Vanguard Short-Term Bond ETF (BSV) Institutional Ownership

$76.40
-0.06 (-0.08%)
(As of 05/17/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
763
Total
Institutional Inflows
(last 12 months)
$6.90B
Number of
Institutional Sellers
(last 12 months)
722
Total
Institutional Outflows
(last 12 months)
$6.61B
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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
5/17/2024National Wealth Management Group LLC3,499$268K0.2%+5.1%0.001%
5/17/2024 Semmax Financial Advisors Inc.50,191$3.83M1.3%+3.7%0.012%
5/17/2024 Comerica Bank645,911$49.52M0.2%-12.1%0.156%
5/16/2024 Jane Street Group LLC183,731$14.09M0.0%+3,242.4%0.044%
5/16/2024 Redwood Investment Management LLC10,481$804K0.1%-13.2%0.003%
5/16/2024 Global Financial Private Client LLC14,593$1.11M0.5%+1.5%0.004%
5/16/2024 B. Riley Wealth Advisors Inc.159,022$11.95M0.3%+31.4%0.038%
5/16/2024 Ancora Advisors LLC490,328$37.59M0.9%-0.8%0.119%
5/16/2024 Dynasty Wealth Management LLC81,630$6.26M0.2%N/A0.020%
5/16/2024 Vawter Financial Ltd.107,428$8.24M6.0%+2.3%0.026%
5/16/2024 Kraft Davis & Associates LLC7,053$538K0.2%-32.5%0.002%
5/16/2024 Silvercrest Asset Management Group LLC105,192$9.10M0.1%N/A0.025%
5/16/2024 Captrust Financial Advisors2,758,460$209.97M0.7%+10.8%0.667%
5/16/2024 Waterford Advisors LLC146,563$11.24M4.8%+10.5%0.035%
5/15/2024 SVB Wealth LLC32,617$2.50M0.1%-6.7%0.008%
5/15/2024 Transcendent Capital Group LLC10,951$840K0.5%+2.5%0.003%
5/15/2024 Beaird Harris Wealth Management LLC62,735$4.81M0.5%+25.6%0.015%
5/15/2024 BOKF NA26,774$2.04M0.0%-7.3%0.006%
5/15/2024 Steel Grove Capital Advisors LLC4,748$364K0.0%-12.1%0.001%
5/15/2024 Linscomb Wealth Inc.5,683$436K0.0%-2.5%0.001%
5/14/2024 Biltmore Family Office LLC24,179$1.85M0.4%-10.6%0.006%
5/14/2024 Westwood Holdings Group Inc.31,410$2.41M0.0%+70.6%0.008%
5/14/2024 JT Stratford LLC7,627$585K0.1%+2.0%0.002%
5/14/2024 Capital Group Private Client Services Inc.24,015$1.84M0.0%+9.3%0.006%
5/14/2024 Axxcess Wealth Management LLC3,654$280K0.0%N/A0.001%
5/14/2024 EP Wealth Advisors LLC21,977$1.69M0.0%-12.8%0.005%
5/14/2024 OLD Mission Capital LLC236,228$18.11M0.3%N/A0.057%
5/14/2024 Wellington Wealth Strategies LLC.4,518$346K0.2%N/A0.001%
5/14/2024 Freestone Capital Holdings LLC798,292$61.21M2.3%+0.5%0.193%
5/14/2024 CreativeOne Wealth LLC365,280$28.01M1.1%+10.8%0.088%
5/14/2024 Delap Wealth Advisory LLC58,902$4.52M1.8%-50.2%0.014%
5/14/2024 Andrews Lucia Wealth Management LLC14,772$1.13M0.8%-4.1%0.004%
5/14/2024 Sax Wealth Advisors LLC3,443$264K0.0%-61.8%0.001%
5/14/2024 Northwest Wealth Management LLC36,939$2.83M0.8%-9.0%0.009%
5/14/2024 Leelyn Smith LLC4,073$312K0.1%N/A0.001%
5/14/2024 Tiemann Investment Advisors LLC10,585$812K0.4%-3.2%0.003%
5/14/2024 Lake Street Advisors Group LLC49,387$3.79M0.2%+0.3%0.012%
5/13/2024 Financial Gravity Asset Management Inc.41,695$3.20M0.8%-91.0%0.010%
5/13/2024 Bessemer Group Inc.15,450$1.18M0.0%-85.2%0.004%
5/13/2024 Hilltop Partners LLC2,840$218K0.1%-21.7%0.001%
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5/13/2024 O Shaughnessy Asset Management LLC14,799$1.14M0.0%N/A0.004%
5/13/2024 Rockport Wealth LLC7,930$608K0.2%N/A0.002%
5/13/2024 PAX Financial Group LLC69,082$5.30M1.1%-0.9%0.017%
5/13/2024 Secured Retirement Advisors LLC20,004$1.53M1.3%+12.8%0.005%
5/11/2024 Davis R M Inc.4,699$360K0.0%-27.1%0.001%
5/11/2024 Orion Capital Management LLC2,974$228K0.1%+552.2%0.001%
5/10/2024 Osaic Holdings Inc.1,067,438$81.85M0.2%-58.1%0.258%
5/10/2024 TIAA Trust National Association323,826$24.83M0.1%-5.3%0.078%
5/10/2024 Vanguard Group Inc.255,919$19.62M0.0%+54.7%0.062%
5/10/2024 Nicolet Advisory Services LLC4,665$356K0.0%-24.9%0.001%
5/10/2024 Kelman Lazarov Inc.205,632$15.77M3.1%+6.9%0.050%
5/10/2024 Motco10,097$774K0.0%+8.3%0.002%
5/10/2024 Truepoint Inc.5,726,702$439.07M12.5%+3.4%1.385%
5/10/2024 TCTC Holdings LLC47,394$3.63M0.1%-7.3%0.011%
5/10/2024 Cumberland Partners Ltd15,055$1.15M0.1%+36.8%0.004%
5/10/2024 Nwam LLC195,687$14.99M1.2%-0.7%0.047%
5/9/2024 Great Lakes Retirement Inc.35,544$2.73M0.4%-7.8%0.009%
5/9/2024 ProVise Management Group LLC21,905$1.68M0.1%-3.1%0.005%
5/9/2024 Private Portfolio Partners LLC6,479$497K0.1%+10.2%0.002%
5/9/2024 Orion Portfolio Solutions LLC279,037$21.39M0.2%+3.4%0.067%
5/9/2024 Blair William & Co. IL404,151$30.99M0.1%+10.4%0.098%
5/9/2024 Maple Capital Management Inc.5,912$453K0.0%+51.6%0.001%
5/9/2024 Kingsview Wealth Management LLC10,464$802K0.0%-54.1%0.003%
5/9/2024 Delta Investment Management LLC3,562$273K0.1%-4.8%0.001%
5/9/2024 Planning Directions Inc.236,400$18.13M12.6%-3.2%0.057%
5/9/2024 TBH Global Asset Management LLC4,289$329K0.1%+8.1%0.001%
5/9/2024 SageView Advisory Group LLC2,508$192K0.0%-98.6%0.001%
5/9/2024 Private Management Group Inc.11,723$899K0.0%+63.0%0.003%
5/9/2024 Souders Financial Advisors2,847$218K0.0%-97.9%0.001%
5/9/2024 BHK Investment Advisors LLC56,017$4.30M1.7%+87.5%0.014%
5/9/2024 Koshinski Asset Management Inc.23,577$1.81M0.2%-31.8%0.006%
5/8/2024 Berkshire Money Management Inc.511,153$39.19M4.7%+13.1%0.124%
5/8/2024 Financial & Tax Architects LLC9,646$740K0.2%-3.8%0.002%
5/8/2024 Bleakley Financial Group LLC82,038$6.29M0.2%+3.8%0.020%
5/8/2024 Neumann Capital Management LLC65,429$5.02M1.8%-2.5%0.016%
5/8/2024 Avantax Advisory Services Inc.5,241,494$401.87M3.6%+1.3%1.267%
5/8/2024 US Bancorp DE843,110$64.64M0.1%-3.2%0.204%
5/8/2024 Hohimer Wealth Management LLC56,758$4.35M1.0%+24.7%0.014%
5/8/2024 Cornerstone Planning Group LLC5,991$457K0.1%-28.5%0.001%
5/8/2024 Sofi Wealth LLC542,332$41.58M3.9%+8.9%0.131%
5/8/2024 Watershed Private Wealth LLC3,874$297K0.1%-88.7%0.001%
5/8/2024 Headlands Technologies LLC6,655$510K0.1%+1,904.5%0.002%
5/8/2024 Verus Financial Partners Inc.4,583$351K0.0%-99.1%0.001%
5/8/2024 Wealth Forward LLC118,328$9.07M7.1%+2.8%0.029%
5/7/2024 Pointe Capital Management LLC7,930$608K0.4%-13.7%0.002%
5/7/2024 Fiduciary Family Office LLC3,384$259K0.1%-63.7%0.001%
5/7/2024 White Lighthouse Investment Management Inc.118,998$9.12M1.9%-3.2%0.029%
5/7/2024 Concurrent Investment Advisors LLC189,890$14.56M0.6%+2.7%0.046%
5/7/2024 Anchor Capital Advisors LLC40,532$3.11M0.1%-0.4%0.010%
5/7/2024 Atomi Financial Group Inc.104,209$7.99M0.7%+1,089.2%0.025%
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5/7/2024 Montag A & Associates Inc.12,607$967K0.0%-1.4%0.003%
5/7/2024 TCI Wealth Advisors Inc.11,038$846K0.1%+59.7%0.003%
5/7/2024 Smithfield Trust Co1,429,133$109.60M5.8%+2.3%0.346%
5/7/2024 Allen Investment Management LLC20,459$1.57M0.0%+1.3%0.005%
5/7/2024 Adaptive Financial Consulting LLC137,092$10.51M4.7%+3,552.9%0.033%
5/7/2024 Windward Private Wealth Management Inc.679,994$52.14M21.3%+5.9%0.164%
5/7/2024 Oppenheimer Asset Management Inc.37,902$2.91M0.0%-3.5%0.009%
5/7/2024 PFG Advisors25,190$1.93M0.1%+5.6%0.006%
5/7/2024 Oppenheimer & Co. Inc.106,976$8.20M0.1%+7.4%0.026%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management18,198$1.40M0.0%+1.2%0.004%
(Data available from 1/1/2016 forward)

BSV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSV shares?

During the previous two years, 1,442 institutional investors and hedge funds held shares of Vanguard Short-Term Bond ETF. The most heavily invested institutionals were Wit LLC ($134.45B), Envestnet Asset Management Inc. ($3.58B), Morgan Stanley ($2.24B), Mercer Global Advisors Inc. ADV ($1.41B), JPMorgan Chase & Co. ($1.28B), Empower Advisory Group LLC ($1.16B), and Personal Capital Advisors Corp ($989.82M).Learn more on BSV's institutional investors.

Which institutional investors have been buying Vanguard Short-Term Bond ETF stock?

Of the 1,182 institutional investors that purchased Vanguard Short-Term Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($28.34M), Beacon Capital Management Inc. ($27.36M), Bluestem Financial Advisors LLC ($21.89M), Empower Advisory Group LLC ($15.03M), United Capital Financial Advisers LLC ($10.13M), Allworth Financial LP ($9.13M), and JPMorgan Chase & Co. ($8.54M).

How much institutional buying is happening at Vanguard Short-Term Bond ETF?

Institutional investors have bought a total of 258,218,194 shares in the last 24 months. This purchase volume represents approximately $19.64B in transactions.

Which Vanguard Short-Term Bond ETF major shareholders have been selling company stock?

Of the 1,032 institutional investors that sold Vanguard Short-Term Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beacon Capital Management Inc. ($35.18M), JPMorgan Chase & Co. ($25.78M), Bluestem Financial Advisors LLC ($21.93M), Envestnet Asset Management Inc. ($21.48M), Osaic Holdings Inc. ($4.52M), Wells Fargo & Company MN ($4.16M), and Citadel Advisors LLC ($3.81M).

How much institutional selling is happening at Vanguard Short-Term Bond ETF?

Institutional investors have sold a total of 190,103,407 shares in the last 24 months. This volume of shares sold represents approximately $14.41B in transactions.


This page (NYSEARCA:BSV) was last updated on 5/17/2024 by MarketBeat.com Staff

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