Filing Research | VANGUARD BD INDEX FDS Institutional Holdings

Snapshot holdings

50 / 640 loaded

#		Instrument	quantity
1	Arizona PSPRS Trust	PUT	10.0MSH	$731.9M
2	SBI Okasan Asset Management Co.Ltd.	Shares	6.9MSH	$508.2M
3	Composition Wealth, LLC	Shares	4.9MSH	$360.5M
4	Stairway Partners, LLC	Shares	2.9MSH	$210.1M
5	Foster Group, Inc.	Shares	2.5MSH	$187.0M
6	Oakworth Capital, Inc.	Shares	2.4MSH	$172.4M
7	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	1.9MSH	$142.8M
8	Verus Financial Partners, Inc.	Shares	1.8MSH	$134.3M
9	Apella Capital, LLC	Shares	1.8MSH	$132.7M
10	Bogart Wealth, LLC	Shares	1.6MSH	$118.5M
11	CoreCap Advisors, LLC	Shares	1.4MSH	$102.5M
12	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	1.4MSH	$101.4M
13	Envestnet Portfolio Solutions, Inc.	Shares	1.3MSH	$98.8M
14	Merit Financial Group, LLC	Shares	1.2MSH	$91.7M
15	Pacific Capital Wealth Advisors, Inc.	Shares	1.2MSH	$88.3M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.2MSH	$84.0M
17	Constellation Investments, Inc.	Shares	1.1MSH	$80.8M
18	BURRUS FINANCIAL SERVICES, INC.	Shares	1.1MSH	$79.7M
19	RATIONAL ADVISORS, INC.	Shares	990.3KSH	$72.7M
20	BTC Capital Management, Inc.	Shares	984.2KSH	$72.2M
21	Trust Co	Shares	980.8KSH	$72.0M
22	Joule Financial, LLC	Shares	941.4KSH	$69.1M
23	Symmetry Partners, LLC	Shares	894.0KSH	$65.6M
24	ARMSTRONG ADVISORY GROUP, INC	Shares	869.7KSH	$63.8M
25	Trilogy Capital Inc.	Shares	819.8KSH	$60.2M
26	BLUESTEM FINANCIAL ADVISORS, LLC	Shares	814.3KSH	$59.8M
27	FARMERS & MERCHANTS INVESTMENTS INC	Shares	813.3KSH	$59.7M
28	West Financial Advisors, LLC	Shares	812.4KSH	$59.6M
29	Twele Capital Management, Inc.	Shares	806.6KSH	$59.2M
30	Cambridge Advisors Inc.	Shares	805.7KSH	$59.1M
31	Legacy Private Trust Co.	Shares	792.6KSH	$58.2M
32	EAGLE ROCK INVESTMENT COMPANY, LLC	Shares	787.7KSH	$57.8M
33	Newton One Investments LLC	Shares	756.8KSH	$55.6M
34	Farther Finance Advisors, LLC	Shares	714.5KSH	$52.5M
35	RAINEY & RANDALL WEALTH ADVISORS INC.	Shares	709.5KSH	$52.1M
36	SimpliFi, Inc.	Shares	702.1KSH	$51.5M
37	Crewe Advisors LLC	Shares	691.7KSH	$50.8M
38	Charles Schwab Trust Co	Shares	656.6KSH	$48.2M
39	Amicus Financial Advisors, LLC	Shares	656.5KSH	$48.2M
40	Acropolis Investment Management, LLC	Shares	636.1KSH	$46.7M
41	AllGen Financial Advisors, Inc.	Shares	627.3KSH	$46.0M
42	TECTONIC ADVISORS LLC	Shares	620.5KSH	$45.5M
43	Avior Wealth Management, LLC	Shares	595.3KSH	$43.7M
44	TOMPKINS FINANCIAL CORP	Shares	577.5KSH	$42.4M
45	Financial Management Professionals, Inc.	Shares	571.5KSH	$42.0M
46	RIVERSEDGE ADVISORS, LLC	Shares	567.3KSH	$41.6M
47	Stordahl Capital Management, Inc.	Shares	554.1KSH	$40.7M
48	Boston Standard Wealth Management, LLC	Shares	554.0KSH	$40.5M
49	ASPIRIANT, LLC	Shares	546.2KSH	$40.1M
50	Tenon Financial LLC	Shares	543.8KSH	$39.9M

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

50 / 660 loaded

#		Instrument
1	SBI Okasan Asset Management Co.Ltd. new	Shares	+6.9M	+$508.2M	$508.2M
2	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+1.0M	+$73.5M	$101.4M
3	Composition Wealth, LLC added	Shares	+669.3K	+$48.2M	$360.5M
4	Legacy Private Trust Co. added	Shares	+421.6K	+$30.9M	$58.2M
5	SAX WEALTH ADVISORS, LLC added	Shares	+353.7K	+$26.0M	$29.7M
6	Stairway Partners, LLC added	Shares	+289.0K	+$20.6M	$210.1M
7	Merit Financial Group, LLC added	Shares	+201.9K	+$14.6M	$91.7M
8	Atlantic Edge Private Wealth Management, LLC added	Shares	+171.8K	+$12.6M	$12.7M
9	Oakworth Capital, Inc. added	Shares	+146.9K	+$9.9M	$172.4M
10	Cornerstone National Bank & Trust Co added	Shares	+110.1K	+$8.0M	$12.5M
11	Foster Group, Inc. added	Shares	+113.5K	+$7.8M	$187.0M
12	J.W. COLE ADVISORS, INC. new	Shares	+97.3K	+$7.1M	$7.1M
13	Pacific Capital Wealth Advisors, Inc. added	Shares	+100.0K	+$7.1M	$88.3M
14	West Financial Advisors, LLC added	Shares	+93.1K	+$6.7M	$59.6M
15	FIDELIS iM, LLC added	Shares	+90.7K	+$6.6M	$15.5M
16	STONE LOFT WEALTH MANAGEMENT LLC added	Shares	+91.4K	+$6.5M	$23.1M
17	BLUESTEM FINANCIAL ADVISORS, LLC added	Shares	+88.3K	+$6.3M	$59.8M
18	Lexington Hill Partners, LLC added	Shares	+85.5K	+$6.2M	$19.7M
19	Trilogy Capital Inc. added	Shares	+80.0K	+$5.7M	$60.2M
20	McNaughton Wealth Management, LLC added	Shares	+78.0K	+$5.7M	$24.8M
21	Charles Schwab Trust Co added	Shares	+75.7K	+$5.4M	$48.2M
22	Cambridge Advisors Inc. added	Shares	+75.1K	+$5.3M	$59.1M
23	Arizona PSPRS Trust added	PUT	+99.9K	+$5.1M	$731.9M
24	Hobart Private Capital, LLC added	Shares	+67.6K	+$4.9M	$25.7M
25	Bogart Wealth, LLC added	Shares	+68.7K	+$4.7M	$118.5M
26	Tenon Financial LLC added	Shares	+62.9K	+$4.5M	$39.9M
27	Symmetry Partners, LLC added	Shares	+61.6K	+$4.3M	$65.6M
28	Twele Capital Management, Inc. added	Shares	+58.1K	+$4.1M	$59.2M
29	BTC Capital Management, Inc. added	Shares	+58.4K	+$4.0M	$72.2M
30	Apollon Wealth Management, LLC added	Shares	+52.6K	+$3.9M	$5.7M
31	CFS Investment Advisory Services, LLC added	Shares	+54.0K	+$3.8M	$13.7M
32	PATRIOT INVESTMENT MANAGEMENT GROUP, INC. added	Shares	+56.0K	+$3.7M	$142.8M
33	Financial & Tax Architects, LLC added	Shares	+48.0K	+$3.5M	$4.1M
34	General Partner, Inc. new	Shares	+45.8K	+$3.4M	$3.4M
35	Discipline Wealth Solutions, LLC added	Shares	+45.3K	+$3.3M	$10.1M
36	FOUNDERS GROVE WEALTH PARTNERS, LLC new	Shares	+45.0K	+$3.3M	$3.3M
37	PFG Advisors added	Shares	+45.7K	+$3.3M	$20.0M
38	Altura Wealth Advisors Inc. added	Shares	+43.5K	+$3.1M	$21.9M
39	HOWLAND CAPITAL MANAGEMENT LLC new	Shares	+38.3K	+$2.8M	$2.8M
40	Verus Financial Partners, Inc. added	Shares	+46.3K	+$2.8M	$134.3M
41	Attessa Capital LLC added	Shares	+36.7K	+$2.7M	$17.2M
42	Plancorp, LLC new	Shares	+35.0K	+$2.5M	$2.5M
43	BERNZOTT CAPITAL ADVISORS added	Shares	+34.8K	+$2.5M	$9.5M
44	TECTONIC ADVISORS LLC added	Shares	+35.4K	+$2.5M	$45.5M
45	Stordahl Capital Management, Inc. added	Shares	+31.8K	+$2.2M	$40.7M
46	Greenbush Financial Group, LLC added	Shares	+30.3K	+$2.1M	$25.7M
47	Financial Management Professionals, Inc. added	Shares	+30.4K	+$2.1M	$42.0M
48	RAINEY & RANDALL WEALTH ADVISORS INC. added	Shares	+30.2K	+$2.1M	$52.1M
49	KWMG, LLC added	Shares	+28.8K	+$2.0M	$33.7M
50	REBALANCE, LLC added	Shares	+27.8K	+$2.0M	$18.2M

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