Vault-13

VANGUARD BD INDEX FDS BSV

SHORT TRM BOND · ETP · CUSIP 921937827

1,253 institutional holders +106 vs Q3 2024
365,638,666365.6m shares reported held*
$28.3bnreported value*
78 new 513 added 408 reduced 67 sold out net sold ≈ $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 ($8.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $77.31. Options: 0 managers hold calls (— notional), 1 hold puts ($0).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 1,137Q4 22: 1,169Q1 23: 1,140Q2 23: 1,146Q3 23: 1,135Q4 23: 1,212Q1 24: 1,160Q2 24: 1,136Q3 24: 1,147Q4 24: 1,2531,253Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 20221,137
Q4 20221,169
Q1 20231,140
Q2 20231,146
Q3 20231,135
Q4 20231,212
Q1 20241,160
Q2 20241,136
Q3 20241,147
Q4 20241,253

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ1 23: 504 bought or addedQ1 23: 567 cut or sold outQ2 23: 495 bought or addedQ2 23: 572 cut or sold outQ2 23Q3 23: 458 bought or addedQ3 23: 619 cut or sold outQ4 23: 483 bought or addedQ4 23: 601 cut or sold outQ4 23Q1 24: 531 bought or addedQ1 24: 579 cut or sold outQ2 24: 513 bought or addedQ2 24: 564 cut or sold outQ2 24Q3 24: 539 bought or addedQ3 24: 521 cut or sold outQ4 24: 591 bought or addedQ4 24: 475 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023504567
Q2 2023495572
Q3 2023458619
Q4 2023483601
Q1 2024531579
Q2 2024513564
Q3 2024539521
Q4 2024591475

Calls vs puts

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

CallsPuts
$0$2m$4m$6m$8mQ1 24 calls: $621.0kQ1 24 puts: $0Q1 24P/C 0.00Q2 24 calls: $245.4kQ2 24 puts: $0Q2 24P/C 0.00Q3 24 calls: $0Q3 24 puts: $7.6mQ3 24P/C —Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —
Numbers
QuarterCallsPutsP/C
Q1 2024$621.0k$00.00
Q2 2024$245.4k$00.00
Q3 2024$0$7.6m—
Q4 2024$0$0—

Biggest buyers

Essential Planning, LLC. Added +4,751,613+4.8m
ENVESTNET ASSET MANAGEMENT INC Added +2,456,689+2.5m
Focus Partners Wealth Added +1,824,212+1.8m
Beacon Capital Management, Inc. Added +1,578,387+1.6m
Allworth Financial LP Added +1,455,100+1.5m
Empower Advisory Group, LLC Added +1,121,941+1.1m
LPL Financial LLC Added +1,050,028+1.1m
WIT, LLC Added +875,856+875.9k
UBS Group AG Added +451,362+451.4k
Campbell Wealth Management Added +374,314+374.3k

Biggest sellers

JPMORGAN CHASE & CO Reduced -17,608,046-17.6m
MORGAN STANLEY Reduced -13,258,516-13.3m
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Reduced -1,221,095-1.2m
ROYAL BANK OF CANADA Reduced -1,213,977-1.2m
Morningstar Investment Services LLC Reduced -1,007,166-1.0m
PrairieView Partners, LLC Reduced -621,479-621.5k
WELLS FARGO & COMPANY/MN Reduced -598,702-598.7k
CITADEL ADVISORS LLC Reduced -454,499-454.5k
Rockwood Wealth Management, LLC Reduced -308,295-308.3k
CBIZ Investment Advisory Services, LLC Reduced -283,688-283.7k

Biggest calls

None

Biggest puts

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 1.39% of their portfolio Berwyn, PA 56,123,89356.1m $4.3bn $4.3bn 1.39% Added +2.5m +2,456,689
2 MERCER GLOBAL ADVISORS INC /ADV 5.44% of their portfolio DENVER, CO 28,879,73628.9m $2.2bn $2.2bn 5.44% Reduced -260.4k -260,368
3 JPMORGAN CHASE & CO 0.16% of their portfolio NEW YORK, NY 26,903,56426.9m $2.1bn $2.1bn 0.16% Reduced -17.6m -17,608,046
4 GOLDMAN SACHS GROUP INC 0.24% of their portfolio NEW YORK, NY 16,475,53016.5m $1.3bn $1.3bn 0.24% Reduced -137.4k -137,437
5 Empower Advisory Group, LLC 4.25% of their portfolio Greenwood Village, CO 16,322,38916.3m $1.3bn $1.3bn 4.25% Added +1.1m +1,121,941
6 MORGAN STANLEY 0.08% of their portfolio NEW YORK, NY 14,663,46414.7m $1.1bn $1.1bn 0.08% Reduced -13.3m -13,258,516
7 Allworth Financial LP 5.81% of their portfolio FOLSOM, CA 13,649,85313.6m $1.1bn $1.1bn 5.81% Added +1.5m +1,455,100
8 NORTHERN TRUST CORP 0.09% of their portfolio CHICAGO, IL 8,150,9258.2m $629.8m $629.8m 0.09% Added +218.7k +218,682
9 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 7,934,9697.9m $613.1m $613.1m 0.06% Added +228.6k +228,575
10 LPL Financial LLC 0.22% of their portfolio FORT MILL, SC 7,059,9637.1m $545.5m $545.5m 0.22% Added +1.1m +1,050,028
11 Truepoint, Inc. 12.95% of their portfolio CINCINNATI, OH 6,262,7426.3m $483.9m $483.9m 12.95% Added +248.8k +248,778
12 WELLS FARGO & COMPANY/MN 0.10% of their portfolio SAN FRANCISCO, CA 5,538,4945.5m $428.0m $428.0m 0.10% Reduced -598.7k -598,702
13 UNITED CAPITAL FINANCIAL ADVISORS, LLC 3.37% of their portfolio IRVING, TX 5,164,0915.2m $399.0m $399.0m 3.37% Added +4.7k +4,749
14 Essential Planning, LLC. 2.44% of their portfolio PORTSMOUTH, NH 4,825,0074.8m $374.5m $374.5m 2.44% Added +4.8m +4,751,613
15 Envestnet Portfolio Solutions, Inc. 1.16% of their portfolio BERWYN, PA 4,597,7434.6m $355.3m $355.3m 1.16% Added +184.0k +183,986
16 CAPTRUST FINANCIAL ADVISORS 0.85% of their portfolio RALEIGH, NC 3,853,7943.9m $297.8m $297.8m 0.85% Added +364.1k +364,096
17 Corient Private Wealth LP 0.49% of their portfolio MIAMI, FL 3,814,7563.8m $294.8m $294.8m 0.49% Reduced -272.9k -272,932
18 LINCOLN NATIONAL CORP 8.71% of their portfolio RADNOR, PA 3,503,8053.5m $270.7m $270.7m 8.71% Added +142.0k +142,006
19 Focus Partners Wealth 0.34% of their portfolio ST LOUIS, MO 3,426,1053.4m $264.8m $264.8m 0.34% Added +1.8m +1,824,212
20 UBS Group AG 0.06% of their portfolio ZURICH, V8 3,371,1793.4m $260.5m $260.5m 0.06% Added +451.4k +451,362
21 SEI INVESTMENTS CO 0.32% of their portfolio OAKS, PA 3,206,2493.2m $247.7m $247.7m 0.32% Added +80.9k +80,932
22 COMMONWEALTH EQUITY SERVICES, LLC 0.34% of their portfolio WALTHAM, MA 2,993,3923.0m $231.3m $231.3m 0.34% Added +71.5k +71,531
23 ROYAL BANK OF CANADA 0.05% of their portfolio TORONTO, A6 2,820,2792.8m $217.9m $217.9m 0.05% Reduced -1.2m -1,213,977
24 RAYMOND JAMES FINANCIAL INC 0.08% of their portfolio ST. PETERSBURG, FL 2,767,7912.8m $213.9m $213.9m 0.08% First filing
25 Bank of New York Mellon Corp 0.04% of their portfolio NEW YORK, NY 2,635,2602.6m $203.6m $203.6m 0.04% Added +168.9k +168,897
26 Carlson Capital Management 7.70% of their portfolio NORTHFIELD, MN 2,282,4892.3m $176.4m $176.4m 7.70% Added +207.6k +207,586
27 Cerity Partners LLC 0.38% of their portfolio NEW YORK, NY 2,246,4832.2m $173.6m $173.6m 0.38% Added +206.7k +206,677
28 MetLife Investment Management, LLC 0.94% of their portfolio Whippany, NJ 2,234,5002.2m $172.7m $172.7m 0.94% Reduced -59.5k -59,500
29 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio SAN FRANCISCO, CA 2,143,8042.1m $165.7m $165.7m 0.03% Added +13.9k +13,891
30 Apella Capital, LLC 5.38% of their portfolio WEST HARTFORD, CT 1,815,8511.8m $140.3m $140.3m 5.38% Reduced -67.3k -67,309
31 True Link Financial Advisors, LLC 11.67% of their portfolio SAN FRANCISCO, CA 1,799,7631.8m $139.1m $139.1m 11.67% Reduced -233.2k -233,189
32 Beacon Capital Management, Inc. 6.00% of their portfolio DAYTON, OH 1,792,5171.8m $138.5m $138.5m 6.00% Added +1.6m +1,578,387
33 Cetera Investment Advisers 0.26% of their portfolio SCHAUMBURG, IL 1,595,1211.6m $123.3m $123.3m 0.26% Added +163.2k +163,240
34 TRUIST FINANCIAL CORP 0.17% of their portfolio CHARLOTTE, NC 1,383,4201.4m $106.9m $106.9m 0.17% Added +210.1k +210,080
35 Smithfield Trust Co 5.21% of their portfolio PITTSBURGH, PA 1,353,3011.4m $104.6m $104.6m 5.21% Added +27.1k +27,135
36 Willow Creek Wealth Management Inc. 10.40% of their portfolio Sebastopol, CA 1,320,0761.3m $102.0m $102.0m 10.40% Added +109.7k +109,651
37 Cambridge Investment Research Advisors, Inc. 0.34% of their portfolio FAIRFIELD, IA 1,313,0841.3m $101.5m $101.5m 0.34% Reduced -2.4k -2,379
38 BNP PARIBAS FINANCIAL MARKETS 0.08% of their portfolio PARIS, I0 1,267,3891.3m $97.9m $97.9m 0.08% Added +167.2k +167,153
39 Valmark Advisers, Inc. 1.51% of their portfolio AKRON, OH 1,261,7311.3m $97.5m $97.5m 1.51% Added +71.4k +71,383
40 RW Investment Management LLC 10.89% of their portfolio Eagle, ID 1,156,5751.2m $89.4m $89.4m 10.89% Added +50.0k +49,954
41 OSAIC HOLDINGS, INC. 0.19% of their portfolio SCOTTSDALE, AZ 1,120,9451.1m $86.6m $86.6m 0.19% Added +122.0k +121,960
42 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.07% of their portfolio MILWAUKEE, WI 1,108,0251.1m $85.6m $85.6m 0.07% Added +112.8k +112,770
43 JONES FINANCIAL COMPANIES LLLP 0.08% of their portfolio DES PERES, MO 1,080,4701.1m $83.5m $83.5m 0.08% Added +31.1k +31,055
44 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,003,0301.0m $77.5m $77.5m 0.02% Reduced -16.9k -16,879
45 DAVENPORT & Co LLC 0.45% of their portfolio RICHMOND, VA 984,559984.6k $76.1m $76.1m 0.45% Added +18.6k +18,589
46 PEAPACK GLADSTONE FINANCIAL CORP 1.10% of their portfolio BEDMINSTER, NJ 978,317978.3k $75.6m $75.6m 1.10% Added +46.0k +46,032
47 RS CRUM INC. 17.87% of their portfolio Newport Beach, CA 936,898936.9k $72.4m $72.4m 17.87% Added +27.8k +27,824
48 WIT, LLC 2.17% of their portfolio DISTRICT OF COLUMBIA, DC 876,733876.7k $67.7m $67.7m 2.17% Added +875.9k +875,856
49 Janney Montgomery Scott LLC 0.19% of their portfolio PHILADELPHIA, PA 873,445873.4k $67.5m $67.5m 0.19% Added +8.7k +8,738
50 Freestone Capital Holdings, LLC 2.32% of their portfolio Seattle, WA 869,528869.5k $67.2m $67.2m 2.32% Added +2.9k +2,905
51 FIFTH THIRD BANCORP 0.24% of their portfolio CINCINNATI, OH 866,932866.9k $67.0m $67.0m 0.24% Added +45.4k +45,355
52 D.A. DAVIDSON & CO. 0.54% of their portfolio GREAT FALLS, MT 863,894863.9k $66.8m $66.8m 0.54% Added +33.2k +33,177
53 Campbell Wealth Management 6.00% of their portfolio ALEXANDRIA, VA 863,284863.3k $66.7m $66.7m 6.00% Added +374.3k +374,314
54 Atria Wealth Solutions, Inc. 0.72% of their portfolio NEW YORK, NY 852,531852.5k $65.9m $65.9m 0.72% Added +156.5k +156,495
55 MML INVESTORS SERVICES, LLC 0.22% of their portfolio SPRINGFIELD, MA 818,615818.6k $63.3m $63.3m 0.22% Added +27.6k +27,553
56 Efficient Advisors, LLC 4.01% of their portfolio BEAVERTON, OR 806,574806.6k $62.3m $62.3m 4.01% Added +3.4k +3,359
57 Integris Wealth Management, LLC 16.76% of their portfolio Monterey, CA 768,942768.9k $59.4m $59.4m 16.76% Added +26.0k +25,979
58 Charter Oak Capital Management, LLC 5.53% of their portfolio PORTSMOUTH, NH 768,667768.7k $59.4m $59.4m 5.53% Added +83.1k +83,148
59 Martel Wealth Advisors LLC 11.58% of their portfolio VANCOUVER, WA 767,462767.5k $59.3m $59.3m 11.58% Added +58.3k +58,261
60 Windward Private Wealth Management Inc. 23.06% of their portfolio OVERLAND PARK, KS 765,700765.7k $59.2m $59.2m 23.06% Added +41.3k +41,323
61 US BANCORP \DE\ 0.08% of their portfolio MINNEAPOLIS, MN 754,508754.5k $58.3m $58.3m 0.08% Reduced -21.7k -21,703
62 STIFEL FINANCIAL CORP 0.06% of their portfolio ST. LOUIS, MO 751,983752.0k $58.1m $58.1m 0.06% Added +37.6k +37,604
63 Prime Capital Investment Advisors, LLC 0.84% of their portfolio OVERLAND PARK, KS 748,125748.1k $57.8m $57.8m 0.84% Added +5.7k +5,724
64 SOFI WEALTH, LLC 3.89% of their portfolio SAN FRANCISCO, CA 735,019735.0k $56.8m $56.8m 3.89% Added +64.1k +64,143
65 COMERICA BANK 0.22% of their portfolio DALLAS, TX 709,015709.0k $54.8m $54.8m 0.22% Added +28.9k +28,923
66 Jentner Corp 15.74% of their portfolio Akron, OH 699,302699.3k $54.0m $54.0m 15.74% Added +25.5k +25,519
67 RENAISSANCE TECHNOLOGIES LLC 0.08% of their portfolio NEW YORK, NY 696,900696.9k $53.8m $53.8m 0.08% Added +143.5k +143,500
68 TD Capital Management LLC 5.33% of their portfolio MEMPHIS, TN 679,266679.3k $52.5m $52.5m 5.33% Reduced -9.1k -9,102
69 National Philanthropic Trust 0.72% of their portfolio Jenkintown, PA 641,883641.9k $49.6m $49.6m 0.72% Added +78.6k +78,621
70 Gemmer Asset Management LLC 4.62% of their portfolio WALNUT CREEK, CA 607,519607.5k $46.9m $46.9m 4.62% Added +57.7k +57,694
71 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 579,641579.6k $44.8m $44.8m 0.06% Added +19.1k +19,074
72 Arbor Investment Advisors, LLC 6.25% of their portfolio WINSTON SALEM, NC 573,822573.8k $44.3m $44.3m 6.25% Added +21.0k +21,038
73 Berkshire Money Management, Inc. 4.76% of their portfolio DALTON, MA 566,561566.6k $43.8m $43.8m 4.76% Added +23.8k +23,800
74 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 563,459563.5k $43.5m $43.5m 0.00% Added +120.4k +120,409
75 Focus Partners Advisor Solutions, LLC 0.72% of their portfolio SAINT LOUIS, MO 553,233553.2k $42.7m $42.7m 0.72% Added +1.7k +1,686
76 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 543,819543.8k $42.0m $42.0m 0.04% Reduced -10.7k -10,717
77 Savant Capital, LLC 0.33% of their portfolio ROCKFORD, IL 539,170539.2k $41.7m $41.7m 0.33% Reduced -85.9k -85,908
78 Annandale Capital, LLC 8.18% of their portfolio DALLAS, TX 534,336534.3k $41.3m $41.3m 8.18% Added +11.5k +11,538
79 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.08% of their portfolio PLYMOUTH, MN 525,830525.8k $40.6m $40.6m 0.08% Added +302.6k +302,565
80 Betterment LLC 0.10% of their portfolio NEW YORK, NY 522,022522.0k $40.3m $40.3m 0.10% Added +28.5k +28,454
81 Corrigan Financial, Inc. 9.15% of their portfolio MIDDLETOWN, RI 516,277516.3k $39.9m $39.9m 9.15% Added +8.1k +8,090
82 AVANTAX ADVISORY SERVICES, INC. 0.24% of their portfolio DALLAS, TX 501,755501.8k $38.8m $38.8m 0.24% Reduced -11.7k -11,704
83 Capital Analysts, LLC 1.55% of their portfolio FORT WASHINGTON, PA 501,168501.2k $38.7m $38.7m 1.55% Added +274.5k +274,466
84 International City Management Association Retirement Corp 23.12% of their portfolio WASHINGTON, DC 486,600486.6k $37.6m $37.6m 23.12% Added +108.2k +108,200
85 BARR E S & CO 2.22% of their portfolio LEXINGTON, KY 485,900485.9k $37.5m $37.5m 2.22% Added +2.9k +2,851
86 CITIGROUP INC 0.04% of their portfolio NEW YORK, NY 479,414479.4k $37.0m $37.0m 0.04% Reduced -76.8k -76,769
87 Composition Wealth, LLC 0.72% of their portfolio LOS ANGELES, CA 459,571459.6k $35.5m $35.5m 0.72% Added +36.3k +36,298
88 &PARTNERS 0.40% of their portfolio NASHVILLE, TN 433,700433.7k $33.6m $33.6m 0.40% Added +160.6k +160,563
89 Moisand Fitzgerald Tamayo, LLC 4.65% of their portfolio ORLANDO, FL 425,875425.9k $32.9m $32.9m 4.65% Added +15.7k +15,682
90 Partners in Financial Planning 6.62% of their portfolio SALEM, VA 420,233420.2k $32.5m $32.5m 6.62% Added +5.9k +5,945
91 Penserra Capital Management LLC 0.59% of their portfolio ORINDA, CA 415,245415.2k $32.1m $32.1m 0.59% Added +10.2k +10,234
92 Ancora Advisors LLC 0.71% of their portfolio Cleveland, OH 410,429410.4k $31.7m $31.7m 0.71% Added +7.7k +7,662
93 CreativeOne Wealth, LLC 0.96% of their portfolio OVERLAND PARK, KS 405,804405.8k $31.4m $31.4m 0.96% Added +9.9k +9,887
94 NewEdge Advisors, LLC 0.19% of their portfolio NEW ORLEANS, LA 400,244400.2k $30.9m $30.9m 0.19% Added +26.9k +26,936
95 Cullen/Frost Bankers, Inc. 0.41% of their portfolio San Antonio, TX 389,920389.9k $30.1m $30.1m 0.41% Added +17.4k +17,408
96 PDS Planning, Inc 2.63% of their portfolio DUBLIN, OH 383,541383.5k $29.6m $29.6m 2.63% Added +20.4k +20,388
97 Greystone Financial Group, LLC 5.07% of their portfolio BLOOMFIELD HILLS, MI 377,586377.6k $29.2m $29.2m 5.07% Added +106.8k +106,762
98 ALPS ADVISORS INC 0.18% of their portfolio Denver, CO 373,984374.0k $28.9m $28.9m 0.18% Reduced -32.8k -32,845
99 Human Investing LLC 5.09% of their portfolio LAKE OSWEGO, OR 371,351371.4k $28.7m $28.7m 5.09% Added +9.2k +9,198
100 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 369,293369.3k $28.5m $28.5m 0.05% Added +31.4k +31,411