VANGUARD BD INDEX FDS (BND)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
111
Reporting holders
$1.4B
Reported value
0.0%
Calls
0.0%
Puts
-1,730
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 |
|---|---|---|---|---|---|
| ARMSTRONG ADVISORY GROUP, INC | $209.7M | 2,989,249 | 12.62% | 16q | +243.7%+$148.7M |
| Stairway Partners, LLC | $204.5M | 2,915,052 | 9.66% | 15q | +1.8%+$3.7M |
| Apella Capital, LLC | $140.2M | 2,002,610 | 1.78% | 26q | +10.0%+$12.7M |
| CoreCap Advisors, LLC | $107.7M | 1,535,928 | 3.10% | 9q | +10.0%+$9.8M |
| Trust Co | $78.5M | 1,118,579 | 6.83% | 32q | +14.0%+$9.7M |
| Farther Finance Advisors, LLC | $53.5M | 763,071 | 0.38% | 16q | +6.8%+$3.4M |
| Gridiron Partners, LLC | $46.3M | 660,080 | 23.22% | 12q | HELD |
| Legacy Private Trust Co. | $45.3M | 645,234 | 2.48% | 32q | -18.6%-$10.3M |
| TOMPKINS FINANCIAL CORP | $39.2M | 559,484 | 2.77% | 31q | -3.1%-$1.3M |
| Acropolis Investment Management, LLC | $37.0M | 527,846 | 1.49% | 32q | -62.8%-$62.5M |
| RIVERSEDGE ADVISORS, LLC | $35.8M | 510,243 | 4.40% | 8q | -10.1%-$4.0M |
| KWMG, LLC | $35.3M | 502,520 | 2.54% | 32q | +9.5%+$3.1M |
| Global Wealth Strategies & Associates | $32.0M | 456,472 | 5.87% | 16q | +2.1%+$669.2K |
| Aletheian Wealth Advisors LLC | $28.1M | 400,937 | 11.29% | 19q | +12.8%+$3.2M |
| McNaughton Wealth Management, LLC | $25.5M | 363,202 | 8.90% | 28q | +7.7%+$1.8M |
| Great Waters Wealth Management | $23.3M | 332,202 | 2.10% | 16q | -15.5%-$4.3M |
| Veery Capital, LLC | $22.4M | 319,730 | 5.98% | 24q | +6.4%+$1.3M |
| ATMOS ADVISORY, LLC | $21.9M | 311,901 | 11.65% | 20q | +0.8%+$172.6K |
| Attessa Capital LLC | $18.6M | 264,870 | 7.97% | 8q | +13.0%+$2.1M |
| Galvin, Gaustad & Stein, LLC | $17.9M | 254,858 | 1.34% | 24q | HELD |
| Platt Investment Counsel, LLC | $10.4M | 148,151 | 7.15% | 5q | -5.4%-$593.8K |
| Harpswell Capital Advisors, LLC | $9.9M | 141,662 | 6.52% | 5q | -28.7%-$4.0M |
| Pioneer Wealth Management Group | $9.7M | 137,943 | 2.28% | 15q | +382.1%+$7.7M |
| TITLEIST ASSET MANAGEMENT, LLC | $8.8M | 125,145 | 0.57% | 8q | HELD |
| New Covenant Trust Company, N.A. | $8.1M | 115,306 | 5.60% | 11q | +3.9%+$306.8K |
| PRIVATE CLIENT SERVICES, LLC | $7.8M | 111,130 | 2.09% | 12q | +7.0%+$509.4K |
| First Heartland Consultants, Inc. | $7.7M | 109,389 | 0.51% | 32q | +25.4%+$1.6M |
| RTD Financial Advisors, Inc. | $7.6M | 108,153 | 0.83% | 20q | +6.0%+$427.0K |
| LifeGoal Investments, LLC | $7.5M | 107,498 | 2.30% | 8q | -8.5%-$704.2K |
| Grove Bank & Trust | $7.2M | 103,185 | 0.72% | 32q | -7.5%-$584.8K |
| Graves Light Lenhart Wealth, Inc. | $7.1M | 100,889 | 0.66% | 32q | -17.4%-$1.5M |
| GoalFusion Wealth Management, LLC | $7.0M | 99,469 | 2.79% | 20q | +148.0%+$4.2M |
| Horizons Wealth Management | $6.6M | 93,541 | 4.09% | 17q | +6.9%+$423.8K |
| Valeo Financial Advisors, LLC | $6.1M | 128,827 | 0.13% | 16q | -10.1%-$681.3K |
| Hiley Hunt Wealth Management | $5.4M | 77,465 | 2.11% | 12q | -0.9%-$51.6K |
| SigFig Wealth Management, LLC | $5.4M | 77,359 | 0.14% | 32q | -5.2%-$298.3K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $4.4M | 63,435 | 0.63% | 19q | -3.2%-$149.1K |
| MassMutual Private Wealth & Trust, FSB | $4.4M | 62,778 | 0.12% | 32q | +0.6%+$26.7K |
| Sherry Group, Inc. | $4.1M | 59,035 | 3.88% | 4q | +0.7%+$28.8K |
| Worth Asset Management, LLC | $3.8M | 54,006 | 1.10% | 17q | +12.0%+$407.3K |
| Ridgewood Investments LLC | $3.3M | 47,653 | 1.23% | 2q | +139.3%+$1.9M |
| Exchange Bank | $3.3M | 47,027 | 2.04% | 14q | +1.9%+$62.9K |
| Marotta Asset Management | $3.3M | 46,653 | 0.56% | 17q | +13.8%+$397.0K |
| General Partner, Inc. | $3.2M | 45,848 | 1.72% | 2q | HELD |
| Barden Capital Management, Inc. | $3.2M | 45,001 | 2.87% | 16q | +3.3%+$100.0K |
| Sincerus Advisory, LLC | $2.8M | 39,207 | 1.79% | 8q | +88.7%+$1.3M |
| Prosperity Planning, Inc. | $2.6M | 37,665 | 0.59% | 18q | +10.3%+$247.5K |
| KFA Private Wealth Group, LLC | $2.3M | 33,134 | 0.55% | 4q | +16.9%+$335.3K |
| FC Advisory LLC | $2.1M | 30,330 | 0.56% | 32q | -9.4%-$221.6K |
| EASTERN BANK | $2.0M | 29,138 | 0.03% | 20q | HELD |
| Pacifica Partners Inc. | $1.9M | 27,404 | 0.58% | 28q | +434.8%+$1.6M |
| Overbrook Management Corp | $1.9M | 27,271 | 0.30% | 2q | +3.2%+$59.8K |
| Boston Standard Wealth Management, LLC | $1.8M | 26,060 | 0.26% | 21q | -95.3%-$37.0M |
| Bath Savings Trust Co | $1.8M | 25,577 | 0.19% | 24q | -18.8%-$415.6K |
| Conrad Siegel Investment Advisors, Inc. | $1.7M | 23,960 | 0.27% | 13q | +90.9%+$800.5K |
| Apeiron RIA LLC | $1.6M | 22,972 | 0.37% | 20q | +33.0%+$399.9K |
| Everhart Financial Group, Inc. | $1.6M | 22,500 | 0.10% | 24q | -11.6%-$207.1K |
| Wealth Group Ltd | $1.2M | 16,772 | 0.22% | 12q | -4.5%-$55.7K |
| Financial Symmetry Inc | $932.9K | 13,298 | 0.30% | new | NEW |
| Hardin Capital Partners, LLC | $839.4K | 11,965 | 0.41% | 10q | HELD |
| Avidian Wealth Enterprises, LLC | $836.7K | 11,927 | 0.02% | 26q | +2.0%+$16.1K |
| Retirement Wealth Solutions LLC | $715.6K | 10,202 | 0.38% | 8q | +4.8%+$32.7K |
| Post Resch Tallon Group Inc. | $687.8K | 9,804 | 0.47% | 8q | +18.3%+$106.5K |
| Bank of New Hampshire | $598.0K | 8,524 | 0.13% | 22q | -9.3%-$61.4K |
| Tactive Advisors, LLC | $590.7K | 8,420 | 0.14% | 6q | +7.6%+$41.5K |
| Sound Income Strategies, LLC | $536.6K | 7,641 | 0.02% | 32q | -16.0%-$102.2K |
| Successful Portfolios LLC | $524.1K | 7,500 | 0.24% | 32q | -1.7%-$8.8K |
| First Citizens Financial Corp | $515.5K | 7,348 | 0.22% | 14q | -2.0%-$10.3K |
| Wedmont Private Capital | $478.4K | 6,813 | 0.01% | 20q | -65.9%-$925.3K |
| Beacon Wealthcare LLC | $448.3K | 6,391 | 0.14% | 12q | -27.5%-$170.0K |
| Emergent Wealth Advisors, LLC | $440.3K | 6,277 | 0.23% | 3q | HELD |
| Balefire, LLC | $438.9K | 6,256 | 0.07% | 3q | +17.4%+$64.9K |
| Versant Capital Management, Inc | $434.3K | 6,190 | 0.04% | 32q | +4.3%+$17.7K |
| Taylor & Morgan Wealth Management, LLC | $414.4K | 5,907 | 0.20% | 20q | +0.8%+$3.4K |
| Capital Advisors Wealth Management, LLC | $406.2K | 5,790 | 0.05% | 11q | HELD |
| DIVERSIFIED MANAGEMENT INC | $395.2K | 5,633 | 0.07% | 4q | HELD |
| Oak Grove Capital LLC | $377.2K | 5,377 | 0.02% | 3q | HELD |
| Factor Wealth Management LTD | $373.7K | 5,327 | 0.06% | 8q | -21.4%-$101.9K |
| Whitcomb & Hess, Inc. | $371.4K | 5,294 | 0.08% | 12q | +2.7%+$9.8K |
| Gradient Investments LLC | $347.2K | 4,949 | 0.00% | new | NEW |
| Capital Planning LLC | $328.0K | 4,675 | 0.09% | 8q | HELD |
| Persium Advisors, LLC | $315.6K | 4,499 | 0.17% | 8q | -50.0%-$315.6K |
| Cassilly Financial Group LLC | $309.8K | 4,416 | 0.21% | 4q | -54.5%-$371.1K |
| Dorato Capital Management | $286.9K | 4,098 | 0.19% | 4q | HELD |
| Towneley Capital Management, Inc / DE | $282.6K | 4,028 | 0.06% | 7q | HELD |
| Kaizen Financial Strategies | $264.3K | 3,768 | 0.10% | 5q | +29.0%+$59.4K |
| Invariant Investment Management | $264.0K | 3,775 | 0.15% | 4q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $249.3K | 3,554 | 0.17% | 4q | HELD |
| ECLECTIC ASSOCIATES INC /ADV | $247.4K | 3,526 | 0.03% | 7q | +2.4%+$5.8K |
| Monument Capital Management | $223.3K | 3,183 | 0.05% | new | NEW |
| Montecito Bank & Trust | $217.3K | 3,097 | 0.03% | 8q | HELD |
| Investors Research Corp | $210.2K | 2,996 | 0.04% | 27q | +155.8%+$128.0K |
| ACIMA PRIVATE WEALTH, LLC | $81.3K | 1,159 | 0.02% | 12q | HELD |
| Planning Strategies Inc. | $80.3K | 1,144 | 0.05% | 2q | +43.2%+$24.2K |
| AMERICAN NATIONAL BANK & TRUST | $78.1K | 1,114 | 0.01% | 10q | HELD |
| Hickory Point Bank & Trust | $69.7K | 993 | 0.04% | 3q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $65.7K | 937 | 0.00% | 18q | -1.5% |
| Go Invest LLC | $63.0K | 899 | 0.01% | 4q | +5.5%+$3.3K |
| GK Wealth Management LLC | $62.9K | 896 | 0.04% | new | NEW |
| Coastline Trust Co | $57.5K | 819 | 0.01% | 8q | -6.0%-$3.6K |
Showing the largest 100 of 114 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 111 | $1.4B | 20,275,033 | 6 | 49 | 30 | 0.0% |
| Q2 2026 | 1,841 | $97.9B | 1,322,770,799 | 130 | 860 | 532 | 0.8% |
| Q1 2026 | 1,779 | $90.2B | 1,216,399,854 | 119 | 838 | 507 | 0.8% |
| Q4 2025 | 1,801 | $84.3B | 1,138,408,380 | 115 | 832 | 447 | 0.0% |
| Q3 2025 | 1,659 | $90.2B | 1,213,292,899 | 114 | 778 | 487 | 0.0% |
| Q2 2025 | 1,649 | $76.7B | 1,041,285,449 | 117 | 674 | 589 | 0.0% |
| Q1 2025 | 1,617 | $74.4B | 1,013,895,110 | 109 | 675 | 567 | 0.0% |
| Q4 2024 | 1,614 | $80.5B | 1,118,181,568 | 104 | 769 | 407 | 0.0% |
| Q3 2024 | 1,469 | $76.7B | 1,023,382,135 | 97 | 714 | 416 | 0.0% |
| Q2 2024 | 1,450 | $70.4B | 963,120,970 | 98 | 658 | 460 | 0.0% |
| Q1 2024 | 1,436 | $81.7B | 1,124,587,873 | 100 | 654 | 467 | 0.0% |
| Q4 2023 | 1,452 | $72.8B | 989,486,427 | 143 | 593 | 437 | 0.0% |
| Q3 2023 | 1,285 | $62.4B | 895,259,779 | 98 | 580 | 406 | 0.0% |
| Q2 2023 | 1,281 | $57.1B | 785,718,067 | 79 | 567 | 420 | 0.0% |
| Q1 2023 | 1,269 | $54.2B | 733,516,679 | 110 | 493 | 445 | 0.0% |
| Q4 2022 | 1,251 | $54.1B | 754,485,439 | 129 | 458 | 446 | 0.0% |
| Q3 2022 | 1,147 | $46.7B | 654,873,820 | 62 | 434 | 452 | 0.0% |
| Q2 2022 | 1,189 | $47.3B | 628,589,156 | 94 | 397 | 516 | 0.0% |
| Q1 2022 | 1,203 | $49.3B | 619,998,771 | 69 | 457 | 474 | 0.0% |
| Q4 2021 | 1,242 | $48.4B | 570,698,717 | 80 | 467 | 368 | 0.0% |
| Q3 2021 | 1,115 | $46.4B | 543,371,397 | 74 | 493 | 312 | 0.0% |
| Q2 2021 | 1,103 | $45.4B | 529,572,336 | 81 | 486 | 342 | 0.0% |
| Q1 2021 | 1,083 | $40.4B | 476,405,364 | 78 | 491 | 336 | 0.0% |
| Q4 2020 | 1,076 | $39.4B | 446,107,888 | 74 | 512 | 249 | 0.2% |
| Q3 2020 | 965 | $36.9B | 417,591,775 | 78 | 514 | 209 | 0.0% |
| Q2 2020 | 935 | $34.2B | 387,198,782 | 99 | 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% |