VANGUARD BD INDEX FDS BSV
SHORT TRM BOND · ETP · CUSIP 921937827
1,137
institutional holders
395.7m
shares reported held*
$29.7bnreported 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 ($747.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $75.13. Options: 1 managers hold calls ($845.0k notional), 2 hold puts ($1.1m).
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $845.0k11.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $1.1m15.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 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, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC 2.70% of their portfolio | 63.2m $4.7bn | — |
| MORGAN STANLEY 0.39% of their portfolio | 38.0m $2.8bn | — |
| Beacon Capital Management, Inc. 97.00% of their portfolio | 35.5m $2.7bn | — |
| WELLS FARGO & COMPANY/MN 0.39% of their portfolio | 15.0m $1.1bn | — |
| JPMORGAN CHASE & CO 0.16% of their portfolio | 13.8m $1.0bn | — |
| PERSONAL CAPITAL ADVISORS CORP 5.56% of their portfolio | 13.7m $1.0bn | — |
| BANK OF AMERICA CORP /DE/ 0.13% of their portfolio | 13.0m $976.3m | — |
| GOLDMAN SACHS GROUP INC 0.26% of their portfolio | 11.7m $873.0m | — |
| MERCER GLOBAL ADVISORS INC /ADV 4.57% of their portfolio | 10.3m $769.6m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 4.30% of their portfolio | 9.7m $728.7m | — |
| OSAIC HOLDINGS, INC. 1.65% of their portfolio | 9.7m $723.2m | — |
| Allworth Financial LP 6.70% of their portfolio | 7.1m $530.4m | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC 4.37% of their portfolio | 5.9m $438.5m | — |
| LPL Financial LLC 0.41% of their portfolio | 5.6m $420.7m | — |
| AVANTAX ADVISORY SERVICES, INC. 5.99% of their portfolio | 5.2m $390.3m | — |
| MetLife Investment Management, LLC 2.77% of their portfolio | 4.4m $332.4m | — |
| ROYAL BANK OF CANADA 0.10% of their portfolio | 4.2m $311.2m | — |
| UBS Group AG 0.15% of their portfolio | 3.6m $270.5m | — |
| Bank of New York Mellon Corp 0.06% of their portfolio | 3.3m $249.0m | — |
| CAPTRUST FINANCIAL ADVISORS 1.33% of their portfolio | 3.1m $228.2m | — |
| AMERIPRISE FINANCIAL INC 0.08% of their portfolio | 2.9m $218.5m | — |
| LINCOLN NATIONAL CORP 5.37% of their portfolio | 2.9m $217.8m | — |
| TRUIST FINANCIAL CORP 0.41% of their portfolio | 2.9m $213.9m | — |
| True Link Financial Advisors, LLC 30.11% of their portfolio | 2.8m $207.8m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.45% of their portfolio | 2.3m $173.5m | — |
| NORTHERN TRUST CORP 0.03% of their portfolio | 2.1m $147.8m | — |
| Truepoint, Inc. 7.73% of their portfolio | 2.0m $151.0m | — |
| Atria Wealth Solutions, Inc. 2.61% of their portfolio | 2.0m $150.8m | — |
| Morningstar Investment Services LLC 2.11% of their portfolio | 2.0m $149.2m | — |
| JANE STREET GROUP, LLC 0.27% of their portfolio | 1.9m $142.9m | — |
| Atria Investments, Inc 3.09% of their portfolio | 1.9m $139.8m | — |
| VICTORY CAPITAL MANAGEMENT INC 0.15% of their portfolio | 1.7m $130.7m | — |
| Cambridge Investment Research Advisors, Inc. 0.72% of their portfolio | 1.7m $127.4m | — |
| D.A. DAVIDSON & CO. 1.64% of their portfolio | 1.7m $125.6m | — |
| RAYMOND JAMES & ASSOCIATES 0.12% of their portfolio | 1.6m $120.0m | — |
| Merit Financial Group, LLC 5.02% of their portfolio | 1.5m $115.3m | — |
| Cetera Investment Advisers 1.82% of their portfolio | 1.5m $111.7m | — |
| Raymond James Financial Services Advisors, Inc. 0.24% of their portfolio | 1.4m $108.5m | — |
| DOWLING & YAHNKE LLC 5.00% of their portfolio | 1.4m $107.5m | — |
| JONES FINANCIAL COMPANIES LLLP 0.19% of their portfolio | 1.4m $106.2m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.18% of their portfolio | 1.4m $101.2m | — |
| BUCKINGHAM STRATEGIC WEALTH, LLC 1.98% of their portfolio | 1.3m $96.9m | — |
| DAVENPORT & Co LLC 0.84% of their portfolio | 1.3m $95.8m | — |
| Smithfield Trust Co 6.86% of their portfolio | 1.3m $95.1m | — |
| STIFEL FINANCIAL CORP 0.15% of their portfolio | 1.3m $94.5m | — |
| Estate Counselors, LLC 10.92% of their portfolio | 1.3m $70.6m | — |
| Avantax Planning Partners, Inc. 3.88% of their portfolio | 1.2m $86.2m | — |
| MML INVESTORS SERVICES, LLC 0.54% of their portfolio | 953.3k $71.3m | — |
| RITHOLTZ WEALTH MANAGEMENT 3.78% of their portfolio | 951.0k $71.2m | — |
| Efficient Advisors, LLC 5.86% of their portfolio | 898.8k $67.2m | — |
| Willow Creek Wealth Management Inc. 12.96% of their portfolio | 892.6k $66.8m | — |
| Hilton Capital Management, LLC 8.61% of their portfolio | 874.2k $65.4m | — |
| Valmark Advisers, Inc. 1.30% of their portfolio | 860.9k $64.4m | — |
| Freestone Capital Holdings, LLC 2.88% of their portfolio | 853.3k $63.8m | — |
| HighTower Advisors, LLC 0.16% of their portfolio | 808.3k $60.5m | — |
| CITIGROUP INC 0.08% of their portfolio | 795.3k $59.5m | — |
| Verus Financial Partners, Inc. 8.77% of their portfolio | 777.9k $57.9m | — |
| TD Capital Management LLC 8.05% of their portfolio | 775.1k $58.0m | — |
| Campbell Wealth Management 8.37% of their portfolio | 774.4k $57.9m | — |
| Tranquilli Financial Advisor LLC 44.97% of their portfolio | 758.5k $56.8m | — |
| Janney Montgomery Scott LLC 0.24% of their portfolio | 749.8k $56.1m | — |
| Diversified Portfolios, Inc. 14.66% of their portfolio | 728.0k $54.5m | — |
| Ameritas Advisory Services, LLC 3.09% of their portfolio | 691.7k $51.8m | — |
| Gemmer Asset Management LLC 8.45% of their portfolio | 678.0k $50.7m | — |
| Ascent Group, LLC 5.91% of their portfolio | 651.4k $48.6m | — |
| Baird Financial Group, Inc. 0.14% of their portfolio | 650.7k $48.7m | — |
| PNC Financial Services Group, Inc. 0.05% of their portfolio | 649.0k $48.6m | — |
| Carlson Capital Management 4.12% of their portfolio | 647.3k $48.4m | — |
| Jentner Corp 38.30% of their portfolio | 641.3k $48.0m | — |
| Kestra Advisory Services, LLC 0.51% of their portfolio | 632.3k $47.3m | — |
| Levy Wealth Management Group, LLC 20.18% of their portfolio | 626.2k $46.9m | — |
| PEAPACK GLADSTONE FINANCIAL CORP 0.94% of their portfolio | 616.1k $46.1m | — |
| Focus Partners Advisor Solutions, LLC 2.66% of their portfolio | 603.4k $45.1m | — |
| BLAIR WILLIAM & CO/IL 0.20% of their portfolio | 595.4k $44.5m | — |
| Apella Capital, LLC 5.07% of their portfolio | 582.6k $43.6m | — |
| Martel Wealth Advisors LLC 12.40% of their portfolio | 578.9k $43.3m | — |
| Private Advisor Group, LLC 0.49% of their portfolio | 574.8k $43.0m | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 569.4k $42.6m | — |
| PrairieView Partners, LLC 6.87% of their portfolio | 560.6k $41.9m | — |
| US BANCORP \DE\ 0.08% of their portfolio | 533.1k $39.9m | — |
| Blue Trust, Inc. 0.72% of their portfolio | 532.1k $40.9m | — |
| Creative Planning 0.07% of their portfolio | 531.4k $39.8m | — |
| AE Wealth Management LLC 0.31% of their portfolio | 518.1k $38.8m | — |
| Windward Private Wealth Management Inc. 18.00% of their portfolio | 499.7k $37.4m | — |
| Symmetry Partners, LLC 2.50% of their portfolio | 496.8k $37.2m | — |
| SMI Advisory Services, LLC 11.99% of their portfolio | 492.8k $36.9m | — |
| Highland Private Wealth Management 5.93% of their portfolio | 491.6k $36.8m | — |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 489.8k $37.4m | — |
| TD PRIVATE CLIENT WEALTH LLC 1.87% of their portfolio | 487.8k $36.5m | — |
| Corrigan Financial, Inc. 13.48% of their portfolio | 475.5k $35.6m | — |
| UNITED SERVICES AUTOMOBILE ASSOCIATION 0.98% of their portfolio | 469.5k $35.1m | — |
| Ancora Advisors LLC 1.03% of their portfolio | 436.9k $32.7m | — |
| RS CRUM INC. 16.36% of their portfolio | 416.9k $31.2m | — |
| FIFTH THIRD BANCORP 0.16% of their portfolio | 415.9k $31.1m | — |
| SOFI WEALTH, LLC 5.18% of their portfolio | 413.8k $31.0m | — |
| CreativeOne Wealth, LLC 1.85% of their portfolio | 411.8k $30.8m | — |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 406.5k $30.4m | — |
| Savant Capital, LLC 0.92% of their portfolio | 393.7k $29.5m | — |
| Newman & Schimel, LLC 14.51% of their portfolio | 392.8k $29.4m | — |
| First Horizon Advisors, Inc. 1.17% of their portfolio | 388.8k $29.1m | — |