BSV Institutional Ownership
Vanguard Short-Term Bond ETF
1W: -0.0%
1M: -1.2%
3M: -2.0%
YTD: -2.7%
1Y: -2.3%
3Y: +10.3%
5Y: +4.7%
$76.21
-0.09 (-0.12%)
Weekly Expected Move ±0.4%
$76
$76
$76
$77
$77
Overview
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Holdings
Changes
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Analysis
Peers
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Short Interest
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Institutional Ownership — BSV
1,444
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
35B
Total Invested
113
New Positions
651
Increased
486
Reduced
75
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1526 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 50,651,293 | 3.9B | +5,220,847 | +11.5% | 30Q | SEC ↗ |
| 2 | Creative Planning | 43,838,959 | 3.3B | +6,454,168 | +17.3% | 59Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 32,321,588 | 2.5B | +801,126 | +2.5% | 76Q | SEC ↗ |
| 4 | Empower Advisory Group, LLC | 24,303,617 | 1.9B | +1,758,147 | +7.8% | 14Q | SEC ↗ |
| 5 | MORGAN STANLEY | 23,641,308 | 1.8B | -756,738 | -3.1% | 60Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC | 20,453,685 | 1.6B | +742,881 | +3.8% | 15Q | SEC ↗ |
| 7 | JPMORGAN CHASE & CO | 16,863,841 | 1.3B | -16,358,124 | -49.2% | 62Q | SEC ↗ |
| 8 | Allworth Financial LP | 15,333,291 | 1.2B | -2,192,350 | -12.5% | 46Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 12,269,104 | $935M | -375,229 | -3.0% | 15Q | SEC ↗ |
| 10 | NORTHERN TRUST CORP | 9,933,587 | $757M | -1,640,751 | -14.2% | 26Q | SEC ↗ |
| 11 | Truepoint, Inc. | 7,420,247 | $565M | +202,260 | +2.8% | 27Q | SEC ↗ |
| 12 | LPL Financial LLC | 7,261,254 | $553M | +139,204 | +2.0% | 54Q | SEC ↗ |
| 13 | CAPTRUST FINANCIAL ADVISORS | 7,215,410 | $550M | +780,198 | +12.1% | 39Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 6,757,611 | $515M | +649,643 | +10.6% | 76Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 4,131,559 | $315M | +230,086 | +5.9% | 7Q | SEC ↗ |
| 16 | LINCOLN NATIONAL CORP | 3,979,162 | $303M | +75,129 | +1.9% | 15Q | SEC ↗ |
| 17 | UBS Group AG | 3,963,408 | $302M | +83,213 | +2.1% | 47Q | SEC ↗ |
| 18 | Corient Private Wealth LP | 3,956,884 | $302M | +341,575 | +9.4% | 15Q | SEC ↗ |
| 19 | Sequoia Financial Advisors, LLC | 3,631,159 | $277M | +252,678 | +7.5% | 36Q | SEC ↗ |
| 20 | ROYAL BANK OF CANADA | 3,590,227 | $274M | +128,975 | +3.7% | 67Q | SEC ↗ |
| 21 | Cerity Partners LLC | 3,512,006 | $268M | +110,733 | +3.3% | 23Q | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 2,981,848 | $227M | +85,372 | +2.9% | 74Q | SEC ↗ |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 2,777,145 | $212M | -70,728 | -2.5% | 35Q | SEC ↗ |
| 24 | Cetera Investment Advisers | 2,702,880 | $206M | +140,368 | +5.5% | 43Q | SEC ↗ |
| 25 | True Link Financial Advisors, LLC | 2,608,375 | $199M | +125,888 | +5.1% | 23Q | SEC ↗ |
| 26 | Purpose Unlimited Inc. | 2,571,864 | $196M | +290,738 | +12.7% | 3Q | SEC ↗ |
| 27 | MetLife Investment Management, LLC | 2,459,500 | $187M | +185,000 | +8.1% | 23Q | SEC ↗ |
| 28 | TRUIST FINANCIAL CORP | 2,174,156 | $166M | +297,348 | +15.8% | 27Q | SEC ↗ |
| 29 | Focus Partners Wealth | 2,168,154 | $165M | +31,651 | +1.5% | 11Q | SEC ↗ |
| 30 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,160,462 | $165M | +107,758 | +5.2% | 12Q | SEC ↗ |
| 31 | Sixth Street Partners Management Compa NEW | 2,160,462 | $165M | — | +0.0% | 1Q | SEC ↗ |
| 32 | JONES FINANCIAL COMPANIES LLLP | 2,101,516 | $160M | +268,761 | +14.7% | 26Q | SEC ↗ |
| 33 | OSAIC HOLDINGS, INC. | 2,090,052 | $159M | +267,459 | +14.7% | 26Q | SEC ↗ |
| 34 | WIT, LLC | 1,981,763 | $151M | -25,659 | -1.3% | 23Q | SEC ↗ |
| 35 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,823,344 | $139M | -99,610 | -5.2% | 58Q | SEC ↗ |
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,702,387 | $130M | +96,924 | +6.0% | 67Q | SEC ↗ |
| 37 | Valmark Advisers, Inc. | 1,689,123 | $129M | +78,484 | +4.9% | 46Q | SEC ↗ |
| 38 | Apella Capital, LLC | 1,579,884 | $120M | -76,098 | -4.6% | 13Q | SEC ↗ |
| 39 | National Philanthropic Trust | 1,546,257 | $118M | +6,544 | +0.4% | 11Q | SEC ↗ |
| 40 | &PARTNERS | 1,466,522 | $112M | +170,026 | +13.1% | 11Q | SEC ↗ |
| 41 | Cambridge Investment Research Advisors | 1,459,721 | $111M | +40,253 | +2.8% | 76Q | SEC ↗ |
| 42 | RW Investment Management LLC | 1,396,886 | $106M | +59,039 | +4.4% | 2Q | SEC ↗ |
| 43 | Freestone Capital Holdings, LLC | 1,358,912 | $104M | +180,763 | +15.3% | 38Q | SEC ↗ |
| 44 | ASSETMARK, INC | 1,350,385 | $103M | +1,039,692 | +334.6% | 28Q | SEC ↗ |
| 45 | Savant Capital, LLC | 1,341,056 | $102M | +590,011 | +78.6% | 29Q | SEC ↗ |
| 46 | AMERIPRISE FINANCIAL INC | 1,331,971 | $102M | +87,196 | +7.0% | 16Q | SEC ↗ |
| 47 | Beacon Pointe Advisors, LLC | 1,303,886 | $99M | +76,813 | +6.3% | 31Q | SEC ↗ |
| 48 | Smithfield Trust Co | 1,264,331 | $96M | +7,227 | +0.6% | 51Q | SEC ↗ |
| 49 | RS CRUM INC. | 1,254,488 | $96M | +62,253 | +5.2% | 19Q | SEC ↗ |
| 50 | DAVENPORT & Co LLC | 1,244,826 | $95M | -2,659 | -0.2% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 2,160,462 | $165M |
| Allied Investment Advisors, LLC | 273,991 | $21M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 171,474 | $13M |
| NI ACQUISITIONS COMPANY, LLC | 161,003 | $12M |
| J.W. COLE ADVISORS, INC. | 154,496 | $12M |
| OLD MISSION CAPITAL LLC | 121,157 | $9M |
| FIRST TRUST ADVISORS LP | 103,475 | $8M |
| Shah Wealth Advisors, LLC | 93,651 | $7M |
| RENAISSANCE TECHNOLOGIES LLC | 91,055 | $7M |
| WASHINGTON CAPITAL MANAGEMENT, INC | 88,655 | $7M |
| Financial Gravity Companies, Inc. | 67,546 | $5M |
| Global Retirement Partners, LLC | 44,795 | $3M |
| TORONTO DOMINION BANK | 42,406 | $3M |
| IMA Advisory Services, Inc. | 36,983 | $3M |
| Evanson Financial, LLC | 35,111 | $3M |
| Entruity Wealth, LLC | 28,958 | $2M |
| Stonebridge Financial Group, LLC/CA | 26,977 | $2M |
| Thomasville National Bank | 26,247 | $2M |
| TritonPoint Partners, LLC | 25,550 | $2M |
| Advisors Preferred, LLC | 24,015 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Nearwater Capital Markets, Ltd | 800,000 | $61M |
| Penserra Capital Management LLC | 589,892 | $45M |
| BANK OF NOVA SCOTIA | 302,800 | $23M |
| Virtus Wealth Solutions LLC | 116,926 | $9M |
| Members Advisory Group LLC | 75,879 | $6M |
| Eschler Asset Management LLP | 48,682 | $4M |
| CITADEL ADVISORS LLC | 42,861 | $3M |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 42,538 | $3M |
| Cerity Partners Retirement Plan Adv | 31,768 | $2M |
| Calamos Advisors LLC | 30,941 | $2M |
| Ocean Park Asset Management, LLC | 30,191 | $2M |
| Mezzasalma Advisors, LLC | 27,589 | $2M |
| EVOKE WEALTH, LLC | 21,046 | $2M |
| JFS WEALTH ADVISORS, LLC | 20,858 | $2M |
| SOL Capital Management CO | 19,910 | $2M |
| M Holdings Securities, Inc. | 18,937 | $1M |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 14,425 | $1M |
| Summit Trail Advisors, LLC | 13,840 | $1M |
| Estate Counselors, LLC | 13,515 | $1M |
| Engineers Gate Manager LP | 12,884 | $982K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Creative Planning | +6,454,168 | +17.3% | 43,838,959 |
| MERCER GLOBAL ADVISORS INC /ADV | +5,220,847 | +11.5% | 50,651,293 |
| Empower Advisory Group, LLC | +1,758,147 | +7.8% | 24,303,617 |
| Fund Evaluation Group, LLC | +1,179,946 | +26988.7% | 1,184,318 |
| ASSETMARK, INC | +1,039,692 | +334.6% | 1,350,385 |
| ENVESTNET ASSET MANAGEMENT INC | +801,126 | +2.5% | 32,321,588 |
| CAPTRUST FINANCIAL ADVISORS | +780,198 | +12.1% | 7,215,410 |
| GOLDMAN SACHS GROUP INC | +742,881 | +3.8% | 20,453,685 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +709,389 | +384.4% | 893,913 |
| WELLS FARGO & COMPANY/MN | +649,643 | +10.6% | 6,757,611 |
| Savant Capital, LLC | +590,011 | +78.6% | 1,341,056 |
| GREENUP STREET WEALTH MANAGEMENT LL | +398,249 | +13057.3% | 401,299 |
| Corient Private Wealth LP | +341,575 | +9.4% | 3,956,884 |
| TRUIST FINANCIAL CORP | +297,348 | +15.8% | 2,174,156 |
| Purpose Unlimited Inc. | +290,738 | +12.7% | 2,571,864 |
| DAYMARK WEALTH PARTNERS, LLC | +271,713 | +4264.2% | 278,085 |
| JONES FINANCIAL COMPANIES LLLP | +268,761 | +14.7% | 2,101,516 |
| OSAIC HOLDINGS, INC. | +267,459 | +14.7% | 2,090,052 |
| Sequoia Financial Advisors, LLC | +252,678 | +7.5% | 3,631,159 |
| Focus Partners Advisor Solutions, L | +236,350 | +31.7% | 980,902 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -16,358,124 | -49.2% | 16,863,841 |
| Allworth Financial LP | -2,192,350 | -12.5% | 15,333,291 |
| NORTHERN TRUST CORP | -1,640,751 | -14.2% | 9,933,587 |
| MORGAN STANLEY | -756,738 | -3.1% | 23,641,308 |
| FIFTH THIRD BANCORP | -385,954 | -24.3% | 1,204,888 |
| BANK OF AMERICA CORP /DE | -375,229 | -3.0% | 12,269,104 |
| Steward Partners Investment Advisor | -243,851 | -85.4% | 41,613 |
| EverSource Wealth Advisors, LLC | -195,126 | -34.6% | 369,592 |
| Prime Capital Investment Advisors, | -173,787 | -23.9% | 551,860 |
| Private Advisor Group, LLC | -144,829 | -50.5% | 141,792 |
| Efficient Advisors, LLC | -131,330 | -17.0% | 639,290 |
| McAdam, LLC | -110,522 | -43.5% | 143,484 |
| First Heartland Consultants, Inc. | -101,366 | -30.7% | 228,811 |
| UNITED CAPITAL FINANCIAL ADVISORS, | -99,610 | -5.2% | 1,823,344 |
| ALPS ADVISORS INC | -92,905 | -58.5% | 66,023 |
| Atria Investments, Inc | -89,838 | -26.6% | 247,490 |
| Main Street Financial Solutions, LL | -78,194 | -57.7% | 57,326 |
| Charter Oak Capital Management, LLC | -76,392 | -9.8% | 705,781 |
| Apella Capital, LLC | -76,098 | -4.6% | 1,579,884 |
| COMMONWEALTH EQUITY SERVICES, LLC | -70,728 | -2.5% | 2,777,145 |