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Public ownership evidence

Vanguard Short-Term Bond ETF (BSV) Ownership Disclosures

Read BSV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2983,723$6,553,850None
Corient Private Wealth LP2026-06-302026-08-283,956,884$308,280,690None
Redwood Investment Management, LLC2024-12-312026-08-289,021$697,000None
Redwood Investment Management, LLC2025-03-312026-08-288,104$634,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-283,282$255,728None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-282,723$213,534None
AFFINITY WEALTH LLC2025-12-312026-08-27410$32,312None
AFFINITY WEALTH LLC2025-09-302026-08-27410$32,353None
AFFINITY WEALTH LLC2025-06-302026-08-27410$32,267None
HORAN Wealth, LLC2026-06-302026-08-272,917$227,264None
Principia Wealth Advisory, LLC2026-06-302026-08-2711,170$870,255None
Principia Wealth Advisory, LLC2026-03-312026-08-2711,499$901,510None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-276,691$524,641None
WILLIAM JOHN SEMPOLINSKI2025-12-312026-08-276,691$527,318None
Dakota Wealth Management2025-12-312026-08-2718,612$1,466,784None
Dakota Wealth Management2026-03-312026-08-2716,045$1,258,054None
Redwood Investment Management, LLC2025-06-302026-08-278,723$687,000None
Redwood Investment Management, LLC2025-09-302026-08-277,710$608,000None
Redwood Investment Management, LLC2025-12-312026-08-276,925$546,000None
Advus Financial Partners, LLC2026-03-312026-08-264,423$346,777None
Advus Financial Partners, LLC2025-12-312026-08-265,984$471,600None
Advus Financial Partners, LLC2025-09-302026-08-265,195$409,972None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-26566,494$44,135,542None
Serenity Investment Advisors2026-06-302026-08-253,500$271,670None
Bernard Wealth Management Corp.2026-06-302026-08-22277$21,582None
Forefront Wealth Partners, LLC2026-06-302026-08-214,584$357,139None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-215,097$397,107None
Kingsview Wealth Management, LLC2026-06-302026-08-2013,278$1,034,470None
Archer Investment Corp2026-06-302026-08-2010,627$827,915None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2050,651,293$3,946,244,504None
Beacon Pointe Advisors, LLC2026-06-302026-08-191,303,886$101,585,789None
Copia Wealth Management2026-06-302026-08-19190$14,803None
Leo H. Evart, Inc.2026-06-302026-08-19581$45,296None
Leo H. Evart, Inc.2026-06-302026-08-1937,317$2,907,344None
Orion Capital Management LLC2026-06-302026-08-19599$46,668None
Maxele Advisors, LLC2026-06-302026-08-183,600$280,476None
Strive Financial Group ,LLC2026-06-302026-08-18221$17,218None
Yukon Wealth Management, Inc.2026-06-302026-08-1821,378$1,665,560None
Comprehensive Money Management Services LLC2026-06-302026-08-183,140$244,637None
Caitlin John, LLC2026-06-302026-08-18674$52,511None
Corient Private Wealth LP2026-06-302026-08-183,666,453$285,653,082None
FSA Advisors, Inc.2026-06-302026-08-185,734$446,704None
BROOKS, MOORE & ASSOCIATES, INC.2026-06-302026-08-182,950$229,835None
Redwood Investment Management, LLC2026-06-302026-08-185,912$461,000None
Pure Financial Advisors, LLC2026-06-302026-08-1854,122$4,216,645None
Transamerica Financial Advisors, LLC2026-06-302026-08-1820,694$1,612,282None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-181,823,344$142,020,247None
Equitable Holdings, Inc.2026-06-302026-08-1819,267$1,501,069None
DEARBORN PARTNERS LLC2026-06-302026-08-183,388$263,959None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-185,264$410,000None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗HORAN Wealth, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.