VANGUARD BD INDEX FDS (BLV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
393
Reporting holders
$3.7B
Reported value
0.1%
Held as options
-4
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $955.8M | 13,866,536 | 0.23% | 31q | +1.6%+$15.2M |
| EXCHANGE TRADED CONCEPTS, LLC | $270.6M | 3,925,956 | 0.62% | 5q | +124.7%+$150.2M |
| LPL Financial LLC | $208.9M | 3,030,083 | 0.05% | 31q | -0.9%-$1.8M |
| LINCOLN NATIONAL CORP | $189.6M | 2,750,787 | 4.85% | 31q | +4.7%+$8.5M |
| Karpus Management, Inc. | $147.0M | 2,132,736 | 4.23% | 31q | +8.2%+$11.2M |
| Bank of New York Mellon Corp | $108.7M | 1,577,446 | 0.02% | 31q | +2.0%+$2.1M |
| WELLS FARGO & COMPANY/MN | $98.6M | 1,430,993 | 0.02% | 31q | -53.2%-$112.2M |
| ROYAL BANK OF CANADA | $78.7M | 1,141,474 | 0.01% | 31q | +2.5%+$1.9M |
| AMERIPRISE FINANCIAL INC | $76.9M | 1,116,002 | 0.02% | 31q | +23.0%+$14.4M |
| GOLDMAN SACHS GROUP INC | $72.7M | 1,055,206 | 0.01% | 15q | +4.1%+$2.9M |
| Cetera Investment Advisers | $71.7M | 1,040,755 | 0.07% | 26q | +3.2%+$2.2M |
| BANK OF AMERICA CORP /DE/ | $70.0M | 1,015,014 | 0.00% | 31q | -17.8%-$15.2M |
| OSAIC HOLDINGS, INC. | $50.5M | 732,721 | 0.06% | 26q | +3.5%+$1.7M |
| MORGAN STANLEY | $42.0M | 608,738 | 0.00% | 35q | -23.8%-$13.1M |
| Metropolitan Life Insurance Co/NY | $41.3M | 599,208 | 11.56% | 5q | HELD |
| Beacon Capital Management, Inc. | $39.9M | 579,071 | 2.41% | 31q | -15.9%-$7.5M |
| VANGUARD ADVISERS INC | $37.2M | 539,045 | 0.13% | 2q | +10.3%+$3.5M |
| UBS Group AG | $33.8M | 489,773 | 0.00% | 31q | +3.0%+$967.7K |
| Envestnet Portfolio Solutions, Inc. | $33.0M | 478,824 | 0.16% | 12q | +4.4%+$1.4M |
| Ocean Park Asset Management, LLC | $32.7M | 475,100 | 1.58% | 2q | HELD |
| TRUIST FINANCIAL CORP | $29.5M | 427,581 | 0.04% | 27q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $28.7M | 416,117 | 0.02% | 31q | -2.8%-$836.9K |
| Koss-Olinger Consulting, LLC | $25.9M | 375,234 | 1.99% | 9q | -3.2%-$862.6K |
| Strong Tower Advisory Services | $25.5M | 370,423 | 4.58% | 5q | +8.8%+$2.1M |
| Orion Porfolio Solutions, LLC | $25.3M | 366,958 | 0.19% | 14q | +29.9%+$5.8M |
| Concurrent Investment Advisors, LLC | $22.1M | 321,333 | 0.19% | 11q | +482.1%+$18.3M |
| MML INVESTORS SERVICES, LLC | $21.9M | 318,197 | 0.04% | 31q | +28.6%+$4.9M |
| REGIONS FINANCIAL CORP | $20.4M | 295,832 | 0.12% | 15q | +0.6%+$120.6K |
| ETF Portfolio Partners, Inc. | $19.8M | 286,670 | 4.70% | 13q | +6.8%+$1.3M |
| Clark Asset Management, LLC | $19.6M | 284,943 | 1.54% | 15q | +9.4%+$1.7M |
| RAYMOND JAMES FINANCIAL INC | $19.5M | 283,577 | 0.01% | 7q | +5.6%+$1.0M |
| &PARTNERS | $19.3M | 280,448 | 0.08% | 10q | +46.7%+$6.2M |
| NewEdge Advisors, LLC | $17.6M | 254,760 | 0.05% | 31q | +60.6%+$6.6M |
| PRINCIPAL FINANCIAL GROUP INC | $17.3M | 251,115 | 0.01% | 18q | -18.8%-$4.0M |
| Waterford Advisors, LLC | $16.3M | 209,762 | 4.46% | 2q | +9.0%+$1.3M |
| Trilogy Capital Inc. | $15.7M | 227,536 | 0.61% | 5q | -22.1%-$4.5M |
| STIFEL FINANCIAL CORP | $15.7M | 227,070 | 0.01% | 31q | +3.4%+$521.9K |
| CreativeOne Wealth, LLC | $15.4M | 224,084 | 0.33% | 31q | +10.6%+$1.5M |
| Idaho Trust Co | $15.3M | 222,112 | 4.47% | 9q | +10.6%+$1.5M |
| GREENUP STREET WEALTH MANAGEMENT LLC | $13.5M | 196,029 | 1.64% | 19q | +24.4%+$2.6M |
| Ameritas Advisory Services, LLC | $13.4M | 194,588 | 0.27% | 11q | +76.2%+$5.8M |
| WINCAP FINANCIAL LLC | $13.3M | 193,644 | 7.21% | 7q | +6.4%+$807.2K |
| Ryan Investment Management, Inc. | $12.8M | 185,362 | 5.78% | new | NEW |
| BlueStem Wealth Partners, LLC | $12.5M | 180,997 | 1.24% | new | NEW |
| PNC Financial Services Group, Inc. | $12.3M | 178,190 | 0.01% | 31q | -4.2%-$540.9K |
| TD PRIVATE CLIENT WEALTH LLC | $11.6M | 167,958 | 0.21% | 23q | -3.0%-$356.0K |
| DAYMARK WEALTH PARTNERS, LLC | $11.5M | 166,474 | 0.28% | new | NEW |
| Platt Investment Counsel, LLC | $11.4M | 164,964 | 7.62% | 6q | +1.8%+$198.5K |
| Evergreen Wealth Management, LLC | $11.1M | 161,241 | 5.21% | 14q | +4.5%+$478.2K |
| Crestwood Advisors Group, LLC | $10.6M | 153,584 | 0.16% | 2q | +32.3%+$2.6M |
| NYL Investors LLC | $10.1M | 146,377 | 3.87% | 31q | +1.8%+$175.7K |
| Summit Wealth Group, LLC | $9.9M | 143,517 | 2.02% | 9q | +4.4%+$419.4K |
| Ashton Thomas Private Wealth, LLC | $9.7M | 140,270 | 0.20% | 4q | +32220.3%+$9.6M |
| Atria Investments, Inc | $9.5M | 138,321 | 0.10% | 25q | HELD |
| Addison Capital Co | $8.9M | 129,734 | 1.47% | 2q | +3.5%+$299.2K |
| World Investment Advisors | $8.8M | 127,606 | 0.15% | 9q | +4.1%+$344.7K |
| EverSource Wealth Advisors, LLC | $8.5M | 123,953 | 0.29% | 19q | -46.5%-$7.4M |
| One Wealth Map LLC | $8.2M | 123,480 | 3.72% | 11q | +8.4%+$636.1K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $7.9M | 114,027 | 0.39% | 15q | +16.2%+$1.1M |
| Nest Investments, LLC | $7.7M | 111,715 | 5.85% | 3q | +3.6%+$268.8K |
| Sellwood Investment Partners LLC | $7.5M | 108,373 | 2.63% | 7q | +40.9%+$2.2M |
| Parker Financial LLC | $7.3M | 105,916 | 2.67% | 15q | HELD |
| Brookstone Capital Management | $7.2M | 103,882 | 0.07% | 31q | +19.2%+$1.2M |
| PFW Advisors LLC | $6.9M | 99,799 | 2.01% | 13q | +2.6%+$176.2K |
| Sovereign Financial Group, Inc. | $6.8M | 99,163 | 1.04% | 19q | +11.1%+$682.6K |
| SigFig Wealth Management, LLC | $6.8M | 98,063 | 0.18% | 26q | +0.6%+$41.5K |
| Mutual Advisors, LLC | $6.8M | 98,823 | 0.13% | 26q | +3.6%+$238.1K |
| Bay Harbor Wealth Management, LLC | $6.7M | 97,321 | 1.55% | 31q | +0.8%+$51.9K |
| MassMutual Private Wealth & Trust, FSB | $6.6M | 95,326 | 0.17% | 31q | HELD |
| JPMORGAN CHASE & CO | $6.6M | 94,214 | 0.00% | 22q | -29.9%-$2.8M |
| CoreCap Advisors, LLC | $6.5M | 93,889 | 0.19% | 8q | +14.1%+$801.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.4M | 93,532 | 0.01% | 31q | -32.6%-$3.1M |
| MGO ONE SEVEN LLC | $6.2M | 90,536 | 0.10% | 9q | +5.2%+$306.8K |
| JONES FINANCIAL COMPANIES LLLP | $6.0M | 85,643 | 0.00% | 11q | HELD |
| DiPaolo Financial Group, Inc. | $5.8M | 83,990 | 3.78% | 3q | +5.4%+$294.5K |
| Leeward Financial Partners, LLC | $5.7M | 82,969 | 1.50% | 13q | +2.3%+$127.3K |
| Rochester Wealth Strategies, LLC | $5.6M | 81,407 | 3.11% | 6q | -8.8%-$540.5K |
| ASSETMARK, INC | $5.5M | 79,822 | 0.01% | 27q | -14.7%-$944.5K |
| FLAGSTAR SECURITIES, INC | $5.5M | 79,376 | 1.65% | 20q | -10.2%-$622.4K |
| J.W. COLE ADVISORS, INC. | $5.5M | 79,219 | 0.09% | new | NEW |
| Cerity Partners LLC | $5.4M | 77,932 | 0.01% | 3q | +1.8%+$97.3K |
| SEEDS INVESTOR LLC | $5.3M | 77,492 | 0.55% | 2q | +17.9%+$810.2K |
| Farther Finance Advisors, LLC | $5.0M | 73,032 | 0.04% | 15q | +3.5%+$168.7K |
| Main Street Financial Solutions, LLC | $4.9M | 70,909 | 0.31% | 10q | +14.4%+$613.8K |
| LIBERTY WEALTH MANAGEMENT LLC | $4.8M | 70,416 | 0.61% | 14q | HELD |
| Arcadia Wealth Management, LLC | $4.7M | 68,048 | 1.47% | 13q | +7.0%+$308.6K |
| Aspire Private Capital, LLC | $4.7M | 67,930 | 0.97% | 31q | +4.6%+$205.3K |
| MONEY CONCEPTS CAPITAL CORP | $4.4M | 63,658 | 0.20% | 4q | -11.5%-$570.7K |
| Waverly Advisors, LLC | $4.2M | 60,824 | 0.02% | 3q | -1.1%-$48.1K |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $4.2M | 60,535 | 0.49% | 6q | +6.9%+$270.3K |
| Cornerstone Financial Group, LLC /NE/ | $4.1M | 60,121 | 2.55% | 7q | +2.9%+$118.4K |
| Troutman Wealth Management, LLC | $4.0M | 57,915 | 3.07% | 3q | +2.5%+$97.6K |
| First Heartland Consultants, Inc. | $4.0M | 57,796 | 0.26% | 31q | +1.1%+$43.5K |
| Sigma Planning Corp | $3.9M | 56,695 | 0.10% | 31q | -14.5%-$665.0K |
| Capital Investment Management, Inc. | $3.7M | 53,395 | 1.13% | 3q | +0.7%+$26.3K |
| Sanctuary Advisors, LLC | $3.6M | 52,586 | 0.02% | 9q | +3.9%+$136.9K |
| SBI Securities Co., Ltd. | $3.6M | 52,015 | 0.08% | 7q | -10.8%-$432.5K |
| Level Financial Advisors | $3.5M | 51,081 | 0.79% | 9q | -4.8%-$176.6K |
| HARBOUR INVESTMENTS, INC. | $3.3M | 47,802 | 0.04% | 21q | -11.0%-$405.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.3M | 47,447 | 0.00% | 3q | -53.9%-$3.8M |
Showing the largest 100 of 410 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 | 393 | $3.7B | 53,309,120 | 36 | 159 | 117 | 0.1% |
| Q1 2026 | 397 | $3.6B | 52,636,985 | 48 | 167 | 107 | 0.1% |
| Q4 2025 | 394 | $3.4B | 48,581,055 | 45 | 163 | 101 | 0.1% |
| Q3 2025 | 360 | $3.3B | 46,616,569 | 47 | 153 | 109 | 0.2% |
| Q2 2025 | 342 | $3.2B | 45,805,530 | 35 | 138 | 119 | 0.1% |
| Q1 2025 | 348 | $3.2B | 45,857,190 | 29 | 137 | 124 | 0.2% |
| Q4 2024 | 358 | $2.7B | 39,708,820 | 27 | 145 | 108 | 0.1% |
| Q3 2024 | 343 | $3.1B | 41,385,808 | 40 | 155 | 96 | 0.4% |
| Q2 2024 | 336 | $2.8B | 39,701,108 | 34 | 141 | 100 | 0.2% |
| Q1 2024 | 330 | $3.2B | 44,160,967 | 40 | 149 | 93 | 0.1% |
| Q4 2023 | 338 | $3.8B | 51,334,404 | 66 | 112 | 88 | 0.2% |
| Q3 2023 | 271 | $3.2B | 47,946,430 | 30 | 115 | 70 | 0.1% |
| Q2 2023 | 280 | $3.6B | 47,789,544 | 46 | 115 | 66 | 0.1% |
| Q1 2023 | 243 | $3.0B | 38,775,075 | 42 | 91 | 65 | 0.2% |
| Q4 2022 | 214 | $2.3B | 31,217,993 | 34 | 75 | 68 | 0.2% |
| Q3 2022 | 246 | $2.5B | 34,641,731 | 32 | 78 | 87 | 0.1% |
| Q2 2022 | 253 | $2.7B | 34,108,154 | 25 | 83 | 100 | 0.1% |
| Q1 2022 | 261 | $3.2B | 34,506,526 | 23 | 91 | 99 | 0.0% |
| Q4 2021 | 272 | $4.1B | 39,543,284 | 29 | 104 | 68 | 0.1% |
| Q3 2021 | 255 | $3.9B | 38,043,573 | 26 | 115 | 65 | 0.1% |
| Q2 2021 | 250 | $3.5B | 34,307,007 | 32 | 103 | 75 | 0.1% |
| Q1 2021 | 246 | $3.3B | 33,419,078 | 21 | 112 | 68 | 0.1% |
| Q4 2020 | 266 | $3.7B | 33,727,049 | 38 | 102 | 61 | 0.2% |
| Q3 2020 | 225 | $3.1B | 28,012,277 | 31 | 102 | 52 | 0.1% |
| Q2 2020 | 217 | $3.1B | 28,153,637 | 24 | 89 | 63 | 0.1% |
| Q1 2020 | 213 | $2.7B | 25,369,117 | 31 | 71 | 75 | 0.0% |
| Q4 2019 | 211 | $2.9B | 29,468,053 | 38 | 90 | 36 | 0.1% |
| Q3 2019 | 170 | $2.3B | 22,609,851 | 20 | 75 | 38 | 0.0% |
| Q2 2019 | 170 | $2.0B | 20,941,608 | 27 | 67 | 45 | 0.0% |
| Q1 2019 | 171 | $1.6B | 17,920,336 | 23 | 67 | 47 | 0.0% |
| Q4 2018 | 154 | $2.0B | 22,622,732 | 4 | 5 | 5 | 0.0% |