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 1,388 institutions that hold shares in the stock, with a total of 397 Million shares, which have been reported (via 13F filing form) to have a value of $31.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
965,926
shares
|
$76.1 Million
1.63% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
957,125
shares
|
$75.4 Million
5.95% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
955,584
shares
|
$75.3 Million
0.5% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
949,392
shares
|
$74.8 Million
0.42% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
921,258
shares
|
$72.6 Million
2.48% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
918,429
shares
|
$72.4 Million
0.74% of portfolio
|
Q2 2025
Added 1747.98%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
914,284
shares
|
$72.1 Million
0.17% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
882,223
shares
|
$69.5 Million
0.67% of portfolio
|
Q3 2025
Added 39.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
875,951
shares
|
$69 Million
0.08% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
863,490
shares
|
$68.1 Million
0.22% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
863,284
shares
|
$68 Million
6.0% of portfolio
|
Q4 2024
Added 76.55%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
848,646
shares
|
$66.9 Million
0.61% of portfolio
|
Q3 2024
Reduced 32.0%
|
|
|
Wit, LLC
District Of Columbia, DC |
Aug 14, 2025 Q2 2025 |
844,643
shares
|
$66.6 Million
1.69% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Efficient Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
842,022
shares
|
$66.4 Million
3.74% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
839,924
shares
|
$66.2 Million
11.61% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
826,927
shares
|
$65.2 Million
0.19% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Windward Private Wealth Management Inc.
|
Nov 05, 2025 Q3 2025 |
801,653
shares
|
$63.2 Million
21.92% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
798,107
shares
|
$62.9 Million
0.5% of portfolio
|
Q2 2025
Added 38.16%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
786,255
shares
|
$62 Million
0.25% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
778,509
shares
|
$61.4 Million
4.3% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
769,451
shares
|
$60.6 Million
0.06% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
769,343
shares
|
$60.6 Million
14.77% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
749,856
shares
|
$59.1 Million
0.77% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
744,272
shares
|
$58.7 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
730,232
shares
|
$57.6 Million
0.0% of portfolio
|
Q3 2025
Added 3.97%
|