VANGUARD BD INDEX FDS BND
TOTAL BND MRKT · ETP · CUSIP 921937835
1,157
institutional holders
668.8m
shares reported held*
$46.6bnreported 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 ($87.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $69.72. Options: 4 managers hold calls ($5.2m notional), 4 hold puts ($5.3m).
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $3.0m42.6k shares |
| CITADEL ADVISORS LLC | — | $1.6m22.6k shares |
| WOLVERINE TRADING, LLC | — | $501.0k7.0k shares |
| Cutler Group LLC / CA | — | $01.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $3.9m54.7k shares |
| WOLVERINE TRADING, LLC | — | $972.0k13.6k shares |
| SIMPLEX TRADING, LLC | — | $449.0k6.3k 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 |
|---|---|---|
| JPMORGAN CHASE & CO 0.97% of their portfolio | 87.6m $6.2bn | — |
| MORGAN STANLEY 0.56% of their portfolio | 57.4m $4.1bn | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6.72% of their portfolio | 54.0m $3.9bn | — |
| JONES FINANCIAL COMPANIES LLLP 5.58% of their portfolio | 42.7m $3.0bn | — |
| Creative Planning 4.60% of their portfolio | 37.3m $2.7bn | — |
| LPL Financial LLC 2.14% of their portfolio | 31.1m $2.2bn | — |
| ENVESTNET ASSET MANAGEMENT INC 0.88% of their portfolio | 21.7m $1.5bn | — |
| SEI INVESTMENTS CO 3.23% of their portfolio | 20.3m $1.4bn | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.97% of their portfolio | 19.4m $1.4bn | — |
| WELLS FARGO & COMPANY/MN 0.42% of their portfolio | 17.1m $1.2bn | — |
| CFS Investment Advisory Services, LLC 0.07% of their portfolio | 16.5m $302.0k | — |
| BlackRock Inc. 0.03% of their portfolio | 14.3m $1.0bn | — |
| Milliman Financial Risk Management LLC 15.78% of their portfolio | 14.2m $1.0bn | — |
| Allworth Financial LP 12.44% of their portfolio | 13.8m $985.0m | — |
| VANGUARD GROUP INC 0.03% of their portfolio | 12.9m $917.0m | — |
| BANK OF AMERICA CORP /DE/ 0.09% of their portfolio | 10.1m $719.2m | — |
| Morningstar Investment Services LLC 9.20% of their portfolio | 9.2m $650.5m | — |
| Bank of New York Mellon Corp 0.14% of their portfolio | 8.0m $567.6m | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC 3.89% of their portfolio | 5.5m $390.1m | — |
| OSAIC HOLDINGS, INC. 0.85% of their portfolio | 5.2m $373.5m | — |
| AMERIPRISE FINANCIAL INC 0.13% of their portfolio | 4.6m $339.0m | — |
| PNC Financial Services Group, Inc. 0.30% of their portfolio | 4.1m $289.2m | — |
| STATE STREET CORP 0.02% of their portfolio | 3.7m $261.0m | — |
| UBS Group AG 0.14% of their portfolio | 3.5m $249.7m | — |
| Orgel Wealth Management, LLC 11.22% of their portfolio | 3.2m $227.3m | — |
| TRUIST FINANCIAL CORP 0.43% of their portfolio | 3.2m $225.3m | — |
| Global Endowment Management, LP 22.49% of their portfolio | 3.1m $222.9m | — |
| ASSETMARK, INC 1.04% of their portfolio | 3.1m $221.8m | — |
| Facet Wealth, Inc. 14.48% of their portfolio | 2.7m $191.4m | — |
| RiverFront Investment Group, LLC 6.21% of their portfolio | 2.4m $165.6m | — |
| Raymond James Financial Services Advisors, Inc. 0.36% of their portfolio | 2.3m $160.6m | — |
| Cambridge Investment Research Advisors, Inc. 0.90% of their portfolio | 2.3m $160.5m | — |
| RWA WEALTH PARTNERS, LLC 11.29% of their portfolio | 2.2m $160.4m | — |
| GenTrust, LLC 12.93% of their portfolio | 2.1m $149.5m | — |
| ROYAL BANK OF CANADA 0.05% of their portfolio | 2.0m $140.4m | — |
| RAYMOND JAMES & ASSOCIATES 0.14% of their portfolio | 1.9m $136.2m | — |
| RATIONAL ADVISORS, INC. 10.15% of their portfolio | 1.8m $128.6m | — |
| Pure Financial Advisors, LLC 7.03% of their portfolio | 1.7m $120.9m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.30% of their portfolio | 1.6m $117.3m | — |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 1.6m $116.9m | — |
| PRUDENTIAL FINANCIAL INC 0.20% of their portfolio | 1.6m $116.6m | — |
| Diana Davis Spencer Foundation 45.29% of their portfolio | 1.6m $114.7m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 1.6m $111.3m | — |
| M&T Bank Corp 0.49% of their portfolio | 1.6m $111.0m | — |
| Alaska Permanent Capital Management, LLC 11.55% of their portfolio | 1.5m $110.2m | — |
| Foster Group, Inc. 9.04% of their portfolio | 1.5m $110.1m | — |
| HighTower Advisors, LLC 0.29% of their portfolio | 1.5m $109.9m | — |
| Betterment LLC 0.41% of their portfolio | 1.5m $114.2m | — |
| MCMORGAN & CO LLC 25.51% of their portfolio | 1.5m $107.9m | — |
| Acropolis Investment Management, LLC 10.85% of their portfolio | 1.5m $106.3m | — |
| Sumitomo Mitsui DS Asset Management Company, Ltd 2.36% of their portfolio | 1.5m $103.5m | — |
| Baird Financial Group, Inc. 0.30% of their portfolio | 1.4m $102.1m | — |
| Efficient Advisors, LLC 8.18% of their portfolio | 1.3m $93.9m | — |
| Alesco Advisors, LLC, An ESL Co 3.54% of their portfolio | 1.2m $85.3m | — |
| Voya Financial Advisors, Inc. 10.93% of their portfolio | 1.2m $84.6m | — |
| Baker Avenue Asset Management, LP 5.50% of their portfolio | 1.2m $82.8m | — |
| NICOLET ADVISORY SERVICES, LLC 13.31% of their portfolio | 1.2m $81.6m | — |
| ALPS ADVISORS INC 0.77% of their portfolio | 1.1m $81.0m | — |
| Capstone Financial Advisors, Inc. 7.30% of their portfolio | 1.1m $79.1m | — |
| CITIGROUP INC 0.11% of their portfolio | 1.1m $75.2m | — |
| Martel Wealth Advisors LLC 20.81% of their portfolio | 1.0m $72.7m | — |
| Wealthfront Advisers LLC 0.38% of their portfolio | 1.0m $71.4m | — |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7.35% of their portfolio | 999.5k $71.3m | — |
| RFG Advisory, LLC 3.91% of their portfolio | 983.6k $68.8m | — |
| Brookstone Capital Management 1.59% of their portfolio | 971.1k $68.7m | — |
| Chandler Asset Management, Inc. 18.95% of their portfolio | 922.9k $65.8m | — |
| MISSION WEALTH MANAGEMENT, LP 3.50% of their portfolio | 910.5k $64.9m | — |
| CWM, LLC 0.51% of their portfolio | 906.4k $64.7m | — |
| RAFFA WEALTH MANAGEMENT, LLC 27.94% of their portfolio | 884.5k $63.1m | — |
| Stratos Wealth Partners, LTD. 1.76% of their portfolio | 881.4k $62.9m | — |
| Bogart Wealth, LLC 5.21% of their portfolio | 875.3k $62.4m | — |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 808.7k $57.7m | — |
| DOWLING & YAHNKE LLC 2.68% of their portfolio | 807.3k $57.6m | — |
| Financial Advisors Network, Inc. 17.02% of their portfolio | 807.3k $57.6m | — |
| MML INVESTORS SERVICES, LLC 0.43% of their portfolio | 796.2k $56.8m | — |
| Mariner, LLC 0.23% of their portfolio | 793.0k $56.6m | — |
| Arkos Global Advisors 16.66% of their portfolio | 781.8k $55.8m | — |
| Composition Wealth, LLC 2.50% of their portfolio | 749.9k $53.5m | — |
| Alaska Wealth Advisors, LLC 10.37% of their portfolio | 744.0k $53.1m | — |
| RTD Financial Advisors, Inc. 9.71% of their portfolio | 739.5k $52.7m | — |
| Symmetry Partners, LLC 3.50% of their portfolio | 729.1k $52.0m | — |
| Retirement Planning Group, LLC 6.54% of their portfolio | 729.0k $52.0m | — |
| Financial Engines Advisors L.L.C. 0.17% of their portfolio | 713.8k $50.9m | — |
| BURRUS FINANCIAL SERVICES, INC. 31.02% of their portfolio | 706.1k $50.4m | — |
| STIFEL FINANCIAL CORP 0.08% of their portfolio | 688.9k $49.1m | — |
| Hills Bank & Trust Co 7.19% of their portfolio | 684.8k $48.8m | — |
| Atria Wealth Solutions, Inc. 0.83% of their portfolio | 675.1k $48.2m | — |
| TIAA, FSB 0.20% of their portfolio | 668.3k $47.7m | — |
| Twele Capital Management, Inc. 8.17% of their portfolio | 663.3k $47.3m | — |
| Equitable Holdings, Inc. 0.91% of their portfolio | 654.3k $46.7m | — |
| TORONTO DOMINION BANK 0.08% of their portfolio | 650.4k $46.4m | — |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 3.73% of their portfolio | 650.0k $46.4m | — |
| Focused Wealth Management, Inc 9.47% of their portfolio | 632.6k $45.1m | — |
| Lutz Financial Services LLC 6.08% of their portfolio | 623.6k $44.5m | — |
| Savant Capital, LLC 1.36% of their portfolio | 610.4k $43.5m | — |
| Cambridge Advisors Inc. 12.23% of their portfolio | 598.3k $42.7m | — |
| SFMG, LLC 4.91% of their portfolio | 594.7k $42.1m | — |
| Manning & Napier Group, LLC 0.55% of their portfolio | 593.5k $42.3m | — |
| Beacon Pointe Advisors, LLC 0.94% of their portfolio | 590.7k $42.1m | — |
| Partners in Financial Planning 12.00% of their portfolio | 585.6k $42.0m | — |