Vanguard Short-term Bond ETF (BSV): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
2 concentrated managers hold it (−1 vs last quarter); combined they have held more shares for 2 quarters in a row (1 added, 0 trimmed). Its median weight in those portfolios is 0.2%.
Quarter flow (concentrated managers)
Change in managers (3 → 2): 0 opened · 1 exited = −1
Net flow in the quarter: +$2.5M (+32 K shares) · bought $2.6M and sold $41KShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Accumulation: combined they have held more shares for 2 quarters in a row (1 added, 0 trimmed). It is the combined share count of those still holding it: one large buyer can outweigh many who trimmed.
The set of concentrated managers changed between quarters: with the set as it was then, 4 held it last quarter (the chart point); with today's set, 3 (the base for the change).
Concentrated managers holding it
- Cacti Asset ManagementIncreased$8.6M0.4%+0.1 pp
- Baskin Financial Services$229K0.0%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of BSV (all 13F filers)
- Mercer Global Advisors50.7 MWealth adviser+5.2 M
- Creative Planning43.8 MWealth adviser+6.5 M
- Envestnet Asset Management32.3 MWealth adviser+801 K
- Empower Advisory Group24.3 MWealth adviser+1.8 M
- Morgan Stanley23.6 MBank or trading desk−757 K
- Goldman Sachs Group20.5 MBank or trading desk+743 K
- JPMorgan Chase16.9 MBank or trading desk−16.4 M
- Allworth Financial15.3 MType not verified−2.2 M
- Bank of America12.3 MBank or trading desk−375 K
- Northern Trust9.9 MIndex manager−1.6 M
- Shares
- 50.7 M
- Change
- +5.2 M
See more
- Type
- Wealth adviser
- Value
- $3.9 bn
- Shares
- 43.8 M
- Change
- +6.5 M
See more
- Type
- Wealth adviser
- Value
- $3.4 bn
- Shares
- 32.3 M
- Change
- +801 K
See more
- Type
- Wealth adviser
- Value
- $2.5 bn
- Shares
- 24.3 M
- Change
- +1.8 M
See more
- Type
- Wealth adviser
- Value
- $1.9 bn
- Shares
- 23.6 M
- Change
- −757 K
See more
- Type
- Bank or trading desk
- Value
- $1.8 bn
- Shares
- 20.5 M
- Change
- +743 K
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- Type
- Bank or trading desk
- Value
- $1.6 bn
- Shares
- 16.9 M
- Change
- −16.4 M
See more
- Type
- Bank or trading desk
- Value
- $1.3 bn
- Shares
- 15.3 M
- Change
- −2.2 M
See more
- Type
- Type not verified
- Value
- $1.2 bn
- Shares
- 12.3 M
- Change
- −375 K
See more
- Type
- Bank or trading desk
- Value
- $956M
- Shares
- 9.9 M
- Change
- −1.6 M
See more
- Type
- Index manager
- Value
- $774M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗