Vault-13

VANGUARD BD INDEX FDS BIV

INTERMED TERM · ETP · CUSIP 921937819

690 institutional holders +31 vs Q3 2022
103,997,720104.0m shares reported held*
$7.7bnreported value*
54 new 227 added 267 reduced 58 sold out net bought ≈ $196.5m (+2.9m 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 ($343.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $74.24. Options: 1 managers hold calls ($282.4k notional), 0 hold puts (—).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 659Q4 22: 690690Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022659
Q4 2022690

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ3 22 calls: $294.0kQ3 22 puts: $0Q3 22P/C 0.00Q4 22 calls: $282.4kQ4 22 puts: $0Q4 22P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2022$294.0k$00.00
Q4 2022$282.4k$00.00

Biggest buyers

WELLS FARGO & COMPANY/MN Added +1,749,688+1.7m
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +1,172,596+1.2m
UBS Group AG Added +615,900+615.9k
MORGAN STANLEY Added +595,210+595.2k
Badgley Phelps Wealth Managers, LLC New +457,304+457.3k
AMERIPRISE FINANCIAL INC Added +421,668+421.7k
WEALTHSOURCE PARTNERS, LLC New +365,815+365.8k
Financial Engines Advisors L.L.C. Added +363,495+363.5k
Perigon Wealth Management, LLC Added +360,672+360.7k
UNITED CAPITAL FINANCIAL ADVISORS, LLC Added +308,451+308.5k

Biggest sellers

Efficient Advisors, LLC Reduced -1,261,406-1.3m
FMR LLC Reduced -1,122,260-1.1m
JANE STREET GROUP, LLC Sold out -995,297-995.3k
American Trust Reduced -950,662-950.7k
CITADEL ADVISORS LLC Sold out -394,836-394.8k
BANK OF AMERICA CORP /DE/ Reduced -349,539-349.5k
Mariner, LLC Reduced -346,401-346.4k
Keudell/Morrison Wealth Management Sold out -344,882-344.9k
Highland Private Wealth Management Sold out -302,990-303.0k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Sold out -287,661-287.7k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $282.4k3.8k 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, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.76% of their portfolio Berwyn, PA 19,705,55319.7m $1.5bn $1.5bn 0.76% Reduced -75.9k -75,851
2 WELLS FARGO & COMPANY/MN 0.15% of their portfolio SAN FRANCISCO, CA 6,287,3316.3m $467.3m $467.3m 0.15% Added +1.7m +1,749,688
3 BANK OF AMERICA CORP /DE/ 0.05% of their portfolio CHARLOTTE, NC 5,097,0935.1m $378.8m $378.8m 0.05% Reduced -349.5k -349,539
4 UNITED CAPITAL FINANCIAL ADVISORS, LLC 2.08% of their portfolio IRVING, TX 4,996,7885.0m $371.4m $371.4m 2.08% Added +308.5k +308,451
5 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.56% of their portfolio MILWAUKEE, WI 4,983,1535.0m $370.4m $370.4m 0.56% Added +1.2m +1,172,596
6 GOLDMAN SACHS GROUP INC 0.10% of their portfolio NEW YORK, NY 4,609,2674.6m $342.6m $342.6m 0.10% Added +94.9k +94,912
7 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 4,416,5704.4m $328.2m $328.2m 0.04% Added +595.2k +595,210
8 LPL Financial LLC 0.21% of their portfolio FORT MILL, SC 3,229,6953.2m $240.0m $240.0m 0.21% Added +105.3k +105,268
9 AMERIPRISE FINANCIAL INC 0.07% of their portfolio MINNEAPOLIS, MN 2,651,4402.7m $195.9m $195.9m 0.07% Added +421.7k +421,668
10 Baird Financial Group, Inc. 0.45% of their portfolio MILWAUKEE, WI 2,285,5862.3m $169.9m $169.9m 0.45% Reduced -197.9k -197,871
11 OSAIC HOLDINGS, INC. 0.30% of their portfolio SCOTTSDALE, AZ 2,004,7782.0m $149.0m $149.0m 0.30% Reduced -668 -668
12 LINCOLN NATIONAL CORP 2.65% of their portfolio RADNOR, PA 1,576,9221.6m $117.2m $117.2m 2.65% Added +21.5k +21,504
13 FMR LLC 0.01% of their portfolio BOSTON, MA 1,531,8521.5m $113.8m $113.8m 0.01% Reduced -1.1m -1,122,260
14 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 1,505,9801.5m $111.9m $111.9m 0.03% Added +124.9k +124,924
15 Diana Davis Spencer Foundation 41.33% of their portfolio BETHESDA, MD 1,426,0001.4m $106.0m $106.0m 41.33% Unchanged
16 UBS Group AG 0.05% of their portfolio ZURICH, V8 1,285,5361.3m $95.5m $95.5m 0.05% Added +615.9k +615,900
17 JONES FINANCIAL COMPANIES LLLP 0.16% of their portfolio DES PERES, MO 1,252,6421.3m $93.1m $93.1m 0.16% Added +96.3k +96,289
18 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 1,228,0181.2m $91.3m $91.3m 0.02% Reduced -7.0k -6,998
19 Cambridge Investment Research Advisors, Inc. 0.36% of their portfolio FAIRFIELD, IA 926,090926.1k $68.8m $68.8m 0.36% Reduced -14.9k -14,907
20 US BANCORP \DE\ 0.11% of their portfolio MINNEAPOLIS, MN 816,924816.9k $60.7m $60.7m 0.11% Reduced -28.4k -28,446
21 Merit Financial Group, LLC 1.95% of their portfolio ALPHARETTA, GA 722,878722.9k $53.7m $53.7m 1.95% Added +85.3k +85,346
22 TRUIST FINANCIAL CORP 0.09% of their portfolio CHARLOTTE, NC 667,327667.3k $49.6m $49.6m 0.09% Added +122.0k +121,994
23 Mariner, LLC 0.16% of their portfolio Overland Park, KS 652,954653.0k $48.5m $48.5m 0.16% Reduced -346.4k -346,401
24 BCM ADVISORS, LLC 13.94% of their portfolio LAFAYETTE, LA 652,823652.8k $50.4m $50.4m 13.94% Reduced -984 -984
25 TIAA, FSB 0.19% of their portfolio ST. LOUIS, MO 639,671639.7k $47.7m $47.7m 0.19% Added +91.9k +91,905
26 COMERICA BANK 0.36% of their portfolio DALLAS, TX 600,769600.8k $45.9m $45.9m 0.36% Added +27.2k +27,203
27 COMMONWEALTH EQUITY SERVICES, LLC 0.11% of their portfolio WALTHAM, MA 593,606593.6k $44.1m $44.1m 0.11% Added +6.5k +6,480
28 Financial Engines Advisors L.L.C. 0.12% of their portfolio SANTA CLARA, CA 567,461567.5k $42.2m $42.2m 0.12% Added +363.5k +363,495
29 Thrivent Financial for Lutherans 0.11% of their portfolio Minneapolis, MN 552,094552.1k $41.2m $41.2m 0.11% Added +41.1k +41,053
30 HighTower Advisors, LLC 0.09% of their portfolio CHICAGO, IL 514,576514.6k $38.2m $38.2m 0.09% Added +301.6k +301,572
31 COMERICA SECURITIES,INC. 2.66% of their portfolio DETROIT, MI 500,509500.5k $37.2m $37.2m 2.66% Added +80.2k +80,220
32 Brio Consultants, LLC 7.10% of their portfolio SAN FRANCISCO, CA 479,375479.4k $35.6m $35.6m 7.10% Added +7.4k +7,425
33 Badgley Phelps Wealth Managers, LLC 1.36% of their portfolio SEATTLE, WA 457,304457.3k $34.0m $34.0m 1.36% New
34 Franklin, Parlapiano, Turner & Welch, LLC 10.79% of their portfolio HOUSTON, TX 442,402442.4k $32.9m $32.9m 10.79% Reduced -4.2k -4,247
35 CAPE COD FIVE CENTS SAVINGS BANK 3.60% of their portfolio HYANNIS, MA 429,902429.9k $32.0m $32.0m 3.60% Added +25.2k +25,210
36 MML INVESTORS SERVICES, LLC 0.21% of their portfolio SPRINGFIELD, MA 425,468425.5k $31.6m $31.6m 0.21% Reduced -519 -519
37 Cannon Financial Strategists, Inc. 11.34% of their portfolio ATHENS, GA 417,819417.8k $31.1m $31.1m 11.34% Added +18.1k +18,095
38 Burt Wealth Advisors 10.05% of their portfolio North Bethesda, MD 403,901403.9k $30.0m $30.0m 10.05% Reduced -4.9k -4,926
39 Austin Private Wealth, LLC 5.23% of their portfolio Austin, TX 401,704401.7k $29.9m $29.9m 5.23% Added +214.2k +214,158
40 Modera Wealth Management, LLC 1.17% of their portfolio WESTWOOD, NJ 386,420386.4k $28.7m $28.7m 1.17% Reduced -9.1k -9,088
41 Sand Hill Global Advisors, LLC 1.62% of their portfolio Palo Alto, CA 385,713385.7k $28.7m $28.7m 1.62% Reduced -10.1k -10,088
42 Janney Montgomery Scott LLC 0.11% of their portfolio PHILADELPHIA, PA 384,221384.2k $28.6m $28.6m 0.11% Added +3.9k +3,866
43 Cetera Investment Advisers 0.26% of their portfolio SCHAUMBURG, IL 379,305379.3k $28.2m $28.2m 0.26% Added +217.2k +217,164
44 FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 6.29% of their portfolio NEWTOWN, PA 374,368374.4k $27.8m $27.8m 6.29% Reduced -2.2k -2,247
45 WEALTHSOURCE PARTNERS, LLC 1.93% of their portfolio SAN LUIS OBISPO, CA 365,815365.8k $27.2m $27.2m 1.93% New
46 Perigon Wealth Management, LLC 0.82% of their portfolio SAN FRANCISCO, CA 365,781365.8k $26.4m $26.4m 0.82% Added +360.7k +360,672
47 Raymond James Financial Services Advisors, Inc. 0.05% of their portfolio ST. PETERSBURG, FL 365,102365.1k $27.1m $27.1m 0.05% Reduced -81.5k -81,466
48 Cranbrook Wealth Management, LLC 7.38% of their portfolio Bloomfield Hills, MI 364,498364.5k $27.1m $27.1m 7.38% Added +46.1k +46,058
49 BURNEY CO/ 1.37% of their portfolio RESTON, VA 362,795362.8k $27.0m $27.0m 1.37% Reduced -2.8k -2,806
50 STEPHENS INC /AR/ 0.55% of their portfolio LITTLE ROCK, AR 361,186361.2k $26.8m $26.8m 0.55% Reduced -40.8k -40,796
51 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 339,902339.9k $25.6m $25.6m 0.01% Added +27.0k +27,035
52 RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio ST PETERSBURG, FL 336,693336.7k $25.0m $25.0m 0.02% Added +117.0k +116,977
53 Kestra Advisory Services, LLC 0.21% of their portfolio AUSTIN, TX 315,507315.5k $23.4m $23.4m 0.21% Added +47.8k +47,778
54 Diversified Portfolios, Inc. 5.37% of their portfolio Bloomfield Hills, MI 315,262315.3k $23.4m $23.4m 5.37% Reduced -19.0k -19,015
55 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 312,305312.3k $23.2m $23.2m 0.03% Reduced -37.5k -37,538
56 Geneos Wealth Management Inc. 1.32% of their portfolio ENGLEWOOD, CO 293,331293.3k $21.8m $21.8m 1.32% Reduced -1.0k -1,020
57 Atria Wealth Solutions, Inc. 0.35% of their portfolio NEW YORK, NY 292,872292.9k $21.8m $21.8m 0.35% Reduced -2.4k -2,385
58 PINKERTON WEALTH, LLC 4.58% of their portfolio COEUR D ALENE, ID 284,884284.9k $21.2m $21.2m 4.58% Reduced -9.6k -9,589
59 Estate Counselors, LLC 2.88% of their portfolio Thiensville, WI 276,675276.7k $20.6m $20.6m 2.88% New
60 SUMMIT WEALTH & RETIREMENT PLANNING, INC. 8.32% of their portfolio EAGLE, ID 275,346275.3k $20.5m $20.5m 8.32% Added +1.5k +1,454
61 BANK OF STOCKTON 7.11% of their portfolio STOCKTON, CA 273,624273.6k $20.3m $20.3m 7.11% Added +167.4k +167,417
62 Fullen Financial Group 11.47% of their portfolio COLUMBUS, OH 262,996263.0k $20.2m $20.2m 11.47% Added +28.2k +28,154
63 OLIO Financial Planning 10.56% of their portfolio MCLEAN, VA 261,417261.4k $19.4m $19.4m 10.56% Added +31.9k +31,902
64 PEAPACK GLADSTONE FINANCIAL CORP 0.38% of their portfolio BEDMINSTER, NJ 261,056261.1k $19.4m $19.4m 0.38% Reduced -24.1k -24,141
65 GRIMES & Co WEALTH MANAGEMENT, LLC 0.79% of their portfolio WESTBOROUGH, MA 250,743250.7k $18.6m $18.6m 0.79% New
66 Windward Private Wealth Management Inc. 7.88% of their portfolio OVERLAND PARK, KS 239,416239.4k $17.8m $17.8m 7.88% Added +10.3k +10,286
67 Willow Creek Wealth Management Inc. 2.84% of their portfolio Sebastopol, CA 229,955230.0k $17.1m $17.1m 2.84% Added +190.0k +189,983
68 ATMOS ADVISORY, LLC 14.81% of their portfolio PITTSBURGH, PA 222,881222.9k $16.6m $16.6m 14.81% New
69 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 221,850221.8k $16.5m $16.5m 0.02% Reduced -21.2k -21,170
70 ARMSTRONG ADVISORY GROUP, INC 2.04% of their portfolio NEEDHAM, MA 208,591208.6k $15.5m $15.5m 2.04% First filing
71 Cetera Advisor Networks LLC 0.12% of their portfolio EL SEGUNDO, CA 204,174204.2k $15.2m $15.2m 0.12% Added +60.2k +60,164
72 FIFTH THIRD BANCORP 0.07% of their portfolio CINCINNATI, OH 199,859199.9k $14.9m $14.9m 0.07% Added +38.2k +38,223
73 FIRST MERCHANTS CORP 1.31% of their portfolio Muncie, IN 192,648192.6k $14.3m $14.3m 1.31% Added +3.9k +3,893
74 Orion Portfolio Solutions, LLC 0.50% of their portfolio Omaha, NE 192,533192.5k $14.3m $14.3m 0.50% Added +8.5k +8,508
75 AE Wealth Management LLC 0.10% of their portfolio TOPEKA, KS 184,814184.8k $13.7m $13.7m 0.10% Reduced -3.1k -3,097
76 PRUDENTIAL FINANCIAL INC 0.02% of their portfolio NEWARK, NJ 180,710180.7k $13.4m $13.4m 0.02% Added +6.1k +6,078
77 Verde Capital Management 6.35% of their portfolio CLARKSTON, MI 178,881178.9k $13.3m $13.3m 6.35% Reduced -7.7k -7,705
78 Signify Wealth 11.57% of their portfolio SAINT LOUIS, MO 177,839177.8k $13.2m $13.2m 11.57% Added +6.7k +6,702
79 Brookstone Capital Management 0.27% of their portfolio WHEATON, IL 176,413176.4k $13.4m $13.4m 0.27% Reduced -8.4k -8,391
80 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 0.13% of their portfolio OMAHA, NE 175,505175.5k $13.0m $13.0m 0.13% Reduced -6.7k -6,738
81 Human Investing LLC 3.27% of their portfolio LAKE OSWEGO, OR 172,974173.0k $12.9m $12.9m 3.27% Reduced -36.6k -36,617
82 Brewster Financial Planning LLC 13.44% of their portfolio BROOKLYN, NY 170,690170.7k $12.7m $12.7m 13.44% Added +4.8k +4,798
83 CreativeOne Wealth, LLC 0.70% of their portfolio OVERLAND PARK, KS 170,076170.1k $12.6m $12.6m 0.70% Added +9.4k +9,397
84 Sage Financial Management Group, Inc. 8.79% of their portfolio MCLEAN, VA 169,280169.3k $12.6m $12.6m 8.79% Added +21.9k +21,871
85 NewSquare Capital LLC 1.53% of their portfolio NEWTOWN SQUARE, PA 165,390165.4k $12.3m $12.3m 1.53% Added +215 +215
86 MERCER GLOBAL ADVISORS INC /ADV 0.06% of their portfolio DENVER, CO 161,300161.3k $12.0m $12.0m 0.06% Reduced -2.6k -2,595
87 Wealthfront Advisers LLC 0.06% of their portfolio Palo Alto, CA 157,498157.5k $11.7m $11.7m 0.06% Reduced -64.3k -64,285
88 EP Wealth Advisors, LLC 0.21% of their portfolio TORRANCE, CA 157,080157.1k $11.7m $11.7m 0.21% Added +23.4k +23,403
89 Smithfield Trust Co 0.78% of their portfolio PITTSBURGH, PA 156,396156.4k $11.6m $11.6m 0.78% Added +18.1k +18,118
90 Betterment LLC 0.04% of their portfolio NEW YORK, NY 154,130154.1k $11.5m $11.5m 0.04% Added +8.4k +8,417
91 Asset Management Group, Inc. 2.57% of their portfolio STAMFORD, CT 147,108147.1k $10.9m $10.9m 2.57% Reduced -1.7k -1,707
92 Amplius Wealth Advisors, LLC 1.68% of their portfolio BLUE BELL, PA 141,814141.8k $10.5m $10.5m 1.68% New
93 Private Advisor Group, LLC 0.09% of their portfolio MORRISTOWN, NJ 137,228137.2k $3.1m $3.1m 0.09% Reduced -13.8k -13,752
94 Gemmer Asset Management LLC 1.61% of their portfolio WALNUT CREEK, CA 136,640136.6k $10.2m $10.2m 1.61% Reduced -3.0k -2,974
95 Pacific Capital Wealth Advisors, Inc. 2.57% of their portfolio CORONA, CA 134,002134.0k $10.0m $10.0m 2.57% New
96 Meeder Advisory Services, Inc. 1.25% of their portfolio DUBLIN, OH 133,542133.5k $9.9m $9.9m 1.25% First filing
97 FC Advisory LLC 4.58% of their portfolio WEST CHESTER, PA 130,375130.4k $9.7m $9.7m 4.58% Added +228 +228
98 Wiser Wealth Management, Inc 4.40% of their portfolio MARIETTA, GA 128,131128.1k $9.5m $9.5m 4.40% Added +2.2k +2,226
99 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.96% of their portfolio FORT WAYNE, IN 127,379127.4k $9.5m $9.5m 0.96% Added +36.4k +36,391
100 Retirement Investment Advisors, Inc. 6.12% of their portfolio OKLAHOMA CITY, OK 127,301127.3k $9.5m $9.5m 6.12% First filing