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Security record

BSV

Vanguard Short-Term Bond ETF · Financial Services · Asset Management - Bonds

76.38 0.0% mkt cap $68.77B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
76Tracked holders
+2Δ holders
308.24MShares held
$24.02BReported value
+6New positions
−4Exits
Stable Conviction score 59/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.7% · share flow +0.5% · net new positions +2.6% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 76 +2 308.24M $24.02B +6 −4
Q1 2026 75 -2 306.80M $24.05B +1 −3
Q4 2025 77 +3 286.62M $22.59B +3 —
Q3 2025 9 -2 107.47M $8.48B — −2
Q2 2025 8 +1 1.81M $142.80M +1 —
Q1 2025 4 -1 1.82M $142.09M — −1
Q4 2024 5 0 898.12K $69.40M — —
Q3 2024 5 +2 1.18M $93.04M +2 —
Q2 2024 3 — 258.95K $19.86M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Mercer Global Advisors Inc /Adv 50.65M +11.5% $3.95B 4.9% ▲ Add 3 SEC ↗
2 Creative Planning 43.84M +17.3% $3.42B 2.0% ▲ Add 3 SEC ↗ ×2
3 Envestnet Asset Management Inc 32.32M +2.5% $2.52B 0.6% ▲ Add 3 SEC ↗
4 Empower Advisory Group, LLC 24.30M +7.8% $1.89B 4.5% ▲ Add 3 SEC ↗
5 Morgan Stanley ✦ 23.64M -3.1% $1.84B 0.1% ▼ Trim 4 SEC ↗ ×4
6 Goldman Sachs Group ✦ 20.45M +3.8% $1.59B 0.2% ▲ Add 4 SEC ↗ ×5
7 JPMorgan Chase ✦ 16.86M -49.2% $1.32B 0.1% ▼ Trim 4 SEC ↗ ×10
8 Bank Of America Corp /De/ 12.27M -3.0% $955.89M 0.1% ▼ Trim 3 SEC ↗ ×4
9 Northern Trust Corp 9.93M -14.2% $773.93M 0.1% ▼ Trim 3 SEC ↗ ×2
10 LPL Financial LLC 7.26M +1.9% $565.72M 0.1% ▲ Add 3 SEC ↗
11 Captrust Financial Advisors 7.22M +12.1% $562.15M 0.9% ▲ Add 3 SEC ↗
12 Wells Fargo & Company/Mn 6.76M +10.6% $526.49M 0.1% ▲ Add 3 SEC ↗ ×5
13 Raymond James Financial Inc 4.13M +5.9% $321.89M 0.1% ▲ Add 3 SEC ↗ ×3
14 UBS Group AG 3.96M +2.1% $308.79M 0.0% ▲ Add 3 SEC ↗ ×3
15 Corient Private Wealth LP 3.67M +1.4% $285.65M 0.4% ▲ Add 3 SEC ↗
16 Royal Bank Of Canada 3.59M +3.7% $279.71M 0.0% ▲ Add 3 SEC ↗ ×7
17 Cerity Partners LLC 3.51M +3.3% $273.62M 0.3% ▲ Add 3 SEC ↗ ×3
18 Bank of New York Mellon Corp 2.98M +3.0% $232.32M 0.0% ▲ Add 3 SEC ↗ ×5
19 Commonwealth Equity Services, Llc 2.78M -2.5% $216.37M 0.3% ▼ Trim 3 SEC ↗
20 Cetera Investment Advisers 2.70M +5.5% $210.58M 0.2% ▲ Add 3 SEC ↗
21 Truist Financial Corp 2.17M +15.8% $169.39M 0.2% ▲ Add 3 SEC ↗ ×3
22 Focus Partners Wealth 2.17M +1.5% $168.92M 0.2% ▲ Add 3 SEC ↗
23 Charles Schwab Investment… 2.16M +5.2% $168.32M 0.0% ▲ Add 3 SEC ↗
24 Jones Financial Companies Lllp 2.10M +14.7% $163.98M 0.1% ▲ Add 3 SEC ↗ ×2
25 Osaic Holdings, Inc. 2.09M +14.7% $162.87M 0.2% ▲ Add 3 SEC ↗ ×4
26 Northwestern Mutual Wealth… 1.70M +6.0% $132.63M 0.1% ▲ Add 3 SEC ↗
27 Assetmark, Inc 1.35M +334.6% $105.21M 0.2% ▲ Add 3 SEC ↗
28 Ameriprise Financial Inc 1.33M +7.0% $103.12M 0.0% ▲ Add 3 SEC ↗ ×3
29 Fifth Third Bancorp 1.20M -24.3% $93.87M 0.2% ▼ Trim 3 SEC ↗
30 Mml Investors Services, Llc 970.66K +18.4% $75.62M 0.2% ▲ Add 3 SEC ↗
31 Manufacturers Life Insurance… 893.91K +384.4% $71.23M 0.1% ▲ Add 3 SEC ↗
32 HighTower Advisors, LLC 868.05K +2.6% $67.63M 0.1% ▲ Add 3 SEC ↗
33 Stifel Financial Corp 865.92K +3.0% $67.46M 0.1% ▲ Add 3 SEC ↗ ×5
34 Baird Financial Group, Inc. 548.72K +6.0% $42.75M 0.1% ▲ Add 3 SEC ↗ ×2
35 Mariner, LLC 447.86K -3.1% $34.90M 0.0% ▼ Trim 3 SEC ↗ ×3
36 AQR Capital Management ✦ 396.35K +18.5% $30.88M 0.0% ▲ Add 8 SEC ↗
37 BlackRock ✦ (passive) 389.86K +0.9% $30.37M 0.0% ▲ Add 5 SEC ↗ ×2
38 Principal Financial Group Inc 378.26K +1.3% $29.47M 0.0% ▲ Add 3 SEC ↗
39 Wealth Enhancement Advisory… 337.30K -1.7% $25.68M 0.0% ▼ Trim 3 SEC ↗
40 Blair William & Co/Il 317.15K -7.4% $24.71M 0.1% ▼ Trim 3 SEC ↗
41 Citigroup Inc 267.00K +4.9% $20.80M 0.0% ▲ Add 3 SEC ↗
42 Financial Engines Advisors L.L.C. 237.93K +8.9% $18.54M 0.0% ▲ Add 3 SEC ↗
43 Bank Of Montreal /Can/ 229.67K +3.0% $17.89M 0.0% ▲ Add 3 SEC ↗ ×5
44 Us Bancorp \De\ 185.74K -3.9% $14.47M 0.0% ▼ Trim 3 SEC ↗ ×4
45 Pnc Financial Services Group, Inc. 180.52K -2.4% $14.06M 0.0% ▼ Trim 3 SEC ↗ ×4
46 Susquehanna International Group, Llp 171.47K New $13.36M 0.0% New 1 SEC ↗
47 National Bank Of Canada /Fi/ 159.08K -4.8% $12.39M 0.0% ▼ Trim 3 SEC ↗ ×2
48 Man Group plc 126.50K +131.2% $9.86M 0.0% ▲ Add 3 SEC ↗
49 Bnp Paribas Financial Markets 124.09K -4.3% $9.67M 0.0% ▼ Trim 3 SEC ↗
50 Rockefeller Capital Management L.P. 118.56K -1.2% $9.24M 0.0% ▼ Trim 3 SEC ↗ ×3
51 First Trust Advisors Lp 103.47K New $8.06M 0.0% New 1 SEC ↗
52 Renaissance Technologies ✦ 91.06K New $7.09M 0.0% New 1 SEC ↗
53 Brown Advisory Inc 75.20K -9.1% $5.86M 0.0% ▼ Trim 3 SEC ↗
54 Voya Investment Management Llc 69.17K +35.3% $5.39M 0.0% ▲ Add 3 SEC ↗
55 Alliancebernstein L.P. 63.03K +11.6% $4.94M 0.0% ▲ Add 3 SEC ↗
56 Wealthfront Advisers LLC 62.34K +3.9% $4.86M 0.0% ▲ Add 3 SEC ↗
57 TD Waterhouse Canada Inc. 56.03K -0.7% $4.35M 0.0% ▼ Trim 3 SEC ↗
58 Cibc World Market Inc. 54.81K +398.1% $4.27M 0.0% ▲ Add 3 SEC ↗
59 CIBC Bancorp USA Inc. 53.70K +411.2% $4.18M 0.0% ▲ Add 2 SEC ↗ ×3
60 Toronto Dominion Bank 42.41K New $3.30M 0.0% New 1 SEC ↗
61 Jane Street Group, Llc 37.67K +1350.0% $2.93M 0.0% ▲ Add 2 SEC ↗
62 Lazard Asset Management Llc 37.38K -4.5% $2.91M 0.0% ▼ Trim 3 SEC ↗
63 Gotham Asset Management ✦ 36.58K +124.5% $2.85M 0.0% ▲ Add 3 SEC ↗
64 Fidelity (FMR) ✦ 27.41K +39.2% $2.14M 0.0% ▲ Add 5 SEC ↗
65 Deutsche Bank Ag\ 20.07K 0.0% $1.56M 0.0% Held 3 SEC ↗ ×4
66 Neuberger Berman Group LLC 19.90K +0.7% $1.55M 0.0% ▲ Add 3 SEC ↗
67 Nuveen, LLC 9.69K New $754,715 0.0% New 1 SEC ↗
68 First Manhattan Co. Llc. 9.04K -6.7% $704,306 0.0% ▼ Trim 3 SEC ↗
69 Quantinno Capital Management LP 7.97K +24.5% $620,794 0.0% ▲ Add 3 SEC ↗
70 Bank Julius Baer & Co. Ltd, Zurich 6.90K 0.0% $537,579 0.0% Held 3 SEC ↗
71 Hrt Financial Lp 6.74K New $524,000 0.0% New 1 SEC ↗
72 Franklin Resources Inc 6.39K 0.0% $498,157 0.0% Held 3 SEC ↗ ×3
73 Lido Advisors, LLC 6.37K -74.2% $496,405 0.0% ▼ Trim 3 SEC ↗
74 Fisher Asset Management ✦ 5.10K +34.8% $397,597 0.0% ▲ Add 5 SEC ↗
75 UBS AM, a distinct business unit of… 25 -99.2% $1,948 0.0% ▼ Trim 3 SEC ↗
76 Russell Investments Group, Ltd. 2 0.0% $123 0.0% Held 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Susquehanna International… $13.36M 0.0%
First Trust Advisors Lp $8.06M 0.0%
Renaissance Technologies $7.09M 0.0%
Toronto Dominion Bank $3.30M 0.0%
Nuveen, LLC $754,715 0.0%
Hrt Financial Lp $524,000 0.0%

Exited

Citadel Advisors $3.36M was 0.0%
Nomura Asset Management… $401,000 was 0.0%
Allspring Global Investments… $13,764 was 0.0%
Simplex Trading, Llc $5,175 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,324 holders, 409.12M shares, $31.39B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API