BSV · VANGUARD SHORT-TERM BOND INDEX FUND · Holdings ETF

$76.53 +0.00 (+0.00%) At close · Oct 21

Volume · Oct 21 2.52M Avg daily vol (3M) 2.92M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 361

Total Value: $2,335,573,997

Total Shares: 30,570,342

Showing 1–100 of 361 holdings by value · page 1 of 4

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 361 13F filers · Δ vs Jun 30, 2026

Top Holder

5.8%

−5.4 pts

Top 5

24.4%

−14.4 pts

Top 10

39.1%

−16.4 pts

HHI

210

Broadly held−200

Who Holds BSV

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 1,363 filers, like-for-like change +1.8%; actively managed books +2.4%; index-like books -2.6%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	58.6%	940	+9.4%	58	53
Adviser	0.7%	9	+10.6%	0	3
Bank	14.4%	37	-21.2%	3	1
Insurer	1.0%	4	+1.6%	0	0
Broker-dealer	1.6%	1	+2.0%	0	0
Benefit plan	0.0%	1	-3.2%	0	1
Non-US	0.0%	5	+0.8%	0	0
Holding company	10.4%	7	+0.6%	0	1
Unknown	13.3%	359	+3.1%	32	16

Style	Share	Filers	Change	New	Exited
Index-like	12.8%	8	-2.6%	1	1
Systematic-like	0.0%	2	+29.7%	1	1
Concentrated	19.7%	646	+3.9%	47	39
Diversified active	67.4%	706	+2.0%	44	33
Unknown	0.0%	1	-98.7%	0	1
Not measured	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	93.7%	1,008	+1.0%	57	43
Medium turnover	3.6%	181	+16.4%	19	14
High turnover	0.1%	15	+247.1%	5	4
Unknown	2.6%	159	+8.4%	12	14
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	2.2%	150	+10.6%	14	14
Medium horizon	4.9%	338	+5.9%	29	25
Long horizon	92.6%	849	+1.3%	47	34
Unknown	0.3%	26	+7.2%	3	2
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	8.5%	811	+7.2%	59	50
$1B to $10B	13.7%	416	+6.8%	28	19
$10B to $100B	33.4%	96	+6.7%	3	5
$100B or more	44.4%	40	-3.9%	3	1
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	53.9%	839	+8.9%	47	46
Pooled investment vehicles	0.1%	3	+101.7%	2	1
Registered funds and BDCs	0.8%	12	+7.4%	3	3
Pension and profit sharing plans	2.2%	18	+10.1%	0	1
Insurance companies	0.6%	6	+9.7%	0	0
Charitable organizations	0.3%	8	+313.3%	1	0
Governments and sovereign funds	0.1%	4	+12.1%	0	0
Corporations	0.1%	5	+4.7%	1	0
Other investment advisers	0.2%	9	-4.4%	1	1
Other	0.0%	2	+21.7%	0	0
Diversified	0.3%	27	+2.3%	2	1
Banks and thrifts	0.0%	0	—	0	0
Unknown	41.5%	430	-7.4%	36	22

Private funds	Share	Filers	Change	New	Exited
Hedge funds	1.7%	30	+9.2%	5	2
Private equity funds	10.7%	29	+16.1%	3	2
Venture capital funds	0.0%	3	-3.6%	0	0
Real estate funds	0.2%	13	-9.4%	0	0
Securitized asset funds	0.0%	1	-99.2%	0	0
Other private funds	3.6%	29	+8.4%	0	2
Mixed private funds	0.0%	6	+152.7%	2	0
Private funds, type not stated	0.1%	5	+1145.4%	0	0
No private funds	42.2%	822	+7.8%	48	47
Unknown	41.4%	425	-7.4%	35	22

Location	Share	Filers	Change	New	Exited
United States	97.3%	1,330	+1.5%	91	74
Outside the US	2.7%	33	+12.8%	2	1

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 20 holders with no observed 2026-03-31 13F and 21 holders with no observed 2026-06-30 13F.

Conviction and Crowding

1,363 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

414

30.4% of filers hold it in their top 10

Mar 31, 2026: 445

Holders above 5%

median weight 0.133%

Mar 31, 2026: 91

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

55.5%

of 13F shares, Herfindahl 0.041

Active holders

+2.4%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 22.5 quarters

Under 1 year 3.19% 1 to 3 years 6.91% 3 years or more 89.9% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$77.75

estimated per share

Mar 31, 2026: $77.70

Quarter-end price

$77.91

implied by 13F values

Estimated gain or loss

+0.2%

price against the estimated cost

Estimated at a loss

52.6%

of costed 13F value

Estimated cost covers 9.37% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Fund Ownership of BSV by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 0 shares.

Fund type	Shares	Funds
Index funds	0	0
Index ETFs	0	0
Active ETFs	1,127,202	2
Active funds	0	0
Unclassified	0	0
All registered funds	1,127,202	2

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Quarterly Activity

vs Jun 30, 2026

New

Increased

178

Decreased

114

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -1,005

Institutional value: -93.3%

Shares held: -93.2%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Mid Allied Investment Advisors, LLC	+1,510,920	1,784,911
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	+222,470	559,765
Mid Apella Capital, LLC	+158,571	1,738,455
Mid NorthCrest Asset Manangement, LLC	+150,576	156,906
Small Harpswell Capital Advisors, LLC	+148,432	177,623

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Small Zeit Capital LLC	−125,483	14,264
Small ELEVATUS WELATH MANAGEMENT	−102,166	7,612
Mid CACTI ASSET MANAGEMENT LLC	−94,490	15,803
Micro Compass Financial Group, Inc. (Ohio)	−73,492	8,173
Small Factor Wealth Management LTD	−69,826	256,036

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Small Randall & Associates Wealth Management	20,861	$1,593,780
Small KFA Private Wealth Group, LLC	12,969	$990,831
Small PUREfi Wealth, LLC	10,844	$828,481
Small Essex LLC	8,257	$630,834
Small Pioneer Wealth Management Group	4,174	$318,893

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)
Small Apex Wealth Management, LLC	60,281	$4,696,492
Small Parisi Gray Wealth Management	13,082	$1,019,218
Small FSA Investment Group, LLC	9,548	$743,884
Mid QUADRANT CAPITAL GROUP LLC	9,360	$729,237
Small ARGUS INVESTORS' COUNSEL, INC.	6,091	$474,549

Filter: New 14 Increased 178 Reduced 114 Sold out 22 Unchanged 54

Holder type: Registered adviser 256 Bank 4 Benefit plan 1 Unknown 100

Showing 100 of 361

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Allied Investment Advisors, LLC BSV

$136,367,200

5.84%

1,784,911

Apella Capital, LLC BSV

$132,817,962

5.69%

1,738,455

ASSETMARK, INC BSV

$102,796,200

4.40%

1,345,500

DAVENPORT & Co LLC BSV

$100,826,073

4.32%

1,319,713

RS CRUM INC. BSV

$96,792,306

4.14%

1,266,915

Martel Wealth Advisors LLC BSV

$80,764,579

3.46%

1,057,128

Integris Wealth Management, LLC BSV

$72,545,925

3.11%

949,554

FIRST MERCHANTS CORP BSV

$67,990,422

2.91%

889,927

Gemmer Asset Management LLC BSV

$67,169,352

2.88%

879,180

Farther Finance Advisors, LLC BSV

$55,152,166

2.36%

721,887

Clark Asset Management, LLC BSV

$47,969,191

2.05%

627,869

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC BSV

$42,766,046

1.83%

559,765

Prime Capital Investment Advisors, LLC BSV

$41,404,598

1.77%

541,945

Human Investing LLC BSV

$38,604,385

1.65%

505,293

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Betterment LLC	45,553	$3,480,249	9.0%	Defined
Held directly	459,740	$35,124,136	91.0%	Sole

Compass Planning Associates Inc BSV

$33,462,054

1.43%

437,985

Berkshire Money Management, Inc. BSV

$33,285,952

1.43%

435,680

Avior Wealth Management, LLC BSV

$30,683,768

1.31%

401,620

KWMG, LLC BSV

$28,188,467

1.21%

368,959

NISA INVESTMENT ADVISORS, LLC BSV

$27,212,457

1.17%

356,184

Blue Trust, Inc. BSV

$26,205,734

1.12%

343,007

Discipline Wealth Solutions, LLC BSV

$23,901,510

1.02%

312,847

BetterWealth, LLC BSV

$23,476,115

1.01%

307,279

Wiser Wealth Management, Inc BSV

$21,744,204

0.93%

284,610

Beacon Capital Management, Inc. BSV

$20,657,872

0.88%

270,391

Trellis Wealth Advisors LLC BSV

$20,644,884

0.88%

270,221

Graves Light Lenhart Wealth, Inc. BSV

$20,604,086

0.88%

269,687

Atria Investments, Inc BSV

$20,525,318

0.88%

268,656

Forza Wealth Management, LLC BSV

$19,594,308

0.84%

256,470

First Heartland Consultants, Inc. BSV

$19,587,432

0.84%

256,380

Factor Wealth Management LTD BSV

$19,561,150

0.84%

256,036

Oath Planning, LLC BSV

$19,480,930

0.83%

254,986

Brewster Financial Planning LLC BSV

$18,940,935

0.81%

247,918

Level Financial Advisors BSV

$18,459,768

0.79%

241,620

SAX WEALTH ADVISORS, LLC BSV

$17,515,005

0.75%

229,254

Concurrent Investment Advisors, LLC BSV

$17,513,172

0.75%

229,230

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors BSV

$17,177,317

0.74%

224,834

Safir Wealth Advisors, LLC BSV

$16,891,123

0.72%

221,088

Investment Planning Advisors, Inc. BSV

$16,877,600

0.72%

220,911

Stone Summit Wealth LLC BSV

$15,330,806

0.66%

200,665

Harfst & Associates, Inc. BSV

$14,838,713

0.64%

194,224

Vertrix Wealth Management, LLC BSV

$14,748,332

0.63%

193,041

SigFig Wealth Management, LLC BSV

$14,222,242

0.61%

186,155

Harpswell Capital Advisors, LLC BSV

$13,570,397

0.58%

177,623

Exeter Financial, LLC BSV

$12,465,729

0.53%

163,164

NorthCrest Asset Manangement, LLC BSV

$11,987,618

0.51%

156,906

Fidato Wealth LLC BSV

$11,807,085

0.51%

154,543

3 FACTOR INDEXING, LLC BSV

$11,708,987

0.50%

153,259

City State Bank BSV

$11,536,858

0.49%

151,006

MISSION WEALTH MANAGEMENT, LP BSV

$11,186,717

0.48%

146,423

McAdam, LLC BSV

$10,975,929

0.47%

143,664

Cherry Tree Wealth Management, LLC BSV

$10,810,065

0.46%

141,493

Focus Financial Network, Inc. BSV

$10,757,349

0.46%

140,803

Kathmere Capital Management, LLC BSV

$10,019,630

0.43%

131,147

TD Waterhouse Canada Inc. BSV

$9,852,467

0.42%

128,959

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	128,959	$9,852,467	100.0%	Defined

IFG Advisors, LLC BSV

$9,844,522

0.42%

128,855

RF&L WEALTH MANAGEMENT, LLC BSV

$9,806,245

0.42%

128,354

White Lighthouse Investment Management Inc. BSV

$9,734,582

0.42%

127,416

Successful Portfolios LLC BSV

$9,591,561

0.41%

125,544

WASHINGTON CAPITAL MANAGEMENT, INC BSV

$8,897,162

0.38%

116,455

CGN Advisors LLC BSV

$8,750,932

0.37%

114,541

Essential Planning, LLC. BSV

$8,370,613

0.36%

109,563

Eagle Strategies LLC BSV

$7,696,688

0.33%

100,742

Fifth Third Securities, Inc. BSV

$7,645,042

0.33%

100,066

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	100,066	$7,645,042	100.0%	Defined

Echo45 Advisors LLC BSV

$7,628,234

0.33%

99,846

Uptown Financial Advisors LLC BSV

$7,599,890

0.33%

99,475

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. BSV

$7,445,714

0.32%

97,457

CULBERTSON A N & CO INC BSV

$7,197,338

0.31%

94,206

Dynamic Advisor Solutions LLC BSV

$7,053,630

0.30%

92,325

Bull Street Advisors, LLC BSV

$6,969,131

0.30%

91,219

Pacific Park Financial, Inc. BSV

$6,947,816

0.30%

90,940

Foundation Wealth Management, LLC\PA BSV

$6,741,688

0.29%

88,242

Carnegie Investment Counsel BSV

$6,648,939

0.28%

87,028

Bath Savings Trust Co BSV

$6,629,533

0.28%

86,774

Mosley Wealth Management BSV

$6,583,464

0.28%

86,171

First Affirmative Financial Network BSV

$6,292,991

0.27%

82,369

Neumann Capital Management, LLC BSV

$6,093,587

0.26%

79,759

Cadent Capital Advisors, LLC BSV

$5,908,394

0.25%

77,335

Retirement Wealth Solutions LLC BSV

$5,890,363

0.25%

77,099

Prosperity Planning, Inc. BSV

$5,855,907

0.25%

76,648

BLUESTEM FINANCIAL ADVISORS, LLC BSV

$5,754,295

0.25%

75,318

KANAWHA CAPITAL MANAGEMENT LLC BSV

$5,665,212

0.24%

74,152

Cooke Wealth Management, LLC BSV

$5,453,126

0.23%

71,376

Sage Investment Advisers LLC BSV

$5,418,670

0.23%

70,925

Consilium Wealth Advisory, LLC BSV

$5,383,144

0.23%

70,460

Integrated Advisors Network LLC BSV

$5,103,138

0.22%

66,795

Manuka Financial, LLC BSV

$5,094,122

0.22%

66,677

Gladwyn Financial Advisors, Inc. BSV

$5,028,647

0.22%

65,820

TI-TRUST, INC BSV

$4,617,692

0.20%

60,441

Infinity Wealth Counsel, LLC BSV

$4,593,855

0.20%

60,129

OMNI 360 Wealth, Inc. BSV

$4,548,626

0.19%

59,537

Colorado Capital Management, Inc. BSV

$4,377,567

0.19%

57,298

Courage Miller Partners, LLC BSV

$4,313,620

0.18%

56,461

Pearl Planning LLC BSV

$4,182,518

0.18%

54,745

PHILLIPS FINANCIAL MANAGEMENT, LLC BSV

$4,114,827

0.18%

53,859

Good Harbor Advisors, Inc. BSV

$4,013,750

0.17%

52,536

STERLING INVESTMENT MANAGEMENT, LLC BSV

$3,939,948

0.17%

51,570

McNaughton Wealth Management, LLC BSV

$3,904,651

0.17%

51,108

Galvin, Gaustad & Stein, LLC BSV

$3,804,720

0.16%

49,800

Foster Group, Inc. BSV

$3,803,421

0.16%

49,783

Lodestone Wealth Management LLC BSV

$3,796,392

0.16%

49,691

Showing the top 100 of 361 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.