DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD BD INDEX FDS (BND)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,847
Reporting holders
$92.9B
Reported value
0.0%
Calls
0.0%
Puts
+52
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $11.5B | 155,418,110 | 0.63% | 31q | +8.8%+$927.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.4B | 141,274,305 | 5.54% | 31q | +4.8%+$474.1M |
| Creative Planning | $9.6B | 130,673,715 | 5.61% | 31q | +7.7%+$681.9M |
| MORGAN STANLEY | $9.2B | 125,882,099 | 0.49% | 35q | +0.7%+$63.4M |
| VANGUARD ADVISERS INC | $4.6B | 62,713,498 | 15.66% | 2q | +11.7%+$483.0M |
| Savant Capital, LLC | $2.6B | 35,718,154 | 7.71% | 29q | +111.7%+$1.4B |
| WELLS FARGO & COMPANY/MN | $2.1B | 29,041,837 | 0.35% | 31q | +11.6%+$220.9M |
| BANK OF AMERICA CORP /DE/ | $2.0B | 26,751,940 | 0.13% | 31q | +4.2%+$79.2M |
| ENVESTNET ASSET MANAGEMENT INC | $1.8B | 25,163,867 | 0.44% | 31q | +5.4%+$94.3M |
| SEI INVESTMENTS CO | $1.5B | 20,078,691 | 1.30% | 31q | +7.8%+$106.5M |
| LPL Financial LLC | $1.5B | 19,768,745 | 0.33% | 31q | +3.5%+$49.6M |
| Allworth Financial LP | $1.4B | 18,868,185 | 5.88% | 31q | -22.0%-$390.9M |
| Vanguard Global Advisers, LLC | $1.3B | 17,950,234 | 0.61% | 2q | +5.4%+$67.3M |
| GOLDMAN SACHS GROUP INC | $1.1B | 14,463,710 | 0.09% | 31q | +5.3%+$53.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $985.2M | 13,419,869 | 0.02% | 2q | +21.4%+$173.7M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $965.6M | 13,152,216 | 0.75% | 31q | +8.5%+$75.7M |
| Arizona PSPRS Trust | $731.9M | 9,969,512 | 27.27% | 9q | +1.0%+$7.3M |
| AMERIPRISE FINANCIAL INC | $702.0M | 9,585,242 | 0.14% | 31q | +1.5%+$10.4M |
| Pure Financial Advisors, LLC | $676.9M | 9,221,231 | 8.62% | 31q | +6.9%+$43.6M |
| MASTERCARD FOUNDATION ASSET MANAGEMENT CORP | $650.6M | 8,862,905 | 2.03% | 6q | HELD |
| CBIZ Investment Advisory Services, LLC | $631.8M | 8,579,414 | 23.10% | 15q | HELD |
| BlackRock, Inc. | $611.2M | 8,326,480 | 0.01% | 8q | -2.5%-$15.6M |
| Facet Wealth, Inc. | $600.3M | 8,177,967 | 8.60% | 23q | +15.0%+$78.1M |
| ASSETMARK, INC | $532.3M | 7,251,116 | 0.92% | 31q | +46.4%+$168.8M |
| RAYMOND JAMES FINANCIAL INC | $526.0M | 7,165,534 | 0.14% | 7q | -7.6%-$43.4M |
| Cetera Investment Advisers | $526.0M | 7,165,064 | 0.48% | 31q | -6.0%-$33.8M |
| SBI Okasan Asset Management Co.Ltd. | $508.2M | 6,895,140 | 16.71% | new | NEW |
| UBS Group AG | $451.1M | 6,144,662 | 0.06% | 31q | -9.1%-$45.3M |
| Corient Private Wealth LP | $432.4M | 5,890,208 | 0.60% | 15q | +12.6%+$48.4M |
| ROYAL BANK OF CANADA | $414.3M | 5,643,726 | 0.06% | 31q | +1.2%+$4.9M |
| Cambridge Investment Research Advisors, Inc. | $402.2M | 5,478,612 | 0.46% | 31q | +102.3%+$203.4M |
| Composition Wealth, LLC | $360.5M | 4,911,062 | 4.23% | 25q | +15.8%+$49.1M |
| JONES FINANCIAL COMPANIES LLLP | $339.8M | 4,612,354 | 0.14% | 31q | +9.6%+$29.8M |
| M&T Bank Corp | $310.9M | 4,234,558 | 0.91% | 26q | +5.3%+$15.8M |
| HighTower Advisors, LLC | $301.9M | 4,112,113 | 0.29% | 22q | +1.4%+$4.3M |
| STATE STREET CORP | $292.2M | 3,980,436 | 0.01% | 31q | -25.6%-$100.5M |
| PNC Financial Services Group, Inc. | $271.5M | 3,698,455 | 0.13% | 31q | +2.1%+$5.6M |
| FRANKLIN RESOURCES INC | $268.2M | 3,653,264 | 0.06% | 29q | +1.5%+$3.9M |
| MML INVESTORS SERVICES, LLC | $247.9M | 3,376,508 | 0.51% | 31q | +27.7%+$53.7M |
| Retirement Systems of Alabama | $236.8M | 3,226,351 | 0.71% | 31q | HELD |
| Alesco Advisors, LLC, An ESL Co | $229.5M | 3,126,377 | 5.26% | 31q | +13.8%+$27.7M |
| Beacon Pointe Advisors, LLC | $221.0M | 3,009,938 | 1.03% | 31q | +15.8%+$30.1M |
| Stairway Partners, LLC | $210.1M | 2,862,133 | 9.90% | 14q | +11.2%+$21.2M |
| TRUIST FINANCIAL CORP | $209.4M | 2,852,440 | 0.25% | 30q | +9.9%+$18.8M |
| OSAIC HOLDINGS, INC. | $197.7M | 2,692,692 | 0.23% | 26q | +14.1%+$24.5M |
| CHOREO, LLC | $195.4M | 2,662,171 | 2.14% | 30q | +9.1%+$16.4M |
| First Financial Bankshares Inc | $190.4M | 2,593,332 | 3.56% | 11q | -2.3%-$4.5M |
| Foster Group, Inc. | $187.0M | 2,547,996 | 4.97% | 22q | +4.7%+$8.3M |
| Voya Financial Advisors, Inc. | $181.8M | 2,467,039 | 16.01% | 31q | +14.4%+$22.9M |
| GenTrust, LLC | $177.3M | 2,415,090 | 6.81% | 32q | +38.1%+$48.9M |
| RiverFront Investment Group, LLC | $176.7M | 2,407,074 | 2.34% | 31q | HELD |
| OAKWORTH CAPITAL, INC. | $172.4M | 2,353,787 | 8.20% | 11q | +6.7%+$10.8M |
| Alaska Permanent Capital Management, LLC | $163.8M | 2,232,018 | 10.70% | 31q | +1.8%+$2.9M |
| RITHOLTZ WEALTH MANAGEMENT | $163.4M | 2,225,187 | 2.44% | 11q | +4.9%+$7.6M |
| Integrated Wealth Concepts LLC | $156.0M | 2,125,099 | 1.02% | 31q | +49.0%+$51.3M |
| Mariner, LLC | $144.2M | 1,961,883 | 0.15% | 31q | -7.2%-$11.1M |
| MCMORGAN & CO LLC | $143.6M | 1,955,898 | 21.62% | 20q | -2.0%-$2.9M |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $142.8M | 1,945,569 | 8.28% | 30q | +3.0%+$4.1M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $138.0M | 1,879,506 | 0.47% | 2q | +3.1%+$4.2M |
| Vestmark Advisory Solutions, Inc. | $135.1M | 1,840,209 | 1.27% | 30q | +0.8%+$1.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $135.0M | 1,838,594 | 0.17% | 31q | +1.1%+$1.5M |
| Wealthfront Advisers LLC | $134.9M | 1,837,435 | 0.26% | 31q | +6.0%+$7.6M |
| Capstone Financial Advisors, Inc. | $134.5M | 1,832,708 | 6.55% | 31q | +3.4%+$4.5M |
| Verus Financial Partners, Inc. | $134.3M | 1,829,288 | 11.49% | 23q | +2.6%+$3.4M |
| Garde Capital, Inc. | $132.7M | 1,807,800 | 5.95% | new | NEW |
| Apella Capital, LLC | $132.7M | 1,820,993 | 1.87% | 25q | +1.4%+$1.8M |
| Chandler Asset Management, Inc. | $128.3M | 1,747,432 | 18.07% | 35q | +9.8%+$11.4M |
| Trajan Wealth LLC | $122.0M | 1,662,225 | 4.61% | 10q | +6.8%+$7.8M |
| Bogart Wealth, LLC | $118.5M | 1,614,048 | 4.06% | 27q | +4.4%+$5.0M |
| AMG National Trust Bank | $113.0M | 1,539,023 | 2.32% | 31q | -2.8%-$3.3M |
| Lutz Financial Services LLC | $108.5M | 1,478,462 | 6.61% | 31q | +3.3%+$3.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $108.5M | 1,478,257 | 0.13% | 30q | +32.5%+$26.6M |
| VICTORY CAPITAL MANAGEMENT INC | $107.9M | 1,469,469 | 0.06% | 13q | -4.6%-$5.2M |
| Global Endowment Management, LP | $107.4M | 1,463,086 | 10.89% | 31q | -1.9%-$2.1M |
| Prime Capital Investment Advisors, LLC | $105.9M | 1,443,141 | 1.03% | 21q | +2.8%+$2.9M |
| Atomic Invest LLC | $104.3M | 1,414,467 | 9.16% | 3q | +745.8%+$91.9M |
| CoreCap Advisors, LLC | $102.5M | 1,396,781 | 3.02% | 8q | +0.6%+$606.7K |
| PRUDENTIAL FINANCIAL INC | $102.2M | 1,392,482 | 0.11% | 31q | +9.4%+$8.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | $101.4M | 1,380,938 | 0.70% | 31q | +264.5%+$73.6M |
| Stratos Wealth Partners, LTD. | $100.9M | 1,374,851 | 1.02% | 31q | -3.5%-$3.6M |
| Baker Avenue Asset Management, LP | $100.6M | 1,370,099 | 1.90% | 31q | +4.1%+$3.9M |
| Bryn Mawr Trust Advisors, LLC | $100.5M | 1,369,628 | 4.38% | 31q | +1.7%+$1.7M |
| Kestra Advisory Services, LLC | $99.4M | 1,354,712 | 0.32% | 24q | -3.7%-$3.8M |
| Envestnet Portfolio Solutions, Inc. | $98.8M | 1,345,741 | 0.47% | 12q | +2.0%+$1.9M |
| Pathstone Holdings, LLC | $98.2M | 1,337,489 | 0.29% | 11q | +1.6%+$1.6M |
| Merit Financial Group, LLC | $91.7M | 1,249,034 | 0.56% | 18q | +19.3%+$14.8M |
| Financial Advisors Network, Inc. | $91.6M | 1,248,438 | 11.24% | 26q | -3.6%-$3.4M |
| Alaska Wealth Advisors, LLC | $90.8M | 1,237,160 | 9.84% | 31q | +3.9%+$3.4M |
| NEOS Investment Management LLC | $89.9M | 1,228,471 | 0.33% | 12q | +10.9%+$8.8M |
| Pacific Capital Wealth Advisors, Inc. | $88.3M | 1,202,506 | 13.31% | 21q | +9.1%+$7.3M |
| Cerity Partners LLC | $86.9M | 1,475,322 | 0.10% | 20q | +42.4%+$25.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $84.0M | 1,171,875 | 0.14% | 22q | +2.4%+$1.9M |
| Betterment LLC | $81.6M | 1,111,698 | 0.14% | 31q | -30.6%-$36.0M |
| FIFTH THIRD BANCORP | $81.3M | 1,107,699 | 0.13% | 31q | -1.4%-$1.1M |
| Constellation Investments, Inc. | $80.8M | 1,100,000 | 2.54% | 2q | HELD |
| B & T Capital Management DBA Alpha Capital Management | $80.4M | 1,094,723 | 10.43% | 20q | -4.7%-$4.0M |
| BURRUS FINANCIAL SERVICES, INC. | $79.7M | 1,085,432 | 34.59% | 18q | +0.6%+$453.3K |
| STIFEL FINANCIAL CORP | $79.1M | 1,077,430 | 0.07% | 31q | +4.5%+$3.4M |
| Focus Partners Wealth | $78.8M | 1,072,774 | 0.08% | 11q | HELD |
| Partners in Financial Planning | $78.0M | 1,063,064 | 11.83% | 21q | +1.6%+$1.2M |
Showing the largest 100 of 1,847 reported holders.
Q2 2026 in brief
In Q2 2026, 1,847 managers that file Form 13F reported holding Vanguard Bd Index Fds (BND), $92.9B in all. 162 managers opened a position and 110 sold out completely, against 1,795 holders the quarter before. Largest holders: Jpmorgan Chase & Co, Northwestern Mutual Wealth Management Co and Creative Planning. Largest new positions: Sbi Okasan Asset Management Co.Ltd. ($508.2M), Garde Capital, Inc. ($132.7M) and Axxcess Wealth Management, Llc ($38.0M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
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 | 836 | $7.9B | 112,273,905 | 67 | 383 | 242 | 0.0% |
| Q2 2026 | 1,847 | $92.9B | 1,265,423,485 | 130 | 859 | 538 | 0.0% |
| Q1 2026 | 1,795 | $86.7B | 1,177,888,895 | 121 | 840 | 517 | 0.0% |
| Q4 2025 | 1,809 | $84.3B | 1,137,567,144 | 115 | 836 | 447 | 0.0% |
| Q3 2025 | 1,664 | $90.2B | 1,212,838,749 | 114 | 779 | 489 | 0.0% |
| Q2 2025 | 1,654 | $76.6B | 1,040,967,785 | 118 | 676 | 590 | 0.0% |
| Q1 2025 | 1,621 | $74.4B | 1,013,350,742 | 110 | 677 | 569 | 0.0% |
| Q4 2024 | 1,619 | $80.5B | 1,118,343,175 | 104 | 770 | 407 | 0.0% |
| Q3 2024 | 1,470 | $76.7B | 1,023,417,560 | 97 | 714 | 416 | 0.0% |
| Q2 2024 | 1,451 | $70.4B | 963,149,477 | 98 | 659 | 460 | 0.0% |
| Q1 2024 | 1,439 | $81.9B | 1,127,426,677 | 100 | 657 | 468 | 0.0% |
| Q4 2023 | 1,455 | $72.8B | 989,629,820 | 143 | 593 | 439 | 0.0% |
| Q3 2023 | 1,288 | $62.4B | 895,289,201 | 98 | 580 | 407 | 0.0% |
| Q2 2023 | 1,284 | $57.1B | 785,749,980 | 79 | 568 | 421 | 0.0% |
| Q1 2023 | 1,272 | $54.2B | 733,547,233 | 110 | 494 | 445 | 0.0% |
| Q4 2022 | 1,254 | $54.1B | 754,543,747 | 129 | 437 | 478 | 0.0% |
| Q3 2022 | 1,139 | $384.7B | 5,393,046,504 | 61 | 424 | 454 | 0.0% |
| Q2 2022 | 1,183 | $481.1B | 6,389,429,146 | 92 | 394 | 515 | 0.0% |
| Q1 2022 | 1,199 | $459.9B | 5,785,417,031 | 69 | 449 | 477 | 0.0% |
| Q4 2021 | 1,237 | $296.5B | 3,499,066,612 | 78 | 466 | 366 | 0.0% |
| Q3 2021 | 1,113 | $307.5B | 3,598,128,375 | 73 | 495 | 310 | 0.0% |
| Q2 2021 | 1,102 | $268.3B | 3,124,288,775 | 81 | 483 | 345 | 0.0% |
| Q1 2021 | 1,078 | $177.5B | 2,094,754,577 | 78 | 486 | 337 | 0.0% |
| Q4 2020 | 1,074 | $214.1B | 2,426,840,442 | 74 | 509 | 251 | 0.0% |
| Q3 2020 | 964 | $188.8B | 2,139,207,461 | 78 | 512 | 211 | 0.0% |
| Q2 2020 | 932 | $129.5B | 1,465,271,673 | 98 | 427 | 240 | 0.0% |
| Q1 2020 | 888 | $128.9B | 1,514,070,493 | 87 | 326 | 331 | 0.0% |
| Q4 2019 | 878 | $122.3B | 1,458,671,727 | 74 | 357 | 209 | 0.0% |
| Q3 2019 | 776 | $106.1B | 1,256,393,683 | 68 | 341 | 197 | 0.0% |
| Q2 2019 | 755 | $105.8B | 1,273,307,481 | 58 | 309 | 231 | 0.0% |
| Q1 2019 | 751 | $114.6B | 1,411,478,703 | 68 | 290 | 253 | 0.0% |
| Q4 2018 | 712 | $104.4B | 1,317,399,577 | 8 | 7 | 24 | 0.0% |