VANGUARD BD INDEX FDS (BSV)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
70
Reporting holders
$432.1M
Reported value
0.0%
Calls
0.0%
Puts
-1,296
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 |
|---|---|---|---|---|---|
| Apella Capital, LLC | $132.7M | 1,738,455 | 1.68% | 26q | +10.0%+$12.1M |
| Farther Finance Advisors, LLC | $55.2M | 721,887 | 0.39% | 16q | +13.4%+$6.5M |
| KWMG, LLC | $28.2M | 368,959 | 2.03% | 32q | +12.3%+$3.1M |
| Graves Light Lenhart Wealth, Inc. | $20.6M | 269,687 | 1.93% | 32q | -15.2%-$3.7M |
| First Heartland Consultants, Inc. | $19.6M | 256,380 | 1.30% | 32q | +12.0%+$2.1M |
| Factor Wealth Management LTD | $19.6M | 256,036 | 2.99% | 8q | -21.4%-$5.3M |
| SigFig Wealth Management, LLC | $14.2M | 186,155 | 0.36% | 28q | +1.4%+$201.5K |
| Harpswell Capital Advisors, LLC | $13.6M | 177,623 | 8.90% | 4q | +508.5%+$11.3M |
| ALKEME WEALTH, LLC | $12.5M | 163,164 | 4.70% | 18q | +13.2%+$1.4M |
| Successful Portfolios LLC | $9.6M | 125,544 | 4.41% | 14q | +4.2%+$387.6K |
| Echo45 Advisors LLC | $7.6M | 99,846 | 3.48% | 20q | +2.8%+$207.7K |
| Bath Savings Trust Co | $6.6M | 86,774 | 0.69% | 24q | -2.8%-$189.9K |
| Cadent Capital Advisors, LLC | $5.9M | 77,335 | 1.27% | 24q | +247.2%+$4.2M |
| Retirement Wealth Solutions LLC | $5.9M | 77,099 | 3.11% | 8q | -0.6%-$36.6K |
| Prosperity Planning, Inc. | $5.9M | 76,648 | 1.30% | 18q | +9.5%+$507.4K |
| Gladwyn Financial Advisors, Inc. | $5.0M | 65,820 | 3.21% | 6q | +2.2%+$108.1K |
| McNaughton Wealth Management, LLC | $3.9M | 51,108 | 1.36% | 28q | +4.0%+$149.1K |
| Galvin, Gaustad & Stein, LLC | $3.8M | 49,800 | 0.29% | 24q | -6.7%-$273.4K |
| EASTERN BANK | $3.7M | 49,018 | 0.06% | 20q | -1.1%-$42.0K |
| Arbor Wealth Advisors LLC | $3.7M | 48,972 | 2.33% | 12q | +5.5%+$196.3K |
| Aletheian Wealth Advisors LLC | $3.4M | 43,849 | 1.35% | 19q | +12.1%+$361.4K |
| Ridgewood Investments LLC | $3.2M | 42,395 | 1.19% | 31q | -28.8%-$1.3M |
| Avidian Wealth Enterprises, LLC | $3.1M | 40,738 | 0.09% | 21q | +15.5%+$418.8K |
| Central Pacific Bank - Trust Division | $3.1M | 40,596 | 0.33% | 11q | +7.3%+$209.7K |
| FC Advisory LLC | $2.9M | 37,495 | 0.75% | 19q | HELD |
| Acropolis Investment Management, LLC | $2.8M | 36,283 | 0.11% | 22q | -49.6%-$2.7M |
| BRIGHTON SECURITIES CORP. | $2.5M | 33,155 | 1.06% | 6q | +4.6%+$111.8K |
| ECLECTIC ASSOCIATES INC /ADV | $2.5M | 32,122 | 0.27% | 24q | +8.6%+$193.9K |
| Paladin Partners, LLC | $2.3M | 29,603 | 1.39% | 2q | +6.5%+$138.0K |
| CoreCap Advisors, LLC | $2.0M | 25,620 | 0.06% | 9q | +0.8%+$14.7K |
| Everhart Financial Group, Inc. | $1.9M | 24,541 | 0.12% | 17q | -5.2%-$103.1K |
| Hickory Point Bank & Trust | $1.9M | 24,415 | 1.12% | 8q | +8.4%+$145.2K |
| VALLEY WEALTH MANAGERS, INC. | $1.8M | 23,780 | 0.10% | 18q | -49.8%-$1.8M |
| LEGACY SOLUTIONS, LLC | $1.5M | 20,079 | 1.17% | 8q | +11.2%+$154.8K |
| WALLER FINANCIAL PLANNING GROUP, INC | $1.3M | 17,645 | 0.27% | 26q | -0.9%-$12.5K |
| Stonebridge Financial Group, LLC | $1.3M | 16,985 | 0.10% | 8q | -9.0%-$129.0K |
| Rosenberg Matthew Hamilton | $1.3M | 16,689 | 0.23% | 27q | -3.5%-$46.4K |
| JUNCTURE WEALTH STRATEGIES, LLC | $1.2M | 15,971 | 0.31% | 32q | -3.8%-$48.3K |
| CACTI ASSET MANAGEMENT LLC | $1.2M | 15,803 | 0.06% | 4q | -85.7%-$7.2M |
| HALL LAURIE J TRUSTEE | $1.1M | 14,267 | 0.35% | 30q | HELD |
| KFA Private Wealth Group, LLC | $990.8K | 12,969 | 0.23% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $928.6K | 12,154 | 0.02% | 32q | -6.9%-$68.6K |
| CHAPIN DAVIS, INC. | $919.6K | 12,036 | 0.18% | 16q | -3.9%-$37.3K |
| Oak Grove Capital LLC | $862.6K | 11,290 | 0.04% | 3q | HELD |
| Cooper Financial Group | $835.4K | 10,935 | 0.07% | 16q | -1.7%-$14.2K |
| Emergent Wealth Advisors, LLC | $782.2K | 10,239 | 0.41% | 3q | HELD |
| Gridiron Partners, LLC | $767.1K | 10,041 | 0.38% | 12q | HELD |
| Planning Strategies Inc. | $731.5K | 9,574 | 0.43% | 2q | -5.6%-$43.2K |
| DAVIDSON TRUST CO | $689.3K | 9,023 | 0.27% | 28q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $686.8K | 8,990 | 0.19% | 15q | +0.8%+$5.1K |
| EPIQ PARTNERS, LLC | $495.4K | 6,484 | 0.21% | 2q | +86.6%+$229.9K |
| TrueWealth Advisors, LLC | $476.7K | 6,239 | 0.11% | 23q | +1.5%+$7.1K |
| Baron Financial Group, LLC | $452.3K | 5,920 | 0.22% | 25q | HELD |
| CogentBlue Wealth Advisors, LLC | $427.9K | 5,601 | 0.40% | 8q | -1.3%-$5.5K |
| Montecito Bank & Trust | $393.7K | 5,153 | 0.06% | 8q | HELD |
| Pioneer Wealth Management Group | $318.9K | 4,174 | 0.08% | new | NEW |
| Emprise Bank | $288.6K | 3,777 | 0.11% | new | NEW |
| Montz Harcus Wealth Management LLC | $277.7K | 3,635 | 0.10% | 6q | +14.7%+$35.5K |
| Hiley Hunt Wealth Management | $256.5K | 3,357 | 0.10% | 12q | -48.2%-$238.4K |
| Coastline Trust Co | $125.8K | 1,646 | 0.01% | 9q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $98.6K | 1,291 | 0.07% | 4q | +0.9% |
| Wealth Enhancement Trust Services, Inc. | $78.8K | 1,031 | 0.01% | new | NEW |
| TOMPKINS FINANCIAL CORP | $58.7K | 768 | 0.00% | 7q | HELD |
| Horrell Capital Management, Inc. | $37.1K | 485 | 0.02% | 32q | HELD |
| Investors Research Corp | $32.4K | 424 | 0.01% | 27q | HELD |
| Bangor Savings Bank | $25.4K | 333 | 0.00% | 9q | HELD |
| GK Wealth Management LLC | $24.1K | 316 | 0.01% | new | NEW |
| Versant Capital Management, Inc | $22.2K | 291 | 0.00% | 11q | HELD |
| Bank of New Hampshire | $18.3K | 240 | 0.00% | 19q | -25.0%-$6.1K |
| WoodTrust Financial Corp | $454 | 5,945 | 0.06% | 5q | +12.5% |
| Trust Co | $77 | 1 | 0.00% | 4q | HELD |
| CX Institutional | $9 | 114 | 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 | 70 | $432.1M | 5,656,758 | 5 | 28 | 22 | 0.0% |
| Q2 2026 | 1,366 | $45.1B | 546,439,913 | 94 | 605 | 387 | 0.0% |
| Q1 2026 | 1,339 | $35.3B | 450,677,053 | 95 | 566 | 392 | 0.0% |
| Q4 2025 | 1,321 | $33.2B | 421,229,833 | 100 | 535 | 352 | 0.0% |
| Q3 2025 | 1,216 | $32.3B | 404,426,044 | 71 | 504 | 381 | 0.0% |
| Q2 2025 | 1,231 | $31.8B | 404,386,517 | 85 | 442 | 448 | 0.0% |
| Q1 2025 | 1,218 | $28.8B | 367,765,602 | 73 | 465 | 433 | 0.0% |
| Q4 2024 | 1,253 | $41.3B | 534,878,711 | 79 | 471 | 379 | 0.0% |
| Q3 2024 | 1,146 | $29.8B | 380,105,629 | 83 | 409 | 425 | 0.0% |
| Q2 2024 | 1,134 | $28.0B | 365,306,758 | 62 | 402 | 442 | 0.0% |
| Q1 2024 | 1,157 | $31.2B | 406,399,567 | 51 | 430 | 450 | 0.0% |
| Q4 2023 | 1,208 | $30.1B | 391,769,509 | 78 | 373 | 504 | 0.0% |
| Q3 2023 | 1,132 | $35.7B | 474,876,292 | 79 | 334 | 497 | 0.0% |
| Q2 2023 | 1,142 | $30.4B | 402,243,520 | 72 | 375 | 473 | 0.0% |
| Q1 2023 | 1,136 | $30.8B | 402,360,053 | 66 | 392 | 460 | 0.0% |
| Q4 2022 | 1,167 | $30.6B | 406,883,684 | 86 | 316 | 530 | 0.0% |
| Q3 2022 | 1,130 | $30.3B | 404,291,792 | 78 | 370 | 466 | 0.0% |
| Q2 2022 | 1,155 | $28.9B | 376,461,021 | 102 | 374 | 482 | 0.0% |
| Q1 2022 | 1,159 | $27.0B | 346,128,302 | 77 | 409 | 434 | 0.0% |
| Q4 2021 | 1,163 | $30.4B | 376,004,581 | 92 | 404 | 365 | 0.0% |
| Q3 2021 | 1,025 | $30.0B | 365,537,398 | 62 | 434 | 309 | 0.0% |
| Q2 2021 | 1,024 | $22.7B | 276,042,485 | 61 | 460 | 298 | 0.0% |
| Q1 2021 | 1,021 | $20.8B | 253,591,141 | 83 | 476 | 275 | 0.0% |
| Q4 2020 | 991 | $18.7B | 225,481,740 | 76 | 420 | 239 | 0.0% |
| Q3 2020 | 889 | $16.6B | 199,281,983 | 76 | 409 | 220 | 0.0% |
| Q2 2020 | 855 | $15.4B | 185,775,117 | 87 | 350 | 238 | 0.0% |
| Q1 2020 | 815 | $14.8B | 181,811,072 | 63 | 282 | 297 | 0.0% |
| Q4 2019 | 827 | $13.3B | 166,536,595 | 64 | 313 | 215 | 0.0% |
| Q3 2019 | 730 | $12.6B | 156,209,359 | 54 | 254 | 231 | 0.0% |
| Q2 2019 | 735 | $13.9B | 173,123,618 | 68 | 265 | 248 | 0.0% |
| Q1 2019 | 716 | $13.6B | 170,932,000 | 56 | 241 | 256 | 0.0% |
| Q4 2018 | 703 | $19.4B | 247,149,819 | 8 | 12 | 17 | 0.0% |