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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
MORGAN STANLEYin group MORGAN STANLEY118,619,623$8.53B0.6%+18,442,34613F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…116,928,273$8.41B7.09%+5,962,72413F-HRTimelineGroup
Creative Planningin group Creative Planning100,567,828$7.23B7.03%+8,881,37713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO99,094,389$7.13B0.56%+10,057,15013F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC58,043,498$4.17B0.07%+8,312,31713F-HRTimelineGroup
Essential Planning, LLC.45,844,512$3.35B21.84%+45,154,18613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN23,618,391$1.7B0.41%+1,376,70213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding22,617,982$1.63B+1,379,774Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/22,339,566$1.61B0.15%+3,401,72813F-HRTimelineGroup
Allworth Financial LP19,321,863$1.39B7.66%+1,664,45813F-HRTimeline
LPL Financial LLC15,291,570$1.1B0.45%+803,67113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,779,272$1.06B0.2%+881,12713F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …12,791,301$920M0.8%+1,746,17413F-HRTimelineGroup
TEXAS TREASURY SAFEKEEPING TRUST CO11,901,583$856M28.52%+919,97013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO9,979,123$718M0.92%+1,026,41213F-HRTimelineGroup
Arizona PSPRS Trust9,433,970$678M21.87%+2,810,57913F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.8,189,208$589M0.01%-2,392,59513F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP7,682,162$552M0.02%+3,673,87813F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC6,269,520$451M22.5%+1,104,72813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,268,094$451M0.12%-710,92513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,109,589$439M0.16%13F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,922,090$426M0.08%-297,69913F-HRTimelineGroup
Pure Financial Advisors, LLC5,678,998$408M9.28%+765,94613F-HRTimeline
Cetera Investment Advisers5,479,052$394M0.82%+400,71813F-HRTimeline
Facet Wealth, Inc.4,842,617$350M9.29%+240,52113F-HRTimeline
UBS Group AGin group UBS Group AG4,844,731$348M0.08%+204,27413F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC4,577,860$329M2.59%+634,71413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,430,723$319M0.07%+201,59813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP3,747,285$270M0.45%+401,05313F-HRTimelineGroup
HighTower Advisors, LLC3,635,156$261M0.36%+147,83813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,518,476$253M0.17%+109,73413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources3,346,725$241M0.07%-83,66513F-HRTimelineGroup
Orgel Wealth Management, LLC3,249,533$234M6.1%-993,54613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,216,078$231M0.78%+175,83113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,189,832$229M0.22%+329,61713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,808,665$226M0.51%+748,52813F-HR/ATimelineGroup
MISSION WEALTH MANAGEMENT, LP3,079,958$221M5.27%+338,18813F-HRTimeline
Cambridge Investment Research Advisors,…2,944,347$212M0.71%-80,62413F-HRTimeline
Composition Wealth, LLC2,882,033$207M4.2%+113,24213F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding2,869,862$206M+9,167Timeline
RFG Advisory, LLC2,864,839$206M5.83%+154,56613F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,617,185$190M0.26%+657,63213F-HRTimelineGroup
Retirement Systems of Alabama2,446,596$176M0.65%+577,87813F-HRTimeline
First Financial Bankshares Inc2,396,447$172M3.73%+58,15213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,343,266$169M0.51%+175,97213F-HRTimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …2,334,551$168M21.47%-786,86013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,309,841$166M0.45%+871,21313F-HRTimelineGroup
RiverFront Investment Group, LLC2,281,875$164M3.73%-6,51513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,230,934$160M0.25%+1,194,69613F-HRTimelineGroup
Acropolis Investment Management, LLC2,075,224$149M8.81%+72,27513F-HRTimeline
Foster Group, Inc.2,012,331$145M5.52%+72,86113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,000,482$144M0.21%+82,31413F-HRTimeline
Stairway Partners, LLC1,980,475$142M8.97%+145,48913F-HRTimeline
Vestmark Advisory Solutions, Inc.1,931,530$139M4.78%+274,56213F-HRTimeline
MCMORGAN & CO LLC1,834,831$132M20.41%+44,64813F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,804,451$130M4.08%+101,22113F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…1,791,909$129M11.71%-7,958,68313F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,787,164$129M10.26%-328,56213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,759,344$127M0.27%+13,74513F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,742,850$125M8.62%+76,17913F-HRTimeline
MML INVESTORS SERVICES, LLC1,705,919$123M0.42%+83,51613F-HRTimeline
Betterment LLC1,679,216$121M0.29%+86,53813F-HRTimeline
Capstone Financial Advisors, Inc.1,659,432$119M7.37%+55,21713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,656,183$119M0.23%+522,32313F-HR/ATimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC1,647,558$119M12.91%+115,82613F-HRTimelineGroup
Diana Davis Spencer Foundation1,608,100$116M40.8%013F-HRTimeline
Mariner, LLCin group Mariner, LLC1,543,271$111M0.19%+63,09013F-HRTimelineGroup
Apella Capital, LLC1,518,825$109M4.19%+46,92513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,514,713$109M8.15%+69,96213F-HRTimeline
Verus Financial Partners, Inc.1,517,000$108M12.13%+33,36913F-HRTimeline
Chandler Asset Management, Inc.1,495,822$108M20.56%+146,90013F-HRTimeline
Bogart Wealth, LLC1,457,277$105M4.97%+43,73813F-HRTimeline
Efficient Advisors, LLC1,390,350$100M6.44%+69,27613F-HRTimeline
FFT WEALTH MANAGEMENT LLC1,375,005$98.9M7.45%-93,67013F-HRTimeline
AMG National Trust Bank1,369,900$98.7M2.72%+7,99213F-HRTimeline
Prime Capital Investment Advisors, LLC1,320,908$95M1.38%+30,47213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,305,120$93.9M+125,801Timeline
GenTrust, LLC1,291,687$92.9M4.04%+107,01513F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC1,268,049$91.2M0.58%+45,80713F-HRTimelineGroup
Beacon Pointe Advisors, LLC1,248,014$89.7M1%+78,53513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,228,127$88.3M+77,733Timeline
RATIONAL ADVISORS, INC.1,180,458$84.9M8.3%-25,23713F-HRTimeline
COMERICA BANK1,160,351$83.4M0.34%+144,94013F-HR/ATimeline
RITHOLTZ WEALTH MANAGEMENT1,151,078$82.8M2.43%+44,85313F-HRTimeline
Baker Avenue Asset Management, LP1,124,794$80.9M2.48%+49,43113F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,122,300$80.7M4.35%+148,90913F-HR/ATimeline
Lutz Financial Services LLC1,120,088$80.5M6.51%+38,67113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,069,279$76.9M+555,465Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,038,600$74.7M0.33%+856,77813F-HRTimelineGroup
SOFI WEALTH, LLC1,017,014$73.1M5.01%+99,62613F-HRTimeline
BURRUS FINANCIAL SERVICES, INC.979,420$70.4M36.19%-4,33313F-HRTimeline
Financial Advisors Network, Inc.973,231$70M11.65%13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.969,817$69.7M11.64%+52,83213F-HRTimeline
NewEdge Advisors, LLC963,964$69.3M0.42%+87,81513F-HRTimeline
Financial Engines Advisors L.L.C.935,552$67.3M0.14%+45,42613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC934,777$67.2M15.64%+22,27813F-HRTimeline
MA Private Wealth930,449$66.9M12.51%+22,39213F-HRTimeline
Wealthfront Advisers LLC914,878$65.8M0.19%-350,06613F-HR/ATimeline
SIGNATUREFD, LLC889,680$64M1.21%+62,96013F-HRTimeline
HORIZON BANCORP INC /IN/870,285$62.6M29.51%+207,17813F-HRTimeline
West Financial Advisors, LLC857,544$61.7M11.89%+136,69113F-HRTimeline
Partners in Financial Planning853,864$61.4M12.52%+55,74213F-HRTimeline
Integrated Wealth Concepts LLC849,124$61.1M0.71%+31,79613F-HRTimeline
Arkos Global Advisors844,045$60.7M8.9%+3,69913F-HRTimeline
ALLIANCEBERNSTEIN L.P.842,804$60.6M0.02%+27,02413F-HRTimeline
Trilogy Capital Inc.837,386$60.2M3.1%+7,02313F-HRTimeline
Boston Standard Wealth Management, LLC816,301$58.7M11.41%+44,25313F-HRTimeline
Gilbert & Cook, Inc.796,404$57.3M8.07%-5,74513F-HRTimeline
Joule Financial, LLC795,057$57.2M20.21%+53,81113F-HRTimeline
Atria Wealth Solutions, Inc.787,508$56.6M0.62%+14,76113F-HRTimeline
Ellevest, Inc.769,951$55.3M3.19%+49,86413F-HRTimeline
Rockbridge Investment Management, LCC767,261$55.2M7.07%-6,35113F-HRTimeline
Brio Consultants, LLC762,371$54.8M8.58%+38,15013F-HRTimeline
HARBOUR INVESTMENTS, INC.760,347$54.7M1.57%+32,78213F-HRTimeline
Apriem Advisors759,545$54.6M6.26%+15,80113F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC752,360$54.1M2.49%+79,95413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…745,174$53.6M1.68%+114,71613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC738,080$53.1M0.05%+4,86913F-HRTimelineGroup
RAINEY & RANDALL WEALTH ADVISORS INC.730,634$52.5M10.42%+26,12613F-HRTimeline
Wealthspire Advisors, LLC727,028$52.3M0.52%+43,95413F-HRTimeline
Newton One Investments LLC715,759$51.5M19.84%+29,28113F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.715,716$51.4M4.77%+28,68013F-HRTimelineGroup
Sequoia Financial Advisors, LLC708,920$51M0.49%+697,85813F-HR/ATimeline
Trust Co707,350$50.9M5.83%+12,20613F-HRTimeline
Bricktown Capital, LLC694,961$50M10.43%-92,17613F-HRTimeline
Rappaport Reiches Capital Management, L…694,961$50M12.9%+92,34713F-HRTimeline
AllGen Financial Advisors, Inc.693,345$49.9M16.74%+103,81113F-HRTimeline
RTD Financial Advisors, Inc.677,338$48.7M6.25%+16,26413F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO670,000$48.2M1.92%+20,00013F-HRTimeline
CoreCap Advisors, LLC668,664$48.1M2.19%+56,80213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\668,422$48.1M0.02%-67,44113F-HR/ATimelineGroup
Sanctuary Advisors, LLC654,721$47.4M0.3%+61,67513F-HRTimeline
Cambridge Advisors Inc.659,477$47.4M10.59%+8,61113F-HRTimeline
FIDUCIENT ADVISORS LLC654,027$47M5.81%+12,20413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV652,175$46.9M0.11%+182,22313F-HRTimeline
Trajan Wealth LLC638,470$45.9M2.54%+125,42313F-HRTimeline
Great Waters Wealth Management623,723$44.9M5.76%-56,43313F-HRTimeline
Twele Capital Management, Inc.623,402$44.8M9.5%+31,69913F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…587,399$42.2M0.43%-181,57313F-HRTimelineGroup
BLUESTEM FINANCIAL ADVISORS, LLC577,706$41.5M19.55%+27,55013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.566,159$40.7M0.39%+81,06213F-HRTimelineGroup
Zhang Financial LLC560,730$40.3M2.31%+136,96313F-HRTimeline
Stephens Consulting, LLC557,197$40.1M10.05%+40,59213F-HRTimeline
UNIVERSITY OF CHICAGO552,830$39.8M37.32%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\547,557$39.4M0.05%+9,16013F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC543,849$39.1M2.56%+7,27613F-HRTimelineGroup
Silver Oak Advisory Group, Inc.542,655$39M20.64%+14,89013F-HRTimeline
Cornerstone Investment Partners, LLC537,951$38.7M1.92%-1,44313F-HRTimeline
BlueStem Wealth Partners, LLC531,701$38.2M5.02%13F-HRTimeline
Avior Wealth Management, LLC529,944$38.1M1.39%+474,05913F-HRTimeline
Karpus Management, Inc.516,741$37.2M1.1%+376,68113F-HRTimeline
Roble, Belko & Company, Inc515,012$37M5.89%-3,03013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP512,475$36.9M0.04%+25,43713F-HRTimelineGroup
Gridiron Partners, LLC509,194$36.6M23.2%013F-HRTimeline
Financial Management Professionals, Inc.505,855$36.4M4.6%+90,24913F-HRTimeline
ASPIRIANT, LLC492,861$35.4M1.28%-8,52513F-HRTimeline
Stordahl Capital Management, Inc.485,184$34.9M8.25%+30,39613F-HRTimeline
ALM First Financial Advisors, LLC483,150$34.7M8.21%+81,41113F-HRTimeline
Summit Wealth Group, LLC482,934$34.7M10.06%+1,02713F-HRTimeline
&PARTNERS482,979$34.7M0.42%+149,89313F-HRTimeline
LGL PARTNERS, LLC480,998$34.6M5.02%-32,81513F-HRTimeline
Symmetry Partners, LLC480,408$34.5M4.91%+200,11313F-HRTimeline
D.A. DAVIDSON & CO.476,791$34.3M0.28%+82,96113F-HRTimeline
TD Capital Management LLC475,768$34.2M3.48%-10,75213F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …460,785$33.1M4.75%13F-HRTimeline
Sherwood Financial Partners, LLC451,334$32.5M32.21%13F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC446,239$32.1M5.33%+1,29013F-HRTimeline
FIDELIS iM, LLC444,454$32M15.69%+3,51213F-HRTimeline
Archford Capital Strategies, LLC443,465$31.9M4.82%-2,94513F-HRTimeline
NEOS Investment Management LLC439,164$31.6M0.74%+171,13713F-HRTimeline
Steele Capital Management, Inc.433,866$31.2M1.62%+11,52113F-HRTimeline
Pallas Capital Advisors LLC428,818$30.8M1.32%+425,02013F-HRTimeline
MANNING & NAPIER ADVISORS LLC427,497$30.7M0.35%-41,07813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…425,403$30.6M3.03%+65,96813F-HRTimelineGroup
Astoria Strategic Wealth, Inc.423,801$30.5M9.07%-71913F-HRTimeline
CHOREO, LLC441,119$29.5M0.42%+80,10713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS408,899$29.4M0.08%+147,22213F-HRTimeline
NewSquare Capital LLC406,364$29.2M2.34%+13,79913F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH405,228$29.1M8.59%+8,71213F-HRTimeline
Janney Montgomery Scott LLC401,416$28.9M0.08%-24913F-HRTimeline
Hobart Private Capital, LLC399,984$28.8M7.14%-41,87213F-HRTimeline
Pacific Life Fund Advisors LLC396,363$28.5M2.96%-446,81213F-HRTimeline
Prime Buchholz LLC389,421$28M9.14%13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding389,246$28M-10,947Timeline
Eaton-Cambridge Inc.383,222$27.6M12.3%+71,48213F-HRTimeline
Journey Advisory Group, LLC379,016$27.3M3.27%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding376,641$27.1M-7,796Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC374,079$26.9M0.61%+90,72413F-HRTimelineGroup
KWMG, LLC372,536$26.8M2.76%+8,35213F-HRTimeline
Smithfield Trust Co370,910$26.7M1.33%+41,49013F-HRTimeline
Prestige Wealth Management Group LLC366,468$26.4M5.48%+14,68913F-HR/ATimeline
N.E.W. Advisory Services LLC366,039$26.3M2.5%+98,20113F-HRTimeline
Corrigan Financial, Inc.364,696$26.2M6.01%+9,03613F-HRTimeline
BHK Investment Advisors, LLC362,687$26.1M9.79%+18,08313F-HRTimeline
Meridian Wealth Management, LLC358,846$25.8M1.22%+44,55413F-HRTimeline
OneDigital Investment Advisors LLC356,453$25.6M0.3%+213F-HRTimeline
Private Advisor Group, LLC356,282$25.6M0.14%-27,31713F-HRTimeline
Sound Stewardship, LLC353,082$25.4M15.09%+7,31713F-HRTimeline
Benchmark Wealth Management, LLC352,642$25.4M12.48%+7,11813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP352,510$25.3M0.19%-21,22513F-HRTimelineGroup