VANGUARD BD INDEX FDS (BSV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,308
Reporting holders
$38.8B
Reported value
0.0%
Held as options
+19
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 |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $7.9B | 101,104,698 | 4.89% | 30q | +122.5%+$4.3B |
| Creative Planning | $3.4B | 43,838,959 | 2.00% | 31q | +17.3%+$502.8M |
| ENVESTNET ASSET MANAGEMENT INC | $2.5B | 32,321,588 | 0.59% | 31q | +2.5%+$62.4M |
| Empower Advisory Group, LLC | $1.9B | 24,303,617 | 4.52% | 14q | +7.8%+$137.0M |
| MORGAN STANLEY | $1.8B | 23,641,308 | 0.10% | 35q | -3.1%-$59.0M |
| GOLDMAN SACHS GROUP INC | $1.6B | 20,453,685 | 0.14% | 31q | +3.8%+$57.9M |
| JPMORGAN CHASE & CO | $1.3B | 16,863,841 | 0.07% | 31q | -49.2%-$1.3B |
| Allworth Financial LP | $1.2B | 15,333,291 | 5.07% | 31q | -12.5%-$170.8M |
| BANK OF AMERICA CORP /DE/ | $955.9M | 12,269,104 | 0.06% | 31q | -3.0%-$29.2M |
| NORTHERN TRUST CORP | $773.9M | 9,933,587 | 0.09% | 26q | -14.2%-$127.8M |
| Truepoint, Inc. | $578.1M | 7,420,247 | 12.07% | 27q | +2.8%+$15.8M |
| Corient Private Wealth LP | $571.3M | 7,332,905 | 0.37% | 15q | +102.8%+$289.6M |
| LPL Financial LLC | $565.7M | 7,261,254 | 0.13% | 31q | +2.0%+$10.8M |
| CAPTRUST FINANCIAL ADVISORS | $562.2M | 7,215,410 | 0.86% | 31q | +12.1%+$60.8M |
| WELLS FARGO & COMPANY/MN | $526.5M | 6,757,611 | 0.09% | 31q | -44.7%-$425.3M |
| RAYMOND JAMES FINANCIAL INC | $321.9M | 4,131,559 | 0.09% | 7q | +5.9%+$17.9M |
| LINCOLN NATIONAL CORP | $310.0M | 3,979,162 | 7.93% | 31q | +1.9%+$5.9M |
| UBS Group AG | $308.8M | 3,963,408 | 0.04% | 31q | +2.1%+$6.5M |
| Sequoia Financial Advisors, LLC | $282.9M | 3,631,159 | 1.41% | 31q | +7.5%+$19.7M |
| ROYAL BANK OF CANADA | $279.7M | 3,590,227 | 0.04% | 31q | +3.7%+$10.0M |
| Cerity Partners LLC | $273.6M | 3,512,006 | 0.33% | 23q | +3.3%+$8.6M |
| Bank of New York Mellon Corp | $232.3M | 2,981,848 | 0.04% | 31q | +2.9%+$6.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $216.4M | 2,777,145 | 0.27% | 31q | -2.5%-$5.5M |
| Cetera Investment Advisers | $210.6M | 2,702,880 | 0.19% | 31q | +5.5%+$10.9M |
| True Link Financial Advisors, LLC | $205.8M | 5,216,750 | 11.75% | 23q | +110.1%+$107.9M |
| Purpose Unlimited Inc. | $200.4M | 2,571,864 | 7.66% | 3q | +12.7%+$22.7M |
| MetLife Investment Management, LLC | $191.6M | 2,459,500 | 0.87% | 23q | +8.1%+$14.4M |
| EXCHANGE TRADED CONCEPTS, LLC | $188.2M | 2,415,312 | 0.43% | 7q | +129.7%+$106.3M |
| TRUIST FINANCIAL CORP | $169.4M | 2,174,156 | 0.20% | 27q | +15.8%+$23.2M |
| Focus Partners Wealth | $168.9M | 2,168,154 | 0.17% | 11q | +1.5%+$2.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $168.3M | 2,160,462 | 0.02% | 12q | +5.2%+$8.4M |
| Sixth Street Partners Management Company, L.P. | $168.3M | 2,160,462 | 0.02% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $164.0M | 2,101,516 | 0.07% | 31q | +14.7%+$21.0M |
| OSAIC HOLDINGS, INC. | $162.9M | 2,090,052 | 0.19% | 26q | +14.7%+$20.8M |
| WIT, LLC | $154.4M | 1,981,763 | 2.47% | 23q | -1.3%-$2.0M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $142.0M | 1,823,344 | 0.78% | 31q | -5.2%-$7.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $132.6M | 1,702,387 | 0.07% | 31q | +6.0%+$7.6M |
| Valmark Advisers, Inc. | $131.6M | 1,689,123 | 1.40% | 31q | +4.9%+$6.1M |
| Apella Capital, LLC | $122.6M | 1,579,884 | 1.73% | 25q | -4.6%-$5.9M |
| National Philanthropic Trust | $120.5M | 1,546,257 | 1.74% | 10q | HELD |
| &PARTNERS | $114.3M | 1,466,522 | 0.47% | 11q | +13.1%+$13.3M |
| RW Investment Management LLC | $108.8M | 1,396,886 | 9.55% | 14q | +4.4%+$4.6M |
| Freestone Capital Holdings, LLC | $105.9M | 1,358,912 | 2.74% | 31q | +15.3%+$14.1M |
| ASSETMARK, INC | $105.2M | 1,350,385 | 0.18% | 28q | +334.6%+$81.0M |
| Savant Capital, LLC | $104.9M | 1,341,056 | 0.31% | 29q | +78.6%+$46.1M |
| AMERIPRISE FINANCIAL INC | $103.1M | 1,331,971 | 0.02% | 31q | -46.5%-$89.6M |
| Beacon Pointe Advisors, LLC | $101.6M | 1,303,886 | 0.47% | 31q | +6.3%+$6.0M |
| RS CRUM INC. | $97.7M | 1,254,488 | 18.32% | 19q | +5.2%+$4.9M |
| DAVENPORT & Co LLC | $97.0M | 1,244,826 | 0.48% | 31q | HELD |
| FIFTH THIRD BANCORP | $93.9M | 1,204,888 | 0.15% | 31q | -24.3%-$30.1M |
| Fund Evaluation Group, LLC | $92.3M | 1,184,318 | 2.49% | 5q | +26988.7%+$91.9M |
| World Investment Advisors | $92.0M | 1,173,676 | 1.52% | 9q | +0.7%+$676.2K |
| D.A. DAVIDSON & CO. | $84.3M | 1,082,377 | 0.47% | 31q | +2.1%+$1.8M |
| Martel Wealth Advisors LLC | $77.6M | 996,458 | 12.21% | 32q | +6.2%+$4.5M |
| Focus Partners Advisor Solutions, LLC | $76.4M | 980,902 | 0.65% | 18q | +31.7%+$18.4M |
| MML INVESTORS SERVICES, LLC | $75.6M | 970,658 | 0.15% | 31q | +18.4%+$11.7M |
| Envestnet Portfolio Solutions, Inc. | $73.2M | 939,116 | 0.35% | 12q | +6.3%+$4.3M |
| Human Investing LLC | $71.7M | 917,500 | 4.92% | 31q | +104.1%+$36.6M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $71.2M | 893,913 | 0.06% | 31q | +384.4%+$56.5M |
| Integris Wealth Management, LLC | $70.0M | 898,698 | 14.14% | 15q | +5.4%+$3.6M |
| VANGUARD ADVISERS INC | $68.1M | 873,886 | 0.23% | 2q | +10.8%+$6.6M |
| FIRST MERCHANTS CORP | $67.9M | 871,815 | 2.39% | 17q | -1.3%-$902.5K |
| HighTower Advisors, LLC | $67.6M | 868,054 | 0.07% | 22q | +2.6%+$1.7M |
| STIFEL FINANCIAL CORP | $67.5M | 865,925 | 0.06% | 31q | +3.0%+$2.0M |
| Windward Private Wealth Management Inc. | $67.1M | 861,105 | 21.46% | 23q | +2.1%+$1.4M |
| Petersen Hastings Wealth Advisors Inc. | $66.0M | 847,131 | 5.54% | 3q | +5.9%+$3.7M |
| Gemmer Asset Management LLC | $65.3M | 838,296 | 4.39% | 31q | +2.2%+$1.4M |
| International City Management Association Retirement Corp | $60.5M | 776,816 | 26.31% | 9q | +29.6%+$13.8M |
| Vestmark Advisory Solutions, Inc. | $58.8M | 754,764 | 0.55% | 6q | +19.1%+$9.4M |
| Composition Wealth, LLC | $57.6M | 739,365 | 0.68% | 8q | +8.0%+$4.3M |
| Trajan Wealth LLC | $56.7M | 728,258 | 2.14% | 10q | +6.4%+$3.4M |
| Arbor Investment Advisors, LLC | $52.6M | 675,069 | 5.95% | 31q | +7.4%+$3.6M |
| Farther Finance Advisors, LLC | $49.6M | 636,517 | 0.39% | 15q | +8.2%+$3.7M |
| Symmetry Partners, LLC | $49.5M | 635,551 | 2.52% | 31q | +2.4%+$1.2M |
| TD Capital Management LLC | $49.3M | 633,341 | 4.03% | 31q | -8.8%-$4.8M |
| Orion Porfolio Solutions, LLC | $49.2M | 631,439 | 0.38% | 19q | +32.6%+$12.1M |
| PRESILIUM PRIVATE WEALTH, LLC | $47.9M | 615,146 | 7.36% | 15q | +11.8%+$5.1M |
| Clark Asset Management, LLC | $45.5M | 584,361 | 3.57% | 15q | +12.9%+$5.2M |
| Old Peak Finance LLC | $44.3M | 567,983 | 21.42% | 3q | +12.4%+$4.9M |
| TOBIAS FINANCIAL ADVISORS, INC. | $44.1M | 566,494 | 5.61% | 17q | +4.2%+$1.8M |
| Prime Capital Investment Advisors, LLC | $43.0M | 551,860 | 0.42% | 19q | -23.9%-$13.5M |
| Baird Financial Group, Inc. | $42.8M | 548,717 | 0.06% | 31q | +6.0%+$2.4M |
| Voya Financial Advisors, Inc. | $39.2M | 502,763 | 3.45% | 31q | +15.2%+$5.2M |
| Partners in Financial Planning | $38.1M | 488,983 | 5.78% | 21q | +2.4%+$904.5K |
| Savvy Advisors, Inc. | $37.5M | 480,920 | 0.80% | 11q | +9.1%+$3.1M |
| NewEdge Advisors, LLC | $36.9M | 473,565 | 0.11% | 31q | +50.7%+$12.4M |
| Wealthquest Corp | $36.8M | 472,218 | 2.32% | 8q | +8.1%+$2.7M |
| CreativeOne Wealth, LLC | $36.3M | 465,699 | 0.78% | 31q | +10.6%+$3.5M |
| Compass Planning Associates Inc | $36.0M | 462,096 | 19.46% | 7q | +26.3%+$7.5M |
| PDS Planning, Inc | $35.1M | 450,644 | 2.03% | 26q | +4.3%+$1.5M |
| Mariner, LLC | $34.9M | 447,856 | 0.04% | 22q | -3.1%-$1.1M |
| Berkshire Money Management, Inc. | $33.0M | 423,447 | 3.01% | 14q | HELD |
| Sage Financial Management Group, Inc. | $32.6M | 418,585 | 8.96% | 8q | +10.8%+$3.2M |
| Cullen/Frost Bankers, Inc. | $32.1M | 412,366 | 0.32% | 31q | HELD |
| Associated Banc-Corp | $31.9M | 409,223 | 0.76% | 31q | +8.5%+$2.5M |
| ELEVATION POINT WEALTH PARTNERS, LLC | $31.4M | 402,698 | 0.58% | 5q | +17.2%+$4.6M |
| GREENUP STREET WEALTH MANAGEMENT LLC | $31.3M | 401,299 | 3.81% | 2q | +13057.3%+$31.0M |
| AQR CAPITAL MANAGEMENT LLC | $30.9M | 396,353 | 0.01% | 8q | +18.5%+$4.8M |
| BlackRock, Inc. | $30.4M | 389,857 | 0.00% | 5q | +0.9%+$283.7K |
| Avior Wealth Management, LLC | $30.0M | 385,620 | 0.79% | 31q | +2.3%+$672.1K |
Showing the largest 100 of 1,356 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 | 1,308 | $38.8B | 501,335,647 | 90 | 575 | 378 | 0.0% |
| Q1 2026 | 1,289 | $34.6B | 442,243,196 | 93 | 543 | 380 | 0.0% |
| Q4 2025 | 1,265 | $32.5B | 412,338,167 | 98 | 513 | 338 | 0.0% |
| Q3 2025 | 1,159 | $31.0B | 392,573,851 | 65 | 477 | 368 | 0.0% |
| Q2 2025 | 1,163 | $30.8B | 391,136,886 | 81 | 424 | 419 | 0.0% |
| Q1 2025 | 1,148 | $27.7B | 354,379,962 | 71 | 436 | 411 | 0.0% |
| Q4 2024 | 1,176 | $27.2B | 351,876,492 | 73 | 435 | 358 | 0.0% |
| Q3 2024 | 1,072 | $28.6B | 364,176,836 | 70 | 390 | 399 | 0.0% |
| Q2 2024 | 1,062 | $26.7B | 348,132,645 | 54 | 374 | 418 | 0.0% |
| Q1 2024 | 1,075 | $28.0B | 365,640,069 | 47 | 392 | 425 | 0.0% |
| Q4 2023 | 1,123 | $27.1B | 351,862,501 | 75 | 343 | 475 | 0.0% |
| Q3 2023 | 1,039 | $23.8B | 317,189,426 | 68 | 309 | 463 | 0.0% |
| Q2 2023 | 1,047 | $27.5B | 363,515,103 | 65 | 343 | 438 | 0.0% |
| Q1 2023 | 1,023 | $27.9B | 364,943,008 | 59 | 353 | 418 | 0.0% |
| Q4 2022 | 980 | $26.4B | 350,839,078 | 75 | 252 | 458 | 0.0% |
| Q3 2022 | 1,129 | $30.3B | 404,275,915 | 78 | 370 | 466 | 0.0% |
| Q2 2022 | 1,154 | $28.9B | 376,445,149 | 102 | 373 | 482 | 0.0% |
| Q1 2022 | 1,158 | $27.0B | 346,125,510 | 77 | 408 | 434 | 0.0% |
| Q4 2021 | 1,162 | $30.4B | 376,001,977 | 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% |