Stock ownership · SEC 13F · Q4 2025

VANGUARD SHORT TERM

A breakdown of VANGUARD SHORT TERM's institutional base (CUSIP 92206C102): the holders, the concentration among them, and what changed last quarter.

$15.1M
Reported value
7
Institutions
99%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, VANGUARD SHORT TERM ranks #374 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 7 institutions report $15.1M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.

7
institutions hold it
$15.1M
reported 13F value
99%
held by top 5
#374
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, VANGUARD SHORT TERM ranks #374 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 92206C102 · Q4 2025 $15M reported

VALUE-MID · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL

  • VALUE-MID #374/775
  • HOLDERS-FOCUS 7 filers
  • CONC-DOM 99% top-5
  • PHOTO-FINISH JOHNSON CONTROLS INT F
  • ACTIVITY-MID 7 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: JOHNSON CONTROLS INT F

Read with: Ownership concentration guide - VANGUARD SHORT TERM's top-five holders account for 99% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · VANGUARD SHORT TERM

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

STE STRT FINCL SLCT · near$15MJOHNSON CONTROLS INT F · near$15MVANGUARD SHORT TERM · this s…$15MCSX · near$15MISHARES TR · near$15M
Aggregate reported institutional value ($)
Largest institutional holders of VANGUARD SHORT TERM
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a VANGUARD SHORT TERM position has risen from 4 to 7 over the last 8 quarters of 13F filings.

051015 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 7
Distinct 13F filers holding VANGUARD SHORT TERM, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Oak Grove Capital LLC 97,400 $5.7M 37.8%
2 Titan Investment Management LLC 57,083 $3.4M 22.2%
3 Anchor Investment Management, LLC 51,489 $3.0M 20.0%
4 BDFS Capital LLC 44,276 $2.6M 17.2%
5 KW WEALTH MANAGEMENT LLC 4,603 $270K 1.8%
6 MidFirst Bank 2,557 $150K 1.0%
7 Strategic Investment Solutions, Inc. /IL 31 $2K 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among VANGUARD SHORT TERM's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

Frequently Asked Questions

How many institutions hold VANGUARD SHORT TERM?
VANGUARD SHORT TERM is held by 7 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does VANGUARD SHORT TERM sit among tracked securities?
According to SEC Form 13F-HR filings in this corpus, VANGUARD SHORT TERM ranks #374 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of VANGUARD SHORT TERM?
Institutions report $15.1M of VANGUARD SHORT TERM as of Q4 2025.
How concentrated is ownership of VANGUARD SHORT TERM?
The top five institutional holders account for 99% of the reported institutional value in VANGUARD SHORT TERM, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of VANGUARD SHORT TERM?
Oak Grove Capital LLC is the largest reported holder of VANGUARD SHORT TERM with $5.7M across 97,400 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for VANGUARD SHORT TERM: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($15.1M here).

Similar holder count

Nearest stocks by number of disclosing 13F holders (7 here).

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.