VANGUARD BD INDEX FDS (BIV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
990
Reporting holders
$18.6B
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $2.0B | 26,474,330 | 0.33% | 31q | -52.3%-$2.2B |
| ENVESTNET ASSET MANAGEMENT INC | $1.9B | 24,235,046 | 0.44% | 31q | +2.9%+$52.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $983.5M | 12,822,370 | 0.53% | 31q | +6.2%+$57.7M |
| EP Wealth Advisors, LLC | $934.1M | 12,178,869 | 3.57% | 25q | +18.9%+$148.7M |
| GOLDMAN SACHS GROUP INC | $862.8M | 11,248,421 | 0.07% | 31q | +8.6%+$68.4M |
| MORGAN STANLEY | $665.4M | 8,675,092 | 0.04% | 35q | +4.2%+$26.8M |
| BANK OF AMERICA CORP /DE/ | $554.2M | 7,224,992 | 0.04% | 31q | +0.6%+$3.2M |
| Baird Financial Group, Inc. | $473.8M | 6,176,904 | 0.65% | 31q | +10.4%+$44.5M |
| True Link Financial Advisors, LLC | $443.4M | 11,412,112 | 25.32% | 23q | +113.0%+$235.2M |
| LPL Financial LLC | $411.1M | 5,360,448 | 0.09% | 31q | +1.5%+$5.9M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $306.4M | 3,995,262 | 1.69% | 17q | +8.1%+$22.9M |
| AMERIPRISE FINANCIAL INC | $299.6M | 3,911,085 | 0.06% | 31q | -53.5%-$344.1M |
| JONES FINANCIAL COMPANIES LLLP | $261.2M | 3,393,708 | 0.10% | 31q | +9.2%+$21.9M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $186.8M | 2,435,399 | 0.64% | 2q | +5.7%+$10.0M |
| RAYMOND JAMES FINANCIAL INC | $184.1M | 2,400,546 | 0.05% | 7q | -4.9%-$9.4M |
| LINCOLN NATIONAL CORP | $172.7M | 2,251,874 | 4.42% | 31q | +3.0%+$5.1M |
| OSAIC HOLDINGS, INC. | $159.1M | 2,073,835 | 0.19% | 26q | HELD |
| ROYAL BANK OF CANADA | $157.8M | 2,057,704 | 0.02% | 31q | -1.4%-$2.2M |
| Mariner, LLC | $155.0M | 2,020,987 | 0.16% | 20q | +1.0%+$1.6M |
| Zhang Financial LLC | $146.9M | 1,914,897 | 4.29% | 18q | +1.3%+$1.9M |
| UBS Group AG | $141.1M | 1,839,154 | 0.02% | 31q | +8.1%+$10.6M |
| Retirement Investment Advisors, Inc. | $138.2M | 1,825,373 | 9.85% | 14q | +6.3%+$8.2M |
| Cetera Investment Advisers | $137.5M | 1,793,272 | 0.13% | 31q | +5.2%+$6.8M |
| MATHER GROUP, LLC. | $125.0M | 1,630,105 | 1.09% | 23q | -55.9%-$158.8M |
| Bank of New York Mellon Corp | $117.1M | 1,526,858 | 0.02% | 31q | +1.8%+$2.0M |
| FMR LLC | $116.3M | 1,515,708 | 0.01% | 31q | +5.6%+$6.2M |
| FIFTH THIRD BANCORP | $112.9M | 1,471,769 | 0.18% | 31q | -1.7%-$1.9M |
| Creative Planning | $105.2M | 1,371,285 | 0.06% | 31q | +21.5%+$18.6M |
| ASSETMARK, INC | $103.3M | 1,346,530 | 0.18% | 24q | +8390.1%+$102.1M |
| Cerity Partners LLC | $97.9M | 1,276,358 | 0.12% | 23q | +5.6%+$5.2M |
| TRUIST FINANCIAL CORP | $96.9M | 1,263,804 | 0.12% | 29q | +4.6%+$4.3M |
| BCM ADVISORS, LLC | $95.7M | 1,267,115 | 18.63% | 31q | HELD |
| American Trust | $93.1M | 1,214,066 | 7.18% | 5q | -2.1%-$2.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $92.6M | 1,207,949 | 0.12% | 31q | -2.0%-$1.9M |
| Rockefeller Capital Management L.P. | $88.1M | 1,148,006 | 0.14% | 31q | +5.6%+$4.6M |
| CITIZENS FINANCIAL GROUP INC/RI | $80.6M | 1,050,510 | 0.97% | 13q | +118.3%+$43.7M |
| Family Investment Center, Inc. | $79.7M | 1,038,714 | 13.23% | 11q | +7.4%+$5.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $77.1M | 1,014,569 | 0.13% | 12q | +8.0%+$5.7M |
| VANGUARD ADVISERS INC | $74.7M | 974,442 | 0.25% | 2q | +10.6%+$7.2M |
| BANK OF MONTREAL /CAN/ | $70.5M | 919,537 | 0.02% | 31q | +4.0%+$2.7M |
| WIT, LLC | $66.1M | 861,173 | 1.05% | 10q | HELD |
| Discipline Wealth Solutions, LLC | $62.8M | 818,448 | 5.48% | 11q | +12.3%+$6.9M |
| World Investment Advisors | $61.2M | 793,535 | 1.01% | 25q | +0.5%+$319.4K |
| Cranbrook Wealth Management, LLC | $56.0M | 730,608 | 10.49% | 31q | +1.7%+$946.0K |
| US BANCORP \DE\ | $55.9M | 729,038 | 0.06% | 31q | +3.5%+$1.9M |
| MML INVESTORS SERVICES, LLC | $54.8M | 714,797 | 0.11% | 31q | +25.4%+$11.1M |
| Sage Financial Management Group, Inc. | $54.6M | 711,661 | 15.00% | 8q | +6.1%+$3.2M |
| Verus Financial Partners, Inc. | $54.2M | 706,952 | 4.64% | 11q | +5.2%+$2.7M |
| Cannon Financial Strategists, Inc. | $53.4M | 696,561 | 6.08% | 30q | +5.9%+$3.0M |
| STEPHENS INC /AR/ | $52.5M | 683,912 | 0.59% | 31q | +12.2%+$5.7M |
| Scott Capital Advisors, LLC | $51.9M | 677,229 | 8.14% | 15q | +5.7%+$2.8M |
| JPMORGAN CHASE & CO | $51.3M | 666,617 | 0.00% | 31q | -30.0%-$22.0M |
| Reliant Wealth Planning | $48.5M | 631,866 | 13.33% | 13q | +3.4%+$1.6M |
| Francis Financial, Inc. | $48.1M | 626,906 | 7.88% | 17q | +3.4%+$1.6M |
| Cornerstone Planning Group LLC | $46.1M | 609,041 | 5.80% | 14q | +4.1%+$1.8M |
| MFA WEALTH ADVISORS, LLC | $46.1M | 600,446 | 7.85% | 10q | -2.3%-$1.1M |
| DAYMARK WEALTH PARTNERS, LLC | $44.2M | 575,881 | 1.08% | new | NEW |
| STIFEL FINANCIAL CORP | $42.8M | 558,188 | 0.04% | 31q | +3.2%+$1.3M |
| &PARTNERS | $42.5M | 554,565 | 0.17% | 11q | +21.2%+$7.4M |
| PNC Financial Services Group, Inc. | $41.7M | 543,846 | 0.02% | 31q | +8.5%+$3.3M |
| Badgley Phelps Wealth Managers, LLC | $40.2M | 523,833 | 0.70% | 15q | +1.7%+$681.6K |
| Midwest Trust Co | $40.1M | 523,378 | 0.45% | 5q | +23.4%+$7.6M |
| Beacon Capital Management, Inc. | $40.0M | 521,466 | 2.42% | 31q | -16.0%-$7.6M |
| BetterWealth, LLC | $40.0M | 521,246 | 7.07% | 7q | +8.1%+$3.0M |
| Human Investing LLC | $39.8M | 517,497 | 2.73% | 31q | +104.2%+$20.3M |
| PINKERTON WEALTH, LLC | $39.8M | 515,159 | 3.41% | 25q | +5.4%+$2.0M |
| True Freedom Investing, LLC | $38.3M | 496,303 | 3.00% | 3q | -2.6%-$1.0M |
| LVW Advisors, LLC | $37.9M | 494,779 | 3.28% | 26q | +6.4%+$2.3M |
| Franklin, Parlapiano, Turner & Welch, LLC | $37.5M | 488,980 | 8.48% | 31q | -0.8%-$288.7K |
| Farther Finance Advisors, LLC | $37.5M | 488,716 | 0.29% | 15q | +2.1%+$777.7K |
| Envestnet Portfolio Solutions, Inc. | $36.1M | 470,818 | 0.17% | 12q | +4.5%+$1.5M |
| Geneos Wealth Management Inc. | $35.7M | 465,336 | 0.73% | 42q | +6.9%+$2.3M |
| Gordian Advisors LLC | $34.7M | 451,880 | 20.38% | 11q | +5.8%+$1.9M |
| HighTower Advisors, LLC | $34.6M | 451,690 | 0.03% | 22q | -4.0%-$1.4M |
| Avior Wealth Management, LLC | $34.1M | 445,048 | 0.90% | 31q | +2.4%+$805.0K |
| BRIGHTON SECURITIES CORP. | $34.0M | 443,456 | 14.61% | 7q | +2.0%+$662.8K |
| CARY STREET PARTNERS FINANCIAL LLC | $33.5M | 476,206 | 0.73% | 7q | -2.2%-$749.9K |
| SOUTHERN MICHIGAN BANK & TRUST | $33.3M | 433,842 | 11.83% | 2q | HELD |
| GREENUP STREET WEALTH MANAGEMENT LLC | $32.1M | 418,756 | 3.91% | 19q | +35.0%+$8.3M |
| Wescott Financial Advisory Group, LLC | $32.1M | 418,386 | 2.49% | 16q | +7.2%+$2.2M |
| Grey Fox Wealth Advisors, LLC | $32.0M | 417,009 | 5.02% | 7q | +7.0%+$2.1M |
| Prime Capital Investment Advisors, LLC | $31.8M | 415,253 | 0.31% | 16q | +78.1%+$14.0M |
| Wealthfront Advisers LLC | $31.5M | 410,897 | 0.06% | 31q | -2.7%-$865.1K |
| Modera Wealth Management, LLC | $31.4M | 409,973 | 0.34% | 23q | -2.1%-$673.0K |
| Roundview Capital LLC | $31.3M | 408,111 | 1.71% | 31q | +9.3%+$2.7M |
| Ballentine Capital Advisors, Inc | $31.0M | 403,995 | 11.68% | 11q | +10.7%+$3.0M |
| CAPTRUST FINANCIAL ADVISORS | $30.9M | 403,393 | 0.05% | 31q | +1.1%+$322.7K |
| Seneschal Advisors, LLC | $30.4M | 395,818 | 20.79% | 7q | HELD |
| Keyes, Stange & Wooten Wealth Management, LLC | $30.3M | 394,939 | 12.09% | 11q | +19.0%+$4.8M |
| FPC INVESTMENT ADVISORY, INC. | $30.1M | 395,163 | 14.20% | 10q | +1.7%+$514.5K |
| Compass Planning Associates Inc | $29.9M | 390,104 | 16.18% | 7q | +7.9%+$2.2M |
| CHRISTINE MESSMER PC | $29.9M | 389,276 | 16.82% | 3q | +26.5%+$6.2M |
| BROWN WEALTH MANAGEMENT, LLC | $29.8M | 388,428 | 6.66% | 10q | +12.0%+$3.2M |
| ACORN CREEK CAPITAL LLC | $29.8M | 388,216 | 9.95% | 11q | +3.5%+$997.9K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $29.7M | 387,752 | 2.57% | 15q | +7.9%+$2.2M |
| Everhart Financial Group, Inc. | $29.3M | 381,781 | 1.87% | 23q | +3.7%+$1.0M |
| HOGE FINANCIAL SERVICES, LLC | $28.0M | 365,539 | 13.42% | 11q | +2.6%+$723.4K |
| Schiavi & Co LLC | $27.9M | 363,886 | 7.37% | 21q | +4.6%+$1.2M |
| Austin Asset Management Co Inc | $27.4M | 356,896 | 3.82% | 19q | +16.4%+$3.9M |
| Retirement Management Systems Inc. | $26.6M | 347,018 | 5.45% | 3q | +16.0%+$3.7M |
Showing the largest 100 of 1,022 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 990 | $18.6B | 248,183,819 | 67 | 446 | 285 | 0.0% |
| Q1 2026 | 981 | $20.6B | 266,794,138 | 93 | 472 | 224 | 0.1% |
| Q4 2025 | 948 | $17.0B | 217,735,441 | 65 | 437 | 220 | 0.0% |
| Q3 2025 | 889 | $15.5B | 198,319,904 | 52 | 389 | 251 | 0.0% |
| Q2 2025 | 890 | $14.4B | 186,502,627 | 67 | 347 | 285 | 0.0% |
| Q1 2025 | 871 | $13.8B | 180,491,573 | 56 | 363 | 279 | 0.0% |
| Q4 2024 | 886 | $12.5B | 167,824,842 | 54 | 404 | 224 | 0.0% |
| Q3 2024 | 806 | $11.9B | 151,307,544 | 65 | 381 | 209 | 0.0% |
| Q2 2024 | 777 | $10.8B | 144,130,556 | 60 | 330 | 227 | 0.0% |
| Q1 2024 | 763 | $11.2B | 148,043,806 | 53 | 328 | 227 | 0.0% |
| Q4 2023 | 764 | $11.1B | 144,730,185 | 72 | 263 | 271 | 0.0% |
| Q3 2023 | 664 | $9.3B | 128,631,735 | 56 | 260 | 216 | 0.0% |
| Q2 2023 | 666 | $9.2B | 122,679,117 | 45 | 290 | 198 | 0.0% |
| Q1 2023 | 637 | $8.4B | 110,077,522 | 50 | 238 | 217 | 0.0% |
| Q4 2022 | 581 | $7.3B | 98,544,923 | 49 | 173 | 217 | 0.0% |
| Q3 2022 | 657 | $7.8B | 105,112,743 | 54 | 226 | 226 | 0.0% |
| Q2 2022 | 672 | $7.0B | 89,877,965 | 55 | 195 | 296 | 0.0% |
| Q1 2022 | 712 | $7.5B | 91,348,141 | 60 | 257 | 246 | 0.0% |
| Q4 2021 | 723 | $8.0B | 91,508,019 | 59 | 250 | 208 | 0.1% |
| Q3 2021 | 640 | $8.1B | 90,585,172 | 38 | 264 | 178 | 0.0% |
| Q2 2021 | 638 | $7.9B | 87,894,058 | 51 | 277 | 163 | 0.0% |
| Q1 2021 | 628 | $7.8B | 87,430,641 | 39 | 286 | 179 | 0.1% |
| Q4 2020 | 651 | $8.9B | 95,623,377 | 62 | 273 | 136 | 0.2% |
| Q3 2020 | 562 | $8.7B | 92,659,874 | 59 | 273 | 91 | 0.0% |
| Q2 2020 | 529 | $7.7B | 82,502,260 | 63 | 203 | 149 | 0.0% |
| Q1 2020 | 497 | $7.0B | 78,739,473 | 68 | 174 | 156 | 0.0% |
| Q4 2019 | 481 | $8.9B | 102,052,624 | 43 | 197 | 79 | 0.0% |
| Q3 2019 | 411 | $8.6B | 97,226,490 | 27 | 162 | 109 | 0.0% |
| Q2 2019 | 422 | $8.5B | 97,094,736 | 57 | 161 | 110 | 0.0% |
| Q1 2019 | 400 | $7.9B | 94,154,669 | 23 | 121 | 150 | 0.0% |
| Q4 2018 | 407 | $9.4B | 115,186,635 | 6 | 12 | 7 | 0.0% |