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 1,365 institutions that hold shares in the stock, with a total of 396 Million shares, which have been reported (via 13F filing form) to have a value of $31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
88,505
shares
|
$6.94 Million
3.32% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
May 15, 2025 Q1 2025 |
88,300
shares
|
$6.92 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
88,147
shares
|
$6.91 Million
0.17% of portfolio
|
Q2 2025
Reduced 15.92%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
87,987
shares
|
$6.89 Million
0.65% of portfolio
|
Q1 2025
Reduced 27.26%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
87,796
shares
|
$6.88 Million
5.31% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
87,702
shares
|
$6.87 Million
4.36% of portfolio
|
Q4 2024
Added 14.01%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
86,892
shares
|
$6.81 Million
2.12% of portfolio
|
Q1 2025
Reduced 14.79%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
86,510
shares
|
$6.78 Million
12.32% of portfolio
|
Q4 2022
Added 62.42%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
85,820
shares
|
$6.72 Million
0.22% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
85,755
shares
|
$6.72 Million
2.12% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
85,668
shares
|
$6.71 Million
6.04% of portfolio
|
Q3 2022
Added 2.96%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
85,215
shares
|
$6.68 Million
3.77% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
84,490
shares
|
$6.62 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
83,533
shares
|
$6.55 Million
2.44% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
83,199
shares
|
$6.52 Million
2.62% of portfolio
|
Q1 2025
Reduced 98.28%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
82,616
shares
|
$6.47 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
|
$6.43 Million
2.27% of portfolio
|
Q2 2025
Added 67.1%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
80,636
shares
|
$6.32 Million
2.31% of portfolio
|
Q2 2025
Added 15.23%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
79,606
shares
|
$6.24 Million
2.66% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
79,241
shares
|
$6.21 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
78,605
shares
|
$6.16 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
78,320
shares
|
$6.14 Million
0.43% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Fidelis I M, LLC
Medford, OR |
Apr 30, 2025 Q1 2025 |
78,121
shares
|
$6.12 Million
2.83% of portfolio
|
Q1 2025
Added 76.62%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
78,025
shares
|
$6.11 Million
2.08% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
77,305
shares
|
$6.06 Million
0.78% of portfolio
|
Q2 2025
Reduced 5.77%
|