Vault-13

VANGUARD BD INDEX FDS BLV

LONG TERM BOND · ETP · CUSIP 921937793

413 institutional holders +0 vs Q1 2026
54,151,51754.2m shares reported held*
$3.7bnreported value*
39 new 179 added 124 reduced 40 sold out net bought ≈ $97.5m (+1.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $68.85. Options: 2 managers hold calls ($2.3m notional), 1 hold puts ($482.5k).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 252Q4 22: 271Q1 23: 281Q2 23: 310Q3 23: 303Q4 23: 368Q1 24: 362Q2 24: 368Q3 24: 365Q4 24: 378Q1 25: 373Q2 25: 365Q3 25: 381Q4 25: 412Q1 26: 413Q2 26: 413413Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022252
Q4 2022271
Q1 2023281
Q2 2023310
Q3 2023303
Q4 2023368
Q1 2024362
Q2 2024368
Q3 2024365
Q4 2024378
Q1 2025373
Q2 2025365
Q3 2025381
Q4 2025412
Q1 2026413
Q2 2026413

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 24: 218 bought or addedQ3 24: 149 cut or sold outQ4 24: 189 bought or addedQ4 24: 164 cut or sold outQ4 24Q1 25: 188 bought or addedQ1 25: 176 cut or sold outQ2 25: 189 bought or addedQ2 25: 176 cut or sold outQ2 25Q3 25: 221 bought or addedQ3 25: 153 cut or sold outQ4 25: 224 bought or addedQ4 25: 152 cut or sold outQ4 25Q1 26: 233 bought or addedQ1 26: 167 cut or sold outQ2 26: 218 bought or addedQ2 26: 164 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024218149
Q4 2024189164
Q1 2025188176
Q2 2025189176
Q3 2025221153
Q4 2025224152
Q1 2026233167
Q2 2026218164

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6mQ3 25 calls: $5.4mQ3 25 puts: $914.0kQ3 25P/C 0.17Q4 25 calls: $1.9mQ4 25 puts: $514.4kQ4 25P/C 0.26Q1 26 calls: $2.3mQ1 26 puts: $694.7kQ1 26P/C 0.30Q2 26 calls: $2.3mQ2 26 puts: $482.5kQ2 26P/C 0.21
Numbers
QuarterCallsPutsP/C
Q3 2025$5.4m$914.0k0.17
Q4 2025$1.9m$514.4k0.26
Q1 2026$2.3m$694.7k0.30
Q2 2026$2.3m$482.5k0.21

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +677,980+678.0k
AMERIPRISE FINANCIAL INC Added +662,328+662.3k
Concurrent Investment Advisors, LLC Added +266,129+266.1k
ENVESTNET ASSET MANAGEMENT INC Added +220,714+220.7k
EXCHANGE TRADED CONCEPTS, LLC Added +216,070+216.1k
Ryan Investment Management, Inc. New +185,362+185.4k
BlueStem Wealth Partners, LLC New +180,997+181.0k
DAYMARK WEALTH PARTNERS, LLC New +166,474+166.5k
Karpus Management, Inc. Added +162,408+162.4k
Ashton Thomas Private Wealth, LLC Added +139,836+139.8k

Biggest sellers

Teucrium Investment Advisors, LLC Sold out -300,689-300.7k
Trek Financial, LLC Sold out -292,118-292.1k
Greystone Financial Group, LLC Sold out -254,550-254.6k
BANK OF AMERICA CORP /DE/ Reduced -220,186-220.2k
JANE STREET GROUP, LLC Reduced -215,338-215.3k
MORGAN STANLEY Reduced -190,472-190.5k
Vertrix Wealth Management, LLC Sold out -162,216-162.2k
Beacon Capital Management, Inc. Reduced -109,257-109.3k
EverSource Wealth Advisors, LLC Reduced -107,680-107.7k
WELLS FARGO & COMPANY/MN Reduced -98,148-98.1k

Biggest calls

CITADEL ADVISORS LLC Added $1.4m20.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $875.4k12.7k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $482.5k7.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.23% of their portfolio Berwyn, PA 13,866,53613.9m $955.8m $955.8m 0.23% Added +220.7k +220,714
2 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 3,030,0833.0m $208.9m $208.9m 0.05% Reduced -26.2k -26,231
3 LINCOLN NATIONAL CORP 4.85% of their portfolio RADNOR, PA 2,750,7872.8m $189.6m $189.6m 4.85% Added +123.6k +123,593
4 Karpus Management, Inc. 4.23% of their portfolio Pittsford, NY 2,132,7362.1m $147.0m $147.0m 4.23% Added +162.4k +162,408
5 EXCHANGE TRADED CONCEPTS, LLC 0.67% of their portfolio Oklahoma City, OK 1,962,9782.0m $135.3m $135.3m 0.67% Added +216.1k +216,070
6 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 1,577,4461.6m $108.7m $108.7m 0.02% Added +30.2k +30,241
7 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 1,430,9931.4m $98.6m $98.6m 0.02% Reduced -98.1k -98,148
8 Cambridge Investment Research Advisors, Inc. 0.11% of their portfolio FAIRFIELD, IA 1,343,4321.3m $92.6m $92.6m 0.11% Added +678.0k +677,980
9 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,141,4741.1m $78.7m $78.7m 0.01% Added +27.9k +27,857
10 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,116,0021.1m $76.9m $76.9m 0.02% Added +662.3k +662,328
11 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,055,2061.1m $72.7m $72.7m 0.01% Added +41.5k +41,493
12 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 1,040,7551.0m $71.7m $71.7m 0.07% Added +31.9k +31,924
13 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,015,0141.0m $70.0m $70.0m 0.00% Reduced -220.2k -220,186
14 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 732,721732.7k $50.5m $50.5m 0.06% Added +24.6k +24,554
15 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 608,738608.7k $42.0m $42.0m 0.00% Reduced -190.5k -190,472
16 Metropolitan Life Insurance Co/NY 11.56% of their portfolio New York, NY 599,208599.2k $41.3m $41.3m 11.56% Unchanged
17 Beacon Capital Management, Inc. 2.41% of their portfolio DAYTON, OH 579,071579.1k $39.9m $39.9m 2.41% Reduced -109.3k -109,257
18 Janney Montgomery Scott LLC 0.08% of their portfolio PHILADELPHIA, PA 571,211571.2k $39.4m $39.4m 0.08% Added +24.4k +24,421
19 VANGUARD ADVISERS INC 0.13% of their portfolio Malvern, PA 539,045539.0k $37.2m $37.2m 0.13% Added +50.3k +50,302
20 UBS Group AG 0.01% of their portfolio ZURICH, V8 489,773489.8k $33.8m $33.8m 0.01% Added +14.0k +14,039
21 Envestnet Portfolio Solutions, Inc. 0.16% of their portfolio BERWYN, PA 478,824478.8k $33.0m $33.0m 0.16% Added +20.2k +20,213
22 Ocean Park Asset Management, LLC 1.58% of their portfolio SANTA MONICA, CA 475,100475.1k $32.7m $32.7m 1.58% Unchanged
23 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 427,581427.6k $29.5m $29.5m 0.04% Added +1.4k +1,384
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 416,117416.1k $28.7m $28.7m 0.02% Reduced -12.1k -12,141
25 Koss-Olinger Consulting, LLC 1.99% of their portfolio GAINESVILLE, FL 375,234375.2k $25.9m $25.9m 1.99% Reduced -12.5k -12,514
26 Strong Tower Advisory Services 4.58% of their portfolio MINNEAPOLIS, MN 370,423370.4k $25.5m $25.5m 4.58% Added +29.9k +29,923
27 Orion Porfolio Solutions, LLC 0.19% of their portfolio OMAHA, NE 366,958367.0k $25.3m $25.3m 0.19% Added +84.4k +84,378
28 Concurrent Investment Advisors, LLC 0.19% of their portfolio Tampa, FL 321,333321.3k $22.1m $22.1m 0.19% Added +266.1k +266,129
29 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 318,197318.2k $21.9m $21.9m 0.04% Added +70.8k +70,796
30 REGIONS FINANCIAL CORP 0.12% of their portfolio BIRMINGHAM, AL 295,832295.8k $20.4m $20.4m 0.12% Added +1.7k +1,749
31 ETF Portfolio Partners, Inc. 4.70% of their portfolio LEAWOOD, KS 286,670286.7k $19.8m $19.8m 4.70% Added +18.3k +18,322
32 Clark Asset Management, LLC 1.54% of their portfolio STRATHAM, NH 284,943284.9k $19.6m $19.6m 1.54% Added +24.4k +24,410
33 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 283,577283.6k $19.5m $19.5m 0.01% Added +15.0k +14,991
34 &PARTNERS 0.08% of their portfolio NASHVILLE, TN 280,448280.4k $19.3m $19.3m 0.08% Added +89.2k +89,241
35 NewEdge Advisors, LLC 0.05% of their portfolio NEW ORLEANS, LA 254,760254.8k $17.6m $17.6m 0.05% Added +65.5k +65,517
36 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 251,115251.1k $17.3m $17.3m 0.01% Reduced -58.3k -58,267
37 Trilogy Capital Inc. 0.61% of their portfolio IRVINE, CA 227,536227.5k $15.7m $15.7m 0.61% Reduced -64.6k -64,569
38 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 227,070227.1k $15.7m $15.7m 0.01% Added +7.6k +7,572
39 CreativeOne Wealth, LLC 0.33% of their portfolio OVERLAND PARK, KS 224,084224.1k $15.4m $15.4m 0.33% Added +21.5k +21,474
40 Idaho Trust Co 4.47% of their portfolio BOISE, ID 222,112222.1k $15.3m $15.3m 4.47% Added +21.3k +21,309
41 Betterment LLC 0.02% of their portfolio NEW YORK, NY 214,113214.1k $14.8m $14.8m 0.02% Added +5.8k +5,808
42 Waterford Advisors, LLC 4.46% of their portfolio ORCHARD PARK, NY 209,762209.8k $16.3m $16.3m 4.46% Added +17.2k +17,233
43 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 200,996201.0k $13.9m $13.9m 0.02% Added +11.9k +11,910
44 GREENUP STREET WEALTH MANAGEMENT LLC 1.64% of their portfolio OVERLAND PARK, KS 196,029196.0k $13.5m $13.5m 1.64% Added +38.4k +38,435
45 Ameritas Advisory Services, LLC 0.27% of their portfolio Lincoln, NE 194,588194.6k $13.4m $13.4m 0.27% Added +84.2k +84,174
46 WINCAP FINANCIAL LLC 7.21% of their portfolio BOSTON, MA 193,644193.6k $13.3m $13.3m 7.21% Added +11.7k +11,710
47 Ryan Investment Management, Inc. 5.78% of their portfolio BASALT, CO 185,362185.4k $12.8m $12.8m 5.78% New
48 BlueStem Wealth Partners, LLC 1.24% of their portfolio MINNETONKA, MN 180,997181.0k $12.5m $12.5m 1.24% New
49 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 178,190178.2k $12.3m $12.3m 0.01% Reduced -7.8k -7,847
50 TD PRIVATE CLIENT WEALTH LLC 0.21% of their portfolio NEW YORK, NY 167,958168.0k $11.6m $11.6m 0.21% Reduced -5.2k -5,165
51 DAYMARK WEALTH PARTNERS, LLC 0.28% of their portfolio CINCINNATI, OH 166,474166.5k $11.5m $11.5m 0.28% New
52 PEAPACK GLADSTONE FINANCIAL CORP 0.13% of their portfolio BEDMINSTER, NJ 166,412166.4k $11.5m $11.5m 0.13% Reduced -12.3k -12,292
53 Platt Investment Counsel, LLC 7.62% of their portfolio CARY, NC 164,964165.0k $11.4m $11.4m 7.62% Added +2.9k +2,880
54 Evergreen Wealth Management, LLC 5.21% of their portfolio Williamston, MI 161,241161.2k $11.1m $11.1m 5.21% Added +6.9k +6,938
55 Crestwood Advisors Group, LLC 0.16% of their portfolio BOSTON, MA 153,584153.6k $10.6m $10.6m 0.16% Added +37.5k +37,491
56 Evolution Advisers, Inc. 3.81% of their portfolio RICHMOND, VA 150,385150.4k $10.4m $10.4m 3.81% Added +18.4k +18,393
57 NYL Investors LLC 3.87% of their portfolio NEW YORK, NY 146,377146.4k $10.1m $10.1m 3.87% Added +2.5k +2,549
58 Summit Wealth Group, LLC 2.02% of their portfolio WHITE RIVER JUNCTION, VT 143,517143.5k $9.9m $9.9m 2.02% Added +6.1k +6,084
59 Ashton Thomas Private Wealth, LLC 0.20% of their portfolio SCOTTSDALE, AZ 140,270140.3k $9.7m $9.7m 0.20% Added +139.8k +139,836
60 Atria Investments, Inc 0.10% of their portfolio Charlotte, NC 138,321138.3k $9.5m $9.5m 0.10% Added +8 +8
61 Addison Capital Co 1.47% of their portfolio Conshohocken, PA 129,734129.7k $8.9m $8.9m 1.47% Added +4.3k +4,341
62 World Investment Advisors 0.15% of their portfolio LINCROFT, NJ 127,606127.6k $8.8m $8.8m 0.15% Added +5.0k +5,008
63 EverSource Wealth Advisors, LLC 0.29% of their portfolio BIRMINGHAM, AL 123,953124.0k $8.5m $8.5m 0.29% Reduced -107.7k -107,680
64 One Wealth Map LLC 3.81% of their portfolio LAS VEGAS, NV 123,480123.5k $8.2m $8.2m 3.81% Added +9.6k +9,604
65 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.39% of their portfolio Westlake, OH 114,027114.0k $7.9m $7.9m 0.39% Added +15.9k +15,925
66 Nest Investments, LLC 5.85% of their portfolio CONSHOHOCKEN, PA 111,715111.7k $7.7m $7.7m 5.85% Added +3.9k +3,899
67 Sellwood Investment Partners LLC 2.63% of their portfolio PORTLAND, OR 108,373108.4k $7.5m $7.5m 2.63% Added +31.5k +31,469
68 Parker Financial LLC 2.67% of their portfolio SILVERDALE, WA 105,916105.9k $7.3m $7.3m 2.67% Added +260 +260
69 Brookstone Capital Management 0.07% of their portfolio WHEATON, IL 103,882103.9k $7.2m $7.2m 0.07% Added +16.7k +16,715
70 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.00% of their portfolio SYOSSET, NY 100,885100.9k $1.5k $1.5k 0.00% Added +99.0k +98,967
71 PFW Advisors LLC 2.01% of their portfolio ATLANTA, GA 99,79999.8k $6.9m $6.9m 2.01% Added +2.6k +2,556
72 Sovereign Financial Group, Inc. 1.05% of their portfolio STAMFORD, CT 99,16399.2k $6.8m $6.8m 1.05% Added +9.9k +9,903
73 Mutual Advisors, LLC 0.13% of their portfolio OMAHA, NE 98,82398.8k $6.8m $6.8m 0.13% Added +3.5k +3,454
74 SigFig Wealth Management, LLC 0.18% of their portfolio SAN FRANCISCO, CA 98,06398.1k $6.8m $6.8m 0.18% Added +596 +596
75 Bay Harbor Wealth Management, LLC 1.55% of their portfolio Hunt Valley, MD 97,32197.3k $6.7m $6.7m 1.55% Added +753 +753
76 MassMutual Private Wealth & Trust, FSB 0.17% of their portfolio Windsor, CT 95,32695.3k $6.6m $6.6m 0.17% Added +459 +459
77 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 94,21494.2k $6.6m $6.6m 0.00% Reduced -40.1k -40,121
78 CoreCap Advisors, LLC 0.19% of their portfolio SOUTHFIELD, MI 93,88993.9k $6.5m $6.5m 0.19% Added +11.6k +11,625
79 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 93,53293.5k $6.4m $6.4m 0.01% Reduced -45.3k -45,274
80 MGO ONE SEVEN LLC 0.10% of their portfolio Beachwood, OH 90,53690.5k $6.2m $6.2m 0.10% Added +4.5k +4,451
81 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 85,64385.6k $6.0m $6.0m 0.00% Reduced -291 -291
82 DiPaolo Financial Group, Inc. 3.78% of their portfolio LUTZ, FL 83,99084.0k $5.8m $5.8m 3.78% Added +4.3k +4,273
83 Leeward Financial Partners, LLC 1.50% of their portfolio Bellevue, WA 82,96983.0k $5.7m $5.7m 1.50% Added +1.8k +1,847
84 Rochester Wealth Strategies, LLC 3.11% of their portfolio ROCHESTER, MI 81,40781.4k $5.6m $5.6m 3.11% Reduced -7.8k -7,841
85 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 79,82279.8k $5.5m $5.5m 0.01% Reduced -13.7k -13,702
86 FLAGSTAR SECURITIES, INC 1.65% of their portfolio New York, NY 79,37679.4k $5.5m $5.5m 1.65% Reduced -9.0k -9,030
87 J.W. COLE ADVISORS, INC. 0.09% of their portfolio TAMPA, FL 79,21979.2k $5.5m $5.5m 0.09% New
88 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 77,93277.9k $5.4m $5.4m 0.01% Added +1.4k +1,411
89 SEEDS INVESTOR LLC 0.55% of their portfolio NEW YORK, NY 77,49277.5k $5.3m $5.3m 0.55% Added +11.8k +11,754
90 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 73,03273.0k $5.0m $5.0m 0.04% Added +2.4k +2,448
91 Main Street Financial Solutions, LLC 0.31% of their portfolio NEWTOWN, PA 70,90970.9k $4.9m $4.9m 0.31% Added +8.9k +8,905
92 LIBERTY WEALTH MANAGEMENT LLC 0.61% of their portfolio OAKLAND, CA 70,41670.4k $4.8m $4.8m 0.61% Unchanged
93 Arcadia Wealth Management, LLC 1.47% of their portfolio Manchester, NH 68,04868.0k $4.7m $4.7m 1.47% Added +4.5k +4,477
94 Aspire Private Capital, LLC 0.97% of their portfolio Cornelius, NC 67,93067.9k $4.7m $4.7m 0.97% Added +3.0k +2,979
95 MONEY CONCEPTS CAPITAL CORP 0.20% of their portfolio PALM BEACH GARDENS, FL 63,65863.7k $4.4m $4.4m 0.20% Reduced -8.3k -8,280
96 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 60,82460.8k $4.2m $4.2m 0.02% Reduced -698 -698
97 PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 0.49% of their portfolio MINNEAPOLIS, MN 60,53560.5k $4.2m $4.2m 0.49% Added +3.9k +3,922
98 Cornerstone Financial Group, LLC /NE/ 2.55% of their portfolio OMAHA, NE 60,12160.1k $4.1m $4.1m 2.55% Added +1.7k +1,718
99 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 58,46658.5k $4.0m $4.0m 0.03% Added +25.4k +25,393
100 Troutman Wealth Management, LLC 3.07% of their portfolio MALVERN, PA 57,91557.9k $4.0m $4.0m 3.07% Added +1.4k +1,416