Security Name: VANGUARD SHORT-TERM BOND ETF
Ticker: BSV
Security Type: OTHER
Exchange: US
CUSIP: 921937827

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $26.36B - 1,103 -
2024-09-30 $27.88B +5.8% 1,119 +1.5%
2024-12-31 $26.11B -6.3% 869 -22.3%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
WINDWARD PRIVATE WEALTH MANAGEMENT INC. $59.2M 765K 23.1%
RS CRUM INC. $72.4M 936K 17.9%
JENTNER CORP $54.0M 699K 15.7%
TRUEPOINT, INC. $483.9M 6,262K 13.0%
PLANNING DIRECTIONS INC $19.5M 252K 11.3%
RW INVESTMENT MANAGEMENT LLC $89.4M 1,156K 10.9%
WILLOW CREEK WEALTH MANAGEMENT INC. $102.0M 1,320K 10.4%
COMPASS PLANNING ASSOCIATES INC $9.8M 126K 9.9%
LINCOLN NATIONAL CORP $270.7M 3,503K 8.7%
ELEVATE WEALTH ADVISORY, INC $10.9M 142K 8.2%
EVOLUTION ADVISERS, INC. $14.8M 191K 8.1%
SILVER OAK ADVISORY GROUP, INC. $14.7M 190K 7.8%
CARLSON CAPITAL MANAGEMENT $176.4M 2,282K 7.7%
C M BIDWELL & ASSOCIATES LTD $12.0M 155K 7.3%
ZEIT CAPITAL LLC $9.4M 121K 7.2%
AMES NATIONAL CORP $10.6M 137K 7.1%
FIDATO WEALTH LLC $9.1M 117K 6.8%
HTG INVESTMENT ADVISORS, INC. $14.7M 190K 6.7%
PARTNERS IN FINANCIAL PLANNING $32.5M 420K 6.6%
TRELLIS WEALTH ADVISORS LLC $13.1M 169K 6.6%
ANNANDALE CAPITAL, LLC $41.3M 534K 6.5%
ARBOR INVESTMENT ADVISORS, LLC $44.3M 573K 6.2%
BEACON CAPITAL MANAGEMENT, INC. $138.5M 1,792K 6.0%
CAMPBELL WEALTH MANAGEMENT $66.7M 863K 6.0%
VAWTER FINANCIAL, LTD. $9.7M 125K 5.8%

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DFAT US DIMENSIONAL US TARGET VALUE 0.044 22 500
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AVDV US AVANTIS INTL S/C VALUE ETF 0.042 13 308
DFAU US DIMENSIONAL US CORE EQUITY M 0.042 14 332
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TSPA US T ROWE PRICE US EQY RESEARCH 0.041 2 49
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