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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Vanguard Short-Term Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
83,723
Value (USD)
$6,553,850
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BSV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BSV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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