VANGUARD SHORT-TERM BOND ETF (BSV) Top Institutional Shareholders

VANGUARD SHORT-TERM BOND ETF (BSV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $31.36B in BSV holdings during the latest filing period.

Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of BSV tracked by InsiderSet, reporting ownership valued at approximately $3.56B in its March 31, 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 $3.53B, representing an estimated loss of -1.03% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 57% 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

1,319

Total Reported Value

$31.36B

Largest Holder

Mercer Global Advisors Inc

Largest Position

$3.56B

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

58

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Mercer Global Advisors Inc5.27%45,430,446$3,562,201,250$3,525,402,610-$36,798,640-1.03%
Creative Planning1.99%37,384,791$2,931,341,462$2,901,059,782-$30,281,680-1.03%
Envestnet Asset Management Inc0.66%31,520,462$2,471,519,391$2,445,987,851-$25,531,540-1.03%
Morgan Stanley0.12%24,398,046$1,913,050,866$1,893,288,370-$19,762,496-1.03%
Empower Advisory Group, Llc4.59%22,545,470$1,767,790,293$1,749,528,472-$18,261,821-1.03%
Goldman Sachs Group Inc0.20%19,710,804$1,545,524,162$1,529,558,390-$15,965,772-1.03%
Allworth Financial Lp5.59%17,525,641$1,374,185,505$1,359,989,742-$14,195,763-1.03%
Bank Of America Corp0.07%12,644,333$991,442,178$981,200,241-$10,241,937-1.03%
Northern Trust Corp0.12%11,574,338$907,543,843$898,168,629-$9,375,214-1.03%
Truepoint, Inc.12.62%7,217,987$565,962,370$560,115,791-$5,846,579-1.03%
Lpl Financial Llc0.15%7,122,050$558,439,883$552,671,080-$5,768,803-1.03%
Captrust Financial Advisors0.88%6,435,212$504,583,181$499,372,451-$5,210,730-1.03%
Wells Fargo & Company/Mn0.10%6,107,968$478,925,752$473,978,317-$4,947,435-1.03%
Lincoln National Corp8.86%3,904,033$306,115,228$302,952,961-$3,162,267-1.03%
Raymond James Financial Inc0.09%3,901,473$305,914,469$302,754,305-$3,160,164-1.03%
Ubs Group Ag0.05%3,880,195$304,246,090$301,103,132-$3,142,958-1.03%
Corient Private Wealth Llc0.40%3,615,309$282,362,974$280,547,978-$1,814,996-0.64%
Royal Bank Of Canada0.05%3,461,252$271,397,000$268,593,155-$2,803,845-1.03%
Cerity Partners Llc0.38%3,401,273$266,694,035$263,938,785-$2,755,250-1.03%
Sequoia Financial Advisors1.49%3,378,481$264,906,630$262,170,126-$2,736,504-1.03%
Bank Of New York Mellon Corp0.04%2,896,476$227,112,690$224,766,538-$2,346,152-1.03%
Commonwealth Equity Services, Llc0.31%2,847,873$223,301,718$220,994,945-$2,306,773-1.03%
Cetera Investment Advisers0.21%2,562,512$200,926,545$198,850,931-$2,075,614-1.03%
True Link Financial Advisors, Llc12.02%2,482,487$194,651,801$192,640,991-$2,010,810-1.03%
Purpose Unlimited Inc.7.40%2,281,126$178,863,090$177,015,378-$1,847,712-1.03%
Metlife Investment Management, Llc0.91%2,274,500$178,343,545$176,501,200-$1,842,345-1.03%
Focus Partners Wealth0.19%2,136,503$167,523,489$165,792,633-$1,730,856-1.03%
Charles Schwab Investment Management Inc0.02%2,052,704$160,952,521$159,289,830-$1,662,691-1.03%
Wit, Llc2.97%2,007,422$157,401,959$155,775,947-$1,626,012-1.03%
United Capital Financial Advisors, Llc0.93%1,922,954$150,740,360$149,221,230-$1,519,130-1.01%
Truist Financial Corp0.20%1,876,808$147,160,539$145,640,301-$1,520,238-1.03%
Jones Financial Companies Lllp0.07%1,832,755$143,221,401$142,221,788-$999,613-0.70%
Osaic Holdings, Inc.0.21%1,822,593$142,945,470$141,433,217-$1,512,253-1.06%
Valmark Advisers, Inc.1.50%1,610,639$126,290,183$124,985,586-$1,304,597-1.03%
Northwestern Mutual Wealth Management Co0.08%1,605,463$125,884,355$124,583,929-$1,300,426-1.03%
Fifth Third Bancorp0.23%1,590,842$124,737,892$123,449,339-$1,288,553-1.03%
Apella Capital, Llc1.73%1,579,884$122,646,385$122,598,998-$47,387-0.04%
Rw Investment Management Llc10.15%1,337,847$104,900,584$103,816,927-$1,083,657-1.03%
&Partners0.50%1,296,496$101,838,270$100,608,090-$1,230,180-1.21%
Davenport & Co Llc0.54%1,247,485$97,815,129$96,804,836-$1,010,293-1.03%
Ameriprise Financial Inc0.02%1,244,775$97,792,013$96,594,540-$1,197,473-1.22%
Beacon Pointe Advisors, Llc0.51%1,227,073$96,214,812$95,220,865-$993,947-1.03%
Rs Crum Inc.18.08%1,192,235$93,483,116$92,517,436-$965,680-1.03%
Freestone Capital Holdings, Llc2.81%1,178,149$92,378,671$91,424,362-$954,309-1.03%
World Investment Advisors1.47%1,165,049$91,351,471$90,407,802-$943,669-1.03%
D.A. Davidson & Co.0.50%1,059,778$83,097,257$82,238,773-$858,484-1.03%
Exchange Traded Concepts, Llc0.63%1,051,293$82,431,884$81,580,337-$851,547-1.03%
Martel Wealth Advisors Llc12.52%938,279$73,570,435$72,810,450-$759,985-1.03%
Envestnet Portfolio Solutions, Inc.0.38%883,412$69,268,313$68,552,771-$715,542-1.03%
First Merchants Corp2.63%883,399$69,267,315$68,551,762-$715,553-1.03%

Frequently asked questions about BSV

  • Who owns the most BSV stock?

    The largest holders of BSV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD SHORT-TERM BOND ETF (BSV).

  • Is BSV widely held by superinvestors?

    Many widely followed stocks like BSV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSV is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.