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 1,281 institutions that hold shares in the stock, with a total of 379 Million shares, which have been reported (via 13F filing form) to have a value of $29.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
866,623
shares
|
$67.2 Million
2.35% of portfolio
|
Q2 2024
Added 2.4%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
863,894
shares
|
$67 Million
0.55% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
863,284
shares
|
$67 Million
6.0% of portfolio
|
Q4 2024
Added 76.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
852,531
shares
|
$66.2 Million
0.75% of portfolio
|
Q4 2024
Added 22.48%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
848,646
shares
|
$65.9 Million
0.61% of portfolio
|
Q3 2024
Reduced 32.0%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
803,215
shares
|
$62.3 Million
3.96% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
791,062
shares
|
$61.4 Million
0.23% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
776,211
shares
|
$60.2 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
768,942
shares
|
$59.7 Million
16.76% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
768,667
shares
|
$59.6 Million
5.53% of portfolio
|
Q4 2024
Added 12.13%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
767,462
shares
|
$59.6 Million
11.58% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
765,700
shares
|
$59.4 Million
23.12% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
742,401
shares
|
$57.6 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
714,379
shares
|
$55.4 Million
0.06% of portfolio
|
Q3 2024
Added 9.26%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
688,368
shares
|
$53.4 Million
5.47% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
680,092
shares
|
$52.8 Million
0.21% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
673,783
shares
|
$52.3 Million
21.34% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Sofi Wealth, LLC
|
Oct 29, 2024 Q3 2024 |
670,876
shares
|
$52.1 Million
3.88% of portfolio
|
Q3 2024
Added 10.85%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
607,519
shares
|
$47.1 Million
4.78% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
583,236
shares
|
$45.3 Million
11.47% of portfolio
|
Q2 2024
Reduced 18.65%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
566,561
shares
|
$44 Million
5.24% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
560,567
shares
|
$43.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
556,183
shares
|
$43.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
555,417
shares
|
$43.1 Million
0.32% of portfolio
|
Q4 2024
Added 7605.56%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
554,536
shares
|
$43 Million
0.04% of portfolio
|
Q3 2024
Added 0.03%
|