VANGUARD BD INDEX FDS BIV
INTERMED TERM · ETP · CUSIP 921937819
659
institutional holders
100.2m
shares reported held*
$7.4bnreported value*
* 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 ($332.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $74.25. Options: 1 managers hold calls ($294.0k notional), 0 hold puts (—).
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $294.0k4.0k shares |
Biggest puts
| None |
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, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC 0.83% of their portfolio | 19.8m $1.5bn | — |
| BANK OF AMERICA CORP /DE/ 0.05% of their portfolio | 5.4m $400.2m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 2.03% of their portfolio | 4.7m $344.5m | — |
| WELLS FARGO & COMPANY/MN 0.11% of their portfolio | 4.5m $333.4m | — |
| GOLDMAN SACHS GROUP INC 0.10% of their portfolio | 4.5m $331.7m | — |
| MORGAN STANLEY 0.04% of their portfolio | 3.8m $280.8m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.49% of their portfolio | 3.8m $280.0m | — |
| LPL Financial LLC 0.22% of their portfolio | 3.1m $229.6m | — |
| FMR LLC 0.02% of their portfolio | 2.7m $195.0m | — |
| Baird Financial Group, Inc. 0.54% of their portfolio | 2.5m $182.5m | — |
| AMERIPRISE FINANCIAL INC 0.06% of their portfolio | 2.2m $163.5m | — |
| OSAIC HOLDINGS, INC. 0.34% of their portfolio | 2.0m $147.4m | — |
| LINCOLN NATIONAL CORP 2.82% of their portfolio | 1.6m $114.3m | — |
| Diana Davis Spencer Foundation 41.37% of their portfolio | 1.4m $104.8m | — |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 1.4m $101.5m | — |
| Efficient Advisors, LLC 8.29% of their portfolio | 1.3m $95.2m | — |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.2m $90.7m | — |
| JONES FINANCIAL COMPANIES LLLP 0.16% of their portfolio | 1.2m $85.0m | — |
| Mariner, LLC 0.29% of their portfolio | 999.4k $73.4m | — |
| JANE STREET GROUP, LLC 0.14% of their portfolio | 995.3k $73.1m | — |
| American Trust 5.91% of their portfolio | 953.6k $70.1m | — |
| Cambridge Investment Research Advisors, Inc. 0.39% of their portfolio | 941.0k $69.1m | — |
| US BANCORP \DE\ 0.13% of their portfolio | 845.4k $62.1m | — |
| UBS Group AG 0.03% of their portfolio | 669.6k $49.2m | — |
| BCM ADVISORS, LLC 14.06% of their portfolio | 653.8k $47.8m | — |
| Merit Financial Group, LLC 2.04% of their portfolio | 637.5k $46.8m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.11% of their portfolio | 587.1k $43.1m | — |
| COMERICA BANK 0.35% of their portfolio | 573.6k $41.3m | — |
| TIAA, FSB 0.17% of their portfolio | 547.8k $40.2m | — |
| TRUIST FINANCIAL CORP 0.08% of their portfolio | 545.3k $40.1m | — |
| Thrivent Financial for Lutherans 0.10% of their portfolio | 511.0k $37.6m | — |
| Brio Consultants, LLC 7.18% of their portfolio | 471.9k $34.0m | — |
| Franklin, Parlapiano, Turner & Welch, LLC 11.68% of their portfolio | 446.6k $32.8m | — |
| Raymond James Financial Services Advisors, Inc. 0.07% of their portfolio | 446.6k $32.8m | — |
| MML INVESTORS SERVICES, LLC 0.24% of their portfolio | 426.0k $31.3m | — |
| COMERICA SECURITIES,INC. 2.54% of their portfolio | 420.3k $30.9m | — |
| Burt Wealth Advisors 12.06% of their portfolio | 408.8k $30.0m | — |
| CAPE COD FIVE CENTS SAVINGS BANK 3.55% of their portfolio | 404.7k $29.7m | — |
| STEPHENS INC /AR/ 0.63% of their portfolio | 402.0k $29.5m | — |
| Cannon Financial Strategists, Inc. 11.55% of their portfolio | 399.7k $29.4m | — |
| Sand Hill Global Advisors, LLC 1.83% of their portfolio | 395.8k $29.1m | — |
| Modera Wealth Management, LLC 1.47% of their portfolio | 395.5k $29.1m | — |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 394.8k $29.0m | — |
| Janney Montgomery Scott LLC 0.12% of their portfolio | 380.4k $27.9m | — |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 6.71% of their portfolio | 376.6k $27.7m | — |
| BURNEY CO/ 1.48% of their portfolio | 365.6k $26.9m | — |
| STIFEL FINANCIAL CORP 0.04% of their portfolio | 349.8k $25.7m | — |
| Keudell/Morrison Wealth Management 9.48% of their portfolio | 344.9k $25.3m | — |
| Diversified Portfolios, Inc. 6.61% of their portfolio | 334.3k $24.6m | — |
| Cranbrook Wealth Management, LLC 6.05% of their portfolio | 318.4k $23.4m | — |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 312.9k $23.7m | — |
| Highland Private Wealth Management 3.59% of their portfolio | 303.0k $22.3m | — |
| Atria Wealth Solutions, Inc. 0.38% of their portfolio | 295.3k $21.7m | — |
| PINKERTON WEALTH, LLC 8.34% of their portfolio | 294.5k $21.6m | — |
| Geneos Wealth Management Inc. 1.49% of their portfolio | 294.4k $21.6m | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 287.7k $21.1m | — |
| PEAPACK GLADSTONE FINANCIAL CORP 0.43% of their portfolio | 285.2k $21.0m | — |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. 8.01% of their portfolio | 273.9k $20.1m | — |
| Kestra Advisory Services, LLC 0.21% of their portfolio | 267.7k $19.7m | — |
| PNC Financial Services Group, Inc. 0.02% of their portfolio | 243.0k $17.9m | — |
| Fullen Financial Group 10.89% of their portfolio | 234.8k $17.1m | — |
| Insight Wealth Partners, LLC 16.79% of their portfolio | 232.1k $17.1m | — |
| OLIO Financial Planning 10.01% of their portfolio | 229.5k $16.9m | — |
| Windward Private Wealth Management Inc. 8.10% of their portfolio | 229.1k $16.8m | — |
| Wealthfront Advisers LLC 0.09% of their portfolio | 221.8k $16.3m | — |
| RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio | 219.7k $16.1m | — |
| HighTower Advisors, LLC 0.04% of their portfolio | 213.0k $15.6m | — |
| Human Investing LLC 3.93% of their portfolio | 209.6k $15.4m | — |
| Financial Engines Advisors L.L.C. 0.05% of their portfolio | 204.0k $15.0m | — |
| Fortis Advisors, LLC 4.85% of their portfolio | 188.8k $6.8m | — |
| FIRST MERCHANTS CORP 1.39% of their portfolio | 188.8k $13.9m | — |
| AE Wealth Management LLC 0.11% of their portfolio | 187.9k $13.8m | — |
| Austin Private Wealth, LLC 2.90% of their portfolio | 187.5k $13.8m | — |
| Verde Capital Management 6.67% of their portfolio | 186.6k $13.7m | — |
| Brookstone Capital Management 0.31% of their portfolio | 184.8k $13.5m | — |
| Orion Portfolio Solutions, LLC 0.54% of their portfolio | 184.0k $13.5m | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC 0.13% of their portfolio | 182.2k $13.4m | — |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 174.6k $12.9m | — |
| Signify Wealth 13.37% of their portfolio | 171.1k $12.6m | — |
| Brewster Financial Planning LLC 14.24% of their portfolio | 165.9k $12.2m | — |
| NewSquare Capital LLC 1.52% of their portfolio | 165.2k $12.1m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.07% of their portfolio | 163.9k $12.0m | — |
| Cetera Investment Advisers 0.19% of their portfolio | 162.1k $11.9m | — |
| FIFTH THIRD BANCORP 0.06% of their portfolio | 161.6k $11.9m | — |
| CreativeOne Wealth, LLC 0.71% of their portfolio | 160.7k $11.8m | — |
| Kelman-Lazarov, Inc. 3.92% of their portfolio | 156.9k $11.5m | — |
| Private Advisor Group, LLC 0.13% of their portfolio | 151.0k $11.1m | — |
| Asset Management Group, Inc. 2.73% of their portfolio | 148.8k $10.9m | — |
| Sage Financial Management Group, Inc. 9.55% of their portfolio | 147.4k $10.8m | — |
| Betterment LLC 0.04% of their portfolio | 145.7k $11.3m | — |
| Cetera Advisor Networks LLC 0.13% of their portfolio | 144.0k $10.6m | — |
| OLD MISSION CAPITAL LLC 0.46% of their portfolio | 143.3k $10.5m | — |
| Gemmer Asset Management LLC 1.71% of their portfolio | 139.6k $10.3m | — |
| MEEDER ASSET MANAGEMENT INC 0.59% of their portfolio | 138.9k $10.2m | — |
| Smithfield Trust Co 0.73% of their portfolio | 138.3k $10.2m | — |
| EP Wealth Advisors, LLC 0.22% of their portfolio | 133.7k $9.8m | — |
| FC Advisory LLC 4.84% of their portfolio | 130.1k $9.6m | — |
| Wiser Wealth Management, Inc 4.84% of their portfolio | 125.9k $9.3m | — |
| Darrow Company, Inc. 9.49% of their portfolio | 123.3k $9.1m | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 122.7k $9.0m | — |