DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD BD INDEX FDS (BSV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,368
Reporting holders
$35.3B
Reported value
0.0%
Calls
0.0%
Puts
+17
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 |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $3.9B | 50,651,293 | 4.88% | 30q | +11.5%+$406.8M |
| Creative Planning | $3.4B | 43,838,959 | 2.00% | 31q | +17.3%+$502.8M |
| ENVESTNET ASSET MANAGEMENT INC | $2.5B | 32,321,588 | 0.59% | 31q | +2.5%+$62.4M |
| Empower Advisory Group, LLC | $1.9B | 24,303,617 | 4.52% | 14q | +7.8%+$137.0M |
| MORGAN STANLEY | $1.8B | 23,641,308 | 0.10% | 35q | -3.1%-$59.0M |
| GOLDMAN SACHS GROUP INC | $1.6B | 20,453,685 | 0.14% | 31q | +3.8%+$57.9M |
| JPMORGAN CHASE & CO | $1.3B | 16,863,841 | 0.07% | 31q | -49.2%-$1.3B |
| Allworth Financial LP | $1.2B | 15,333,291 | 5.07% | 31q | -12.5%-$170.8M |
| BANK OF AMERICA CORP /DE/ | $955.9M | 12,269,104 | 0.06% | 31q | -3.0%-$29.2M |
| NORTHERN TRUST CORP | $773.9M | 9,933,587 | 0.09% | 26q | -14.2%-$127.8M |
| Truepoint, Inc. | $578.1M | 7,420,247 | 12.07% | 27q | +2.8%+$15.8M |
| LPL Financial LLC | $565.7M | 7,261,254 | 0.13% | 31q | +2.0%+$10.8M |
| CAPTRUST FINANCIAL ADVISORS | $562.2M | 7,215,410 | 0.86% | 31q | +12.1%+$60.8M |
| WELLS FARGO & COMPANY/MN | $526.5M | 6,757,611 | 0.09% | 31q | +10.6%+$50.6M |
| RAYMOND JAMES FINANCIAL INC | $321.9M | 4,131,559 | 0.09% | 7q | +5.9%+$17.9M |
| LINCOLN NATIONAL CORP | $310.0M | 3,979,162 | 7.93% | 31q | +1.9%+$5.9M |
| UBS Group AG | $308.8M | 3,963,408 | 0.04% | 31q | +2.1%+$6.5M |
| Corient Private Wealth LP | $308.3M | 3,956,884 | 0.43% | 15q | +9.4%+$26.6M |
| Sequoia Financial Advisors, LLC | $282.9M | 3,631,159 | 1.41% | 31q | +7.5%+$19.7M |
| ROYAL BANK OF CANADA | $279.7M | 3,590,227 | 0.04% | 31q | +3.7%+$10.0M |
| Cerity Partners LLC | $273.6M | 3,512,006 | 0.33% | 23q | +3.3%+$8.6M |
| Bank of New York Mellon Corp | $232.3M | 2,981,848 | 0.04% | 31q | +2.9%+$6.7M |
| Cambridge Investment Research Advisors, Inc. | $227.5M | 2,919,442 | 0.26% | 31q | +105.7%+$116.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $216.4M | 2,777,145 | 0.27% | 31q | -2.5%-$5.5M |
| Cetera Investment Advisers | $210.6M | 2,702,880 | 0.19% | 31q | +5.5%+$10.9M |
| True Link Financial Advisors, LLC | $203.2M | 2,608,375 | 11.75% | 23q | +5.1%+$9.8M |
| Purpose Unlimited Inc. | $200.4M | 2,571,864 | 7.66% | 3q | +12.7%+$22.7M |
| MetLife Investment Management, LLC | $191.6M | 2,459,500 | 0.87% | 23q | +8.1%+$14.4M |
| TRUIST FINANCIAL CORP | $169.4M | 2,174,156 | 0.20% | 27q | +15.8%+$23.2M |
| Focus Partners Wealth | $168.9M | 2,168,154 | 0.17% | 11q | +1.5%+$2.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $168.3M | 2,160,462 | 0.02% | 12q | +5.2%+$8.4M |
| JONES FINANCIAL COMPANIES LLLP | $164.0M | 2,101,516 | 0.07% | 31q | +14.7%+$21.0M |
| OSAIC HOLDINGS, INC. | $162.9M | 2,090,052 | 0.19% | 26q | +14.7%+$20.8M |
| WIT, LLC | $154.4M | 1,981,763 | 2.47% | 23q | -1.3%-$2.0M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $142.0M | 1,823,344 | 0.78% | 31q | -5.2%-$7.8M |
| Willow Creek Wealth Management Inc. | $140.3M | 1,801,388 | 9.23% | 29q | +19.8%+$23.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $132.6M | 1,702,387 | 0.07% | 31q | +6.0%+$7.6M |
| Valmark Advisers, Inc. | $131.6M | 1,689,123 | 1.40% | 31q | +4.9%+$6.1M |
| Apella Capital, LLC | $122.6M | 1,579,884 | 1.73% | 25q | -4.6%-$5.9M |
| National Philanthropic Trust | $120.5M | 1,546,257 | 1.74% | 11q | HELD |
| &PARTNERS | $114.3M | 1,466,522 | 0.47% | 11q | +13.1%+$13.3M |
| RW Investment Management LLC | $108.8M | 1,396,886 | 9.55% | 14q | +4.4%+$4.6M |
| Freestone Capital Holdings, LLC | $105.9M | 1,358,912 | 2.74% | 31q | +15.3%+$14.1M |
| ASSETMARK, INC | $105.2M | 1,350,385 | 0.18% | 28q | +334.6%+$81.0M |
| Savant Capital, LLC | $104.9M | 1,341,056 | 0.31% | 29q | +78.6%+$46.1M |
| AMERIPRISE FINANCIAL INC | $103.1M | 1,331,971 | 0.02% | 31q | +7.0%+$6.8M |
| Beacon Pointe Advisors, LLC | $101.6M | 1,303,886 | 0.47% | 31q | +6.3%+$6.0M |
| Smithfield Trust Co | $98.5M | 1,264,331 | 3.93% | 31q | +0.6%+$563.0K |
| RS CRUM INC. | $97.7M | 1,254,488 | 18.32% | 19q | +5.2%+$4.9M |
| DAVENPORT & Co LLC | $97.0M | 1,244,826 | 0.48% | 31q | HELD |
| EXCHANGE TRADED CONCEPTS, LLC | $94.1M | 1,207,656 | 0.43% | 7q | +14.9%+$12.2M |
| FIFTH THIRD BANCORP | $93.9M | 1,204,888 | 0.15% | 31q | -24.3%-$30.1M |
| Fund Evaluation Group, LLC | $92.3M | 1,184,318 | 2.49% | 5q | +26988.7%+$91.9M |
| World Investment Advisors | $92.0M | 1,173,676 | 1.52% | 9q | +0.7%+$676.2K |
| Janney Montgomery Scott LLC | $86.7M | 1,113,171 | 0.17% | 31q | +6.2%+$5.1M |
| D.A. DAVIDSON & CO. | $84.3M | 1,082,377 | 0.47% | 31q | +2.1%+$1.8M |
| PEAPACK GLADSTONE FINANCIAL CORP | $81.3M | 1,043,342 | 0.93% | 31q | +1.3%+$1.0M |
| Martel Wealth Advisors LLC | $77.6M | 996,458 | 12.21% | 32q | +6.2%+$4.5M |
| Focus Partners Advisor Solutions, LLC | $76.4M | 980,902 | 0.65% | 18q | +31.7%+$18.4M |
| MML INVESTORS SERVICES, LLC | $75.6M | 970,658 | 0.15% | 31q | +18.4%+$11.7M |
| Envestnet Portfolio Solutions, Inc. | $73.2M | 939,116 | 0.35% | 12q | +6.3%+$4.3M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $71.2M | 893,913 | 0.06% | 31q | +384.4%+$56.5M |
| Integris Wealth Management, LLC | $70.0M | 898,698 | 14.14% | 15q | +5.4%+$3.6M |
| VANGUARD ADVISERS INC | $68.1M | 873,886 | 0.23% | 2q | +10.8%+$6.6M |
| FIRST MERCHANTS CORP | $67.9M | 871,815 | 2.39% | 17q | -1.3%-$902.5K |
| HighTower Advisors, LLC | $67.6M | 868,054 | 0.06% | 22q | +2.6%+$1.7M |
| STIFEL FINANCIAL CORP | $67.5M | 865,925 | 0.06% | 31q | +3.0%+$2.0M |
| Windward Private Wealth Management Inc. | $67.1M | 861,105 | 21.46% | 23q | +2.1%+$1.4M |
| Petersen Hastings Wealth Advisors Inc. | $66.0M | 847,131 | 5.54% | 3q | +5.9%+$3.7M |
| Gemmer Asset Management LLC | $65.3M | 838,296 | 4.39% | 31q | +2.2%+$1.4M |
| Capital Analysts, LLC | $63.0M | 808,296 | 1.45% | 31q | +6.3%+$3.7M |
| International City Management Association Retirement Corp | $60.5M | 776,816 | 26.31% | 9q | +29.6%+$13.8M |
| Vestmark Advisory Solutions, Inc. | $58.8M | 754,764 | 0.55% | 6q | +19.1%+$9.4M |
| Composition Wealth, LLC | $57.6M | 739,365 | 0.68% | 8q | +8.0%+$4.3M |
| Trajan Wealth LLC | $56.7M | 728,258 | 2.14% | 10q | +6.4%+$3.4M |
| Arbor Investment Advisors, LLC | $52.6M | 675,069 | 5.95% | 31q | +7.4%+$3.6M |
| Betterment LLC | $51.7M | 663,160 | 0.09% | 31q | +5.5%+$2.7M |
| Farther Finance Advisors, LLC | $49.6M | 636,517 | 0.39% | 15q | +8.2%+$3.7M |
| Symmetry Partners, LLC | $49.5M | 635,551 | 2.52% | 31q | +2.4%+$1.2M |
| TD Capital Management LLC | $49.3M | 633,341 | 4.03% | 31q | -8.8%-$4.8M |
| Orion Porfolio Solutions, LLC | $49.2M | 631,439 | 0.38% | 19q | +32.6%+$12.1M |
| PRESILIUM PRIVATE WEALTH, LLC | $47.9M | 615,146 | 7.36% | 15q | +11.8%+$5.1M |
| Clark Asset Management, LLC | $45.5M | 584,361 | 3.57% | 15q | +12.9%+$5.2M |
| Old Peak Finance LLC | $44.3M | 567,983 | 21.42% | 3q | +12.4%+$4.9M |
| TOBIAS FINANCIAL ADVISORS, INC. | $44.1M | 566,494 | 5.61% | 17q | +4.2%+$1.8M |
| Annandale Capital, LLC | $43.4M | 556,851 | 5.92% | 23q | +1.7%+$720.7K |
| Prime Capital Investment Advisors, LLC | $43.0M | 551,860 | 0.42% | 19q | -23.9%-$13.5M |
| Baird Financial Group, Inc. | $42.8M | 548,717 | 0.06% | 31q | +6.0%+$2.4M |
| Voya Financial Advisors, Inc. | $39.2M | 502,763 | 3.45% | 31q | +15.2%+$5.2M |
| Partners in Financial Planning | $38.1M | 488,983 | 5.78% | 21q | +2.4%+$904.5K |
| Savvy Advisors, Inc. | $37.5M | 480,920 | 0.80% | 11q | +9.1%+$3.1M |
| NewEdge Advisors, LLC | $36.9M | 473,565 | 0.11% | 31q | +11.5%+$3.8M |
| Wealthquest Corp | $36.8M | 472,218 | 2.32% | 8q | -47.1%-$32.7M |
| Human Investing LLC | $36.5M | 468,074 | 4.73% | 31q | +4.1%+$1.5M |
| CreativeOne Wealth, LLC | $36.3M | 465,699 | 0.78% | 31q | +10.6%+$3.5M |
| Compass Planning Associates Inc | $36.0M | 462,096 | 19.46% | 7q | +26.3%+$7.5M |
| PDS Planning, Inc | $35.1M | 450,644 | 2.03% | 26q | +4.3%+$1.5M |
| Mariner, LLC | $34.9M | 447,856 | 0.04% | 22q | -3.1%-$1.1M |
| Berkshire Money Management, Inc. | $33.0M | 423,447 | 3.01% | 14q | HELD |
| Sage Financial Management Group, Inc. | $32.6M | 418,585 | 8.96% | 8q | +10.8%+$3.2M |
Showing the largest 100 of 1,368 reported holders.
Q2 2026 in brief
In Q2 2026, 1,368 managers that file Form 13F reported holding Vanguard Bd Index Fds (BSV), $35.3B in all. 113 managers opened a position and 96 sold out completely, against 1,351 holders the quarter before. Largest holders: Mercer Global Advisors Inc /Adv, Creative Planning and Envestnet Asset Management Inc. Largest new positions: Allied Investment Advisors, Llc ($21.3M), Susquehanna International Group, Llp ($13.4M) and J.W. Cole Advisors, Inc. ($12.0M).
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 | 574 | $3.9B | 51,695,479 | 29 | 265 | 156 | 0.0% |
| Q2 2026 | 1,368 | $35.3B | 453,507,361 | 93 | 611 | 390 | 0.0% |
| Q1 2026 | 1,351 | $34.8B | 444,121,867 | 96 | 572 | 393 | 0.0% |
| Q4 2025 | 1,326 | $33.2B | 421,217,853 | 100 | 536 | 352 | 0.0% |
| Q3 2025 | 1,218 | $32.3B | 404,303,884 | 71 | 505 | 381 | 0.0% |
| Q2 2025 | 1,232 | $31.8B | 404,389,846 | 86 | 443 | 447 | 0.0% |
| Q1 2025 | 1,218 | $28.8B | 367,783,468 | 73 | 467 | 433 | 0.0% |
| Q4 2024 | 1,255 | $41.3B | 534,928,410 | 78 | 471 | 380 | 0.0% |
| Q3 2024 | 1,147 | $29.8B | 380,134,454 | 83 | 410 | 426 | 0.0% |
| Q2 2024 | 1,135 | $28.0B | 365,333,701 | 62 | 403 | 442 | 0.0% |
| Q1 2024 | 1,161 | $31.2B | 407,419,545 | 51 | 432 | 453 | 0.0% |
| Q4 2023 | 1,211 | $30.2B | 392,392,161 | 78 | 373 | 506 | 0.0% |
| Q3 2023 | 1,134 | $35.7B | 474,896,942 | 79 | 334 | 498 | 0.0% |
| Q2 2023 | 1,144 | $30.4B | 402,264,354 | 72 | 376 | 474 | 0.0% |
| Q1 2023 | 1,139 | $30.8B | 402,541,479 | 66 | 393 | 460 | 0.0% |
| Q4 2022 | 1,169 | $30.6B | 407,064,324 | 86 | 300 | 555 | 0.0% |
| Q3 2022 | 1,115 | $304.9B | 4,075,306,199 | 74 | 366 | 462 | 0.0% |
| Q2 2022 | 1,149 | $326.1B | 4,246,846,493 | 100 | 373 | 480 | 0.0% |
| Q1 2022 | 1,154 | $306.9B | 3,940,677,391 | 76 | 405 | 436 | 0.0% |
| Q4 2021 | 1,159 | $322.1B | 3,985,545,026 | 91 | 404 | 363 | 0.0% |
| Q3 2021 | 1,023 | $290.7B | 3,547,966,241 | 62 | 434 | 307 | 0.0% |
| Q2 2021 | 1,022 | $282.0B | 3,432,182,106 | 61 | 461 | 296 | 0.0% |
| Q1 2021 | 1,016 | $242.6B | 2,952,120,119 | 83 | 470 | 277 | 0.0% |
| Q4 2020 | 988 | $250.3B | 3,019,678,595 | 75 | 417 | 240 | 0.0% |
| Q3 2020 | 888 | $235.8B | 2,838,827,772 | 75 | 410 | 220 | 0.0% |
| Q2 2020 | 854 | $141.9B | 1,707,121,115 | 87 | 352 | 239 | 0.0% |
| Q1 2020 | 811 | $141.5B | 1,723,311,870 | 62 | 280 | 296 | 0.0% |
| Q4 2019 | 826 | $162.7B | 2,018,971,515 | 63 | 313 | 214 | 0.0% |
| Q3 2019 | 727 | $70.6B | 873,642,094 | 52 | 252 | 232 | 0.0% |
| Q2 2019 | 733 | $84.6B | 1,050,058,842 | 68 | 264 | 247 | 0.0% |
| Q1 2019 | 715 | $83.0B | 1,042,971,049 | 56 | 240 | 257 | 0.0% |
| Q4 2018 | 702 | $72.6B | 924,338,823 | 8 | 12 | 17 | 0.0% |