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Disclosery

BND VANGUARD BD INDEX FDS

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SHS (fund)

1,596 managers (1,611 13F filers) reported a position in BND shares at 2024-12-31, 1,044,859,310 shares in all. 104 filers opened a position and 93 filers sold out during the quarter.

Managers
1,596
13F filers
1,611
New
104
Added
802
Reduced
424
Sold out
93
Shares held by filers
1,044,859,310

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Main Line Retirement Advisors, LLC117,468$8.45M5.56%-27,22313F-HRTimeline
Azimuth Capital Investment Management L…116,650$8.39M0.33%+29,97513F-HRTimeline
Mutual Advisors, LLC115,516$8.31M0.24%-2,17013F-HRTimeline
Powers Advisory Group, LLC114,173$8.21M4.11%+2,14813F-HRTimeline
Apexium Financial, LP114,163$8.21M0.5%+16,87413F-HRTimeline
Jacobi Capital Management LLC113,509$8.16M0.61%-62113F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…113,100$8.13M0.35%+4,28113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…111,957$8.05M0.42%+4,05113F-HRTimeline
Cambria Investment Management, L.P.110,880$7.97M0.49%+7,78313F-HRTimeline
1832 Asset Management L.P.110,056$7.91M0.01%+48913F-HRTimeline
Laird Norton Wetherby Wealth Management…108,749$7.82M0.37%+26,29513F-HRTimeline
B. Riley Wealth Advisors, Inc.107,582$7.74M0.25%-61,77013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management106,879$7.69M0.11%+2,93213F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…106,388$7.65M1.05%+58,33113F-HRTimelineGroup
CIBC WORLD MARKET INC.106,253$7.64M0.02%-10,44913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT106,000$7.62M0.57%013F-HRTimeline
McCarthy Asset Management, Inc.105,678$7.6M5.36%+94,65013F-HRTimeline
Aurelius Family Office LLC105,620$7.6M3.83%13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd105,411$7.58M0.15%new13F-HRTimelineGroup
Bouchey Financial Group, Ltd.104,855$7.54M0.66%-4,30813F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC104,352$7.5M0.94%+8,33213F-HRTimeline
Oceanside Advisors LLC104,216$7.49M5.59%+5,61013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC104,157$7.49M0.08%+16,99713F-HRTimelineGroup
Triumph Capital Management103,926$7.47M2.56%+4,32213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.103,900$7.47M0.47%+2,87113F-HRTimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…100,899$7.26M3.4%-7,72113F-HRTimeline
Prospect Financial Group LLC100,262$7.21M8.87%13F-HRTimeline
Schwallier Wealth Management LLC99,988$7.19M5.47%-19,34213F-HRTimeline
Summit Financial, LLC99,748$7.17M0.25%+7,60413F-HRTimeline
Sowell Financial Services LLC99,127$7.13M0.37%+13,02313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…98,539$7.1M0.4%+19,16213F-HRTimeline
City State Bank98,258$7.07M2.49%+3,84513F-HRTimeline
National Philanthropic Trust98,138$7.06M0.1%013F-HRTimeline
New Covenant Trust Company, N.A.97,716$7.04M6.99%+1,92313F-HRTimeline
McGrath & Associates, Inc.95,708$6.88M13.89%13F-HRTimeline
Balentine LLC95,352$6.86M0.28%-7,14613F-HRTimeline
Note Advisors, LLC94,627$6.8M6.03%13F-HRTimeline
FOSTER & MOTLEY INC94,009$6.76M0.44%+20,08713F-HRTimeline
Bleakley Financial Group, LLC93,849$6.75M0.2%+3,73313F-HRTimeline
SAGE RHINO CAPITAL LLC92,725$6.67M1.45%-66813F-HRTimeline
SigFig Wealth Management, LLC92,302$6.65M0.24%+1,29013F-HRTimeline
Washington Trust Bank91,490$6.58M0.63%+11,50813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CIBC WORLD MARKETS CORP91,034$6.55M0.04%+4,32513F-HRTimeline
Patriot Financial Group Insurance Agenc…90,899$6.54M0.88%+11,01213F-HRTimeline
Topsail Wealth Management, LLC90,584$6.51M1.39%13F-HRTimeline
Matrix Trust Co90,452$6.5M1.13%-1,94513F-HRTimeline
Sound View Wealth Advisors Group, LLC90,335$6.5M0.52%+1,23013F-HRTimeline
SOL Capital Management CO89,950$6.47M0.72%-12,97513F-HRTimeline
Grove Bank & Trust89,621$6.44M0.89%+20,56313F-HRTimeline
AGILIS PARTNERS LLC88,244$6.35M1.91%+4,78013F-HRTimeline
MOTIVE WEALTH ADVISORS88,240$6.35M3.41%+2,31313F-HRTimeline
Valeo Financial Advisors, LLC88,104$6.34M0.18%+17,85013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…87,218$6.27M0.09%+9,92213F-HRTimelineGroup
Brooklyn FI, LLC86,941$6.25M2.08%+10,02913F-HR/ATimeline
Commonwealth Retirement Investments LLC86,564$6.22M2.56%+6,67413F-HRTimeline
HT Partners LLC85,688$6.16M2.1%+65,77413F-HRTimeline
Lansing Street Advisors85,231$6.13M2.14%+1,04613F-HRTimeline
PFW Advisors LLC85,083$6.12M1.88%13F-HRTimeline
Keel Point, LLC84,749$6.09M0.49%+48,11613F-HRTimeline
Symphony Financial, Ltd. Co.83,866$6.04M0.95%+4,26613F-HRTimeline
Stark Wealth Management LLC83,823$6.03M4.44%13F-HRTimeline
Berger Financial Group, Inc83,766$6.02M0.42%+73,79013F-HRTimeline
Motiv8 Investments LLC83,389$6M4.21%-10,25713F-HRTimeline
WealthCollab, LLC82,896$5.96M3.82%+2,67313F-HRTimeline
Elm Partners Management LLC82,886$5.96M0.41%+8,85413F-HRTimeline
Integrated Advisors Network LLC82,760$5.95M0.29%-21,93913F-HRTimeline
Old Port Advisors81,739$5.88M1.69%-10,59313F-HRTimeline
Modern Wealth Management, LLC81,199$5.84M0.22%+9,73513F-HR/ATimeline
EP Wealth Advisors, LLC80,483$5.79M0.05%+12,10613F-HRTimeline
Fragasso Financial Advisors Inc80,226$5.77M0.44%-3,31613F-HRTimeline
Elios Financial Group Inc.80,176$5.77M2.73%+4,59713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK79,858$5.74M0.04%-11,77613F-HRTimelineGroup
Liberty Capital Management, Inc.79,790$5.74M1.27%+1,47313F-HRTimeline
Forbes Financial Planning, Inc.79,646$5.73M2.78%+24,42713F-HRTimeline
Trek Financial, LLC79,221$5.7M0.43%+2,06713F-HRTimeline
MEMBERS WEALTH LLC78,942$5.67M4.24%13F-HRTimeline
Mayflower Financial Advisors, LLC78,451$5.64M0.84%+2,59613F-HRTimeline
North Star Investment Management Corp.78,263$5.63M0.39%-161,19613F-HRTimeline
Hamilton Wealth, LLC77,869$5.6M1.36%-2,08513F-HRTimeline
ETF Portfolio Partners, Inc.77,216$5.55M1.67%+2,64913F-HRTimeline
TRUST CO OF VERMONT77,168$5.55M0.27%+34,51413F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co76,583$5.51M1.37%013F-HRTimelineGroup
Rothschild Wealth LLC76,321$5.49M1.61%+9,67513F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC76,268$5.48M1.31%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.75,753$5.45M0.3%+13,26613F-HR/ATimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding75,505$5.43M+17,814Timeline
Capital Investment Services of America,…75,217$5.41M0.52%+31213F-HRTimeline
Strategies Wealth Advisors, LLC74,640$5.4M0.67%-346,71613F-HRTimeline
Advisory Services Network, LLC75,025$5.4M0.1%+10,95613F-HRTimeline
Farrell Financial LLC74,880$5.38M3.85%-42413F-HRTimeline
Horizons Wealth Management74,618$5.37M4.16%+5,84613F-HRTimeline
Fisher Asset Management, LLC73,454$5.28M<0.01%+6,13013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC72,949$5.25M1.36%+10,13213F-HR/ATimeline
B.O.S.S. Retirement Advisors, LLC71,927$5.17M1.45%+56,67313F-HRTimeline
PROFFITT & GOODSON INC71,761$5.16M0.86%-4,01313F-HRTimeline
Dynasty Wealth Management, LLC71,452$5.14M0.09%-2,63413F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC71,133$5.12M5.74%13F-HR/ATimeline
Kingsview Wealth Management, LLC71,068$5.11M0.1%-697,37013F-HRTimeline
Plan Group Financial, LLC69,951$5.03M2.66%+1,25113F-HRTimeline
HBK Sorce Advisory LLC69,393$4.99M0.15%+41,85513F-HRTimeline
Bay Rivers Group69,093$4.97M2.41%+2,90313F-HRTimeline
First Heartland Consultants, Inc.68,533$4.93M0.51%+4,17213F-HRTimeline
BCO Wealth Management LLC68,237$4.91M4.08%13F-HRTimeline
CFS Investment Advisory Services, LLC68,067$4.89M0.44%+1,15113F-HRTimeline
GoalFusion Wealth Management, LLC68,060$4.89M2.67%+1,39913F-HRTimeline
Rathbones Group PLC67,223$4.83M0.02%-9,28913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp66,966$4.82M0.3%new13F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC66,958$4.81M<0.01%new13F-HRTimelineGroup
Inman Jager Wealth Management, LLC66,002$4.75M3.7%13F-HRTimeline
Kings Path Partners LLC65,751$4.73M2.02%+2,27613F-HRTimeline
Womack Financial LLC65,549$4.71M4.18%13F-HRTimeline
Parallel Advisors, LLC65,328$4.7M0.11%-7,94513F-HRTimeline
Summit X, LLC65,298$4.7M1.04%+3,43413F-HRTimeline
Faithward Advisors, LLC65,086$4.68M0.8%+29,87513F-HRTimeline
Saxony Capital Management, LLC65,033$4.68M4.12%-10,54513F-HRTimeline
Vigilare Wealth Management64,618$4.65M1.89%-698,82413F-HRTimeline
MMA ASSET MANAGEMENT LLC64,467$4.64M2.03%-64,50713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…64,328$4.63M0.78%-2,37113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC64,007$4.6M0.1%-10,56213F-HRTimeline
HANCOCK WHITNEY CORP63,955$4.6M0.15%+5,16313F-HRTimeline
MainStreet Investment Advisors LLC63,040$4.53M0.64%+4,59113F-HRTimeline
MassMutual Private Wealth & Trust, FSB62,677$4.51M0.13%+17413F-HRTimeline
Ballentine Partners, LLC62,165$4.47M0.08%+1,80313F-HRTimeline
HART & PATTERSON FINANCIAL GROUP LLC62,160$4.47M2.17%+4,29313F-HRTimeline
OKABENA INVESTMENT SERVICES INC61,029$4.39M1.22%-25,66813F-HRTimeline
Focus Financial Network, Inc.60,601$4.36M0.17%+4,13313F-HRTimeline
Stonekeep Investments, LLC60,565$4.36M3.24%+2,29913F-HRTimeline
Act Two Investors LLC60,480$4.35M0.85%-170,03913F-HRTimeline
Greenspring Advisors, LLC60,363$4.34M0.95%-9,42813F-HRTimeline
MAS Advisors LLC59,783$4.3M7.21%new13F-HRTimeline
Human Investing LLC59,252$4.26M0.76%-1,03613F-HRTimeline
LifeGoal Investments, LLC58,953$4.24M4.6%13F-HRTimeline
Triad Wealth Partners, LLC58,924$4.24M1.53%-110,26513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding58,858$4.23M+34,036Timeline
Blue Trust, Inc.58,702$4.22M0.05%+18,02913F-HR/ATimeline
BALDWIN WEALTH PARTNERS LLC/MA58,571$4.21M0.29%-3,87413F-HRTimeline
Lantern Wealth Advisors, LLC58,564$4.21M2.73%+4,07613F-HRTimeline
Summit Wealth Partners, LLC58,187$4.18M0.86%+6,76513F-HRTimeline
Stone Summit Wealth LLC58,099$4.18M1.4%-2,46313F-HRTimeline
Herold Advisors, Inc.57,843$4.16M0.91%+3,90213F-HRTimeline
Cascade Financial Partners, LLC56,762$4.08M0.53%+3,62513F-HRTimeline
William Howard & Co Financial Advisors …56,757$4.08M3.69%+62113F-HRTimeline
Charis Legacy Partners, LLC56,694$4.08M8.32%13F-HRTimeline
Clarus Wealth Advisors57,214$4.07M2.03%+5,23913F-HRTimeline
Colony Family Offices, LLC56,586$4.07M1.28%+45813F-HRTimeline
Signal Advisors Wealth, LLC56,336$4.05M0.46%+9,67413F-HRTimeline
Taylor Hoffman Capital Management LLC56,207$4.04M1.47%-62713F-HRTimeline
C M BIDWELL & ASSOCIATES LTD55,918$4.02M2.44%+4,06913F-HRTimeline
UMB Bank, n.a.55,557$4M0.06%-9,43413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.55,431$3.99M0.28%-4,95013F-HRTimelineGroup
L.K. Benson & Company, P.C.55,389$3.98M2.81%13F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC54,810$3.98M1.45%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …55,278$3.98M0.06%+10,05713F-HRTimelineGroup
Total Wealth Planning, LLC54,814$3.94M0.61%+7,62813F-HRTimeline
Pinnacle Bancorp, Inc.54,790$3.94M1.28%+4,02313F-HRTimeline
Shade Tree Advisors LLC54,683$3.93M3.96%13F-HRTimeline
Zions Bancorporation, N.A.54,161$3.89M0.25%+52,99213F-HRTimeline
Bordeaux Wealth Advisors LLC53,625$3.86M0.62%-7,66213F-HR/ATimeline
Coppell Advisory Solutions LLC53,488$3.85M0.54%+18,14813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP53,198$3.83M<0.01%+9,86213F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC53,181$3.82M0.06%-5,27513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…52,997$3.81M0.09%-29,79413F-HRTimelineGroup
Patten Group, Inc.52,984$3.81M0.84%-7,12413F-HRTimeline
Chesley Taft & Associates LLC52,965$3.81M0.18%+13,67513F-HRTimeline
Independent Advisor Alliance52,777$3.8M0.05%new13F-HRTimeline
Koshinski Asset Management, Inc.52,690$3.79M0.34%+1,60913F-HRTimeline
Sebold Capital Management, Inc.52,654$3.79M2.54%+2,08113F-HRTimeline
WMG Financial Advisors, LLC52,518$3.78M1.63%+84613F-HRTimeline
Applied Capital LLC52,463$3.77M1.94%-42713F-HRTimeline
Glass Jacobson Investment Advisors llc52,108$3.75M1.23%+6,14413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
David Kennon Inc52,033$3.74M1.48%+1,57113F-HRTimeline
JT Stratford LLC51,837$3.73M0.61%-474,49513F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC51,785$3.72M1.52%+2,01013F-HRTimeline
Oak Wealth Advisors LLC51,466$3.7M2.85%13F-HRTimeline
Hiley Hunt Wealth Management51,356$3.69M2.05%+5,52313F-HRTimeline
Wealth Architects, LLC51,322$3.69M0.42%+4,40413F-HRTimeline
Midwest Financial Network, LLC50,899$3.66M3.81%13F-HRTimeline
Root Financial Partners, LLC50,896$3.66M0.45%+24,73113F-HRTimeline
Wealthspire Retirement, LLC50,796$3.65M0.29%-1,56613F-HRTimeline
WealthShield Partners, LLC50,753$3.65M0.52%-2,09613F-HRTimeline
Rehmann Capital Advisory Group50,563$3.64M0.23%-4613F-HRTimeline
LOWERY THOMAS, LLC49,914$3.59M2.34%+11,09613F-HRTimeline
TFC Financial Management, Inc.49,910$3.59M0.57%+64013F-HRTimeline
CWM, LLCin group CWM, LLC49,231$3.54M0.01%+21,63313F-HRTimelineGroup
SYNOVUS FINANCIAL CORP49,141$3.53M0.04%+1,89613F-HRTimeline
Heritage Wealth Management, Inc. /CA/49,094$3.53M3.01%+3,15513F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA48,637$3.5M0.01%+51613F-HR/ATimelineGroup
Strategic Financial Concepts, LLC48,622$3.5M0.67%+18,51313F-HR/ATimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/48,620$3.5M0.19%+11,12513F-HRTimeline
First Horizon Advisors, Inc.48,538$3.49M0.1%-7,39913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC48,126$3.46M0.11%+3,42513F-HRTimeline
Coston, McIsaac & Partners47,819$3.44M1.02%+8,31913F-HRTimeline
NYL Investors LLC47,700$3.43M0.31%+2,80013F-HRTimeline
Exchange Bank47,621$3.42M2.75%+55713F-HRTimeline
NOVUS ADVISORS, LLC46,999$3.38M3.37%13F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC46,798$3.37M0.24%+37913F-HRTimeline
Grove Street Fiduciary, LLC46,776$3.36M1.77%13F-HRTimeline
Jordan Park Group LLC46,507$3.34M0.25%013F-HRTimeline
Mesirow Financial Investment Management…46,465$3.34M0.07%+1,25013F-HRTimeline
Cahill Wealth Management, LLC46,249$3.33M1.7%-6,87413F-HRTimeline