Filing Research | VANGUARD BD INDEX FDS Institutional Holdings

Snapshot holdings

50 / 112 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	2.0MSH	$135.3M
2	Envestnet Portfolio Solutions, Inc.	Shares	478.8KSH	$33.0M
3	Ocean Park Asset Management, LLC	Shares	475.1KSH	$32.7M
4	Strong Tower Advisory Services	Shares	370.4KSH	$25.5M
5	ETF Portfolio Partners, Inc.	Shares	286.7KSH	$19.8M
6	Clark Asset Management, LLC	Shares	284.9KSH	$19.6M
7	Trilogy Capital Inc.	Shares	227.5KSH	$15.7M
8	WINCAP FINANCIAL LLC	Shares	193.6KSH	$13.3M
9	Ryan Investment Management, Inc.	Shares	185.4KSH	$12.8M
10	Platt Investment Counsel, LLC	Shares	165.0KSH	$11.4M
11	EverSource Wealth Advisors, LLC	Shares	124.0KSH	$8.5M
12	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	114.0KSH	$7.9M
13	Brookstone Capital Management	Shares	103.9KSH	$7.2M
14	PFW Advisors LLC	Shares	99.8KSH	$6.9M
15	Sovereign Financial Group, Inc.	Shares	99.2KSH	$6.8M
16	SigFig Wealth Management, LLC	Shares	98.1KSH	$6.8M
17	MassMutual Private Wealth & Trust, FSB	Shares	95.3KSH	$6.6M
18	CoreCap Advisors, LLC	Shares	93.9KSH	$6.5M
19	DiPaolo Financial Group, Inc.	Shares	84.0KSH	$5.8M
20	Rochester Wealth Strategies, LLC	Shares	81.4KSH	$5.6M
21	FLAGSTAR SECURITIES, INC	Shares	79.4KSH	$5.5M
22	J.W. COLE ADVISORS, INC.	Shares	79.2KSH	$5.5M
23	Farther Finance Advisors, LLC	Shares	73.0KSH	$5.0M
24	Arcadia Wealth Management, LLC	Shares	68.0KSH	$4.7M
25	Aspire Private Capital, LLC	Shares	67.9KSH	$4.7M
26	First Heartland Consultants, Inc.	Shares	57.8KSH	$4.0M
27	Capital Investment Management, Inc.	Shares	53.4KSH	$3.7M
28	SBI Securities Co., Ltd.	Shares	52.0KSH	$3.6M
29	Level Financial Advisors	Shares	51.1KSH	$3.5M
30	Bay Capital Advisors, LLC	Shares	46.0KSH	$3.2M
31	Secure Asset Management, LLC	Shares	43.8KSH	$3.0M
32	Focus Financial Network, Inc.	Shares	38.0KSH	$2.6M
33	Retirement Wealth Solutions LLC	Shares	36.6KSH	$2.5M
34	D.A. DAVIDSON & CO.	Shares	33.6KSH	$2.3M
35	Wilkins Miller Wealth Management, LLC	Shares	32.7KSH	$2.3M
36	BRIGHTON SECURITIES CORP.	Shares	32.2KSH	$2.2M
37	PROFFITT & GOODSON INC	Shares	30.0KSH	$2.1M
38	LANARK FINANCIAL, INC.	Shares	27.8KSH	$1.9M
39	HT Partners LLC	Shares	25.3KSH	$1.7M
40	B. Riley Wealth Advisors, Inc.	Shares	24.9KSH	$1.7M
41	FIFTH THIRD SECURITIES, INC.	Shares	23.9KSH	$1.6M
42	NWAM LLC	Shares	20.0KSH	$1.4M
43	INDEPENDENT FINANCIAL GROUP, LLC	Shares	18.6KSH	$1.3M
44	Legacy Wealth Partners, LLC	Shares	18.1KSH	$1.2M
45	RFG Advisory, LLC	Shares	16.9KSH	$1.2M
46	ABSOLUTE CAPITAL MANAGEMENT, LLC	Shares	15.3KSH	$1.1M
47	WEBSTERROGERS FINANCIAL ADVISORS, LLC	Shares	14.3KSH	$983.4K
48	GUIDANCE CAPITAL, INC	Shares	11.4KSH	$768.8K
49	Security Financial Services, INC.	Shares	10.6KSH	$729.1K
50	Arlington Capital Management, Inc.	Shares	9.8KSH	$677.3K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 124 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+216.1K	+$15.2M	$135.3M
2	Ryan Investment Management, Inc. new	Shares	+185.4K	+$12.8M	$12.8M
3	J.W. COLE ADVISORS, INC. new	Shares	+79.2K	+$5.5M	$5.5M
4	Strong Tower Advisory Services added	Shares	+29.9K	+$2.1M	$25.5M
5	PROFFITT & GOODSON INC new	Shares	+30.0K	+$2.1M	$2.1M
6	Clark Asset Management, LLC added	Shares	+24.4K	+$1.7M	$19.6M
7	Envestnet Portfolio Solutions, Inc. added	Shares	+20.2K	+$1.5M	$33.0M
8	ETF Portfolio Partners, Inc. added	Shares	+18.3K	+$1.3M	$19.8M
9	Brookstone Capital Management added	Shares	+16.7K	+$1.2M	$7.2M
10	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+15.9K	+$1.1M	$7.9M
11	WINCAP FINANCIAL LLC added	Shares	+11.7K	+$834.4K	$13.3M
12	CoreCap Advisors, LLC added	Shares	+11.6K	+$813.6K	$6.5M
13	Sovereign Financial Group, Inc. added	Shares	+9.9K	+$696.0K	$6.8M
14	WEBSTER BANK, N. A. new	Shares	+4.9K	+$338.8K	$338.8K
15	Arcadia Wealth Management, LLC added	Shares	+4.5K	+$318.1K	$4.7M
16	Encompass More Asset Management new	Shares	+4.5K	+$308.6K	$308.6K
17	DiPaolo Financial Group, Inc. added	Shares	+4.3K	+$306.5K	$5.8M
18	LANARK FINANCIAL, INC. added	Shares	+3.9K	+$269.3K	$1.9M
19	Platt Investment Counsel, LLC added	Shares	+2.9K	+$222.8K	$11.4M
20	Aspire Private Capital, LLC added	Shares	+3.0K	+$215.0K	$4.7M
21	Farther Finance Advisors, LLC added	Shares	+2.4K	+$198.4K	$5.0M
22	PFW Advisors LLC added	Shares	+2.6K	+$190.8K	$6.9M
23	HT Partners LLC added	Shares	+2.2K	+$152.6K	$1.7M
24	SigFig Wealth Management, LLC added	Shares	+596	+$121.4K	$6.8M
25	RFG Advisory, LLC added	Shares	+1.6K	+$113.9K	$1.2M
26	PFG Advisors added	Shares	+1.2K	+$86.5K	$297.2K
27	NWAM LLC added	Shares	+1.2K	+$84.1K	$1.4M
28	ABSOLUTE CAPITAL MANAGEMENT, LLC added	Shares	+1.0K	+$73.2K	$1.1M
29	Ocean Park Asset Management, LLC unchanged	Shares	0	+$71.3K	$32.7M
30	VISIONARY HORIZONS, LLC added	Shares	+972	+$67.8K	$450.7K
31	Cape Investment Advisory, Inc. new	Shares	+920	+$63.4K	$63.4K
32	B. Riley Wealth Advisors, Inc. added	Shares	+532	+$63.1K	$1.7M
33	Secure Asset Management, LLC added	Shares	+791	+$61.0K	$3.0M
34	First Heartland Consultants, Inc. added	Shares	+631	+$52.1K	$4.0M
35	MassMutual Private Wealth & Trust, FSB added	Shares	+459	+$45.9K	$6.6M
36	BRIGHTON SECURITIES CORP. added	Shares	+568	+$43.9K	$2.2M
37	Legacy Wealth Partners, LLC added	Shares	+569	+$41.9K	$1.2M
38	Atlatl Advisers LLC new	Shares	+558	+$38.5K	$38.5K
39	Capital Investment Management, Inc. added	Shares	+381	+$34.2K	$3.7M
40	Retirement Wealth Solutions LLC added	Shares	+317	+$27.3K	$2.5M
41	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+240	+$16.9K	$187.3K
42	Stonebridge Financial Group, LLC added	Shares	+216	+$15.8K	$417.4K
43	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+162	+$10.8K	$128.0K
44	Keudell/Morrison Wealth Management added	Shares	+128	+$10.0K	$554.1K
45	Brookwood Investment Group LLC added	Shares	+123	+$9.2K	$339.8K
46	EVOLUTION WEALTH MANAGEMENT INC. added	Shares	+123	+$8.5K	$25.7K
47	CGN Advisors LLC added	Shares	+98	+$7.4K	$319.3K
48	Focus Financial Network, Inc. added	Shares	+25	+$7.4K	$2.6M
49	Security Financial Services, INC. added	Shares	+74	+$6.7K	$729.1K
50	Blue Trust, Inc. added	Shares	+89	+$6.6K	$215.1K

Scroll to load more