As of the latest SEC filings, VANGUARD SHORT-TERM BOND ETF VANGUARD SHORT-TERM BOND ETF (BSV.US) is held by 11 institutional funds. The largest fund shareholder is LVIP Vanguard Bond Allocation Fund (N/A), holding an estimated $306,115,227.53 in market value, representing 20.23% of its portfolio.
Funds holding VANGUARD SHORT-TERM BOND ETF VANGUARD SHORT-TERM BOND ETF (BSV.US)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BSV.US
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
-
LVIP Vanguard Bond Allocation Fund
|
ETF | Independent / Boutique | 20.23% | $306,115,227.53 | 3,904,033 | Mar 31, 2026 | May 18, 2026 |
|
BLST
Bluemonte Short Term Bond ETF
|
ETF | Independent / Boutique | 54.64% | $85,454,926.09 | 1,091,239 | Apr 30, 2026 | Jun 26, 2026 |
|
-
Morningstar Balanced ETF Asset Allocation Portfolio
|
ETF | Independent / Boutique | 4.12% | $6,886,515.07 | 87,827 | Mar 31, 2026 | May 26, 2026 |
|
JIBOX
Lifestyle Blend Balanced Portfolio
|
MF | John Hancock | 0.45% | $6,717,419.07 | 84,741 | Feb 28, 2026 | Apr 28, 2026 |
|
JLCGX
Lifestyle Blend Conservative Portfolio
|
MF | John Hancock | 1.22% | $4,610,660.28 | 58,164 | Feb 28, 2026 | Apr 28, 2026 |
|
IRCAX
VOYA RETIREMENT CONSERVATIVE PORTFOLIO
|
MF | Voya | 4.95% | $4,005,574.85 | 51,085 | Mar 31, 2026 | Jun 1, 2026 |
|
JLMOX
Lifestyle Blend Moderate Portfolio
|
MF | John Hancock | 0.67% | $3,355,023.48 | 42,324 | Feb 28, 2026 | Apr 28, 2026 |
|
-
Morningstar Income and Growth ETF Asset Allocation Portfolio
|
ETF | Independent / Boutique | 6.09% | $3,139,301.17 | 40,037 | Mar 31, 2026 | May 26, 2026 |
|
FARX
Frontier Asset Absolute Return ETF
|
ETF | Independent / Boutique | 22.02% | $2,816,262.53 | 35,963 | Apr 30, 2026 | Jun 26, 2026 |
|
-
Morningstar Conservative ETF Asset Allocation Portfolio
|
ETF | Independent / Boutique | 7.97% | $2,435,728.24 | 31,064 | Mar 31, 2026 | May 26, 2026 |
|
MFUL
Mindful Conservative ETF
|
ETF | Independent / Boutique | 4.81% | $364,136.04 | 4,644 | Mar 31, 2026 | May 28, 2026 |
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