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 |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
19,657
shares
|
$1.55 Million
0.07% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
19,568
shares
|
$1.55 Million
0.07% of portfolio
|
Q2 2025
Added 60.66%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
19,486
shares
|
$1.54 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
19,317
shares
|
$1.53 Million
0.06% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
19,229
shares
|
$1.52 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
19,187
shares
|
$1.52 Million
0.12% of portfolio
|
Q3 2024
Added 122.66%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
19,127
shares
|
$1.51 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
18,920
shares
|
$1.49 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
18,886
shares
|
$1.49 Million
0.64% of portfolio
|
Q2 2025
Added 14.96%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
18,824
shares
|
$1.49 Million
0.17% of portfolio
|
Q2 2025
Reduced 19.79%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
18,728
shares
|
$1.48 Million
0.02% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
18,599
shares
|
$1.47 Million
0.35% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
18,230
shares
|
$1.44 Million
0.16% of portfolio
|
Q2 2025
Reduced 29.07%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
18,184
shares
|
$1.44 Million
0.71% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
18,117
shares
|
$1.43 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
18,013
shares
|
$1.42 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
17,965
shares
|
$1.42 Million
0.62% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
17,964
shares
|
$1.42 Million
0.38% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
17,906
shares
|
$1.41 Million
0.14% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
17,774
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Added 63.45%
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
17,772
shares
|
$1.4 Million
0.65% of portfolio
|
Q4 2024
Added 465.63%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
17,732
shares
|
$1.4 Million
0.69% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
17,720
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
Added 164.12%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
17,700
shares
|
$1.4 Million
0.56% of portfolio
|
Q2 2025
Added 96.56%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
17,650
shares
|
$1.39 Million
0.07% of portfolio
|
Q2 2025
New holding
|