Vault-13

VANGUARD BD INDEX FDS BIV

INTERMED TERM · ETP · CUSIP 921937819

936 institutional holders +78 vs Q3 2024
174,528,821174.5m shares reported held*
$13.0bnreported value*
60 new 448 added 252 reduced 43 sold out net bought ≈ $1.0bn (+14.6m 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 ($2.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $74.45. Options: 1 managers hold calls ($328.8k notional), 0 hold puts (—).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 659Q4 22: 690Q1 23: 707Q2 23: 728Q3 23: 727Q4 23: 827Q1 24: 819Q2 24: 832Q3 24: 858Q4 24: 936936Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022659
Q4 2022690
Q1 2023707
Q2 2023728
Q3 2023727
Q4 2023827
Q1 2024819
Q2 2024832
Q3 2024858
Q4 2024936

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ1 23: 351 bought or addedQ1 23: 296 cut or sold outQ2 23: 376 bought or addedQ2 23: 277 cut or sold outQ2 23Q3 23: 377 bought or addedQ3 23: 318 cut or sold outQ4 23: 395 bought or addedQ4 23: 337 cut or sold outQ4 23Q1 24: 448 bought or addedQ1 24: 315 cut or sold outQ2 24: 454 bought or addedQ2 24: 324 cut or sold outQ2 24Q3 24: 510 bought or addedQ3 24: 278 cut or sold outQ4 24: 508 bought or addedQ4 24: 295 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023351296
Q2 2023376277
Q3 2023377318
Q4 2023395337
Q1 2024448315
Q2 2024454324
Q3 2024510278
Q4 2024508295

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ1 24 calls: $399.6kQ1 24 puts: $339.3kQ1 24P/C 0.85Q2 24 calls: $441.9kQ2 24 puts: $988.5kQ2 24P/C 2.24Q3 24 calls: $313.5kQ3 24 puts: $4.2mQ3 24P/C 13.29Q4 24 calls: $328.8kQ4 24 puts: $0Q4 24P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2024$399.6k$339.3k0.85
Q2 2024$441.9k$988.5k2.24
Q3 2024$313.5k$4.2m13.29
Q4 2024$328.8k$00.00

Biggest buyers

WELLS FARGO & COMPANY/MN Added +4,525,993+4.5m
EP Wealth Advisors, LLC Added +1,537,319+1.5m
OSAIC HOLDINGS, INC. Added +930,589+930.6k
WIT, LLC Added +710,213+710.2k
LPL Financial LLC Added +668,720+668.7k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +552,999+553.0k
BetterWealth, LLC New +396,971+397.0k
GOLDMAN SACHS GROUP INC Added +353,897+353.9k
Creative Planning Added +289,862+289.9k
Beacon Capital Management, Inc. Added +273,374+273.4k

Biggest sellers

Amplius Wealth Advisors, LLC Reduced -615,920-615.9k
CARY STREET PARTNERS INVESTMENT ADVISORY LLC Reduced -536,455-536.5k
JPMORGAN CHASE & CO Reduced -450,697-450.7k
OLIO Financial Planning Reduced -293,806-293.8k
JACOBSON & SCHMITT ADVISORS, LLC Reduced -228,966-229.0k
FMR LLC Reduced -169,121-169.1k
PRUDENTIAL FINANCIAL INC Sold out -160,986-161.0k
RETIREMENT CAPITAL STRATEGIES Sold out -156,657-156.7k
Goldstone Financial Group, LLC Reduced -145,035-145.0k
Squarepoint Ops LLC Sold out -110,843-110.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $328.8k4.4k 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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.40% of their portfolio Berwyn, PA 16,853,79816.9m $1.3bn $1.3bn 0.40% Reduced -56.4k -56,386
2 WELLS FARGO & COMPANY/MN 0.22% of their portfolio SAN FRANCISCO, CA 12,256,21412.3m $915.9m $915.9m 0.22% Added +4.5m +4,525,993
3 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.52% of their portfolio MILWAUKEE, WI 8,304,2868.3m $620.6m $620.6m 0.52% Added +553.0k +552,999
4 GOLDMAN SACHS GROUP INC 0.11% of their portfolio NEW YORK, NY 7,731,1807.7m $577.8m $577.8m 0.11% Added +353.9k +353,897
5 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 6,275,9416.3m $469.0m $469.0m 0.04% Added +67.7k +67,726
6 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 6,054,0316.1m $452.4m $452.4m 0.03% Added +184.7k +184,683
7 EP Wealth Advisors, LLC 2.79% of their portfolio TORRANCE, CA 4,575,3084.6m $341.9m $341.9m 2.79% Added +1.5m +1,537,319
8 LPL Financial LLC 0.14% of their portfolio FORT MILL, SC 4,536,9424.5m $339.0m $339.0m 0.14% Added +668.7k +668,720
9 True Link Financial Advisors, LLC 24.79% of their portfolio SAN FRANCISCO, CA 3,952,9284.0m $295.4m $295.4m 24.79% Added +245.7k +245,701
10 AMERIPRISE FINANCIAL INC 0.07% of their portfolio MINNEAPOLIS, MN 3,785,3143.8m $283.0m $283.0m 0.07% Added +137.6k +137,588
11 Baird Financial Group, Inc. 0.46% of their portfolio MILWAUKEE, WI 3,201,7803.2m $239.3m $239.3m 0.46% Added +165.8k +165,797
12 MATHER GROUP, LLC. 2.82% of their portfolio CHICAGO, IL 2,909,5782.9m $217.4m $217.4m 2.82% Added +194.3k +194,263
13 UNITED CAPITAL FINANCIAL ADVISORS, LLC 1.68% of their portfolio IRVING, TX 2,666,4922.7m $199.3m $199.3m 1.68% Added +63.8k +63,765
14 OSAIC HOLDINGS, INC. 0.33% of their portfolio SCOTTSDALE, AZ 2,596,1692.6m $144.8m $144.8m 0.33% Added +930.6k +930,589
15 Envestnet Portfolio Solutions, Inc. 0.55% of their portfolio BERWYN, PA 2,240,0072.2m $167.4m $167.4m 0.55% Added +85.1k +85,134
16 TIAA TRUST, NATIONAL ASSOCIATION 0.49% of their portfolio CHARLOTTE, NC 2,162,7532.2m $161.6m $161.6m 0.49% Added +262.0k +262,004
17 LINCOLN NATIONAL CORP 4.80% of their portfolio RADNOR, PA 1,994,2382.0m $149.0m $149.0m 4.80% Added +117.6k +117,562
18 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 1,796,4651.8m $134.3m $134.3m 0.03% Added +78.7k +78,672
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.24% of their portfolio PLYMOUTH, MN 1,708,5511.7m $127.7m $127.7m 0.24% Added +98.2k +98,206
20 FMR LLC 0.01% of their portfolio BOSTON, MA 1,690,4171.7m $126.3m $126.3m 0.01% Reduced -169.1k -169,121
21 Mariner, LLC 0.20% of their portfolio Overland Park, KS 1,571,4541.6m $117.4m $117.4m 0.20% Added +31.8k +31,800
22 JONES FINANCIAL COMPANIES LLLP 0.11% of their portfolio DES PERES, MO 1,508,8191.5m $112.8m $112.8m 0.11% Added +112.6k +112,638
23 Retirement Investment Advisors, Inc. 11.34% of their portfolio OKLAHOMA CITY, OK 1,438,8171.4m $107.5m $107.5m 11.34% Added +63.1k +63,076
24 Diana Davis Spencer Foundation 37.60% of their portfolio BETHESDA, MD 1,426,0001.4m $106.6m $106.6m 37.60% Unchanged
25 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 1,396,9961.4m $104.4m $104.4m 0.04% First filing
26 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 1,319,9661.3m $98.6m $98.6m 0.02% Added +50.2k +50,178
27 Efficient Advisors, LLC 6.16% of their portfolio BEAVERTON, OR 1,280,7461.3m $95.7m $95.7m 6.16% Added +67.9k +67,909
28 COMERICA BANK 0.37% of their portfolio DALLAS, TX 1,229,1311.2m $91.9m $91.9m 0.37% Added +109.2k +109,229
29 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,159,1731.2m $86.6m $86.6m 0.02% Reduced -74.0k -73,996
30 Cetera Investment Advisers 0.16% of their portfolio SCHAUMBURG, IL 1,015,3681.0m $75.9m $75.9m 0.16% Added +38.6k +38,634
31 PEAPACK GLADSTONE FINANCIAL CORP 1.03% of their portfolio BEDMINSTER, NJ 946,443946.4k $70.7m $70.7m 1.03% Added +116.9k +116,854
32 American Trust 5.27% of their portfolio LEXINGTON, KY 926,492926.5k $69.2m $69.2m 5.27% Reduced -71.4k -71,423
33 US BANCORP \DE\ 0.09% of their portfolio MINNEAPOLIS, MN 917,526917.5k $68.6m $68.6m 0.09% Reduced -5.1k -5,062
34 TRUIST FINANCIAL CORP 0.11% of their portfolio CHARLOTTE, NC 914,204914.2k $68.3m $68.3m 0.11% Added +30.4k +30,383
35 COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio WALTHAM, MA 909,750909.8k $68.0m $68.0m 0.10% Added +12.3k +12,321
36 BCM ADVISORS, LLC 15.15% of their portfolio LAFAYETTE, LA 899,033899.0k $67.8m $67.8m 15.15% Added +108.6k +108,557
37 Cambridge Investment Research Advisors, Inc. 0.21% of their portfolio FAIRFIELD, IA 852,848852.8k $63.7m $63.7m 0.21% Reduced -2.3k -2,252
38 Beacon Capital Management, Inc. 2.69% of their portfolio DAYTON, OH 831,571831.6k $62.1m $62.1m 2.69% Added +273.4k +273,374
39 Cerity Partners LLC 0.12% of their portfolio NEW YORK, NY 716,746716.7k $53.6m $53.6m 0.12% Added +126.0k +126,041
40 WIT, LLC 1.72% of their portfolio DISTRICT OF COLUMBIA, DC 710,924710.9k $53.8m $53.8m 1.72% Added +710.2k +710,213
41 BANK OF MONTREAL /CAN/ 0.03% of their portfolio TORONTO, A6 710,749710.7k $53.1m $53.1m 0.03% Added +82.3k +82,323
42 Reliant Wealth Planning 23.06% of their portfolio LOUISVILLE, KY 657,918657.9k $49.2m $49.2m 23.06% Added +26.6k +26,628
43 Sage Financial Management Group, Inc. 17.70% of their portfolio MCLEAN, VA 639,562639.6k $47.8m $47.8m 17.70% Added +80.1k +80,061
44 Cranbrook Wealth Management, LLC 11.01% of their portfolio Bloomfield Hills, MI 635,495635.5k $47.5m $47.5m 11.01% Added +29.7k +29,722
45 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 632,341632.3k $47.3m $47.3m 0.00% Added +141.4k +141,397
46 MML INVESTORS SERVICES, LLC 0.15% of their portfolio SPRINGFIELD, MA 576,976577.0k $43.1m $43.1m 0.15% Added +22.0k +21,979
47 CARY STREET PARTNERS FINANCIAL LLC 1.30% of their portfolio RICHMOND, VA 572,569572.6k $39.9m $39.9m 1.30% First filing
48 MFA WEALTH ADVISORS, LLC 10.49% of their portfolio PITTSBURGH, PA 548,621548.6k $41.0m $41.0m 10.49% Added +82.2k +82,214
49 Badgley Phelps Wealth Managers, LLC 0.93% of their portfolio SEATTLE, WA 532,837532.8k $39.8m $39.8m 0.93% Added +12.6k +12,560
50 Verus Financial Partners, Inc. 4.41% of their portfolio RICHMOND, VA 530,891530.9k $39.2m $39.2m 4.41% Added +5.8k +5,763
51 Francis Financial, Inc. 9.19% of their portfolio NEW YORK, NY 527,836527.8k $39.4m $39.4m 9.19% Added +31.6k +31,636
52 Discipline Wealth Solutions, LLC 17.42% of their portfolio GREENVILLE, SC 503,304503.3k $37.6m $37.6m 17.42% Added +42.6k +42,643
53 Modera Wealth Management, LLC 0.44% of their portfolio WESTWOOD, NJ 488,982489.0k $36.5m $36.5m 0.44% Reduced -1.4k -1,409
54 Franklin, Parlapiano, Turner & Welch, LLC 9.76% of their portfolio HOUSTON, TX 482,687482.7k $36.1m $36.1m 9.76% Added +7.7k +7,731
55 BRIGHTON SECURITIES CORP. 17.24% of their portfolio ROCHESTER, NY 474,564474.6k $35.5m $35.5m 17.24% First filing
56 Willow Creek Wealth Management Inc. 3.60% of their portfolio Sebastopol, CA 472,548472.5k $35.3m $35.3m 3.60% Added +32.4k +32,374
57 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 463,502463.5k $34.6m $34.6m 0.02% Added +7.7k +7,699
58 Janney Montgomery Scott LLC 0.10% of their portfolio PHILADELPHIA, PA 460,272460.3k $34.4m $34.4m 0.10% Added +20.1k +20,103
59 Farther Finance Advisors, LLC 1.24% of their portfolio SAN FRANCISCO, CA 458,716458.7k $34.3m $34.3m 1.24% Added +53.0k +53,017
60 Cornerstone Planning Group LLC 8.46% of their portfolio FAIRFIELD, NJ 458,093458.1k $34.5m $34.5m 8.46% Added +262.8k +262,804
61 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 440,844440.8k $32.9m $32.9m 0.05% Added +21.7k +21,736
62 Cannon Financial Strategists, Inc. 5.49% of their portfolio ATHENS, GA 428,778428.8k $32.0m $32.0m 5.49% Added +27.7k +27,666
63 Seneschal Advisors, LLC 26.77% of their portfolio TACOMA, WA 428,377428.4k $32.0m $32.0m 26.77% First filing
64 Financial Engines Advisors L.L.C. 0.07% of their portfolio SANTA CLARA, CA 427,277427.3k $31.9m $31.9m 0.07% Added +174.1k +174,116
65 Moisand Fitzgerald Tamayo, LLC 4.46% of their portfolio ORLANDO, FL 421,682421.7k $31.5m $31.5m 4.46% Added +19.7k +19,665
66 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 420,853420.9k $31.5m $31.5m 0.03% Added +5.8k +5,797
67 Burt Wealth Advisors 7.86% of their portfolio North Bethesda, MD 414,267414.3k $31.0m $31.0m 7.86% Added +33.7k +33,745
68 CAROLINAS WEALTH CONSULTING LLC 5.95% of their portfolio CHARLOTTE, NC 405,187405.2k $30.3m $30.3m 5.95% Reduced -1.7k -1,679
69 FINANCIAL COUNSELORS INC 0.44% of their portfolio Overland Park, KS 402,647402.6k $30.1m $30.1m 0.44% Added +152.2k +152,235
70 Cooper Financial Group 3.60% of their portfolio IRVINE, CA 400,349400.3k $29.9m $29.9m 3.60% Added +37.1k +37,051
71 BetterWealth, LLC 8.17% of their portfolio SAN JOSE, CA 396,971397.0k $29.7m $29.7m 8.17% New
72 Atria Wealth Solutions, Inc. 0.32% of their portfolio NEW YORK, NY 395,106395.1k $29.5m $29.5m 0.32% Added +43.6k +43,593
73 Avior Wealth Management, LLC 1.08% of their portfolio OMAHA, NE 394,938394.9k $29.5m $29.5m 1.08% Added +17.9k +17,888
74 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 379,627379.6k $28.4m $28.4m 0.00% Reduced -450.7k -450,697
75 Rosenberg Matthew Hamilton 7.36% of their portfolio GRAND JUNCTION, CO 378,967379.0k $28.3m $28.3m 7.36% Added +13.3k +13,339
76 Wealthfront Advisers LLC 0.08% of their portfolio Palo Alto, CA 378,178378.2k $28.3m $28.3m 0.08% Added +203.4k +203,365
77 Private Advisor Group, LLC 0.16% of their portfolio MORRISTOWN, NJ 370,546370.5k $27.7m $27.7m 0.16% Added +63.7k +63,652
78 Gordian Advisors LLC 21.91% of their portfolio TUCSON, AZ 370,515370.5k $27.7m $27.7m 21.91% Added +20.7k +20,689
79 SMI Advisory Services, LLC 6.25% of their portfolio COLUMBUS, IN 367,148367.1k $27.1m $27.1m 6.25% Added +12.7k +12,693
80 PINKERTON WEALTH, LLC 3.87% of their portfolio COEUR D ALENE, ID 357,093357.1k $26.7m $26.7m 3.87% Added +12.5k +12,506
81 Roundview Capital LLC 1.83% of their portfolio PRINCETON, NJ 350,423350.4k $26.2m $26.2m 1.83% Added +30.1k +30,061
82 Geneos Wealth Management Inc. 0.91% of their portfolio ENGLEWOOD, CO 347,765347.8k $26.0m $26.0m 0.91% Reduced -4.5k -4,461
83 TOWNSQUARE CAPITAL LLC 0.29% of their portfolio Lehi, UT 341,747341.7k $25.5m $25.5m 0.29% Added +23.9k +23,889
84 Strategic Advocates LLC 8.52% of their portfolio SACRAMENTO, CA 337,808337.8k $25.2m $25.2m 8.52% Added +22.3k +22,316
85 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 335,846335.8k $25.1m $25.1m 0.02% Added +289.9k +289,862
86 FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 5.04% of their portfolio NEWTOWN, PA 323,332323.3k $24.2m $24.2m 5.04% Reduced -19.0k -19,000
87 Austin Private Wealth, LLC 2.24% of their portfolio Austin, TX 319,712319.7k $23.9m $23.9m 2.24% Reduced -38.4k -38,391
88 Scott Capital Advisors, LLC 6.60% of their portfolio PORTLAND, OR 311,032311.0k $22.9m $22.9m 6.60% Added +13.6k +13,640
89 Ballentine Capital Advisors, Inc 11.98% of their portfolio GREENVILLE, SC 309,459309.5k $23.1m $23.1m 11.98% Reduced -101 -101
90 Williams Financial, LLC 14.36% of their portfolio NORTH BENNINGTON, VT 308,672308.7k $23.1m $23.1m 14.36% Added +10.2k +10,157
91 Farmers & Merchants Trust Co of Chambersburg PA 8.68% of their portfolio CHAMBERSBURG, PA 307,170307.2k $23.0m $23.0m 8.68% Added +52.4k +52,417
92 BROWN WEALTH MANAGEMENT, LLC 8.06% of their portfolio NAPERVILLE, IL 304,414304.4k $22.7m $22.7m 8.06% Added +23.5k +23,508
93 Thrivent Financial for Lutherans 0.04% of their portfolio Minneapolis, MN 298,457298.5k $22.5m $22.5m 0.04% Added +35.8k +35,844
94 Windward Private Wealth Management Inc. 8.66% of their portfolio OVERLAND PARK, KS 297,228297.2k $22.2m $22.2m 8.66% Added +6.9k +6,902
95 Schiavi & Co LLC 8.37% of their portfolio WILMINGTON, DE 286,830286.8k $21.4m $21.4m 8.37% Added +23.2k +23,190
96 Greystone Financial Group, LLC 3.70% of their portfolio BLOOMFIELD HILLS, MI 284,712284.7k $21.3m $21.3m 3.70% Added +5.2k +5,212
97 Prime Capital Investment Advisors, LLC 0.30% of their portfolio OVERLAND PARK, KS 272,595272.6k $20.4m $20.4m 0.30% Reduced -6.5k -6,514
98 FPC INVESTMENT ADVISORY, INC. 14.97% of their portfolio PETALUMA, CA 272,187272.2k $20.5m $20.5m 14.97% Reduced -9.1k -9,068
99 Family Investment Center, Inc. 5.11% of their portfolio Saint Joseph, MO 269,533269.5k $20.1m $20.1m 5.11% Added +106.8k +106,828
100 ForthRight Wealth Management, LLC 6.65% of their portfolio ALPHARETTA, GA 267,151267.2k $20.0m $20.0m 6.65% Added +16.2k +16,235