BSV institutional holders

Vanguard Short-Term Bond ETF · 1,417 reporting institutions · $34.8B reported value

Funds that can replace BSV · BSV return decomposition

Institutional holdings

Institutions reporting BSV, largest first
InstitutionReported positionAdvisors at firmReport period
Mercer Global Advisors Inc /adv$3.9B02026-06-30
Creative Planning$3.4B1,1712026-06-30
Envestnet Pmc$2.5B602026-06-30
Empower Advisory Group, LLC$1.9B1,9802026-06-30
Morgan Stanley$1.8B23,1852026-06-30
Goldman Sachs Group Inc$1.6B02026-06-30
Jpmorgan Chase & Co$1.3B02026-06-30
Allworth Financial, LP$1.2B3172026-06-30
Bank of America Corp /de$955.9M02026-06-30
Northern Trust Corp$773.9M02026-06-30
Truepoint, Inc.$578.1M402026-06-30
Lpl Financial LLC$565.7M23,4582026-06-30
Captrust Financial Advisors$562.2M9622026-06-30
Wells Fargo & Company/mn$526.5M02026-06-30
Raymond James Financial Inc$321.9M02026-06-30
Lincoln National Corp$310M02026-06-30
UBS Group AG$308.8M02026-06-30
Corient Private Wealth LP$308.3M6742026-06-30
Sequoia Financial Group, LLC$282.9M2582026-06-30
Royal Bank of Canada$279.7M02026-06-30
Cerity Partners LLC$273.6M7772026-06-30
Bank of New York Mellon Corp$232.3M02026-06-30
Commonwealth Equity Services, LLC$216.4M2,8632026-06-30
Cetera Investment Advisers$210.6M10,3702026-06-30
True Link Financial Advisors$203.2M62026-06-30
Purpose Unlimited Inc.$200.4M02026-06-30
Metlife Investment Management, LLC$191.6M02026-06-30
Truist Financial Corp$169.4M02026-06-30
Focus Partners Wealth$168.9M1,0482026-06-30
Charles Schwab Investment Management Inc$168.3M372026-06-30
Jones Financial Companies LLLP$164M02026-06-30
Osaic Holdings, Inc.$162.9M02026-06-30
Wit, LLC$154.4M02026-06-30
United Capital Financial Advisors, LLC$142M1662026-06-30
Northwestern Mutual Wealth Management Co$132.6M02026-06-30
Valmark Advisers, Inc.$131.6M2952026-06-30
Apella Capital, LLC$122.6M1042026-06-30
National Philanthropic Trust$120.5M02026-06-30
Willow Creek Wealth Management Inc.$118.7M102025-09-30
&partners$114.3M5552026-06-30
Rw Investment Management LLC$108.8M132026-06-30
Freestone Capital Holdings, LLC$105.9M662026-06-30
Assetmark, Inc$105.2M2202026-06-30
Savant Wealth Management$104.9M4052026-06-30
Ameriprise Financial Inc$103.1M02026-06-30
Beacon Pointe Advisors, LLC$101.6M4662026-06-30
Rs Crum Inc.$97.7M62026-06-30
Davenport & Co LLC$97M3392026-06-30
Exchange Traded Concepts, LLC$94.1M02026-06-30
Fifth Third Bancorp$93.9M02026-06-30
Fund Evaluation Group, LLC$92.3M22026-06-30
World Investment Advisors$92M3592026-06-30
D.A. Davidson & Co.$84.3M6892026-06-30
Martel Wealth Advisors LLC$77.6M82026-06-30
Focus Partners Advisor Solutions, LLC$76.4M422026-06-30
MML Investors Services, LLC$75.6M5,1202026-06-30
Envestnet Portfolio Solutions, Inc.$73.2M32026-06-30
Manufacturers Life Insurance Company, the$71.2M02026-06-30
Integris Wealth Management, LLC$70M122026-06-30
Vanguard Advisers Inc$68.1M2,4692026-06-30
First Merchants Corp$67.9M02026-06-30
Hightower Advisors, LLC$67.6M1,0462026-06-30
Stifel Financial Corp$67.5M02026-06-30
Windward Private Wealth Management Inc.$67.1M52026-06-30
Petersen Hastings Wealth Advisors Inc.$66M162026-06-30
Gemmer Asset Management LLC$65.3M82026-06-30
Vanguard Group Inc$63.4M02025-12-31
Missionsquare Retirement$60.5M1322026-06-30
Vestmark Advisory Solutions, Inc.$58.8M82026-06-30
Comerica Bank$58.1M02025-12-31
Composition Wealth, LLC$57.6M762026-06-30
Trajan Wealth LLC$56.7M522026-06-30
Charter Oak Capital Management, LLC$55.3M02026-03-31
Arbor Investment Advisors, LLC$52.6M52026-06-30
Efficient Advisors, LLC$50.1M02026-03-31
Farther Finance Advisors, LLC$49.6M3342026-06-30
Symmetry Partners, LLC$49.5M232026-06-30
TD Capital Management LLC$49.3M82026-06-30
Orion Porfolio Solutions, LLC$49.2M1992026-06-30
Presilium Private Wealth, LLC$47.9M52026-06-30
Clark Asset Management, LLC$45.5M72026-06-30
Old Peak Finance LLC$44.3M82026-06-30
Tobias Financial Advisors, Inc.$44.1M82026-06-30
Prime Capital Financial$43M2652026-06-30
Baird Financial Group, Inc.$42.8M02026-06-30
Voya Financial Advisors, Inc.$39.2M7412026-06-30
Partners In Financial Planning$38.1M72026-06-30
Savvy Advisors, Inc.$37.5M2142026-06-30
Newedge Advisors$36.9M6012026-06-30
Wealthquest Corporation$36.8M162026-06-30
Human Investing LLC$36.5M162026-06-30
Creativeone Wealth, LLC$36.3M2212026-06-30
Compass Planning Associates Inc$36M32026-06-30
Pds Planning, Inc$35.1M102026-06-30
Mariner, LLC$34.9M02026-06-30
Berkshire Money Management, Inc.$33M102026-06-30
Sagevest Wealth Management$32.6M42026-06-30
Cullen/frost Bankers, Inc.$32.1M02026-06-30
Associated Banc-Corp$31.9M02026-06-30
Elevation Point Wealth Partners, LLC$31.4M562026-06-30
Greenup Street Wealth Management LLC$31.3M202026-06-30
Aqr Capital Management LLC$30.9M12026-06-30
Blackrock, Inc.$30.4M02026-06-30
Avior Wealth Management, LLC$30M692026-06-30
Barr E S & Co$29.6M52026-06-30
Ancora Advisors LLC$29.6M102026-06-30
Nisa Investment Advisors, LLC$29.5M822026-06-30
Principal Financial Group Inc$29.5M02026-06-30
Cambridge Associates LLC /ma/ /adv$29.5M02026-06-30
Eversource Wealth Advisors, LLC$28.8M772026-06-30
Blue Trust, Inc.$26.6M02026-06-30
Wealth Enhancement Advisory Services, LLC$25.7M1,0262026-06-30
Keen Wealth Advisors$25.6M222026-06-30
Factor Wealth Management$25.4M52026-06-30
Graves Light Lenhart Wealth, Inc.$24.8M82026-06-30
Xml Financial, LLC$24.7M282026-06-30
Blair William & Co/il$24.7M3292026-06-30
Discipline Wealth Solutions, Inc.$24.1M192026-06-30
Betterwealth, LLC$23.7M52026-06-30
Lighthouse Financial Services Inc /adv$23.3M02026-06-30
Kestra Advisory Services, LLC$22.7M1,4792026-06-30
Beacon Capital Management, Inc.$22.7M262026-06-30
Trellis Wealth Advisors LLC$22.4M42026-06-30
Apollon Wealth Management, LLC$21.9M1512026-06-30
Daymark Wealth Partners, LLC$21.7M372026-06-30
Kelman-Lazarov, Inc.$21.5M132026-06-30
Greystone Financial Group, LLC$21.5M42026-06-30
Lutz Financial Services LLC$21.4M152026-06-30
Allied Investment Advisors, LLC$21.3M122026-06-30
Bartlett & Co. Wealth Management LLC$21.2M322026-06-30
Citigroup Inc$20.8M02026-06-30
Milwealth Group LLC$20.5M52026-06-30
Waterford Advisors, LLC$20.4M72026-06-30
Modera Wealth Management, LLC$20.2M1352026-06-30
Parkside Financial Bank & Trust$20.2M02026-03-31
Wiser Wealth Management, Inc$19.5M52026-06-30
Wealth Dimensions Group, Ltd.$19.5M92026-06-30
Ecio, Inc.$19.5M52026-06-30
Fort Henry Capital, LLC$19.4M22026-06-30
Atria Investments, Inc$19.3M62026-06-30
Stephenson & Company, Inc.$19.2M32026-06-30
Sax Wealth Advisors, LLC$18.9M422026-06-30
Brewster Financial Planning LLC$18.8M32026-06-30
Alaska Wealth Advisors, LLC$18.6M132026-06-30
Edelman Financial Engines$18.5M7222026-06-30
Level Financial Advisors$18.5M82026-06-30
Arax Advisory Partners$18M2322026-06-30
Bank of Montreal /can$17.9M02026-06-30
M&T Bank Corp$17.8M02026-06-30
First Heartland Consultants, Inc.$17.8M992026-06-30
Tillman Hartley LLC$17.8M32026-06-30
Brookstone Capital Management$17.7M3372026-06-30
Forza Wealth Management, LLC$17.6M42026-06-30
Your Advocates Ltd., LLP$17.4M42026-06-30
Nwam LLC$17.4M622026-06-30
United Services Automobile Association$17M02026-06-30
TD Private Client Wealth LLC$16.9M5352026-06-30
Mustard Seed Wealth Management$16.8M92026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$16.7M1032026-06-30
Safir Wealth Advisors, LLC$16.7M22026-06-30
New Edge Wealth$16.3M1512026-06-30
Hub Investment Partners, LLC$16.3M1182026-06-30
Trufp$16.3M42026-06-30
Oath Planning, LLC$16.3M62026-06-30
Onedigital Investment Advisors LLC$16.1M3862026-06-30
Eagle Rock Investment Company, LLC$16M32026-06-30
First Horizon Corp$15.6M02026-06-30
Southstate Bank Corp$15.3M02026-06-30
Bleakley Financial Group, LLC$15.2M1242026-06-30
Alaska Permanent Capital Management, LLC$15M12026-06-30
Vertrix Wealth Management, LLC$14.9M62026-06-30
Harfst & Associates, Inc.$14.7M32026-06-30
Concurrent Investment Advisors, LLC$14.5M3492026-06-30
US Bancorp$14.5M02026-06-30
Oneascent Financial Services LLC$14.5M852026-06-30
Cornerstone Investment Partners, LLC$14.4M72026-06-30
Leavell Investment Management, Inc.$14.4M252026-06-30
Sigfig Wealth Management, LLC$14.3M42026-06-30
Choreo, LLC$14.1M1482026-06-30
Bay Harbor Wealth Management, LLC$14.1M32026-06-30
PNC Financial Services Group, Inc.$14.1M02026-06-30
Frankly Finances, LLC$14M12026-06-30
Vawter Financial, Ltd.$13.5M42026-06-30
Integrated Wealth Concepts LLC$13.4M4802026-06-30
C M Bidwell & Associates Ltd$13.4M42026-06-30
Susquehanna International Group, LLP$13.4M02026-06-30
Ames National Corp$13.3M02026-06-30
Farmers & Merchants Investments Inc$13.1M02026-06-30
Disciplina Capital Management LLC$13M32026-06-30
Aznar Financial Advisors, LLC$12.9M02025-12-31
Smartleaf Asset Management LLC$12.8M92026-06-30
Sovereign Financial Group, Inc.$12.8M232026-06-30
Elevate Wealth Advisory, Inc$12.8M122026-06-30
Stone Summit Wealth LLC$12.8M32026-06-30
Colter Lewis Investment Partners, LLC$12.7M42026-06-30
Eaton-Cambridge Inc.$12.7M52026-06-30
Ni Acquisitions Company, LLC$12.5M62026-06-30
National Bank of Canada /fi$12.4M02026-06-30
Rfg Advisory, LLC$12.4M1912026-06-30
Morris Financial Concepts, Inc.$12.3M12026-06-30
Kestra Private Wealth Services, LLC$12.3M2062026-06-30
Dipaolo Financial Group, Inc.$12.2M52026-06-30
Mutual Advisors, LLC$12.1M1532026-06-30
J.W. Cole Advisors, Inc.$12M4992026-06-30
Htg Investment Advisors Inc$12M122026-06-30
Parker Financial LLC$11.8M42026-06-30
Apexium Financial, LP$11.7M02025-09-30
City State Bank$11.6M02026-06-30
Fidato Wealth LLC$11.6M72026-06-30
Cgn Advisors LLC$11.6M362026-06-30
The Pines Wealth Management, LLC$11.5M22026-06-30
Commerce Bank$11.5M02026-06-30
Scotia Capital Inc.$11.5M02026-06-30
Mountain Pacific Investment Advisers LLC$11.4M52026-06-30
Sanctuary Advisors, LLC$11.4M4012026-06-30
Torrey-Payne Wealth Management$11.4M22026-06-30
Adaptive Financial Consulting, LLC$11.3M62026-06-30
Hopwood Financial Services, Inc.$11.3M62026-06-30
Alkeme Wealth, LLC$11.2M52026-06-30
McAdam LLC$11.2M1352026-06-30
Crews Bank & Trust$11.1M02026-06-30
Private Advisor Group, LLC$11M9272026-06-30
Focus Financial$11M1212026-06-30
3 Factor Indexing, LLC$10.9M22026-06-30
Zeit Capital LLC$10.9M12026-06-30
Sand Hill Global Advisors, LLC$10.9M202026-06-30
Redw Wealth LLC$10.8M82026-06-30
Great Valley Advisor Group, LLC$10.7M2052026-06-30
Tribridge Partners Financial LLC$10.6M72026-06-30
Vci Wealth Management LLC$10.5M222026-06-30
Vise Technologies, Inc.$10.5M02026-06-30
Cherry Tree Wealth Management, LLC$10.5M92026-03-31
Resolute Capital, LLC$10.4M132026-06-30
Wealthspire Advisors, LLC$10.4M2372026-06-30
Oak Hill Wealth Advisors, LLC$10.4M02025-09-30
Lynch Investment Planning, LLC$10.3M32026-06-30
Pathstone Holdings, LLC$10.3M02026-06-30
Ameritas Advisory Services, LLC$10.3M5502026-06-30
Ifg Advisors, LLC$10.3M82026-06-30
Headinvest, LLC$10M72026-06-30
Cahill Financial Advisors, Inc.$10M122026-06-30
Aspire Private Capital$9.9M82026-06-30
Man Group PLC$9.9M02026-06-30
Kathmere Capital Management, LLC$9.8M172026-06-30
White Lighthouse Investment Management Inc.$9.7M62026-06-30
Sageview Advisory Group, LLC$9.7M942026-06-30
Rf&l Wealth Management, LLC$9.7M32026-06-30
Arcadia Wealth Management, LLC$9.7M112026-06-30
Bnp Paribas Financial Markets$9.7M02026-06-30
Old Mission Capital LLC$9.4M02026-06-30

The 250 largest of 1,417 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30