Institutional Ownership Vanguard Bd Index Fd Inc Short (BSV)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Short (BSV). We have compiled data on the 1,383 institutions that hold shares in the stock, with a total of 418 Million shares, which have been reported (via 13F filing form) to have a value of $33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
86,510
shares
|
$6.83 Million
12.32% of portfolio
|
Q4 2022
Added 62.42%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
85,755
shares
|
$6.77 Million
2.12% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
85,668
shares
|
$6.77 Million
6.04% of portfolio
|
Q3 2022
Added 2.96%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
85,215
shares
|
$6.73 Million
3.77% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
84,419
shares
|
$6.67 Million
0.03% of portfolio
|
Q2 2025
Added 17.7%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
84,177
shares
|
$6.65 Million
0.6% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
83,853
shares
|
$6.62 Million
1.09% of portfolio
|
Q2 2025
Reduced 66.78%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jul 23, 2025 Q2 2025 |
83,612
shares
|
$6.6 Million
2.82% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
82,616
shares
|
$6.53 Million
5.57% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
82,103
shares
|
$6.48 Million
2.27% of portfolio
|
Q2 2025
Added 67.1%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2025 Q2 2025 |
80,895
shares
|
$6.39 Million
4.04% of portfolio
|
Q2 2025
Reduced 18.63%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
80,636
shares
|
$6.37 Million
2.31% of portfolio
|
Q2 2025
Added 15.23%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
80,268
shares
|
$6.34 Million
2.56% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
80,142
shares
|
$6.33 Million
0.03% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
79,796
shares
|
$6.3 Million
1.96% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
79,224
shares
|
$6.26 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
78,605
shares
|
$6.21 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
78,320
shares
|
$6.19 Million
0.43% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
77,305
shares
|
$6.11 Million
0.78% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
76,603
shares
|
$6.05 Million
0.83% of portfolio
|
Q2 2025
Added 15.11%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
76,275
shares
|
$6.02 Million
1.28% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
76,274
shares
|
$6.02 Million
2.46% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
76,011
shares
|
$6 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
75,675
shares
|
$5.98 Million
1.55% of portfolio
|
Q4 2024
Added 59.48%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
75,414
shares
|
$5.96 Million
0.28% of portfolio
|
Q2 2025
Reduced 18.96%
|