# VANGUARD BD INDEX FDS (BIV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BIV/

- Reporting holders: 61
- Reported value: $298.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $37.3M | 512,588 | 0.3% | 16 |
| [BRIGHTON SECURITIES CORP.](https://holderbook.com/funds/14213-brighton-securities-corp/) | $33.8M | 464,181 | 14.2% | 8 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $26.8M | 368,484 | 1.7% | 24 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $24.3M | 333,614 | 4.4% | 26 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $17.2M | 235,555 | 0.6% | 12 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $14.6M | 200,243 | 0.2% | 21 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $14.2M | 195,276 | 2.2% | 8 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $13.9M | 191,307 | 3.7% | 32 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $12.3M | 169,201 | 2.0% | 7 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $10.7M | 147,269 | 2.3% | 3 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $10.1M | 139,010 | 0.3% | 27 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $9.7M | 132,961 | 0.7% | 18 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $9.1M | 125,345 | 1.0% | 4 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $7.1M | 97,599 | 0.5% | 32 |
| [MFA WEALTH ADVISORS, LLC](https://holderbook.com/funds/1688184-mfa-wealth-advisors-llc/) | $6.7M | 92,561 | 1.1% | 11 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $6.2M | 84,950 | 0.2% | 32 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $5.8M | 79,879 | 0.2% | 16 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $4.8M | 65,376 | 0.1% | 9 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $4.2M | 56,983 | 0.5% | 24 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $3.2M | 44,391 | 1.2% | 24 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $2.5M | 34,676 | 1.3% | 8 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $2.5M | 34,106 | 0.2% | 18 |
| [WALLER FINANCIAL PLANNING GROUP, INC](https://holderbook.com/funds/1736079-waller-financial-planning-group-inc/) | $2.1M | 28,587 | 0.4% | 32 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $2.1M | 28,293 | 0.2% | 13 |
| [SILVIA MCCOLL WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1991983-silvia-mccoll-wealth-management-llc/) | $2.0M | 27,790 | 1.2% | 16 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 61 | $298.5M |
| Q2 2026 | 1,029 | $26.9B |
| Q1 2026 | 1,016 | $21.0B |
| Q4 2025 | 984 | $17.4B |
| Q3 2025 | 927 | $16.0B |
| Q2 2025 | 936 | $15.0B |
| Q1 2025 | 927 | $14.4B |
| Q4 2024 | 936 | $13.2B |
| Q3 2024 | 860 | $12.4B |
| Q2 2024 | 830 | $11.3B |
| Q1 2024 | 816 | $11.6B |
| Q4 2023 | 825 | $11.4B |