DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD BD INDEX FDS (BIV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,033
Reporting holders
$19.1B
Reported value
0.0%
Calls
0.0%
Puts
+10
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 |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $2.0B | 26,474,330 | 0.33% | 31q | -4.6%-$98.9M |
| ENVESTNET ASSET MANAGEMENT INC | $1.9B | 24,235,046 | 0.44% | 31q | +2.9%+$52.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $983.5M | 12,822,370 | 0.53% | 31q | +6.2%+$57.7M |
| EP Wealth Advisors, LLC | $934.1M | 12,178,869 | 3.57% | 25q | +18.9%+$148.7M |
| GOLDMAN SACHS GROUP INC | $862.8M | 11,248,421 | 0.07% | 31q | +8.6%+$68.4M |
| MORGAN STANLEY | $665.4M | 8,675,092 | 0.04% | 35q | +4.2%+$26.8M |
| BANK OF AMERICA CORP /DE/ | $554.2M | 7,224,992 | 0.04% | 31q | +0.6%+$3.2M |
| Baird Financial Group, Inc. | $473.8M | 6,176,904 | 0.65% | 31q | +10.4%+$44.5M |
| True Link Financial Advisors, LLC | $437.7M | 5,706,056 | 25.31% | 23q | +6.5%+$26.7M |
| LPL Financial LLC | $411.1M | 5,360,448 | 0.09% | 31q | +1.5%+$5.9M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $306.4M | 3,995,262 | 1.69% | 17q | +8.1%+$22.9M |
| AMERIPRISE FINANCIAL INC | $299.6M | 3,911,085 | 0.06% | 31q | -6.9%-$22.2M |
| JONES FINANCIAL COMPANIES LLLP | $261.2M | 3,393,708 | 0.10% | 31q | +9.2%+$21.9M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $186.8M | 2,435,399 | 0.64% | 2q | +5.7%+$10.0M |
| RAYMOND JAMES FINANCIAL INC | $184.1M | 2,400,546 | 0.05% | 7q | -4.9%-$9.4M |
| LINCOLN NATIONAL CORP | $172.7M | 2,251,874 | 4.42% | 31q | +3.0%+$5.1M |
| Cambridge Investment Research Advisors, Inc. | $169.5M | 2,210,316 | 0.19% | 31q | +110.4%+$89.0M |
| OSAIC HOLDINGS, INC. | $159.1M | 2,073,835 | 0.19% | 26q | HELD |
| ROYAL BANK OF CANADA | $157.8M | 2,057,704 | 0.02% | 31q | -1.4%-$2.2M |
| Mariner, LLC | $155.0M | 2,020,987 | 0.16% | 20q | +1.0%+$1.6M |
| Zhang Financial LLC | $146.9M | 1,914,897 | 4.29% | 18q | +1.3%+$1.9M |
| UBS Group AG | $141.1M | 1,839,154 | 0.02% | 31q | +8.1%+$10.6M |
| Retirement Investment Advisors, Inc. | $138.2M | 1,825,373 | 9.85% | 14q | +6.3%+$8.2M |
| Cetera Investment Advisers | $137.5M | 1,793,272 | 0.13% | 31q | +5.2%+$6.8M |
| MATHER GROUP, LLC. | $125.0M | 1,630,105 | 1.09% | 23q | -55.9%-$158.8M |
| Bank of New York Mellon Corp | $117.1M | 1,526,858 | 0.02% | 31q | +1.8%+$2.0M |
| FMR LLC | $116.3M | 1,515,708 | 0.01% | 31q | +5.6%+$6.2M |
| FIFTH THIRD BANCORP | $112.9M | 1,471,769 | 0.18% | 31q | -1.7%-$1.9M |
| Creative Planning | $105.2M | 1,371,285 | 0.06% | 31q | +21.5%+$18.6M |
| ASSETMARK, INC | $103.3M | 1,346,530 | 0.18% | 24q | +8390.1%+$102.1M |
| Cerity Partners LLC | $97.9M | 1,276,358 | 0.12% | 23q | +5.6%+$5.2M |
| TRUIST FINANCIAL CORP | $96.9M | 1,263,804 | 0.12% | 29q | +4.6%+$4.3M |
| PEAPACK GLADSTONE FINANCIAL CORP | $96.8M | 1,261,481 | 1.11% | 31q | +0.7%+$636.5K |
| BCM ADVISORS, LLC | $95.7M | 1,267,115 | 18.63% | 31q | HELD |
| American Trust | $93.1M | 1,214,066 | 7.18% | 5q | -2.1%-$2.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $92.6M | 1,207,949 | 0.12% | 31q | -2.0%-$1.9M |
| Rockefeller Capital Management L.P. | $88.1M | 1,148,006 | 0.14% | 31q | +5.6%+$4.6M |
| CITIZENS FINANCIAL GROUP INC/RI | $80.6M | 1,050,510 | 0.97% | 13q | +118.3%+$43.7M |
| Family Investment Center, Inc. | $79.7M | 1,038,714 | 13.23% | 11q | +7.4%+$5.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $77.1M | 1,014,569 | 0.13% | 12q | +8.0%+$5.7M |
| VANGUARD ADVISERS INC | $74.7M | 974,442 | 0.25% | 2q | +10.6%+$7.2M |
| BANK OF MONTREAL /CAN/ | $70.5M | 919,537 | 0.02% | 31q | +4.0%+$2.7M |
| WIT, LLC | $66.1M | 861,173 | 1.05% | 10q | HELD |
| Discipline Wealth Solutions, LLC | $62.8M | 818,448 | 5.48% | 11q | +12.3%+$6.9M |
| World Investment Advisors | $61.2M | 793,535 | 1.01% | 25q | +0.5%+$319.4K |
| Cranbrook Wealth Management, LLC | $56.0M | 730,608 | 10.49% | 31q | +1.7%+$946.0K |
| US BANCORP \DE\ | $55.9M | 729,038 | 0.06% | 31q | +3.5%+$1.9M |
| MML INVESTORS SERVICES, LLC | $54.8M | 714,797 | 0.11% | 31q | +25.4%+$11.1M |
| Sage Financial Management Group, Inc. | $54.6M | 711,661 | 15.00% | 8q | +6.1%+$3.2M |
| Verus Financial Partners, Inc. | $54.2M | 706,952 | 4.64% | 11q | +5.2%+$2.7M |
| Cannon Financial Strategists, Inc. | $53.4M | 696,561 | 6.08% | 30q | +5.9%+$3.0M |
| STEPHENS INC /AR/ | $52.5M | 683,912 | 0.59% | 31q | +12.2%+$5.7M |
| Scott Capital Advisors, LLC | $51.9M | 677,229 | 8.14% | 15q | +5.7%+$2.8M |
| JPMORGAN CHASE & CO | $51.3M | 666,617 | 0.00% | 31q | -30.0%-$22.0M |
| Janney Montgomery Scott LLC | $49.7M | 647,754 | 0.10% | 31q | +3.2%+$1.5M |
| Reliant Wealth Planning | $48.5M | 631,866 | 13.33% | 13q | +3.4%+$1.6M |
| Francis Financial, Inc. | $48.1M | 626,906 | 7.88% | 17q | +3.4%+$1.6M |
| Cornerstone Planning Group LLC | $46.1M | 609,041 | 5.80% | 14q | +4.1%+$1.8M |
| MFA WEALTH ADVISORS, LLC | $46.1M | 600,446 | 7.85% | 10q | -2.3%-$1.1M |
| Willow Creek Wealth Management Inc. | $44.7M | 583,191 | 2.94% | 29q | +19.1%+$7.2M |
| DAYMARK WEALTH PARTNERS, LLC | $44.2M | 575,881 | 1.08% | new | NEW |
| STIFEL FINANCIAL CORP | $42.8M | 558,188 | 0.04% | 31q | +3.2%+$1.3M |
| &PARTNERS | $42.5M | 554,565 | 0.17% | 11q | +21.2%+$7.4M |
| PNC Financial Services Group, Inc. | $41.7M | 543,846 | 0.02% | 31q | +8.5%+$3.3M |
| Badgley Phelps Wealth Managers, LLC | $40.2M | 523,833 | 0.70% | 15q | +1.7%+$681.6K |
| Midwest Trust Co | $40.1M | 523,378 | 0.45% | 5q | +23.4%+$7.6M |
| Beacon Capital Management, Inc. | $40.0M | 521,466 | 2.42% | 31q | -16.0%-$7.6M |
| BetterWealth, LLC | $40.0M | 521,246 | 7.07% | 7q | +8.1%+$3.0M |
| PINKERTON WEALTH, LLC | $39.8M | 515,159 | 3.41% | 25q | +5.4%+$2.0M |
| Farmers & Merchants Trust Co of Chambersburg PA | $38.5M | 501,701 | 9.77% | 13q | +1.9%+$719.9K |
| True Freedom Investing, LLC | $38.3M | 496,303 | 3.00% | 3q | -2.6%-$1.0M |
| LVW Advisors, LLC | $37.9M | 494,779 | 3.28% | 26q | +6.4%+$2.3M |
| Franklin, Parlapiano, Turner & Welch, LLC | $37.5M | 488,980 | 8.48% | 31q | -0.8%-$288.7K |
| Farther Finance Advisors, LLC | $37.5M | 488,716 | 0.29% | 15q | +2.1%+$777.7K |
| Envestnet Portfolio Solutions, Inc. | $36.1M | 470,818 | 0.17% | 12q | +4.5%+$1.5M |
| Geneos Wealth Management Inc. | $35.7M | 465,336 | 0.73% | 42q | +6.9%+$2.3M |
| Gordian Advisors LLC | $34.7M | 451,880 | 20.38% | 11q | +5.8%+$1.9M |
| HighTower Advisors, LLC | $34.6M | 451,690 | 0.03% | 22q | -4.0%-$1.4M |
| Avior Wealth Management, LLC | $34.1M | 445,048 | 0.90% | 31q | +2.4%+$805.0K |
| BRIGHTON SECURITIES CORP. | $34.0M | 443,456 | 14.61% | 7q | +2.0%+$662.8K |
| CARY STREET PARTNERS FINANCIAL LLC | $33.5M | 476,206 | 0.73% | 7q | -2.2%-$749.9K |
| SOUTHERN MICHIGAN BANK & TRUST | $33.3M | 433,842 | 11.83% | 2q | HELD |
| GREENUP STREET WEALTH MANAGEMENT LLC | $32.1M | 418,756 | 3.91% | 19q | +35.0%+$8.3M |
| Wescott Financial Advisory Group, LLC | $32.1M | 418,386 | 2.49% | 16q | +7.2%+$2.2M |
| Grey Fox Wealth Advisors, LLC | $32.0M | 417,009 | 5.02% | 7q | +7.0%+$2.1M |
| Prime Capital Investment Advisors, LLC | $31.8M | 415,253 | 0.31% | 16q | +78.1%+$14.0M |
| Wealthfront Advisers LLC | $31.5M | 410,897 | 0.06% | 31q | -2.7%-$865.1K |
| Modera Wealth Management, LLC | $31.4M | 409,973 | 0.34% | 23q | -2.1%-$673.0K |
| Roundview Capital LLC | $31.3M | 408,111 | 1.71% | 31q | +9.3%+$2.7M |
| Ballentine Capital Advisors, Inc | $31.0M | 403,995 | 11.68% | 11q | +10.7%+$3.0M |
| CAPTRUST FINANCIAL ADVISORS | $30.9M | 403,393 | 0.05% | 31q | +1.1%+$322.7K |
| Seneschal Advisors, LLC | $30.4M | 395,818 | 20.79% | 7q | HELD |
| Keyes, Stange & Wooten Wealth Management, LLC | $30.3M | 394,939 | 12.09% | 11q | +19.0%+$4.8M |
| FPC INVESTMENT ADVISORY, INC. | $30.1M | 395,163 | 14.20% | 10q | +1.7%+$514.5K |
| Compass Planning Associates Inc | $29.9M | 390,104 | 16.18% | 7q | +7.9%+$2.2M |
| CHRISTINE MESSMER PC | $29.9M | 389,276 | 16.82% | 3q | +26.5%+$6.2M |
| BROWN WEALTH MANAGEMENT, LLC | $29.8M | 388,428 | 6.66% | 10q | +12.0%+$3.2M |
| ACORN CREEK CAPITAL LLC | $29.8M | 388,216 | 9.95% | 11q | +3.5%+$997.9K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $29.7M | 387,752 | 2.57% | 15q | +7.9%+$2.2M |
| BANK HAPOALIM BM | $29.4M | 382,990 | 1.95% | 2q | -25.6%-$10.1M |
Showing the largest 100 of 1,033 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 | 425 | $3.4B | 47,126,004 | 23 | 194 | 136 | 0.0% |
| Q2 2026 | 1,033 | $19.1B | 249,277,282 | 70 | 466 | 297 | 0.0% |
| Q1 2026 | 1,023 | $18.6B | 240,713,028 | 99 | 492 | 233 | 0.1% |
| Q4 2025 | 985 | $17.4B | 223,185,615 | 68 | 455 | 227 | 0.0% |
| Q3 2025 | 929 | $16.0B | 204,533,784 | 59 | 412 | 256 | 0.0% |
| Q2 2025 | 939 | $15.0B | 193,935,349 | 69 | 369 | 301 | 0.0% |
| Q1 2025 | 929 | $14.4B | 187,896,754 | 64 | 396 | 293 | 0.0% |
| Q4 2024 | 939 | $13.2B | 177,455,830 | 58 | 433 | 233 | 0.0% |
| Q3 2024 | 861 | $12.4B | 157,804,541 | 72 | 411 | 218 | 0.0% |
| Q2 2024 | 831 | $11.3B | 150,618,126 | 71 | 351 | 238 | 0.0% |
| Q1 2024 | 820 | $11.7B | 155,024,441 | 57 | 360 | 238 | 0.0% |
| Q4 2023 | 826 | $11.4B | 149,776,452 | 80 | 292 | 283 | 0.0% |
| Q3 2023 | 726 | $9.6B | 133,383,235 | 67 | 283 | 232 | 0.0% |
| Q2 2023 | 726 | $9.6B | 127,353,789 | 53 | 308 | 220 | 0.0% |
| Q1 2023 | 707 | $8.9B | 115,756,852 | 57 | 262 | 240 | 0.0% |
| Q4 2022 | 689 | $8.1B | 108,658,685 | 57 | 199 | 274 | 0.0% |
| Q3 2022 | 644 | $78.5B | 1,067,576,231 | 50 | 221 | 224 | 0.0% |
| Q2 2022 | 670 | $77.4B | 996,955,598 | 54 | 196 | 297 | 0.0% |
| Q1 2022 | 708 | $75.2B | 918,165,401 | 58 | 255 | 248 | 0.0% |
| Q4 2021 | 720 | $104.8B | 1,196,716,857 | 57 | 251 | 207 | 0.0% |
| Q3 2021 | 640 | $118.8B | 1,328,190,510 | 38 | 266 | 178 | 0.0% |
| Q2 2021 | 638 | $116.1B | 1,290,818,187 | 51 | 278 | 163 | 0.0% |
| Q1 2021 | 626 | $98.3B | 1,108,007,606 | 39 | 284 | 181 | 0.0% |
| Q4 2020 | 651 | $102.0B | 1,098,336,577 | 62 | 272 | 138 | 0.0% |
| Q3 2020 | 563 | $63.0B | 673,951,936 | 59 | 274 | 92 | 0.0% |
| Q2 2020 | 529 | $43.6B | 468,053,357 | 63 | 205 | 150 | 0.0% |
| Q1 2020 | 496 | $35.4B | 396,885,793 | 68 | 175 | 155 | 0.0% |
| Q4 2019 | 481 | $32.3B | 370,842,724 | 43 | 198 | 78 | 0.0% |
| Q3 2019 | 408 | $24.1B | 274,011,105 | 25 | 161 | 110 | 0.0% |
| Q2 2019 | 421 | $24.0B | 276,214,169 | 56 | 160 | 111 | 0.0% |
| Q1 2019 | 400 | $22.8B | 272,004,641 | 23 | 121 | 150 | 0.0% |
| Q4 2018 | 407 | $14.8B | 182,742,012 | 6 | 12 | 7 | 0.0% |