BSV Institutional Ownership & Shareholders
VANGUARD SHORT-TERM BOND ETF (BSV) is currently held by 1,332 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $35.21B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of BSV tracked by InsiderSet, reporting ownership valued at approximately $3.95B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.90B, representing an estimated loss of -1.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed BSV value among the investors covered in this analysis. Major shareholders include Mercer Global Advisors Inc, Creative Planning, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in VANGUARD SHORT-TERM BOND ETF (BSV).
This page ranks the largest institutional BSV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,332
Total Reported Value
$35.21B
Largest Holder
Mercer Global Advisors Inc
Largest Position
$3.95B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 4.88% | 50,651,293 | $3,946,244,504 | $3,904,201,664 | -$42,042,840 | -1.07% | |
| Creative Planning | 2.06% | 48,208,421 | $3,683,123,397 | $3,715,905,091 | +$32,781,694 | +0.89% | |
| Envestnet Asset Management Inc | 0.59% | 32,321,588 | $2,518,120,872 | $2,491,348,003 | -$26,772,869 | -1.06% | |
| Empower Advisory Group, Llc | 4.52% | 24,303,617 | $1,893,494,800 | $1,873,322,798 | -$20,172,002 | -1.07% | |
| Morgan Stanley | 0.10% | 23,641,308 | $1,841,894,374 | $1,822,272,021 | -$19,622,353 | -1.07% | |
| Goldman Sachs Group Inc | 0.17% | 20,453,685 | $1,593,546,620 | $1,576,570,040 | -$16,976,580 | -1.07% | |
| Jpmorgan Chase & Co | 0.08% | 16,863,841 | $1,315,716,974 | $1,299,864,864 | -$15,852,110 | -1.20% | |
| Allworth Financial Lp | 5.08% | 15,333,291 | $1,194,616,732 | $1,181,890,070 | -$12,726,662 | -1.07% | |
| Bank Of America Corp | 0.06% | 12,269,104 | $955,885,897 | $945,702,536 | -$10,183,361 | -1.07% | |
| Northern Trust Corp | 0.09% | 9,933,587 | $773,925,763 | $765,680,886 | -$8,244,877 | -1.07% | |
| Truepoint, Inc. | 12.07% | 7,420,247 | $578,111,460 | $571,952,639 | -$6,158,821 | -1.07% | |
| Lpl Financial Llc | 0.13% | 7,261,254 | $565,724,251 | $559,697,458 | -$6,026,793 | -1.07% | |
| Captrust Financial Advisors | 0.86% | 7,215,410 | $562,152,722 | $556,163,803 | -$5,988,919 | -1.07% | |
| Wells Fargo & Company/Mn | 0.09% | 6,757,611 | $526,485,411 | $520,876,656 | -$5,608,755 | -1.07% | |
| Raymond James Financial Inc | 0.09% | 4,131,559 | $321,889,710 | $318,460,568 | -$3,429,142 | -1.07% | |
| Lincoln National Corp | 7.93% | 3,979,162 | $310,016,511 | $306,713,807 | -$3,302,704 | -1.07% | |
| Ubs Group Ag | 0.05% | 3,963,408 | $308,789,118 | $305,499,489 | -$3,289,629 | -1.07% | |
| Corient Private Wealth Llc | 0.43% | 3,956,884 | $308,280,690 | $304,996,619 | -$3,284,071 | -1.07% | |
| Sequoia Financial Advisors | 1.41% | 3,631,159 | $282,903,565 | $279,889,736 | -$3,013,829 | -1.07% | |
| Royal Bank Of Canada | 0.05% | 3,590,227 | $279,714,000 | $276,734,697 | -$2,979,303 | -1.07% | |
| Cerity Partners Llc | 0.33% | 3,512,006 | $273,620,558 | $270,705,422 | -$2,915,136 | -1.07% | |
| Bank Of New York Mellon Corp | 0.04% | 2,981,848 | $232,315,815 | $229,840,844 | -$2,474,971 | -1.07% | |
| Commonwealth Equity Services, Llc | 0.27% | 2,764,211 | $211,185,714 | $213,065,384 | +$1,879,670 | +0.89% | |
| Cetera Investment Advisers | 0.19% | 2,702,880 | $210,581,388 | $208,337,990 | -$2,243,398 | -1.07% | |
| True Link Financial Advisors, Llc | 11.89% | 2,705,597 | $206,707,606 | $208,547,417 | +$1,839,811 | +0.89% | |
| Purpose Unlimited Inc. | 7.66% | 2,571,864 | $200,373,924 | $198,239,277 | -$2,134,647 | -1.07% | |
| Metlife Investment Management, Llc | 0.87% | 2,459,500 | $191,619,645 | $189,578,260 | -$2,041,385 | -1.07% | |
| Truist Financial Corp | 0.20% | 2,218,759 | $169,513,185 | $171,021,944 | +$1,508,759 | +0.89% | |
| Focus Partners Wealth | 0.17% | 2,168,154 | $168,920,938 | $167,121,310 | -$1,799,628 | -1.07% | |
| Charles Schwab Investment Management Inc | 0.02% | 2,160,462 | $168,321,594 | $166,528,411 | -$1,793,183 | -1.07% | |
| Jones Financial Companies Lllp | 0.07% | 2,101,516 | $163,977,720 | $161,984,853 | -$1,992,867 | -1.22% | |
| Osaic Holdings, Inc. | 0.19% | 2,090,052 | $162,870,679 | $161,101,208 | -$1,769,471 | -1.09% | |
| Wit, Llc | 2.47% | 1,981,763 | $154,399,155 | $152,754,292 | -$1,644,863 | -1.07% | |
| United Capital Financial Advisors, Llc | 0.78% | 1,823,344 | $142,020,247 | $140,543,356 | -$1,476,891 | -1.04% | |
| Allied Investment Advisors, Llc | 12.88% | 1,784,911 | $136,367,200 | $137,580,940 | +$1,213,740 | +0.89% | |
| Apella Capital, Llc | 1.68% | 1,738,455 | $132,748,395 | $134,000,111 | +$1,251,716 | +0.94% | |
| Valmark Advisers, Inc. | 1.40% | 1,689,123 | $131,599,536 | $130,197,601 | -$1,401,935 | -1.07% | |
| National Philanthropic Trust | 1.74% | 1,546,257 | $120,468,883 | $119,185,490 | -$1,283,393 | -1.07% | |
| &Partners | 0.47% | 1,466,522 | $114,287,337 | $113,039,516 | -$1,247,821 | -1.09% | |
| Rw Investment Management Llc | 9.55% | 1,396,886 | $108,831,352 | $107,671,973 | -$1,159,379 | -1.07% | |
| Freestone Capital Holdings, Llc | 2.76% | 1,358,912 | $105,872,845 | $104,744,937 | -$1,127,908 | -1.07% | |
| Savant Capital, Llc | 0.31% | 1,341,056 | $104,856,610 | $103,368,596 | -$1,488,014 | -1.42% | |
| Ameriprise Financial Inc | 0.02% | 1,331,971 | $103,122,973 | $102,668,325 | -$454,648 | -0.44% | |
| Assetmark, Inc | 0.17% | 1,345,500 | $102,796,206 | $103,711,140 | +$914,934 | +0.89% | |
| Beacon Pointe Advisors, Llc | 0.47% | 1,303,886 | $101,585,789 | $100,503,533 | -$1,082,256 | -1.07% | |
| Davenport & Co Llc | 0.52% | 1,319,713 | $100,826,054 | $101,723,478 | +$897,424 | +0.89% | |
| Smithfield Trust Co | 3.93% | 1,264,331 | $98,494,000 | $97,454,633 | -$1,039,367 | -1.06% | |
| Rs Crum Inc. | 18.11% | 1,266,915 | $96,792,330 | $97,653,808 | +$861,478 | +0.89% | |
| Exchange Traded Concepts, Llc | 0.42% | 1,253,367 | $95,757,238 | $96,609,528 | +$852,290 | +0.89% | |
| Fifth Third Bancorp | 0.15% | 1,204,888 | $93,872,857 | $92,872,767 | -$1,000,090 | -1.07% |
Frequently asked questions about BSV
Who are the largest institutional holders of BSV?
The largest institutional holders of BSV reported in the latest SEC Form 13F filings include Mercer Global Advisors Inc, Creative Planning, Envestnet Asset Management Inc, Empower Advisory Group, Llc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported BSV position.
What is BSV institutional ownership?
This page tracks BSV positions reported by institutional investment managers through SEC Form 13F. VANGUARD SHORT-TERM BOND ETF (BSV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSV?
InsiderSet currently tracks 1,332 institutional managers reporting BSV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BSV shareholders.
How much BSV stock do institutions own?
Institutional investment managers disclosed approximately $35.21B in BSV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSV institutional ownership last updated?
The latest BSV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BSV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BSV position after the reporting date.
Are institutions buying or selling BSV?
Institutional buying and selling can be analyzed by comparing BSV positions across consecutive 13F reporting periods. InsiderSet's BSV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSV ownership changes.
How has BSV institutional ownership changed over time?
InsiderSet tracks BSV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.