13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCheap mega-capRe-rated
BSV

VANGUARD BD INDEX FDS

1,423 institutions still hold VANGUARD BD INDEX FDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921937827·Exchange Traded Fund·1,423 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.6%
vs prior quarter
13F value held
$23.9B
55.0% inst. owned
of float
Holders
1,423
+119 QoQ
filers reporting
Activity
+29 / −49
+786 added · −707 reduced
this quarter
Concentration
14.90%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q1 2026

1,423 institutions reported BSV in Q1 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 14.9% of the visible book. +119 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$3.6B45.4M5.27%Q1 202602
Creative Planning
CIK 0001540235
$2.9B37.4M1.99%Q1 202603
JPMORGAN CHASE & CO
CIK 0000019617
$2.6B33.2M0.17%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2.5B31.5M0.66%Q1 202605
MORGAN STANLEY
CIK 0000895421
$1.9B24.4M0.12%Q1 202606
Empower Advisory Group, LLC
CIK 0001978885
$1.8B22.5M4.59%Q1 202607
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1.5B19.7M0.18%Q1 202608
Allworth Financial LP
CIK 0001555170
$1.4B17.5M5.57%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$991M12.6M0.07%Q1 202610
NORTHERN TRUST CORP
CIK 0000073124· Index
$908M11.6M0.12%Q1 202611
Truepoint, Inc.
CIK 0001427748
$566M7.2M12.62%Q1 202612
LPL Financial LLC
CIK 0001403438
$558M7.1M0.15%Q1 202613
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$505M6.4M0.88%Q1 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$479M6.1M0.09%Q1 202615
LINCOLN NATIONAL CORP
CIK 0000059558
$306M3.9M8.86%Q1 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$306M3.9M0.09%Q1 202617
UBS Group AG
CIK 0001610520
$304M3.9M0.05%Q1 202618
Corient Private Wealth LLC
CIK 0001948780
$282M3.6M0.40%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$271M3.5M0.05%Q1 202620
Cerity Partners LLC
CIK 0001566475
$267M3.4M0.38%Q1 2026
Page 1 of 72
1403 more holders available. Log in →