BSV
Vanguard Short-Term Bond ETF
1W: -0.1%
1M: -0.4%
3M: -1.2%
YTD: -0.6%
1Y: +2.4%
3Y: +11.3%
5Y: +6.9%
$77.86
+0.00 (+0.00%)
Weekly Expected Move ±0.3%
$77
$78
$78
$78
$78
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BSV
1,424
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
28B
Total Invested
111
New Positions
583
Increased
561
Reduced
160
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1559 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 41,443,879 | 3.2B | +3,590,668 | +9.5% | 12Q | SEC ↗ |
| 2 | Creative Planning | 37,384,791 | 2.9B | +11,278,076 | +43.2% | 13Q | SEC ↗ |
| 3 | JPMORGAN CHASE & CO | 33,221,965 | 2.6B | +884,330 | +2.7% | 13Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 31,520,462 | 2.5B | +7,010,093 | +28.6% | 13Q | SEC ↗ |
| 5 | MORGAN STANLEY | 30,553,571 | 2.4B | -8,046,456 | -20.8% | 12Q | SEC ↗ |
| 6 | Empower Advisory Group, LLC | 22,545,470 | 1.8B | +1,573,272 | +7.5% | 13Q | SEC ↗ |
| 7 | GOLDMAN SACHS GROUP INC | 19,710,804 | 1.5B | -14,077,789 | -41.7% | 13Q | SEC ↗ |
| 8 | Allworth Financial LP | 17,525,641 | 1.4B | -2,099,297 | -10.7% | 13Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 12,644,333 | $984M | +2,845,980 | +29.0% | 13Q | SEC ↗ |
| 10 | NORTHERN TRUST CORP | 11,574,338 | $901M | +170,977 | +1.5% | 13Q | SEC ↗ |
| 11 | Truepoint, Inc. | 7,217,987 | $562M | +238,431 | +3.4% | 13Q | SEC ↗ |
| 12 | LPL Financial LLC | 7,122,050 | $555M | +294,671 | +4.3% | 13Q | SEC ↗ |
| 13 | CAPTRUST FINANCIAL ADVISORS | 6,435,212 | $501M | +145,520 | +2.3% | 13Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 6,018,430 | $469M | -939,878 | -13.5% | 12Q | SEC ↗ |
| 15 | True Link Financial Advisors, LLC | 4,964,974 | $387M | +2,575,408 | +107.8% | 13Q | SEC ↗ |
| 16 | Valpey Financial Services, LLC | 4,921,256 | $383M | +4,861,406 | +8122.6% | 3Q | SEC ↗ |
| 17 | LINCOLN NATIONAL CORP | 3,904,033 | $304M | +50,808 | +1.3% | 13Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 3,901,473 | $304M | +260,281 | +7.1% | 6Q | SEC ↗ |
| 19 | UBS Group AG | 3,880,195 | $302M | +298,742 | +8.3% | 13Q | SEC ↗ |
| 20 | Corient Private Wealth LLC | 3,615,309 | $281M | -2,934,850 | -44.8% | 13Q | SEC ↗ |
| 21 | ROYAL BANK OF CANADA | 3,461,252 | $269M | +185,165 | +5.7% | 13Q | SEC ↗ |
| 22 | Cerity Partners LLC | 3,401,273 | $265M | +108,103 | +3.3% | 13Q | SEC ↗ |
| 23 | Sequoia Financial Advisors, LLC | 3,378,481 | $263M | +450,453 | +15.4% | 13Q | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 2,896,476 | $226M | +135,589 | +4.9% | 13Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 2,847,873 | $222M | -48,560 | -1.7% | 13Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 2,562,512 | $200M | +235,146 | +10.1% | 13Q | SEC ↗ |
| 27 | MetLife Investment Management, LLC | 2,274,500 | $177M | -61,500 | -2.6% | 13Q | SEC ↗ |
| 28 | Focus Partners Wealth | 2,136,503 | $166M | +69,103 | +3.3% | 10Q | SEC ↗ |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,052,704 | $160M | +868 | +0.0% | 11Q | SEC ↗ |
| 30 | WIT, LLC | 2,007,422 | $156M | +885,260 | +78.9% | 13Q | SEC ↗ |
| 31 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,922,954 | $150M | -846,537 | -30.6% | 13Q | SEC ↗ |
| 32 | TRUIST FINANCIAL CORP | 1,876,808 | $146M | -190,101 | -9.2% | 13Q | SEC ↗ |
| 33 | JONES FINANCIAL COMPANIES LLLP | 1,832,755 | $143M | +303,802 | +19.9% | 13Q | SEC ↗ |
| 34 | OSAIC HOLDINGS, INC. | 1,822,593 | $142M | +147,868 | +8.8% | 13Q | SEC ↗ |
| 35 | Apella Capital, LLC | 1,655,982 | $129M | -5,592 | -0.3% | 12Q | SEC ↗ |
| 36 | Valmark Advisers, Inc. | 1,610,639 | $125M | +75,730 | +4.9% | 13Q | SEC ↗ |
| 37 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,605,463 | $125M | +32,096 | +2.0% | 13Q | SEC ↗ |
| 38 | FIFTH THIRD BANCORP | 1,590,842 | $124M | +710,115 | +80.6% | 13Q | SEC ↗ |
| 39 | Willow Creek Wealth Management Inc. | 1,503,962 | $117M | +89,801 | +6.4% | 11Q | SEC ↗ |
| 40 | Cambridge Investment Research Advisors | 1,419,468 | $111M | +114,859 | +8.8% | 13Q | SEC ↗ |
| 41 | Purpose Unlimited Inc. NEW | 1,410,094 | $110M | — | +0.0% | 1Q | SEC ↗ |
| 42 | RW Investment Management LLC NEW | 1,337,847 | $104M | — | +0.0% | 1Q | SEC ↗ |
| 43 | &PARTNERS | 1,296,496 | $101M | +145,508 | +12.6% | 10Q | SEC ↗ |
| 44 | Smithfield Trust Co | 1,257,104 | $98M | -11,165 | -0.9% | 13Q | SEC ↗ |
| 45 | DAVENPORT & Co LLC | 1,247,485 | $97M | +87,880 | +7.6% | 13Q | SEC ↗ |
| 46 | AMERIPRISE FINANCIAL INC | 1,244,775 | $97M | +64,414 | +5.5% | 13Q | SEC ↗ |
| 47 | Beacon Pointe Advisors, LLC | 1,227,073 | $96M | +51,463 | +4.4% | 13Q | SEC ↗ |
| 48 | RS CRUM INC. | 1,192,235 | $93M | +73,202 | +6.5% | 13Q | SEC ↗ |
| 49 | Freestone Capital Holdings, LLC | 1,178,149 | $92M | +176,295 | +17.6% | 13Q | SEC ↗ |
| 50 | World Investment Advisors | 1,165,049 | $91M | -1,032,769 | -47.0% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Purpose Unlimited Inc. | 1,410,094 | $110M |
| RW Investment Management LLC | 1,337,847 | $104M |
| VANGUARD ADVISERS INC | 788,554 | $61M |
| Waterford Advisors, LLC | 396,082 | $31M |
| HUB Investment Partners, LLC | 201,104 | $16M |
| CITADEL ADVISORS LLC | 195,342 | $15M |
| Vertrix Wealth Management, LLC | 179,315 | $14M |
| 3 FACTOR INDEXING, LLC | 163,967 | $13M |
| Aznar Financial Advisors, LLC | 163,758 | $13M |
| Virtus Wealth Solutions LLC | 116,926 | $9M |
| MISSION WEALTH MANAGEMENT, LP | 115,748 | $9M |
| RETIREMITTEN FINANCIAL LLC | 94,127 | $7M |
| Members Advisory Group LLC | 75,879 | $6M |
| Leo H. Evart, Inc. | 74,078 | $6M |
| Ridgewood Investments LLC | 69,547 | $5M |
| Apex Wealth Management, LLC | 63,357 | $5M |
| Vanguard National Trust Co | 46,890 | $4M |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 42,538 | $3M |
| Aletheian Wealth Advisors LLC | 38,109 | $3M |
| MCF Advisors LLC | 37,072 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MKP Capital Management, L.L.C. | 970,000 | $76M |
| Nearwater Capital Markets, Ltd | 800,000 | $62M |
| Penserra Capital Management LLC | 589,892 | $46M |
| BANK OF NOVA SCOTIA | 302,800 | $24M |
| VESTOR CAPITAL, LLC | 173,377 | $13M |
| J.W. COLE ADVISORS, INC. | 138,648 | $11M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 97,900 | $8M |
| WASHINGTON CAPITAL MANAGEMENT, INC | 88,630 | $7M |
| Consolidated Portfolio Review Corp | 87,030 | $7M |
| Kovitz Investment Group Partners, L | 78,778 | $6M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 68,115 | $5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 64,303 | $5M |
| FLOW TRADERS U.S. LLC | 62,039 | $5M |
| Tower Research Capital LLC (TRC) | 50,797 | $4M |
| Eschler Asset Management LLP | 48,682 | $4M |
| AlphaStar Capital Management, LLC | 42,408 | $3M |
| Jackson Creek Investment Advisors L | 35,118 | $3M |
| RENAISSANCE TECHNOLOGIES LLC | 29,629 | $2M |
| Tranquilli Financial Advisor LLC | 28,203 | $2M |
| Mezzasalma Advisors, LLC | 27,589 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Creative Planning | +11,278,076 | +43.2% | 37,384,791 |
| ENVESTNET ASSET MANAGEMENT INC | +7,010,093 | +28.6% | 31,520,462 |
| Valpey Financial Services, LLC | +4,861,406 | +8122.6% | 4,921,256 |
| MERCER GLOBAL ADVISORS INC /ADV | +3,590,668 | +9.5% | 41,443,879 |
| BANK OF AMERICA CORP /DE | +2,845,980 | +29.0% | 12,644,333 |
| True Link Financial Advisors, LLC | +2,575,408 | +107.8% | 4,964,974 |
| Empower Advisory Group, LLC | +1,573,272 | +7.5% | 22,545,470 |
| WIT, LLC | +885,260 | +78.9% | 2,007,422 |
| JPMORGAN CHASE & CO | +884,330 | +2.7% | 33,221,965 |
| FIFTH THIRD BANCORP | +710,115 | +80.6% | 1,590,842 |
| Focus Partners Advisor Solutions, L | +481,254 | +182.8% | 744,552 |
| Sequoia Financial Advisors, LLC | +450,453 | +15.4% | 3,378,481 |
| EverSource Wealth Advisors, LLC | +399,791 | +115.1% | 747,131 |
| Beacon Capital Management, Inc. | +317,247 | +81.6% | 706,146 |
| JONES FINANCIAL COMPANIES LLLP | +303,802 | +19.9% | 1,832,755 |
| UBS Group AG | +298,742 | +8.3% | 3,880,195 |
| LPL Financial LLC | +294,671 | +4.3% | 7,122,050 |
| RAYMOND JAMES FINANCIAL INC | +260,281 | +7.1% | 3,901,473 |
| Truepoint, Inc. | +238,431 | +3.4% | 7,217,987 |
| Cetera Investment Advisers | +235,146 | +10.1% | 2,562,512 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -14,077,789 | -41.7% | 19,710,804 |
| MORGAN STANLEY | -8,046,456 | -20.8% | 30,553,571 |
| Envestnet Portfolio Solutions, Inc. | -3,566,035 | -80.1% | 883,412 |
| Corient Private Wealth LLC | -2,934,850 | -44.8% | 3,615,309 |
| Allworth Financial LP | -2,099,297 | -10.7% | 17,525,641 |
| World Investment Advisors | -1,032,769 | -47.0% | 1,165,049 |
| WELLS FARGO & COMPANY/MN | -939,878 | -13.5% | 6,018,430 |
| Efficient Advisors, LLC | -901,950 | -58.5% | 639,290 |
| UNITED CAPITAL FINANCIAL ADVISORS, | -846,537 | -30.6% | 1,922,954 |
| US BANCORP \DE | -542,431 | -73.7% | 193,169 |
| CITIGROUP INC | -374,703 | -62.3% | 226,842 |
| NATIONAL BANK OF CANADA /FI | -353,466 | -67.9% | 167,124 |
| Capital Analysts, LLC | -297,746 | -28.1% | 760,204 |
| ALPS ADVISORS INC | -230,396 | -59.2% | 158,928 |
| TRUIST FINANCIAL CORP | -190,101 | -9.2% | 1,876,808 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | -186,624 | -50.0% | 186,624 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -185,902 | -35.1% | 343,200 |
| Greystone Financial Group, LLC | -185,651 | -39.8% | 280,435 |
| BNP PARIBAS FINANCIAL MARKETS | -166,060 | -56.2% | 129,630 |
| Frankly Finances, LLC | -160,194 | -48.3% | 171,370 |