DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD BD INDEX FDS (VUSB)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
493
Reporting holders
$4.4B
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $1.2B | 24,774,687 | 0.07% | 13q | -1.6%-$20.0M |
| Kensington Asset Management, LLC | $205.4M | 4,125,497 | 11.20% | 5q | +44.6%+$63.3M |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $184.9M | 3,713,491 | 5.93% | 2q | -57.8%-$253.5M |
| WELLS FARGO & COMPANY/MN | $183.1M | 3,678,347 | 0.03% | 13q | +1.8%+$3.2M |
| BANK OF AMERICA CORP /DE/ | $161.5M | 3,244,743 | 0.01% | 12q | +8.5%+$12.7M |
| Bramshill Investments, LLC | $155.0M | 3,112,942 | 11.85% | 6q | HELD |
| LPL Financial LLC | $130.7M | 2,625,517 | 0.03% | 17q | +3.9%+$4.9M |
| HighTower Advisors, LLC | $98.4M | 1,976,448 | 0.09% | 19q | +12.3%+$10.8M |
| Blue Trust, Inc. | $77.6M | 1,558,474 | 0.81% | 14q | -22.4%-$22.4M |
| Avion Wealth | $74.6M | 1,498,238 | 13.88% | 20q | +4.6%+$3.3M |
| Wharton Business Group, LLC | $71.6M | 1,437,741 | 2.39% | 20q | +1.0%+$673.9K |
| Pacific Center for Financial Services | $60.9M | 1,222,387 | 13.58% | 20q | +8.8%+$4.9M |
| MERCER GLOBAL ADVISORS INC /ADV | $49.2M | 987,814 | 0.06% | 4q | +8528.0%+$48.6M |
| Waverly Advisors, LLC | $45.7M | 917,885 | 0.27% | 16q | +76.1%+$19.7M |
| MML INVESTORS SERVICES, LLC | $42.7M | 857,265 | 0.09% | 18q | +78.2%+$18.7M |
| DMKC Advisory Services, LLC | $40.7M | 817,806 | 7.69% | 2q | +13667.8%+$40.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $33.5M | 673,738 | 0.04% | 21q | +4.1%+$1.3M |
| Red Wave Investments LLC | $32.4M | 651,243 | 8.24% | 15q | -1.3%-$440.0K |
| 55 North Private Wealth, LLC | $32.2M | 646,795 | 6.34% | 3q | +22.7%+$6.0M |
| RAFFA WEALTH MANAGEMENT, LLC | $31.0M | 622,737 | 3.91% | 17q | +25.6%+$6.3M |
| RAYMOND JAMES FINANCIAL INC | $29.6M | 595,055 | 0.01% | 7q | -28.6%-$11.9M |
| Fortitude Advisory Group L.L.C. | $26.7M | 536,537 | 10.20% | 3q | -2.2%-$596.5K |
| Fonville Wealth Management LLC | $25.4M | 509,593 | 4.14% | 11q | +3.1%+$751.8K |
| Mariner, LLC | $24.5M | 491,335 | 0.03% | 19q | +77.7%+$10.7M |
| Spectrum Asset Management, Inc. (NB/CA) | $24.3M | 487,873 | 6.74% | 4q | +4.6%+$1.1M |
| ROYAL BANK OF CANADA | $24.1M | 483,625 | 0.00% | 21q | -30.5%-$10.6M |
| Alpha Omega Wealth Management LLC | $23.9M | 479,829 | 3.64% | 6q | -2.4%-$584.5K |
| Advisory Services Network, LLC | $23.3M | 467,995 | 0.26% | 4q | +1.0%+$221.2K |
| Warwick Investment Management, Inc. | $23.0M | 462,039 | 2.58% | 10q | +182.5%+$14.9M |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $23.0M | 461,108 | 0.26% | 15q | +36.0%+$6.1M |
| Global Wealth Management, LLC | $22.4M | 450,535 | 11.42% | 8q | +2.3%+$512.0K |
| LOWE BROCKENBROUGH & CO INC | $22.1M | 443,065 | 0.98% | 18q | +1.9%+$401.3K |
| NKCFO LLC | $20.7M | 415,500 | 6.27% | 4q | +2.9%+$592.4K |
| TITLEIST ASSET MANAGEMENT, LLC | $20.5M | 412,804 | 1.38% | 10q | -0.8%-$165.4K |
| Capital Advantage, Inc. | $20.5M | 412,453 | 2.50% | 2q | +18.6%+$3.2M |
| Arax Advisory Partners | $19.8M | 398,105 | 0.13% | new | NEW |
| OSAIC HOLDINGS, INC. | $19.6M | 394,208 | 0.02% | 21q | +7.9%+$1.4M |
| ECLECTIC ASSOCIATES INC /ADV | $19.5M | 391,076 | 2.22% | 20q | +28.1%+$4.3M |
| Cetera Investment Advisers | $19.5M | 390,993 | 0.02% | 17q | +29.8%+$4.5M |
| Chicago Partners Investment Group LLC | $19.3M | 389,449 | 0.39% | 15q | +47.0%+$6.2M |
| STIFEL FINANCIAL CORP | $19.0M | 381,045 | 0.02% | 20q | +10.1%+$1.7M |
| Coyle Financial Counsel LLC | $18.9M | 378,923 | 3.44% | 12q | +2.4%+$448.6K |
| Eagle Capital Management, LLC | $18.7M | 375,569 | 6.38% | 4q | -3.7%-$713.6K |
| Cambridge Investment Research Advisors, Inc. | $18.1M | 363,972 | 0.02% | 21q | +109.2%+$9.5M |
| M Holdings Securities, Inc. | $18.1M | 363,073 | 2.47% | 3q | -4.2%-$792.3K |
| David Kennon Inc | $17.6M | 354,232 | 5.83% | 14q | -1.7%-$296.9K |
| Valtinson Bruner Financial Planning LLC | $16.5M | 331,292 | 4.13% | 6q | -2.7%-$452.5K |
| McClarren Financial Advisors, Inc. | $16.5M | 330,616 | 8.51% | 21q | +6.7%+$1.0M |
| Calder Financial LLC | $16.0M | 320,831 | 15.05% | 3q | -2.9%-$470.7K |
| Kestra Advisory Services, LLC | $15.7M | 314,954 | 0.05% | 17q | +15.9%+$2.2M |
| Private Advisor Group, LLC | $15.3M | 306,950 | 0.07% | 13q | +2829.5%+$14.8M |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $14.3M | 287,484 | 2.86% | 7q | +9.1%+$1.2M |
| BlueChip Wealth Advisors LLC | $14.1M | 284,062 | 5.36% | 8q | -4.0%-$589.6K |
| Mesirow Financial Investment Management, Inc. | $13.6M | 272,316 | 0.21% | 11q | +4.6%+$598.3K |
| AE Wealth Management LLC | $13.5M | 271,284 | 0.06% | 12q | -11.1%-$1.7M |
| HTG Investment Advisors, Inc. | $13.5M | 270,624 | 3.45% | 15q | +39.7%+$3.8M |
| OneDigital Investment Advisors LLC | $13.3M | 267,282 | 0.11% | 20q | -2.0%-$276.4K |
| CAPTRUST FINANCIAL ADVISORS | $13.0M | 261,833 | 0.02% | 5q | +2.1%+$265.9K |
| Colony Family Offices, LLC | $12.8M | 257,677 | 2.82% | 16q | +8.9%+$1.1M |
| KITCHING PARTNERS, LLC | $12.3M | 246,697 | 10.55% | 11q | +3.7%+$435.7K |
| CWC Advisors, LLC. | $11.8M | 237,265 | 5.24% | 8q | +1.0%+$120.9K |
| HARBOUR INVESTMENT MANAGEMENT LLC | $11.8M | 236,587 | 6.08% | 6q | +12.6%+$1.3M |
| Focus Partners Wealth | $11.0M | 220,176 | 0.01% | 11q | -10.9%-$1.3M |
| CFO4Life Group, LLC | $10.9M | 219,320 | 1.47% | 3q | -10.3%-$1.3M |
| Blom & Howell Financial Planning, Inc. | $10.0M | 199,993 | 8.29% | 3q | -21.0%-$2.6M |
| KEYNOTE FINANCIAL SERVICES LLC | $9.4M | 188,323 | 4.39% | 6q | +6.0%+$534.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.1M | 182,577 | 0.02% | 12q | -7.3%-$712.7K |
| ENVESTNET ASSET MANAGEMENT INC | $9.0M | 181,284 | 0.00% | 17q | +11.3%+$917.6K |
| Spectrum Planning & Advisory Services Inc. | $8.9M | 179,021 | 3.99% | 2q | +26.1%+$1.8M |
| SpringVest Wealth Management LLC | $8.9M | 178,099 | 5.58% | 7q | -10.9%-$1.1M |
| WEALTHSPAN PARTNERS, LLC | $8.8M | 177,091 | 2.78% | 2q | +92.4%+$4.2M |
| Schulz Wealth, LTD. | $8.7M | 174,683 | 4.49% | 10q | -1.6%-$139.0K |
| Crews Bank & Trust | $8.1M | 161,976 | 1.05% | 7q | +2.9%+$225.5K |
| BLAIR WILLIAM & CO/IL | $7.9M | 158,180 | 0.02% | 19q | -8.4%-$723.9K |
| Steward Partners Investment Advisory, LLC | $7.7M | 155,431 | 0.04% | 16q | +5.7%+$415.3K |
| Apella Capital, LLC | $7.7M | 154,909 | 0.11% | 16q | HELD |
| Clearstead Advisors, LLC | $7.5M | 151,286 | 0.07% | 2q | -82.8%-$36.4M |
| Rothschild Wealth LLC | $7.1M | 142,830 | 0.57% | 4q | -12.6%-$1.0M |
| Lebenthal Global Advisors, LLC | $7.0M | 141,174 | 0.95% | 16q | +145.9%+$4.2M |
| Valmark Advisers, Inc. | $7.0M | 140,948 | 0.07% | 21q | +86.4%+$3.3M |
| DeLarme Wealth Management, Inc. | $6.9M | 139,499 | 4.03% | 3q | +4.4%+$293.1K |
| Evanson Financial, LLC | $6.8M | 136,854 | 0.33% | new | FIRST |
| NVWM, LLC | $6.7M | 135,343 | 1.36% | 20q | -18.0%-$1.5M |
| Beaumont Asset Management, L.L.C. | $6.6M | 132,982 | 2.57% | 2q | +3.2%+$204.1K |
| Harpswell Capital Advisors, LLC | $6.5M | 129,713 | 4.14% | 3q | -0.6%-$36.9K |
| NICOLET BANKSHARES INC | $6.1M | 122,424 | 0.19% | 2q | +4.7%+$274.9K |
| ADVISORY RESEARCH INC | $6.0M | 120,152 | 0.60% | 13q | +46.7%+$1.9M |
| FOUNDERS FINANCIAL SECURITIES LLC | $5.9M | 118,507 | 0.30% | 6q | -9.8%-$642.3K |
| Pine Harbor Wealth Management, LLC | $5.9M | 117,705 | 1.57% | 11q | HELD |
| MorganRosel Wealth Management, LLC | $5.8M | 117,316 | 1.97% | 21q | +16.4%+$822.9K |
| CITADEL ADVISORS LLC | $5.8M | 115,752 | 0.00% | 2q | -63.8%-$10.1M |
| ASPIRIANT, LLC | $5.7M | 115,081 | 0.14% | 17q | +34.4%+$1.5M |
| VERUS CAPITAL PARTNERS, LLC | $5.6M | 112,822 | 0.30% | 3q | -3.9%-$227.3K |
| Rockefeller Capital Management L.P. | $5.6M | 112,462 | 0.01% | 19q | +31.7%+$1.3M |
| Capital Analysts, LLC | $5.5M | 110,161 | 0.13% | 16q | -1.8%-$103.0K |
| Fischer Financial Services, Inc. | $5.4M | 108,520 | 1.36% | 7q | +4.8%+$248.9K |
| Corient Private Wealth LP | $5.3M | 106,833 | 0.01% | 15q | -10.6%-$632.4K |
| Leeward Financial Partners, LLC | $5.3M | 105,776 | 1.38% | 19q | -52.1%-$5.7M |
| Clear Creek Financial Management, LLC | $5.3M | 105,720 | 0.34% | new | NEW |
| UBS Group AG | $5.2M | 104,109 | 0.00% | 3q | +17.4%+$767.9K |
Showing the largest 100 of 493 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 | 208 | $881.3M | 17,787,311 | 29 | 83 | 60 | 0.0% |
| Q2 2026 | 493 | $4.4B | 89,396,656 | 47 | 206 | 135 | 0.0% |
| Q1 2026 | 476 | $4.6B | 92,404,558 | 63 | 191 | 127 | 0.0% |
| Q4 2025 | 438 | $3.7B | 73,035,151 | 61 | 181 | 96 | 0.0% |
| Q3 2025 | 387 | $4.4B | 87,040,107 | 52 | 152 | 106 | 0.0% |
| Q2 2025 | 360 | $2.9B | 58,734,626 | 37 | 141 | 101 | 0.0% |
| Q1 2025 | 342 | $2.7B | 53,806,922 | 54 | 126 | 100 | 0.0% |
| Q4 2024 | 318 | $2.4B | 48,567,992 | 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 | 301 | $2.9B | 58,801,176 | 33 | 100 | 101 | 0.0% |
| Q4 2023 | 295 | $2.9B | 58,592,055 | 22 | 90 | 109 | 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 | 276 | $1.4B | 28,768,911 | 29 | 101 | 99 | 0.0% |
| Q4 2022 | 270 | $1.5B | 29,943,021 | 53 | 74 | 93 | 0.0% |
| Q3 2022 | 237 | $9.1B | 185,664,208 | 44 | 68 | 82 | 0.0% |
| Q2 2022 | 223 | $10.8B | 220,126,150 | 68 | 58 | 73 | 0.0% |
| Q1 2022 | 176 | $9.5B | 191,362,531 | 33 | 64 | 53 | 0.0% |
| Q4 2021 | 174 | $6.4B | 128,094,653 | 45 | 67 | 30 | 0.0% |
| Q3 2021 | 126 | $4.3B | 84,864,918 | 56 | 47 | 12 | 0.0% |
| Q2 2021 | 76 | $2.3B | 45,259,171 | 75 | 0 | 0 | 0.0% |