4M | 0.1% | +5.7% |
| Cerity Partners LLC | Diversified mechanical | 3.4M | $266.7M | 0.4% | +3.3% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 3.4M | $264.9M | 1.5% | +15.4% |
| Bank of New York Mellon Corp | Diversified mechanical | 2.9M | $227.1M | 0.0% | +4.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 2.8M | $223.3M | 0.3% | -1.7% |
| Cetera Investment Advisers | Wealth advisor | 2.6M | $200.9M | 0.2% | +10.1% |
| True Link Financial Advisors, LLC | Wealth advisor | 2.5M | $194.7M | 12.0% | +3.9% |
| Purpose Unlimited Inc. | Other | 2.3M | $178.9M | 7.5% | +61.8% |
| MetLife Investment Management, LLC | Insurance | 2.3M | $178.3M | 0.9% | -2.6% |
| Focus Partners Wealth | Wealth advisor | 2.1M | $167.5M | 0.2% | +3.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 2.1M | $161.0M | 0.0% | 0.0% |
| WIT, LLC | Wealth advisor | 2.0M | $157.4M | 3.0% | +78.9% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 1.9M | $150.7M | 0.9% | -30.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.9M | $147.2M | 0.2% | -9.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.8M | $143.2M | 0.1% | +19.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.8M | $142.9M | 0.2% | +8.8% |
| Apella Capital, LLC | Wealth advisor | 1.7M | $130.1M | 1.9% | -0.3% |
| Valmark Advisers, Inc. | Wealth advisor | 1.6M | $126.3M | 1.5% | +4.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.6M | $125.9M | 0.1% | +6.3% |
| FIFTH THIRD BANCORP | Diversified mechanical | 1.6M | $124.7M | 0.2% | +80.6% |
| National Philanthropic Trust | Other | 1.5M | $120.7M | 1.3% | +86.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.4M | $111.3M | 0.3% | +8.8% |
| RW Investment Management LLC | Wealth advisor | 1.3M | $104.9M | 10.2% | — |
| &PARTNERS | Diversified mechanical | 1.3M | $101.8M | 0.5% | +12.6% |
| Smithfield Trust Co | Wealth advisor | 1.3M | $98.5M | 4.3% | -0.9% |
| DAVENPORT & Co LLC | Diversified mechanical | 1.2M | $97.8M | 0.5% | +7.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.2M | $97.8M | 0.0% | +5.5% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 1.2M | $96.2M | 0.5% | +4.4% |
| RS CRUM INC. | Wealth advisor | 1.2M | $93.5M | 18.1% | +6.5% |
| Freestone Capital Holdings, LLC | Other | 1.2M | $92.4M | 2.8% | +17.6% |
| World Investment Advisors | Wealth advisor | 1.2M | $91.4M | 1.5% | +6.0% |
| D.A. DAVIDSON & CO. | Wealth advisor | 1.1M | $83.1M | 0.5% | +6.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.