DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD BD INDEX FDS (BLV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
413
Reporting holders
$3.7B
Reported value
0.1%
Calls
0.0%
Puts
-2
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $955.8M | 13,866,536 | 0.23% | 31q | +1.6%+$15.2M |
| LPL Financial LLC | $208.9M | 3,030,083 | 0.05% | 31q | -0.9%-$1.8M |
| LINCOLN NATIONAL CORP | $189.6M | 2,750,787 | 4.85% | 31q | +4.7%+$8.5M |
| Karpus Management, Inc. | $147.0M | 2,132,736 | 4.23% | 31q | +8.2%+$11.2M |
| EXCHANGE TRADED CONCEPTS, LLC | $135.3M | 1,962,978 | 0.62% | 5q | +12.4%+$14.9M |
| Bank of New York Mellon Corp | $108.7M | 1,577,446 | 0.02% | 31q | +2.0%+$2.1M |
| WELLS FARGO & COMPANY/MN | $98.6M | 1,430,993 | 0.02% | 31q | -6.4%-$6.8M |
| Cambridge Investment Research Advisors, Inc. | $92.6M | 1,343,432 | 0.11% | 31q | +101.9%+$46.7M |
| ROYAL BANK OF CANADA | $78.7M | 1,141,474 | 0.01% | 31q | +2.5%+$1.9M |
| AMERIPRISE FINANCIAL INC | $76.9M | 1,116,002 | 0.02% | 31q | +146.0%+$45.6M |
| GOLDMAN SACHS GROUP INC | $72.7M | 1,055,206 | 0.01% | 15q | +4.1%+$2.9M |
| Cetera Investment Advisers | $71.7M | 1,040,755 | 0.07% | 26q | +3.2%+$2.2M |
| BANK OF AMERICA CORP /DE/ | $70.0M | 1,015,014 | 0.00% | 31q | -17.8%-$15.2M |
| OSAIC HOLDINGS, INC. | $50.5M | 732,721 | 0.06% | 26q | +3.5%+$1.7M |
| MORGAN STANLEY | $42.0M | 608,738 | 0.00% | 35q | -23.8%-$13.1M |
| Metropolitan Life Insurance Co/NY | $41.3M | 599,208 | 11.56% | 5q | HELD |
| Beacon Capital Management, Inc. | $39.9M | 579,071 | 2.41% | 31q | -15.9%-$7.5M |
| Janney Montgomery Scott LLC | $39.4M | 571,211 | 0.08% | 6q | +4.5%+$1.7M |
| VANGUARD ADVISERS INC | $37.2M | 539,045 | 0.13% | 2q | +10.3%+$3.5M |
| UBS Group AG | $33.8M | 489,773 | 0.00% | 31q | +3.0%+$967.7K |
| Envestnet Portfolio Solutions, Inc. | $33.0M | 478,824 | 0.16% | 12q | +4.4%+$1.4M |
| Ocean Park Asset Management, LLC | $32.7M | 475,100 | 1.58% | 2q | HELD |
| TRUIST FINANCIAL CORP | $29.5M | 427,581 | 0.04% | 27q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $28.7M | 416,117 | 0.02% | 31q | -2.8%-$836.9K |
| Koss-Olinger Consulting, LLC | $25.9M | 375,234 | 1.99% | 9q | -3.2%-$862.6K |
| Strong Tower Advisory Services | $25.5M | 370,423 | 4.58% | 5q | +8.8%+$2.1M |
| Orion Porfolio Solutions, LLC | $25.3M | 366,958 | 0.19% | 14q | +29.9%+$5.8M |
| Concurrent Investment Advisors, LLC | $22.1M | 321,333 | 0.19% | 11q | +482.1%+$18.3M |
| MML INVESTORS SERVICES, LLC | $21.9M | 318,197 | 0.04% | 31q | +28.6%+$4.9M |
| REGIONS FINANCIAL CORP | $20.4M | 295,832 | 0.12% | 15q | +0.6%+$120.6K |
| ETF Portfolio Partners, Inc. | $19.8M | 286,670 | 4.70% | 13q | +6.8%+$1.3M |
| Clark Asset Management, LLC | $19.6M | 284,943 | 1.54% | 15q | +9.4%+$1.7M |
| RAYMOND JAMES FINANCIAL INC | $19.5M | 283,577 | 0.01% | 7q | +5.6%+$1.0M |
| &PARTNERS | $19.3M | 280,448 | 0.08% | 10q | +46.7%+$6.2M |
| NewEdge Advisors, LLC | $17.6M | 254,760 | 0.05% | 31q | +34.6%+$4.5M |
| PRINCIPAL FINANCIAL GROUP INC | $17.3M | 251,115 | 0.01% | 18q | -18.8%-$4.0M |
| Waterford Advisors, LLC | $16.3M | 209,762 | 4.46% | 2q | +9.0%+$1.3M |
| Trilogy Capital Inc. | $15.7M | 227,536 | 0.61% | 5q | -22.1%-$4.5M |
| STIFEL FINANCIAL CORP | $15.7M | 227,070 | 0.01% | 31q | +3.4%+$521.9K |
| CreativeOne Wealth, LLC | $15.4M | 224,084 | 0.33% | 31q | +10.6%+$1.5M |
| Idaho Trust Co | $15.3M | 222,112 | 4.47% | 9q | +10.6%+$1.5M |
| Betterment LLC | $14.8M | 214,113 | 0.02% | 31q | +2.8%+$400.4K |
| Thrivent Financial for Lutherans | $13.9M | 200,996 | 0.02% | 30q | +6.3%+$821.6K |
| GREENUP STREET WEALTH MANAGEMENT LLC | $13.5M | 196,029 | 1.64% | 19q | +24.4%+$2.6M |
| Ameritas Advisory Services, LLC | $13.4M | 194,588 | 0.27% | 11q | +76.2%+$5.8M |
| WINCAP FINANCIAL LLC | $13.3M | 193,644 | 7.21% | 7q | +6.4%+$807.2K |
| Ryan Investment Management, Inc. | $12.8M | 185,362 | 5.78% | new | NEW |
| BlueStem Wealth Partners, LLC | $12.5M | 180,997 | 1.24% | new | NEW |
| PNC Financial Services Group, Inc. | $12.3M | 178,190 | 0.01% | 31q | -4.2%-$540.9K |
| TD PRIVATE CLIENT WEALTH LLC | $11.6M | 167,958 | 0.21% | 23q | -3.0%-$356.0K |
| DAYMARK WEALTH PARTNERS, LLC | $11.5M | 166,474 | 0.28% | new | NEW |
| PEAPACK GLADSTONE FINANCIAL CORP | $11.5M | 166,412 | 0.13% | 8q | -6.9%-$847.2K |
| Platt Investment Counsel, LLC | $11.4M | 164,964 | 7.62% | 6q | +1.8%+$198.5K |
| Evergreen Wealth Management, LLC | $11.1M | 161,241 | 5.21% | 14q | +4.5%+$478.2K |
| Crestwood Advisors Group, LLC | $10.6M | 153,584 | 0.16% | 2q | +32.3%+$2.6M |
| Evolution Advisers, Inc. | $10.4M | 150,385 | 3.81% | 19q | +13.9%+$1.3M |
| NYL Investors LLC | $10.1M | 146,377 | 3.87% | 31q | +1.8%+$175.7K |
| Summit Wealth Group, LLC | $9.9M | 143,517 | 2.02% | 9q | +4.4%+$419.4K |
| Ashton Thomas Private Wealth, LLC | $9.7M | 140,270 | 0.20% | 4q | +32220.3%+$9.6M |
| Atria Investments, Inc | $9.5M | 138,321 | 0.10% | 25q | HELD |
| Addison Capital Co | $8.9M | 129,734 | 1.47% | 2q | +3.5%+$299.2K |
| World Investment Advisors | $8.8M | 127,606 | 0.15% | 9q | +4.1%+$344.7K |
| EverSource Wealth Advisors, LLC | $8.5M | 123,953 | 0.29% | 19q | -46.5%-$7.4M |
| One Wealth Map LLC | $8.2M | 123,480 | 3.72% | 11q | +8.4%+$636.1K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $7.9M | 114,027 | 0.39% | 15q | +16.2%+$1.1M |
| Nest Investments, LLC | $7.7M | 111,715 | 5.85% | 3q | +3.6%+$268.8K |
| Sellwood Investment Partners LLC | $7.5M | 108,373 | 2.63% | 7q | +40.9%+$2.2M |
| Parker Financial LLC | $7.3M | 105,916 | 2.67% | 15q | HELD |
| Brookstone Capital Management | $7.2M | 103,882 | 0.07% | 31q | +19.2%+$1.2M |
| PFW Advisors LLC | $6.9M | 99,799 | 2.01% | 13q | +2.6%+$176.2K |
| Sovereign Financial Group, Inc. | $6.8M | 99,163 | 1.04% | 19q | +11.1%+$682.6K |
| SigFig Wealth Management, LLC | $6.8M | 98,063 | 0.18% | 26q | +0.6%+$41.5K |
| Mutual Advisors, LLC | $6.8M | 98,823 | 0.13% | 26q | +3.6%+$238.1K |
| Bay Harbor Wealth Management, LLC | $6.7M | 97,321 | 1.55% | 31q | +0.8%+$51.9K |
| MassMutual Private Wealth & Trust, FSB | $6.6M | 95,326 | 0.17% | 31q | HELD |
| JPMORGAN CHASE & CO | $6.6M | 94,214 | 0.00% | 22q | -29.9%-$2.8M |
| CoreCap Advisors, LLC | $6.5M | 93,889 | 0.19% | 8q | +14.1%+$801.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.4M | 93,532 | 0.01% | 31q | -32.6%-$3.1M |
| MGO ONE SEVEN LLC | $6.2M | 90,536 | 0.10% | 9q | +5.2%+$306.8K |
| JONES FINANCIAL COMPANIES LLLP | $6.0M | 85,643 | 0.00% | 11q | HELD |
| DiPaolo Financial Group, Inc. | $5.8M | 83,990 | 3.78% | 3q | +5.4%+$294.5K |
| Leeward Financial Partners, LLC | $5.7M | 82,969 | 1.50% | 13q | +2.3%+$127.3K |
| Rochester Wealth Strategies, LLC | $5.6M | 81,407 | 3.11% | 6q | -8.8%-$540.5K |
| ASSETMARK, INC | $5.5M | 79,822 | 0.01% | 27q | -14.7%-$944.5K |
| FLAGSTAR SECURITIES, INC | $5.5M | 79,376 | 1.65% | 20q | -10.2%-$622.4K |
| J.W. COLE ADVISORS, INC. | $5.5M | 79,219 | 0.09% | new | NEW |
| Cerity Partners LLC | $5.4M | 77,932 | 0.01% | 3q | +1.8%+$97.3K |
| SEEDS INVESTOR LLC | $5.3M | 77,492 | 0.55% | 2q | +17.9%+$810.2K |
| Farther Finance Advisors, LLC | $5.0M | 73,032 | 0.04% | 15q | +3.5%+$168.7K |
| Main Street Financial Solutions, LLC | $4.9M | 70,909 | 0.31% | 10q | +14.4%+$613.8K |
| LIBERTY WEALTH MANAGEMENT LLC | $4.8M | 70,416 | 0.61% | 14q | HELD |
| Arcadia Wealth Management, LLC | $4.7M | 68,048 | 1.47% | 13q | +7.0%+$308.6K |
| Aspire Private Capital, LLC | $4.7M | 67,930 | 0.97% | 31q | +4.6%+$205.3K |
| MONEY CONCEPTS CAPITAL CORP | $4.4M | 63,658 | 0.20% | 4q | -11.5%-$570.7K |
| Waverly Advisors, LLC | $4.2M | 60,824 | 0.02% | 3q | -1.1%-$48.1K |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $4.2M | 60,535 | 0.49% | 6q | +6.9%+$270.3K |
| Cornerstone Financial Group, LLC /NE/ | $4.1M | 60,121 | 2.55% | 7q | +2.9%+$118.4K |
| PARK AVENUE SECURITIES LLC | $4.0M | 58,466 | 0.03% | 5q | +76.8%+$1.8M |
| Troutman Wealth Management, LLC | $4.0M | 57,915 | 3.07% | 3q | +2.5%+$97.6K |
| First Heartland Consultants, Inc. | $4.0M | 57,796 | 0.26% | 31q | +1.1%+$43.5K |
Showing the largest 100 of 414 reported holders. The count of 413 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
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 | 133 | $362.1M | 5,772,716 | 14 | 48 | 45 | 0.0% |
| Q2 2026 | 413 | $3.7B | 54,149,457 | 38 | 167 | 123 | 0.1% |
| Q1 2026 | 415 | $3.6B | 52,736,838 | 48 | 174 | 113 | 0.1% |
| Q4 2025 | 414 | $3.5B | 50,521,956 | 46 | 175 | 107 | 0.1% |
| Q3 2025 | 383 | $3.5B | 48,691,506 | 51 | 163 | 118 | 0.2% |
| Q2 2025 | 365 | $3.4B | 48,486,955 | 38 | 148 | 123 | 0.1% |
| Q1 2025 | 374 | $3.4B | 48,116,988 | 33 | 150 | 130 | 0.2% |
| Q4 2024 | 381 | $2.9B | 42,044,664 | 29 | 155 | 117 | 0.1% |
| Q3 2024 | 368 | $3.3B | 44,156,089 | 45 | 167 | 104 | 0.4% |
| Q2 2024 | 367 | $3.0B | 42,384,934 | 38 | 152 | 112 | 0.2% |
| Q1 2024 | 363 | $3.4B | 46,986,170 | 44 | 167 | 100 | 0.1% |
| Q4 2023 | 367 | $4.0B | 54,194,068 | 68 | 127 | 96 | 0.2% |
| Q3 2023 | 302 | $3.4B | 50,378,638 | 36 | 124 | 82 | 0.1% |
| Q2 2023 | 308 | $3.9B | 51,747,205 | 51 | 124 | 77 | 0.1% |
| Q1 2023 | 277 | $3.3B | 42,710,707 | 45 | 107 | 74 | 0.1% |
| Q4 2022 | 267 | $4.2B | 160,118,155 | 42 | 85 | 97 | 0.1% |
| Q3 2022 | 240 | $11.3B | 157,496,996 | 30 | 76 | 86 | 0.0% |
| Q2 2022 | 251 | $10.5B | 131,418,067 | 25 | 84 | 99 | 0.0% |
| Q1 2022 | 260 | $7.4B | 81,110,860 | 23 | 92 | 100 | 0.0% |
| Q4 2021 | 270 | $8.7B | 84,506,873 | 29 | 104 | 68 | 0.1% |
| Q3 2021 | 255 | $7.4B | 72,515,156 | 26 | 117 | 64 | 0.0% |
| Q2 2021 | 250 | $6.0B | 58,284,018 | 33 | 102 | 76 | 0.1% |
| Q1 2021 | 242 | $26.9B | 273,533,651 | 21 | 109 | 68 | 0.0% |
| Q4 2020 | 266 | $29.9B | 272,367,500 | 38 | 102 | 62 | 0.0% |
| Q3 2020 | 226 | $12.9B | 115,492,620 | 31 | 102 | 53 | 0.0% |
| Q2 2020 | 217 | $5.4B | 48,442,577 | 24 | 89 | 63 | 0.1% |
| Q1 2020 | 213 | $3.7B | 34,177,300 | 31 | 72 | 74 | 0.0% |
| Q4 2019 | 212 | $3.6B | 37,697,840 | 38 | 90 | 36 | 0.0% |
| Q3 2019 | 170 | $3.3B | 33,669,780 | 20 | 75 | 38 | 0.0% |
| Q2 2019 | 170 | $2.1B | 21,850,698 | 27 | 67 | 45 | 0.0% |
| Q1 2019 | 171 | $6.6B | 71,282,920 | 23 | 67 | 47 | 0.0% |
| Q4 2018 | 154 | $5.4B | 61,470,845 | 4 | 5 | 5 | 0.0% |