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BSV Institutional Ownership & 13F Holders | SmartMoneyDB

BSVVANGUARD BD INDEX FDS

SHORT TRM BOND · CUSIP 921937827

Smart Money Ownership

Of the 7 tracked institutions holding BSV, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +5.2pt. It's a gauge of who owns the name, not just how many.

Gotham Asset Management, LLC

$1.3M

+2.5pt

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

BSV (VANGUARD BD INDEX FDS) Institutional Ownership Summary

Among the 7 tracked institutional investors we monitor, BSV (VANGUARD BD INDEX FDS) is held with a combined value of $126.41M across 1,608,016 shares. The largest holder is VANGUARD GROUP INC with a position worth $63.43M. 4 funds increased their holdings. 3 funds reduced their position.

Total Institutional Value

$126.41M

Total Shares Held

1,608,016

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

VANGUARD GROUP INC+10% shares~$5.9M AQR CAPITAL MANAGEMENT LLC+17% shares~$3.8M BlackRock, Inc.+4% shares~$1.1M Gotham Asset Management, LLC+37% shares~$344.3K

Biggest Sellers

13F Institutional Holders

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AQR CAPITAL MANAGEMENT LLC

Gotham Asset Management, LLC

0.00% of book+36.9%

$1.28M

Fisher Asset Management, LLC

0.00% of book-47.9%

$296.84K

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$63.43M	804,823	0.00%	+10.2%
2	BlackRock, Inc.	$30.28M	386,215	0.00%	+3.6%
3	AQR CAPITAL MANAGEMENT LLC	$26.22M	334,353	0.01%	+16.9%
4	CITADEL ADVISORS LLC	$3.36M	42,861	0.00%	-78.1%
5	FMR LLC	$1.54M	19,687	0.00%	-17.6%
6	Gotham Asset Management, LLC	$1.28M	16,292	0.00%	+36.9%
7	Fisher Asset Management, LLC	$296.84K	3,785	0.00%	-47.9%

Frequently Asked Questions

Which institutional investors own the most BSV stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of BSV with a position worth $63.43M, representing 0.00% of their portfolio. In total, 7 institutional investors hold BSV with a combined value of $126.41M.

What percentage of BSV is owned by institutional investors?

Institutional investors hold $126.41M worth of BSV stock across 7 positions. The largest institutional holder is VANGUARD GROUP INC with $63.43M in holdings.

What is a 13F filing and why does it matter for BSV?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For BSV, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track BSV institutional moves

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