VANGUARD BD INDEX FDS (VUSB)
Institutional ownership reported to the SEC as of Q3 2026, across 22 quarters.
28
Reporting holders
$64.9M
Reported value
0.0%
Calls
0.0%
Puts
-461
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 |
|---|---|---|---|---|---|
| TITLEIST ASSET MANAGEMENT, LLC | $19.4M | 392,501 | 1.26% | 11q | -4.9%-$1.0M |
| ECLECTIC ASSOCIATES INC /ADV | $16.3M | 328,018 | 1.82% | 21q | -16.1%-$3.1M |
| Apella Capital, LLC | $7.7M | 155,785 | 0.10% | 17q | +0.6%+$43.3K |
| Harpswell Capital Advisors, LLC | $7.4M | 148,864 | 4.84% | 4q | +14.8%+$948.9K |
| LEGACY SOLUTIONS, LLC | $2.1M | 42,279 | 1.60% | 8q | -0.9%-$18.9K |
| MOODY NATIONAL BANK TRUST DIVISION | $2.1M | 42,217 | 0.17% | 3q | +1.0%+$19.8K |
| Farther Finance Advisors, LLC | $1.4M | 28,087 | 0.01% | 16q | +133.6%+$796.0K |
| Ballew Advisors, Inc | $1.3M | 26,382 | 0.65% | 18q | HELD |
| ALKEME WEALTH, LLC | $1.1M | 21,879 | 0.41% | 17q | +2.6%+$27.0K |
| Avidian Wealth Enterprises, LLC | $1.0M | 20,516 | 0.03% | 16q | -62.7%-$1.7M |
| Elm3 Financial Group, LLC | $1.0M | 20,385 | 0.67% | 2q | +29.4%+$229.4K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $669.3K | 13,507 | 0.10% | 12q | -44.4%-$533.6K |
| Echo45 Advisors LLC | $513.3K | 10,359 | 0.23% | new | NEW |
| Partnership Wealth Management, LLC | $447.8K | 9,038 | 0.32% | 2q | HELD |
| Castleview Partners, LLC | $375.3K | 7,575 | 0.16% | 7q | +1.7%+$6.2K |
| Bath Savings Trust Co | $336.8K | 6,798 | 0.03% | 15q | HELD |
| Stonebridge Financial Group, LLC | $271.9K | 5,488 | 0.02% | 3q | +0.8%+$2.0K |
| Successful Portfolios LLC | $271.9K | 5,501 | 0.13% | 4q | +3.8%+$9.9K |
| INSPIRION WEALTH ADVISORS, LLC | $270.2K | 5,454 | 0.03% | 16q | +1.1%+$2.9K |
| Wisconsin Wealth Advisors, LLC | $256.4K | 5,174 | 0.22% | 4q | +16.5%+$36.3K |
| Hummer Financial Advisory Services Inc | $208.1K | 4,200 | 0.14% | 9q | HELD |
| EASTERN BANK | $152.8K | 3,083 | 0.00% | 3q | -1.6%-$2.5K |
| TOMPKINS FINANCIAL CORP | $141.3K | 2,852 | 0.01% | 2q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $75.7K | 1,528 | 0.02% | 2q | +1.1% |
| Bank of New Hampshire | $51.2K | 1,033 | 0.01% | 3q | HELD |
| Olistico Wealth, LLC | $34.5K | 696 | 0.01% | 4q | +68.5%+$14.0K |
| GILPIN WEALTH MANAGEMENT, LLC | $3.1K | 62 | 0.00% | 2q | HELD |
| CoreCap Advisors, LLC | $2.4K | 49 | 0.00% | new | NEW |
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 | 28 | $64.9M | 1,309,310 | 2 | 13 | 6 | 0.0% |
| Q2 2026 | 489 | $4.5B | 90,784,224 | 47 | 207 | 130 | 0.0% |
| Q1 2026 | 473 | $4.8B | 95,798,554 | 64 | 189 | 127 | 0.0% |
| Q4 2025 | 437 | $3.7B | 73,133,187 | 61 | 181 | 96 | 0.0% |
| Q3 2025 | 386 | $4.4B | 87,039,117 | 52 | 152 | 105 | 0.0% |
| Q2 2025 | 359 | $2.9B | 58,733,236 | 37 | 141 | 100 | 0.0% |
| Q1 2025 | 341 | $2.7B | 53,802,217 | 54 | 126 | 99 | 0.0% |
| Q4 2024 | 317 | $2.4B | 48,558,071 | 23 | 106 | 97 | 0.0% |
| Q3 2024 | 301 | $3.3B | 66,047,129 | 22 | 103 | 112 | 0.0% |
| Q2 2024 | 299 | $3.1B | 63,195,812 | 25 | 100 | 103 | 0.0% |
| Q1 2024 | 299 | $2.9B | 58,616,544 | 33 | 98 | 101 | 0.0% |
| Q4 2023 | 295 | $2.9B | 58,592,055 | 22 | 91 | 108 | 0.0% |
| Q3 2023 | 284 | $2.1B | 42,462,774 | 32 | 85 | 106 | 0.0% |
| Q2 2023 | 283 | $1.4B | 27,632,012 | 31 | 84 | 118 | 0.0% |
| Q1 2023 | 275 | $1.4B | 28,763,101 | 29 | 101 | 98 | 0.0% |
| Q4 2022 | 269 | $1.5B | 29,935,171 | 53 | 74 | 91 | 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% |