VANGUARD BD INDEX FDS (VUSB)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
465
Reporting holders
$4.3B
Reported value
0.0%
Held as options
+15
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 | $1.2B | 24,774,687 | 0.07% | 13q | -1.6%-$20.0M |
| Kensington Asset Management, LLC | $205.4M | 4,125,497 | 11.20% | 5q | +44.6%+$63.3M |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $184.9M | 3,713,491 | 5.93% | 2q | -57.8%-$253.5M |
| WELLS FARGO & COMPANY/MN | $183.1M | 3,678,347 | 0.03% | 13q | -49.1%-$176.6M |
| BANK OF AMERICA CORP /DE/ | $161.5M | 3,244,743 | 0.01% | 12q | +8.5%+$12.7M |
| Bramshill Investments, LLC | $155.0M | 3,112,942 | 11.85% | 6q | HELD |
| LPL Financial LLC | $130.7M | 2,625,517 | 0.03% | 17q | +3.9%+$4.9M |
| HighTower Advisors, LLC | $98.4M | 1,976,448 | 0.10% | 19q | +12.3%+$10.8M |
| MERCER GLOBAL ADVISORS INC /ADV | $98.3M | 1,974,469 | 0.06% | 4q | +17145.8%+$97.7M |
| Blue Trust, Inc. | $77.6M | 1,558,474 | 0.81% | 14q | -22.4%-$22.4M |
| Wharton Business Group, LLC | $71.6M | 1,437,741 | 2.39% | 20q | +1.0%+$673.9K |
| Pacific Center for Financial Services | $60.9M | 1,222,387 | 13.58% | 20q | +8.8%+$4.9M |
| Waverly Advisors, LLC | $45.7M | 917,885 | 0.27% | 16q | +76.1%+$19.7M |
| MML INVESTORS SERVICES, LLC | $42.7M | 857,265 | 0.09% | 18q | +78.2%+$18.7M |
| DMKC Advisory Services, LLC | $40.7M | 817,806 | 7.69% | 2q | +13667.8%+$40.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $33.5M | 673,738 | 0.04% | 21q | +4.1%+$1.3M |
| Red Wave Investments LLC | $32.4M | 651,243 | 8.24% | 15q | -1.3%-$440.0K |
| 55 North Private Wealth, LLC | $32.2M | 646,795 | 6.34% | 3q | +22.7%+$6.0M |
| RAFFA WEALTH MANAGEMENT, LLC | $31.0M | 622,737 | 3.91% | 17q | +25.6%+$6.3M |
| RAYMOND JAMES FINANCIAL INC | $29.6M | 595,055 | 0.01% | 7q | -28.6%-$11.9M |
| Fortitude Advisory Group L.L.C. | $26.7M | 536,537 | 10.20% | 3q | -2.2%-$596.5K |
| Fonville Wealth Management LLC | $25.4M | 509,593 | 4.14% | 11q | +3.1%+$751.8K |
| Mariner, LLC | $24.5M | 491,335 | 0.03% | 19q | +77.7%+$10.7M |
| Spectrum Asset Management, Inc. (NB/CA) | $24.3M | 487,873 | 6.74% | 4q | +4.6%+$1.1M |
| ROYAL BANK OF CANADA | $24.1M | 483,625 | 0.00% | 21q | -30.5%-$10.6M |
| Alpha Omega Wealth Management LLC | $23.9M | 479,829 | 3.64% | 6q | -2.4%-$584.5K |
| Advisory Services Network, LLC | $23.3M | 467,995 | 0.26% | 4q | +1.0%+$221.2K |
| Warwick Investment Management, Inc. | $23.0M | 462,039 | 2.58% | 10q | +182.5%+$14.9M |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $23.0M | 461,108 | 0.26% | 15q | +36.0%+$6.1M |
| Global Wealth Management, LLC | $22.4M | 450,535 | 11.42% | 8q | +2.3%+$512.0K |
| LOWE BROCKENBROUGH & CO INC | $22.1M | 443,065 | 0.98% | 18q | +1.9%+$401.3K |
| TITLEIST ASSET MANAGEMENT, LLC | $20.5M | 412,804 | 1.38% | 10q | -0.8%-$165.4K |
| Capital Advantage, Inc. | $20.5M | 412,453 | 2.50% | 2q | +18.6%+$3.2M |
| Arax Advisory Partners | $19.8M | 398,105 | 0.13% | new | NEW |
| OSAIC HOLDINGS, INC. | $19.6M | 394,208 | 0.02% | 21q | +7.9%+$1.4M |
| ECLECTIC ASSOCIATES INC /ADV | $19.5M | 391,076 | 2.22% | 20q | +28.1%+$4.3M |
| Cetera Investment Advisers | $19.5M | 390,993 | 0.02% | 17q | +29.8%+$4.5M |
| Chicago Partners Investment Group LLC | $19.3M | 389,449 | 0.39% | 15q | +47.0%+$6.2M |
| STIFEL FINANCIAL CORP | $19.0M | 381,045 | 0.02% | 20q | +10.1%+$1.7M |
| Coyle Financial Counsel LLC | $18.9M | 378,923 | 3.44% | 12q | +2.4%+$448.6K |
| David Kennon Inc | $17.6M | 354,232 | 5.83% | 14q | -1.7%-$296.9K |
| Valtinson Bruner Financial Planning LLC | $16.5M | 331,292 | 4.13% | 6q | -2.7%-$452.5K |
| McClarren Financial Advisors, Inc. | $16.5M | 330,616 | 8.51% | 21q | +6.7%+$1.0M |
| Calder Financial LLC | $16.0M | 320,831 | 15.05% | 3q | -2.9%-$470.7K |
| Kestra Advisory Services, LLC | $15.7M | 314,954 | 0.05% | 17q | +15.9%+$2.2M |
| Private Advisor Group, LLC | $15.3M | 306,950 | 0.07% | 13q | +2829.5%+$14.8M |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $14.3M | 287,484 | 2.86% | 7q | +9.1%+$1.2M |
| BlueChip Wealth Advisors LLC | $14.1M | 284,062 | 5.36% | 8q | -4.0%-$589.6K |
| Mesirow Financial Investment Management, Inc. | $13.6M | 272,316 | 0.21% | 11q | +4.6%+$598.3K |
| AE Wealth Management LLC | $13.5M | 271,284 | 0.06% | 12q | -11.1%-$1.7M |
| HTG Investment Advisors, Inc. | $13.5M | 270,624 | 3.45% | 15q | +39.7%+$3.8M |
| OneDigital Investment Advisors LLC | $13.3M | 267,282 | 0.11% | 20q | -2.0%-$276.4K |
| CAPTRUST FINANCIAL ADVISORS | $13.0M | 261,833 | 0.02% | 5q | +2.1%+$265.9K |
| Colony Family Offices, LLC | $12.8M | 257,677 | 2.82% | 16q | +8.9%+$1.1M |
| KITCHING PARTNERS, LLC | $12.3M | 246,697 | 10.55% | 11q | +3.7%+$435.7K |
| Corient Private Wealth LP | $11.9M | 239,427 | 0.01% | 15q | +100.3%+$6.0M |
| CWC Advisors, LLC. | $11.8M | 237,265 | 5.24% | 8q | +1.0%+$120.9K |
| HARBOUR INVESTMENT MANAGEMENT LLC | $11.8M | 236,587 | 6.08% | 6q | +12.6%+$1.3M |
| Focus Partners Wealth | $11.0M | 220,176 | 0.01% | 11q | -10.9%-$1.3M |
| CFO4Life Group, LLC | $10.9M | 219,320 | 1.47% | 3q | -10.3%-$1.3M |
| Blom & Howell Financial Planning, Inc. | $10.0M | 199,993 | 8.29% | 3q | -21.0%-$2.6M |
| KEYNOTE FINANCIAL SERVICES LLC | $9.4M | 188,323 | 4.39% | 6q | +6.0%+$534.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.1M | 182,577 | 0.02% | 12q | -7.3%-$712.7K |
| ENVESTNET ASSET MANAGEMENT INC | $9.0M | 181,284 | 0.00% | 17q | +11.3%+$917.6K |
| Spectrum Planning & Advisory Services Inc. | $8.9M | 179,021 | 3.99% | 2q | +26.1%+$1.8M |
| SpringVest Wealth Management LLC | $8.9M | 178,099 | 5.58% | 7q | -10.9%-$1.1M |
| WEALTHSPAN PARTNERS, LLC | $8.8M | 177,091 | 2.78% | 2q | +92.4%+$4.2M |
| Crews Bank & Trust | $8.1M | 161,976 | 1.05% | 7q | +2.9%+$225.5K |
| BLAIR WILLIAM & CO/IL | $7.9M | 158,180 | 0.02% | 19q | -8.4%-$723.9K |
| Steward Partners Investment Advisory, LLC | $7.7M | 155,431 | 0.04% | 16q | +5.7%+$415.3K |
| Apella Capital, LLC | $7.7M | 154,909 | 0.11% | 16q | HELD |
| Clearstead Advisors, LLC | $7.5M | 151,286 | 0.07% | 2q | -82.8%-$36.4M |
| Rothschild Wealth LLC | $7.1M | 142,830 | 0.57% | 4q | -12.6%-$1.0M |
| Lebenthal Global Advisors, LLC | $7.0M | 141,174 | 0.95% | 16q | +145.9%+$4.2M |
| Valmark Advisers, Inc. | $7.0M | 140,948 | 0.07% | 21q | +86.4%+$3.3M |
| DeLarme Wealth Management, Inc. | $6.9M | 139,499 | 4.03% | 3q | +4.4%+$293.1K |
| Evanson Financial, LLC | $6.8M | 136,854 | 0.33% | new | FIRST |
| NVWM, LLC | $6.7M | 135,343 | 1.36% | 20q | -18.0%-$1.5M |
| Beaumont Asset Management, L.L.C. | $6.6M | 132,982 | 2.57% | 2q | +3.2%+$204.1K |
| Harpswell Capital Advisors, LLC | $6.5M | 129,713 | 4.14% | 3q | -0.6%-$36.9K |
| NICOLET BANKSHARES INC | $6.1M | 122,424 | 0.19% | 2q | +4.7%+$274.9K |
| ADVISORY RESEARCH INC | $6.0M | 120,152 | 0.60% | 13q | +46.7%+$1.9M |
| FOUNDERS FINANCIAL SECURITIES LLC | $5.9M | 118,507 | 0.30% | 6q | -9.8%-$642.3K |
| Pine Harbor Wealth Management, LLC | $5.9M | 117,705 | 1.57% | 11q | HELD |
| MorganRosel Wealth Management, LLC | $5.8M | 117,316 | 1.97% | 21q | +16.4%+$822.9K |
| CITADEL ADVISORS LLC | $5.8M | 115,752 | 0.00% | 2q | -63.8%-$10.1M |
| ASPIRIANT, LLC | $5.7M | 115,081 | 0.14% | 17q | +34.4%+$1.5M |
| VERUS CAPITAL PARTNERS, LLC | $5.6M | 112,822 | 0.30% | 3q | -3.9%-$227.3K |
| Rockefeller Capital Management L.P. | $5.6M | 112,462 | 0.01% | 19q | +31.7%+$1.3M |
| Integrated Wealth Concepts LLC | $5.5M | 110,862 | 0.03% | 11q | +98.4%+$2.7M |
| Fischer Financial Services, Inc. | $5.4M | 108,520 | 1.36% | 7q | +4.8%+$248.9K |
| Leeward Financial Partners, LLC | $5.3M | 105,776 | 1.38% | 19q | -52.1%-$5.7M |
| Clear Creek Financial Management, LLC | $5.3M | 105,720 | 0.34% | new | NEW |
| UBS Group AG | $5.2M | 104,109 | 0.00% | 3q | +17.4%+$767.9K |
| LOWERY THOMAS, LLC | $5.2M | 103,799 | 2.52% | 7q | +21.2%+$904.8K |
| OPTIMA CAPITAL LLC | $5.1M | 103,054 | 2.02% | 2q | +316.0%+$3.9M |
| Focus Financial Network, Inc. | $5.1M | 101,915 | 0.16% | 13q | +24.2%+$987.4K |
| ZAZOVE ASSOCIATES LLC | $5.0M | 100,000 | 0.41% | 13q | HELD |
| Zhang Financial LLC | $4.9M | 99,319 | 0.14% | 7q | +172.4%+$3.1M |
| Alpha Zero LLC | $4.9M | 98,379 | 1.85% | 2q | +114.3%+$2.6M |
Showing the largest 100 of 488 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 | 465 | $4.3B | 86,775,251 | 45 | 198 | 122 | 0.0% |
| Q1 2026 | 450 | $4.6B | 92,375,161 | 60 | 179 | 121 | 0.0% |
| Q4 2025 | 412 | $3.5B | 70,039,598 | 57 | 172 | 88 | 0.0% |
| Q3 2025 | 365 | $4.2B | 84,025,771 | 48 | 144 | 98 | 0.0% |
| Q2 2025 | 338 | $2.7B | 54,682,163 | 35 | 132 | 91 | 0.0% |
| Q1 2025 | 319 | $2.5B | 49,819,120 | 51 | 119 | 90 | 0.0% |
| Q4 2024 | 294 | $2.2B | 44,299,506 | 20 | 98 | 88 | 0.0% |
| Q3 2024 | 275 | $3.1B | 61,318,423 | 19 | 88 | 105 | 0.0% |
| Q2 2024 | 274 | $2.9B | 58,109,258 | 22 | 90 | 95 | 0.0% |
| Q1 2024 | 271 | $2.5B | 49,567,293 | 32 | 85 | 92 | 0.0% |
| Q4 2023 | 260 | $2.4B | 48,127,364 | 20 | 75 | 98 | 0.0% |
| Q3 2023 | 249 | $1.6B | 32,530,222 | 30 | 71 | 92 | 0.0% |
| Q2 2023 | 246 | $1.0B | 21,062,096 | 28 | 70 | 102 | 0.0% |
| Q1 2023 | 235 | $901.4M | 18,308,028 | 25 | 80 | 89 | 0.0% |
| Q4 2022 | 218 | $915.2M | 18,820,129 | 42 | 58 | 73 | 0.0% |
| Q3 2022 | 240 | $1.3B | 26,685,537 | 44 | 68 | 84 | 0.0% |
| Q2 2022 | 224 | $1.3B | 25,429,008 | 69 | 57 | 73 | 0.0% |
| Q1 2022 | 176 | $1.1B | 21,542,521 | 33 | 63 | 53 | 0.0% |
| Q4 2021 | 174 | $675.8M | 13,532,330 | 45 | 67 | 30 | 0.0% |
| Q3 2021 | 126 | $596.6M | 11,900,955 | 56 | 47 | 12 | 0.0% |
| Q2 2021 | 76 | $169.5M | 3,383,089 | 75 | 0 | 0 | 0.0% |