VANGUARD BD INDEX FDS (BND)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,769
Reporting holders
$93.4B
Reported value
0.8%
Held as options
+53
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $11.5B | 155,418,110 | 0.63% | 31q | +8.8%+$927.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.4B | 141,274,305 | 5.54% | 31q | +4.8%+$474.1M |
| Creative Planning | $9.6B | 130,673,715 | 5.61% | 31q | +7.7%+$681.9M |
| MORGAN STANLEY | $9.2B | 125,882,099 | 0.49% | 35q | +0.7%+$63.4M |
| VANGUARD ADVISERS INC | $4.6B | 62,713,498 | 15.66% | 2q | +11.7%+$483.0M |
| Savant Capital, LLC | $2.6B | 35,718,154 | 7.71% | 29q | +111.7%+$1.4B |
| WELLS FARGO & COMPANY/MN | $2.1B | 29,041,837 | 0.35% | 31q | -44.2%-$1.7B |
| BANK OF AMERICA CORP /DE/ | $2.0B | 26,751,940 | 0.13% | 31q | +4.2%+$79.2M |
| ENVESTNET ASSET MANAGEMENT INC | $1.8B | 25,163,867 | 0.44% | 31q | +5.4%+$94.3M |
| SEI INVESTMENTS CO | $1.5B | 20,078,691 | 1.30% | 31q | +7.8%+$106.5M |
| Arizona PSPRS Trust | $1.5B | 9,969,512 | 27.27% | 9q | +1.0%+$14.7M |
| LPL Financial LLC | $1.5B | 19,768,745 | 0.33% | 31q | +3.5%+$49.6M |
| Allworth Financial LP | $1.4B | 18,868,185 | 5.88% | 31q | -22.0%-$390.9M |
| Vanguard Global Advisers, LLC | $1.3B | 17,950,234 | 0.61% | 2q | +5.4%+$67.3M |
| GOLDMAN SACHS GROUP INC | $1.1B | 14,463,710 | 0.09% | 31q | +5.3%+$53.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $985.2M | 13,419,869 | 0.02% | 2q | +21.4%+$173.7M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $965.6M | 13,152,216 | 0.75% | 31q | +8.5%+$75.7M |
| Corient Private Wealth LP | $863.5M | 11,763,267 | 0.55% | 15q | +124.9%+$479.6M |
| AMERIPRISE FINANCIAL INC | $702.0M | 9,585,242 | 0.14% | 31q | -49.2%-$681.2M |
| Pure Financial Advisors, LLC | $676.9M | 9,221,231 | 8.62% | 31q | +6.9%+$43.6M |
| MASTERCARD FOUNDATION ASSET MANAGEMENT CORP | $650.6M | 8,862,905 | 2.03% | 6q | HELD |
| CBIZ Investment Advisory Services, LLC | $631.8M | 8,579,414 | 23.10% | 15q | HELD |
| BlackRock, Inc. | $611.2M | 8,326,480 | 0.01% | 8q | -2.5%-$15.6M |
| Facet Wealth, Inc. | $600.3M | 8,177,967 | 8.60% | 23q | +15.0%+$78.1M |
| ASSETMARK, INC | $532.3M | 7,251,116 | 0.92% | 31q | +46.4%+$168.8M |
| RAYMOND JAMES FINANCIAL INC | $526.0M | 7,165,534 | 0.14% | 7q | -7.6%-$43.4M |
| Cetera Investment Advisers | $526.0M | 7,165,064 | 0.48% | 31q | -6.0%-$33.8M |
| SBI Okasan Asset Management Co.Ltd. | $508.2M | 6,895,140 | 16.71% | new | NEW |
| UBS Group AG | $451.1M | 6,144,662 | 0.06% | 31q | -9.1%-$45.3M |
| ROYAL BANK OF CANADA | $414.3M | 5,643,726 | 0.06% | 31q | +1.2%+$4.9M |
| Composition Wealth, LLC | $360.5M | 4,911,062 | 4.23% | 25q | +15.8%+$49.1M |
| JONES FINANCIAL COMPANIES LLLP | $339.8M | 4,612,354 | 0.14% | 31q | +9.6%+$29.8M |
| RITHOLTZ WEALTH MANAGEMENT | $326.7M | 4,450,374 | 2.44% | 11q | +109.7%+$170.9M |
| M&T Bank Corp | $310.9M | 4,234,558 | 0.91% | 26q | +5.4%+$16.0M |
| HighTower Advisors, LLC | $301.9M | 4,112,113 | 0.29% | 22q | +1.4%+$4.3M |
| STATE STREET CORP | $292.2M | 3,980,436 | 0.01% | 31q | -25.6%-$100.5M |
| PNC Financial Services Group, Inc. | $271.5M | 3,698,455 | 0.13% | 31q | +2.1%+$5.6M |
| FRANKLIN RESOURCES INC | $268.2M | 3,653,264 | 0.06% | 29q | +1.5%+$3.9M |
| MML INVESTORS SERVICES, LLC | $247.9M | 3,376,508 | 0.51% | 31q | +27.7%+$53.7M |
| Retirement Systems of Alabama | $236.8M | 3,226,351 | 0.71% | 31q | HELD |
| Alesco Advisors, LLC, An ESL Co | $229.5M | 3,126,377 | 5.26% | 31q | +13.8%+$27.7M |
| Beacon Pointe Advisors, LLC | $221.0M | 3,009,938 | 1.03% | 31q | +15.8%+$30.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $215.1M | 2,930,479 | 0.13% | 30q | +162.7%+$133.2M |
| Stairway Partners, LLC | $210.1M | 2,862,133 | 9.90% | 14q | +11.2%+$21.2M |
| Integrated Wealth Concepts LLC | $209.9M | 1,468,379 | 1.02% | 31q | +3.0%+$6.0M |
| TRUIST FINANCIAL CORP | $209.4M | 2,852,440 | 0.25% | 30q | +9.9%+$18.8M |
| OSAIC HOLDINGS, INC. | $197.7M | 2,692,692 | 0.23% | 26q | +14.1%+$24.5M |
| CHOREO, LLC | $195.4M | 2,662,171 | 2.14% | 30q | +9.1%+$16.4M |
| First Financial Bankshares Inc | $190.4M | 2,593,332 | 3.56% | 11q | -2.3%-$4.5M |
| Foster Group, Inc. | $187.0M | 2,547,996 | 4.97% | 22q | +4.7%+$8.3M |
| Merit Financial Group, LLC | $183.4M | 2,498,068 | 0.56% | 18q | +138.6%+$106.5M |
| Voya Financial Advisors, Inc. | $181.8M | 2,467,039 | 16.01% | 31q | +14.4%+$22.9M |
| GenTrust, LLC | $177.3M | 2,415,090 | 6.81% | 32q | +38.1%+$48.9M |
| RiverFront Investment Group, LLC | $176.7M | 2,407,074 | 2.34% | 31q | HELD |
| OAKWORTH CAPITAL, INC. | $172.4M | 2,353,787 | 8.20% | 11q | +6.7%+$10.8M |
| Alaska Permanent Capital Management, LLC | $163.8M | 2,232,018 | 10.70% | 31q | +1.8%+$2.9M |
| Mariner, LLC | $144.2M | 1,961,883 | 0.15% | 31q | -7.2%-$11.1M |
| MCMORGAN & CO LLC | $143.6M | 1,955,898 | 21.62% | 20q | -2.0%-$2.9M |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $142.8M | 1,945,569 | 8.28% | 30q | +3.0%+$4.1M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $138.0M | 1,879,506 | 0.47% | 2q | +3.1%+$4.2M |
| Vestmark Advisory Solutions, Inc. | $135.1M | 1,840,209 | 1.27% | 30q | +0.8%+$1.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $135.0M | 1,838,594 | 0.17% | 31q | +1.1%+$1.5M |
| Wealthfront Advisers LLC | $134.9M | 1,837,435 | 0.26% | 31q | +6.0%+$7.6M |
| Capstone Financial Advisors, Inc. | $134.5M | 1,832,708 | 6.55% | 31q | +3.4%+$4.5M |
| Verus Financial Partners, Inc. | $134.3M | 1,829,288 | 11.49% | 23q | +2.6%+$3.4M |
| Garde Capital, Inc. | $132.7M | 1,807,800 | 5.95% | new | NEW |
| Apella Capital, LLC | $132.7M | 1,820,993 | 1.87% | 25q | +1.4%+$1.8M |
| Chandler Asset Management, Inc. | $128.3M | 1,747,432 | 18.07% | 35q | +9.8%+$11.4M |
| Trajan Wealth LLC | $122.0M | 1,662,225 | 4.61% | 10q | +6.8%+$7.8M |
| Bogart Wealth, LLC | $118.5M | 1,614,048 | 4.06% | 27q | +4.4%+$5.0M |
| AMG National Trust Bank | $113.0M | 1,539,023 | 2.32% | 31q | -2.8%-$3.3M |
| Lutz Financial Services LLC | $108.5M | 1,478,462 | 6.61% | 31q | +3.3%+$3.5M |
| VICTORY CAPITAL MANAGEMENT INC | $107.9M | 1,469,469 | 0.06% | 13q | -4.6%-$5.2M |
| Global Endowment Management, LP | $107.4M | 1,463,086 | 10.89% | 31q | -1.9%-$2.1M |
| Prime Capital Investment Advisors, LLC | $105.9M | 1,443,141 | 1.03% | 21q | +2.8%+$2.9M |
| Acropolis Investment Management, LLC | $104.3M | 1,418,288 | 2.18% | 31q | +79.5%+$46.2M |
| CoreCap Advisors, LLC | $102.5M | 1,396,781 | 3.02% | 8q | +0.6%+$606.7K |
| PRUDENTIAL FINANCIAL INC | $102.2M | 1,392,482 | 0.11% | 31q | +9.4%+$8.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | $101.4M | 1,380,938 | 0.70% | 31q | +264.5%+$73.6M |
| Stratos Wealth Partners, LTD. | $100.9M | 1,374,851 | 1.02% | 31q | -3.5%-$3.6M |
| Baker Avenue Asset Management, LP | $100.6M | 1,370,099 | 1.90% | 31q | +4.1%+$3.9M |
| Bryn Mawr Trust Advisors, LLC | $100.5M | 1,369,628 | 4.38% | 31q | +1.7%+$1.7M |
| Kestra Advisory Services, LLC | $99.4M | 1,354,712 | 0.32% | 24q | -3.7%-$3.8M |
| Envestnet Portfolio Solutions, Inc. | $98.8M | 1,345,741 | 0.47% | 12q | +2.0%+$1.9M |
| Pathstone Holdings, LLC | $98.2M | 1,337,489 | 0.29% | 11q | +1.6%+$1.6M |
| Financial Advisors Network, Inc. | $91.6M | 1,248,438 | 11.24% | 26q | -3.6%-$3.4M |
| Alaska Wealth Advisors, LLC | $90.8M | 1,237,160 | 9.84% | 31q | +3.9%+$3.4M |
| NEOS Investment Management LLC | $89.9M | 1,228,471 | 0.33% | 12q | +10.9%+$8.8M |
| Pacific Capital Wealth Advisors, Inc. | $88.3M | 1,202,506 | 13.31% | 21q | +9.1%+$7.3M |
| Cerity Partners LLC | $86.9M | 1,475,322 | 0.10% | 20q | +42.4%+$25.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $84.0M | 1,171,875 | 0.14% | 22q | +2.4%+$1.9M |
| FIFTH THIRD BANCORP | $81.3M | 1,107,699 | 0.13% | 31q | -1.4%-$1.1M |
| Constellation Investments, Inc. | $80.8M | 1,100,000 | 2.54% | 2q | HELD |
| B & T Capital Management DBA Alpha Capital Management | $80.4M | 1,094,723 | 10.43% | 20q | -4.7%-$4.0M |
| BURRUS FINANCIAL SERVICES, INC. | $79.7M | 1,085,432 | 34.59% | 18q | +0.6%+$453.3K |
| STIFEL FINANCIAL CORP | $79.1M | 1,077,430 | 0.07% | 31q | +4.5%+$3.4M |
| Focus Partners Wealth | $78.8M | 1,072,774 | 0.08% | 11q | HELD |
| Partners in Financial Planning | $78.0M | 1,063,064 | 11.83% | 21q | +1.6%+$1.2M |
| US BANCORP \DE\ | $77.4M | 1,053,832 | 0.08% | 31q | +7.0%+$5.1M |
| NewEdge Advisors, LLC | $75.1M | 1,022,639 | 0.22% | 31q | +68.3%+$30.5M |
Showing the largest 100 of 1,828 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 | 1,769 | $93.4B | 1,261,492,732 | 125 | 819 | 515 | 0.8% |
| Q1 2026 | 1,716 | $89.2B | 1,202,216,225 | 115 | 801 | 495 | 0.8% |
| Q4 2025 | 1,730 | $83.4B | 1,126,510,081 | 111 | 799 | 430 | 0.0% |
| Q3 2025 | 1,591 | $89.3B | 1,200,266,617 | 109 | 746 | 469 | 0.0% |
| Q2 2025 | 1,569 | $75.5B | 1,025,784,893 | 112 | 646 | 557 | 0.0% |
| Q1 2025 | 1,533 | $72.6B | 989,222,634 | 98 | 642 | 537 | 0.0% |
| Q4 2024 | 1,534 | $71.9B | 1,000,172,904 | 95 | 735 | 377 | 0.0% |
| Q3 2024 | 1,386 | $73.9B | 985,018,445 | 91 | 682 | 383 | 0.0% |
| Q2 2024 | 1,359 | $66.4B | 921,286,132 | 92 | 608 | 436 | 0.0% |
| Q1 2024 | 1,336 | $78.9B | 1,086,244,223 | 95 | 611 | 430 | 0.0% |
| Q4 2023 | 1,349 | $69.7B | 948,331,764 | 137 | 546 | 402 | 0.0% |
| Q3 2023 | 1,178 | $55.2B | 792,901,637 | 85 | 531 | 377 | 0.0% |
| Q2 2023 | 1,165 | $54.6B | 751,908,966 | 73 | 509 | 383 | 0.0% |
| Q1 2023 | 1,139 | $51.8B | 700,364,057 | 98 | 448 | 395 | 0.0% |
| Q4 2022 | 1,076 | $41.1B | 574,822,969 | 115 | 394 | 374 | 0.0% |
| Q3 2022 | 1,145 | $46.7B | 654,860,317 | 62 | 434 | 451 | 0.0% |
| Q2 2022 | 1,187 | $47.3B | 628,542,141 | 94 | 397 | 514 | 0.0% |
| Q1 2022 | 1,201 | $49.3B | 619,945,436 | 69 | 456 | 473 | 0.0% |
| Q4 2021 | 1,240 | $48.4B | 570,668,856 | 80 | 466 | 368 | 0.0% |
| Q3 2021 | 1,114 | $46.4B | 543,364,012 | 74 | 492 | 312 | 0.0% |
| Q2 2021 | 1,102 | $45.4B | 529,565,399 | 81 | 485 | 342 | 0.0% |
| Q1 2021 | 1,082 | $40.4B | 476,398,951 | 78 | 490 | 336 | 0.0% |
| Q4 2020 | 1,075 | $39.4B | 446,104,453 | 74 | 511 | 249 | 0.2% |
| Q3 2020 | 964 | $36.9B | 417,589,475 | 78 | 514 | 209 | 0.0% |
| Q2 2020 | 934 | $34.2B | 387,196,482 | 98 | 431 | 238 | 0.0% |
| Q1 2020 | 891 | $30.6B | 361,380,757 | 87 | 327 | 331 | 0.0% |
| Q4 2019 | 880 | $30.1B | 358,824,266 | 74 | 357 | 212 | 0.0% |
| Q3 2019 | 780 | $29.4B | 347,865,978 | 71 | 344 | 194 | 0.0% |
| Q2 2019 | 757 | $27.8B | 334,678,433 | 58 | 310 | 231 | 0.0% |
| Q1 2019 | 752 | $26.2B | 323,221,585 | 69 | 289 | 254 | 0.0% |
| Q4 2018 | 713 | $25.1B | 316,525,495 | 8 | 7 | 24 | 0.0% |