VANGUARD BD INDEX FDS (BIV)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
61
Reporting holders
$298.5M
Reported value
0.0%
Calls
0.0%
Puts
-968
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | $37.3M | 512,588 | 0.26% | 16q | +4.9%+$1.7M |
| BRIGHTON SECURITIES CORP. | $33.8M | 464,181 | 14.15% | 8q | +4.7%+$1.5M |
| Everhart Financial Group, Inc. | $26.8M | 368,484 | 1.65% | 24q | -3.5%-$968.8K |
| Rosenberg Matthew Hamilton | $24.3M | 333,614 | 4.35% | 26q | -1.2%-$296.8K |
| GAMMA Investing LLC | $17.2M | 235,555 | 0.58% | 12q | -21.2%-$4.6M |
| Apella Capital, LLC | $14.6M | 200,243 | 0.18% | 21q | HELD |
| Montecito Bank & Trust | $14.2M | 195,276 | 2.15% | 8q | -1.2%-$171.7K |
| FC Advisory LLC | $13.9M | 191,307 | 3.65% | 32q | +6.0%+$783.0K |
| Conrad Siegel Investment Advisors, Inc. | $12.3M | 169,201 | 1.99% | 7q | +0.6%+$79.0K |
| Go Invest LLC | $10.7M | 147,269 | 2.27% | 3q | +18.2%+$1.7M |
| SigFig Wealth Management, LLC | $10.1M | 139,010 | 0.25% | 27q | +6.3%+$601.4K |
| Galvin, Gaustad & Stein, LLC | $9.7M | 132,961 | 0.73% | 18q | HELD |
| Wealth Enhancement Trust Services, Inc. | $9.1M | 125,345 | 0.98% | 4q | -52.3%-$10.0M |
| First Heartland Consultants, Inc. | $7.1M | 97,599 | 0.47% | 32q | +8.6%+$560.9K |
| MFA WEALTH ADVISORS, LLC | $6.7M | 92,561 | 1.15% | 11q | -84.6%-$37.0M |
| MassMutual Private Wealth & Trust, FSB | $6.2M | 84,950 | 0.16% | 32q | -2.3%-$147.5K |
| PARK NATIONAL CORP /OH/ | $5.8M | 79,879 | 0.16% | 16q | +7.5%+$406.6K |
| CoreCap Advisors, LLC | $4.8M | 65,376 | 0.14% | 9q | +15.3%+$630.9K |
| ECLECTIC ASSOCIATES INC /ADV | $4.2M | 56,983 | 0.46% | 24q | +49.0%+$1.4M |
| Ridgewood Investments LLC | $3.2M | 44,391 | 1.19% | 24q | +50.0%+$1.1M |
| Retirement Wealth Solutions LLC | $2.5M | 34,676 | 1.34% | 8q | HELD |
| Cooper Financial Group | $2.5M | 34,106 | 0.20% | 18q | HELD |
| WALLER FINANCIAL PLANNING GROUP, INC | $2.1M | 28,587 | 0.42% | 32q | -17.7%-$447.4K |
| Breakwater Capital Group | $2.1M | 28,293 | 0.24% | 13q | -1.2%-$25.9K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $2.0M | 27,790 | 1.22% | 16q | HELD |
| Successful Portfolios LLC | $2.0M | 26,918 | 0.90% | 16q | +4.3%+$80.3K |
| Adelphi Trust Co | $1.4M | 19,616 | 0.94% | 4q | +1.7%+$23.9K |
| Avidian Wealth Enterprises, LLC | $1.3M | 17,639 | 0.04% | 17q | +18.3%+$199.2K |
| SPRING CAPITAL MANAGEMENT, LLC | $1.3M | 17,182 | 0.60% | 7q | +1.0%+$12.8K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $820.2K | 11,257 | 0.12% | 19q | -2.7%-$22.8K |
| FIRST COMMUNITY TRUST NA | $814.6K | 11,181 | 0.27% | 5q | +2766.9%+$786.2K |
| Cadent Capital Advisors, LLC | $606.2K | 8,321 | 0.13% | 24q | -13.2%-$92.3K |
| CogentBlue Wealth Advisors, LLC | $599.9K | 8,234 | 0.56% | 2q | -12.4%-$84.9K |
| Arbor Wealth Advisors LLC | $569.2K | 7,812 | 0.35% | 12q | +27.8%+$123.9K |
| Bank of New Hampshire | $552.0K | 7,576 | 0.12% | 22q | +4.2%+$22.2K |
| First Citizens Financial Corp | $511.7K | 7,023 | 0.22% | 14q | -9.1%-$51.1K |
| CHAPIN DAVIS, INC. | $476.3K | 6,537 | 0.09% | 16q | -4.5%-$22.2K |
| Capital Advisors Wealth Management, LLC | $463.5K | 6,362 | 0.05% | 11q | -0.6%-$2.7K |
| Montz Harcus Wealth Management LLC | $415.7K | 5,705 | 0.15% | 11q | -3.8%-$16.5K |
| Allen Mooney & Barnes Investment Advisors LLC | $398.9K | 5,475 | 0.06% | 18q | -2.1%-$8.7K |
| New Covenant Trust Company, N.A. | $358.6K | 4,922 | 0.25% | 8q | +5.8%+$19.6K |
| Heartwood Wealth Advisors LLC | $330.9K | 4,541 | 0.03% | 9q | HELD |
| Bath Savings Trust Co | $303.3K | 4,163 | 0.03% | 24q | HELD |
| Friday Financial | $278.3K | 3,823 | 0.06% | 6q | HELD |
| HF Advisory Group, LLC | $259.1K | 3,556 | 0.08% | 10q | +8.2%+$19.7K |
| Great Waters Wealth Management | $248.2K | 3,406 | 0.02% | 2q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $227.7K | 3,125 | 0.04% | 3q | HELD |
| Stonebridge Financial Group, LLC | $216.7K | 2,974 | 0.02% | 6q | +1.0%+$2.2K |
| TrueWealth Advisors, LLC | $200.8K | 2,756 | 0.05% | 23q | +0.6%+$1.2K |
| Pacifica Partners Inc. | $111.3K | 1,529 | 0.03% | 24q | -7.0%-$8.4K |
| ELEVATION WEALTH PARTNERS, LLC | $104.9K | 1,440 | 0.03% | 2q | HELD |
| TOMPKINS FINANCIAL CORP | $103.9K | 1,426 | 0.01% | 3q | HELD |
| Planning Strategies Inc. | $71.5K | 981 | 0.04% | 2q | HELD |
| GK Wealth Management LLC | $40.0K | 549 | 0.02% | new | NEW |
| Bangor Savings Bank | $33.9K | 465 | 0.00% | 18q | HELD |
| Coastline Trust Co | $31.6K | 434 | 0.00% | 9q | +7.2%+$2.1K |
| VALLEY WEALTH MANAGERS, INC. | $13.3K | 182 | 0.00% | 18q | HELD |
| Investors Research Corp | $6.1K | 84 | 0.00% | 24q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $3.9K | 54 | 0.00% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $1.2K | 17 | 0.00% | 16q | -91.9%-$14.1K |
| WoodTrust Financial Corp | $352 | 4,832 | 0.04% | 5q | +12.5% |
| Trust Co | $219 | 3 | 0.00% | 2q | +200.0% |
| CX Institutional | $9 | 121 | 0.00% | 7q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 61 | $298.5M | 4,097,493 | 2 | 24 | 19 | 0.0% |
| Q2 2026 | 1,029 | $26.9B | 280,350,793 | 70 | 464 | 295 | 0.0% |
| Q1 2026 | 1,016 | $21.0B | 272,641,198 | 98 | 488 | 231 | 0.1% |
| Q4 2025 | 984 | $17.4B | 223,132,383 | 68 | 454 | 227 | 0.0% |
| Q3 2025 | 927 | $16.0B | 204,480,877 | 59 | 411 | 256 | 0.0% |
| Q2 2025 | 936 | $15.0B | 193,886,290 | 68 | 368 | 300 | 0.0% |
| Q1 2025 | 927 | $14.4B | 187,846,422 | 64 | 393 | 293 | 0.0% |
| Q4 2024 | 936 | $13.2B | 177,392,802 | 58 | 433 | 232 | 0.0% |
| Q3 2024 | 860 | $12.4B | 157,788,651 | 72 | 409 | 218 | 0.0% |
| Q2 2024 | 830 | $11.3B | 150,604,776 | 71 | 350 | 238 | 0.0% |
| Q1 2024 | 816 | $11.6B | 154,441,139 | 57 | 357 | 238 | 0.0% |
| Q4 2023 | 825 | $11.4B | 149,766,498 | 80 | 291 | 283 | 0.0% |
| Q3 2023 | 724 | $9.6B | 133,373,804 | 67 | 283 | 231 | 0.0% |
| Q2 2023 | 724 | $9.6B | 127,344,193 | 53 | 307 | 220 | 0.0% |
| Q1 2023 | 705 | $8.9B | 115,747,832 | 57 | 262 | 240 | 0.0% |
| Q4 2022 | 688 | $8.1B | 108,649,677 | 57 | 211 | 254 | 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% |