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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
MONEY CONCEPTS CAPITAL CORP21,800$1.57M0.12%+5,88813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…21,732$1.56M0.01%+10,25113F-HRTimelineGroup
Cypress Point Wealth Management, LLC21,645$1.56M0.48%+1,70613F-HRTimeline
SELDON CAPITAL LP21,582$1.55M0.64%013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK20,658$1.55M0.14%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21,574$1.55M0.09%+11,24613F-HRTimelineGroup
TPG Advisors LLC21,565$1.55M1.21%+2,64513F-HRTimeline
Bell Investment Advisors, Inc21,476$1.54M0.29%+2,01313F-HRTimeline
Prostatis Group LLC21,371$1.54M0.45%+1,79013F-HRTimeline
Main Street Financial Solutions, LLC21,284$1.53M0.15%-2,84213F-HRTimeline
Traveka Wealth, LLC20,746$1.49M0.82%+5,97513F-HRTimeline
ACAS, LLC20,510$1.49M1.1%-5513F-HRTimeline
Robertson Stephens Wealth Management, L…20,497$1.47M0.05%+7,17413F-HRTimeline
Financial Avengers, Inc.20,418$1.47M0.69%+6,71013F-HRTimeline
MN Wealth Advisors, LLC20,415$1.47M0.83%-3,88213F-HRTimeline
Joel Adams & Associates, Inc.20,294$1.46M1.33%13F-HRTimeline
First Citizens Financial Corp20,260$1.46M0.79%+2,27913F-HRTimeline
Creekside Partners20,199$1.45M0.75%+4,98113F-HRTimeline
Southland Equity Partners LLC20,183$1.45M0.34%+35713F-HRTimeline
Clear Creek Financial Management, LLC20,030$1.44M0.16%-2,14213F-HRTimeline
MBA Advisors LLC19,742$1.42M0.72%+6,47613F-HRTimeline
WASHINGTON TRUST Co19,575$1.41M0.05%new13F-HRTimeline
Passive Capital Management, LLC.19,573$1.41M0.5%+1,94013F-HRTimeline
RBA Wealth Management, LLC19,530$1.4M0.53%+4,32913F-HRTimeline
Wealth Group Ltd19,430$1.4M0.4%-11713F-HRTimeline
Ashton Thomas Private Wealth, LLC19,271$1.39M0.05%+6,61413F-HRTimeline
Endowment Wealth Management, Inc.19,101$1.37M0.92%+1,45313F-HRTimeline
Legacy Financial Strategies, LLC19,064$1.37M0.3%+2,87213F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.19,050$1.37M0.11%+1313F-HRTimeline
Aegis Wealth Management LLC19,013$1.37M0.92%13F-HRTimeline
Avantax Planning Partners, Inc.18,945$1.36M0.05%+3,13313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC18,913$1.36M0.1%+11,32813F-HRTimeline
Northwest Capital Management Inc18,823$1.35M0.58%+15,18313F-HRTimeline
POWER WEALTH MANAGEMENT LLC18,746$1.35M0.56%-53413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,722$1.35M<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.18,706$1.35M0.09%+57413F-HRTimelineGroup
Apeiron RIA LLC18,685$1.34M0.38%-4013F-HRTimeline
Fort Henry Capital, LLC18,598$1.34M0.96%+1,29113F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska18,503$1.33M0.22%13F-HRTimelineGroup
VestGen Investment Management18,476$1.33M0.36%-7,72913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC18,466$1.33M0.04%+90313F-HRTimeline
Centurion Wealth Management LLC18,434$1.33M0.41%-5,35113F-HRTimeline
Keystone Wealth Services, LLC18,386$1.32M0.35%+2,35013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,373$1.32M0.1%+1,72313F-HRTimeline
CONQUIS FINANCIAL LLC18,331$1.32M1.35%13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV18,174$1.31M0.51%13F-HRTimeline
Meridian Wealth Partners, LLC18,149$1.31M0.2%+1,05013F-HRTimeline
Ted Buchan & Co18,047$1.3M0.61%+613F-HRTimeline
MAYPORT, LLC18,039$1.3M0.38%+1,52413F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA17,925$1.29M0.72%-70013F-HRTimeline
WCG Wealth Advisors LLC17,823$1.28M0.08%+7,38213F-HRTimeline
Life Planning Partners, Inc17,765$1.28M1.18%-1,44413F-HR/ATimeline
WealthCare Investment Partners, LLC17,717$1.27M0.56%+32113F-HRTimeline
Goelzer Investment Management, Inc.17,719$1.27M0.07%+1,20313F-HRTimeline
SEVEN MILE ADVISORY17,581$1.26M0.81%-3,25013F-HRTimeline
Investor's Fiduciary Advisor Network, L…17,584$1.26M0.48%13F-HRTimeline
GeoWealth Management, LLC17,572$1.26M0.04%-89513F-HRTimeline
Gryphon Financial Partners LLC17,456$1.26M0.18%+2,67113F-HRTimeline
Synergy Investment Management, LLC17,423$1.25M0.54%13F-HRTimeline
RETIREMENT GUYS FORMULA LLC17,295$1.24M0.63%-4,78213F-HRTimeline
Martin Worley Group17,236$1.24M0.77%13F-HRTimeline
May Hill Capital, LLC17,228$1.24M0.48%13F-HRTimeline
Capital Planning Advisors, LLC17,179$1.24M0.19%+71213F-HRTimeline
Independent Wealth Network Inc.17,151$1.23M0.5%+51013F-HRTimeline
Graypoint LLC17,044$1.23M0.07%+3,27113F-HRTimeline
Squire Investment Management Company, L…16,978$1.22M0.54%+4,13813F-HRTimeline
Burton Enright Welch16,930$1.22M0.26%+5,68313F-HRTimeline
Long Run Wealth Advisors, LLC16,916$1.22M0.29%+20213F-HRTimeline
Perennial Investment Advisors, LLC16,765$1.21M0.14%+1,16413F-HRTimeline
Finward Bancorp16,756$1.2M1.04%13F-HRTimeline
Avion Wealth16,741$1.2M0.31%+14,82213F-HRTimeline
Archer Investment Corp16,708$1.2M0.32%+1,88413F-HRTimeline
Wealthstream Advisors, Inc.16,678$1.2M0.22%+20013F-HRTimeline
Hemington Wealth Management16,415$1.18M0.3%-25713F-HRTimeline
Silverleafe Capital Partners, LLC16,364$1.18M0.37%new13F-HRTimeline
Torray Investment Partners LLC16,325$1.17M0.17%013F-HRTimeline
Strategic Financial Planning, Inc.16,311$1.17M0.8%+28913F-HRTimeline
CASCADE INVESTMENT GROUP, INC.16,207$1.17M0.83%+1,21413F-HRTimeline
Timonier Family Office, LTD.16,168$1.16M0.6%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
B & T Capital Management DBA Alpha Capi…16,113$1.16M0.21%+92613F-HRTimeline
Lodestone Wealth Management LLC16,107$1.16M0.58%-4,46213F-HRTimeline
Factor Wealth Management LTD16,075$1.16M0.38%13F-HRTimeline
Tradewinds, LLC.15,944$1.15M0.32%-99313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…15,882$1.14M0.01%+3,99513F-HRTimelineGroup
Claro Advisors Inc.15,824$1.14M0.15%+3,33313F-HRTimeline
Heritage Financial Services, LLC15,783$1.13M0.15%+65613F-HRTimeline
VERITY Wealth Advisors15,762$1.13M0.82%+14013F-HRTimeline
Sincerus Advisory, LLC15,669$1.13M1.21%13F-HRTimeline
Rinkey Investments15,654$1.13M0.36%+5,26613F-HRTimeline
DIVERSIFIED TRUST CO15,526$1.12M0.03%+16713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC15,380$1.11M0.59%-5,00613F-HRTimeline
MorganRosel Wealth Management, LLC15,314$1.1M0.36%+76613F-HRTimeline
Arax Advisory Partners15,314$1.1M0.07%+4,26913F-HRTimeline
STRATEGY ASSET MANAGERS LLC15,257$1.1M0.21%+4,96113F-HRTimeline
Hopwood Financial Services, Inc.15,235$1.1M0.83%13F-HRTimeline
AdvisorNet Financial, Inc15,180$1.09M0.09%+3,38813F-HRTimeline
Fiduciary Group, LLC15,127$1.09M0.11%new13F-HRTimeline
PFG Investments, LLC15,123$1.09M0.07%-4,60313F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC14,932$1.07M0.37%-1,23913F-HRTimeline
Investment Research & Advisory Group, I…14,839$1.07M0.44%+1,77013F-HRTimeline
HM PAYSON & CO14,819$1.07M0.02%+1,71913F-HRTimeline
FSA Wealth Management LLC14,817$1.07M0.43%+2,21313F-HRTimeline
Truepoint, Inc.14,812$1.07M0.03%-18013F-HRTimeline
Aspire Private Capital, LLC14,778$1.06M0.26%+2513F-HRTimeline
Caldwell Trust Co14,768$1.06M0.11%-1,19213F-HRTimeline
Thrive Capital Management, LLC14,765$1.06M0.49%+2,97513F-HRTimeline
Private Wealth Management Group, LLC14,616$1.05M0.4%+68113F-HRTimeline
Hendershot Investments Inc.14,601$1.05M0.14%+2,84613F-HRTimeline
Medallion Wealth Advisors, LLC14,440$1.05M0.52%13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC14,475$1.04M0.58%+5,72913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC14,470$1.04M0.44%+2,32813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC14,469$1.04M0.29%+11413F-HRTimeline
Fermata Advisors, LLC14,358$1.03M0.19%-1,05813F-HRTimeline
Gemmer Asset Management LLC14,298$1.03M0.1%+17513F-HRTimeline
Werba Rubin Papier Wealth Management14,252$1.02M0.24%new13F-HRTimeline
FAMILY WEALTH PARTNERS, LLC14,185$1.02M0.48%-2,91813F-HRTimeline
Decker Retirement Planning Inc.14,113$1.01M0.59%13F-HRTimeline
BCGM Wealth Management, LLC13,985$1.01M0.32%-2,95413F-HRTimeline
Horizon Investment Services, LLC13,982$1.01M0.43%-1,94013F-HRTimeline
M Holdings Securities, Inc.13,956$1M0.16%new13F-HR/ATimeline
Topel & Distasi Wealth Management, LLC13,914$1M0.43%+85813F-HRTimeline
Lakeridge Wealth Management LLC13,872$998K0.52%+9,69613F-HRTimeline
National Wealth Management Group, LLC13,817$994K0.66%-15,91113F-HRTimeline
First National Trust Co13,645$981K0.04%+50013F-HRTimeline
Legacy Advisors, LLC13,603$978K0.09%-1,54913F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC13,585$977K0.18%-4,29913F-HRTimeline
IFG Advisory, LLC13,461$968K0.05%+72413F-HRTimeline
Piedmont Capital Management, LLC13,320$958K0.58%+1,08913F-HRTimeline
Blue Oak Capital, LLC13,248$953K0.58%13F-HRTimeline
UPTICK PARTNERS, LLC13,231$951K0.34%+2,10213F-HRTimeline
Sharp Wealth Advisory, LLC13,153$946K0.72%-77713F-HRTimeline
Lion Street Advisors, LLC13,140$945K0.3%-48313F-HRTimeline
Leo Wealth, LLC13,097$942K0.08%+85713F-HRTimeline
CUMBERLAND ADVISORS INC13,075$940K0.38%+45513F-HRTimeline
Sequent Planning LLC13,039$938K0.34%-1,60113F-HRTimeline
Larson Financial Group LLC12,896$927K0.05%+4,31313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,861$925K0.08%-1,141,91413F-HRTimeline
SilverOak Wealth Management LLC12,711$914K0.2%+1,80013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC12,695$913K0.16%+1,13513F-HRTimeline
Bryant Woods Investment Advisors, LLC12,654$910K0.44%new13F-HRTimeline
Sovereign Financial Group, Inc.12,614$907K0.21%+2,02313F-HRTimeline
FIDUCIARY ADVISORS, INC.12,507$899K0.91%13F-HRTimeline
Welch & Forbes LLC12,373$890K0.01%013F-HRTimeline
Fairway Wealth LLC12,372$890K0.4%+65813F-HRTimeline
Hardin Capital Partners, LLC12,298$884K0.53%+113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,265$882K0.07%-3,84813F-HRTimelineGroup
Strategic Advocates LLC12,260$882K0.3%+2,02013F-HRTimeline
American Investment Services, Inc.12,171$875K0.15%+30313F-HR/ATimeline
Pinnacle Wealth Planning Services, Inc.12,045$866K0.13%new13F-HR/ATimeline
Impact Capital Partners LLC11,995$863K0.31%13F-HRTimeline
Great Lakes Retirement, Inc.11,969$861K0.11%-6,18813F-HRTimeline
HUB Investment Partners, LLC11,967$861K0.04%+10613F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …11,947$859K0.28%-9713F-HRTimeline
Archvest Wealth Advisors, Inc.11,945$859K0.62%-12,56913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC11,825$850K0.07%+7713F-HRTimeline
FIRST AMERICAN TRUST, FSB11,805$849K0.08%+16013F-HRTimeline
Sovran Advisors, LLC11,916$849K0.12%13F-HRTimeline
DRAVO BAY LLC11,772$847K0.41%+1,97713F-HRTimeline
Ruedi Wealth Management, Inc.11,740$844K0.27%+17613F-HRTimeline
GW&K Investment Management, LLC11,710$842K0.01%+5,38813F-HRTimeline
Arete Wealth Advisors, LLC11,551$831K0.06%-69013F-HRTimeline
Lifeworks Advisors, LLC11,538$830K0.15%+54313F-HRTimeline
RIVERSEDGE ADVISORS, LLC11,508$828K0.19%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,491$826K0.02%-3,71413F-HRTimelineGroup
Sandbox Financial Partners, LLC11,473$825K0.28%+61613F-HRTimeline
Wick Capital Partners, LLC11,432$822K0.24%+8,53513F-HR/ATimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC11,421$821K0.89%13F-HRTimeline
SAGE FINANCIAL GROUP INC11,399$820K0.07%+70813F-HRTimeline
Novak & Powell Financial Services, Inc.15,104$819K0.49%+5,49013F-HRTimeline
5T Wealth, LLC11,362$817K0.45%13F-HRTimeline
Oregon Pacific Wealth Management, LLC11,355$817K0.8%13F-HRTimeline
Christensen, King & Associates Investme…11,323$814K0.38%-1,38313F-HRTimeline
Pitti Group Wealth Management, LLC11,249$809K0.82%+7,66913F-HRTimeline
Wedmont Private Capital11,263$802K0.04%+4,08213F-HRTimeline
Avidian Wealth Enterprises, LLC11,105$799K0.04%+1,95913F-HRTimeline
Sloy Dahl & Holst, LLC11,089$797K0.1%+5,34013F-HRTimeline
Linscomb Wealth, Inc.11,086$797K0.04%-14413F-HRTimeline
EQUITY INVESTMENT CORP11,057$795K0.02%+4,83213F-HRTimeline
Optivise Advisory Services LLC11,049$795K0.43%+5613F-HRTimeline
Conrad Siegel Investment Advisors, Inc.11,025$793K0.21%+39513F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC11,005$791K0.51%013F-HRTimeline
Cyndeo Wealth Partners, LLC10,909$784K0.05%+113F-HRTimeline
Wheelhouse Advisory Group LLC10,898$784K0.47%+4,48413F-HRTimeline
Cedar Mountain Advisors, LLC10,768$774K0.17%013F-HRTimeline
Amundiin group Amundi10,800$773K<0.01%+2,20013F-HRTimelineGroup
New Century Financial Group, LLC10,747$772K0.33%+78413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC10,669$767K0.03%-9313F-HRTimeline
Institute for Wealth Management, LLC.10,617$763K0.1%-69113F-HRTimeline
Financial Insights, Inc.10,503$755K0.28%-2,66413F-HRTimeline
Campbell Wealth Management10,425$750K0.07%+21813F-HRTimeline
Belpointe Asset Management LLC10,072$749K0.05%+23313F-HRTimeline
Beacon Wealthcare LLC10,356$745K0.3%-113F-HRTimeline
Icon Wealth Advisors, LLC10,334$743K0.06%+6,14813F-HRTimeline
ROBERTS GLORE & CO INC /IL/10,324$742K0.22%+3413F-HRTimeline
Shorepath Capital Management LLC10,275$739K0.53%+82213F-HRTimeline
Orcam Financial Group10,273$739K0.71%+44613F-HRTimeline
BURNEY CO/10,264$738K0.03%-85413F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.10,262$738K0.22%+28713F-HRTimeline
Coordinated Financial Services, Inc.10,230$736K0.57%13F-HRTimeline
Widmann Financial Services, Inc.10,218$735K0.57%013F-HRTimeline