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BND Institutional Ownership

Vanguard Total Bond Market ETF
1W: +0.8% 1M: +1.8% 3M: -1.1% YTD: -3.1% 1Y: -4.0% 3Y: +13.6% 5Y: -3.7%
$71.31
+0.04 (+0.06%)
After Hours: $71.33 (+0.02, +0.02%)
Weekly Expected Move ±0.7%
$70 $71 $71 $72 $72
ETF NASDAQ · AUM $390.1B

Institutional Ownership — BND

1,931
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
93B
Total Invested
162
New Positions
911
Increased
652
Reduced
85
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (952 total)

# Holder Shares Value Change Change % Holding Period Filing
1 NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW 141,274,305 10.1B +141,274,305 — 1Q SEC ↗
2 WELLS FARGO & COMPANY/MN NEW 26,033,142 1.9B +26,033,142 — 1Q SEC ↗
3 ENVESTNET ASSET MANAGEMENT INC NEW 25,163,867 1.8B +25,163,867 — 1Q SEC ↗
4 Allworth Financial LP NEW 18,868,185 1.3B +18,868,185 — 1Q SEC ↗
5 GOLDMAN SACHS GROUP INC NEW 14,463,710 1.0B +14,463,710 — 1Q SEC ↗
6 MANUFACTURERS LIFE INSURANCE COMPANY, 13,152,216 938M +1,030,722 +8.5% 2Q SEC ↗
7 Arizona PSPRS Trust NEW 9,969,512 711M +9,969,512 — 1Q SEC ↗
8 AMERIPRISE FINANCIAL INC NEW 9,443,157 673M +9,443,157 — 1Q SEC ↗
9 Pure Financial Advisors, LLC 9,221,231 658M +593,446 +6.9% 2Q SEC ↗
10 Corient Private Wealth LP NEW 5,890,208 420M +5,890,208 — 1Q SEC ↗
11 M&T BANK CORP NEW 4,019,694 287M +4,019,694 — 1Q SEC ↗
12 STATE STREET CORP NEW 3,980,436 284M +3,980,436 — 1Q SEC ↗
13 Retirement Systems of Alabama NEW 3,226,351 230M +3,226,351 — 1Q SEC ↗
14 Beacon Pointe Advisors, LLC NEW 3,009,938 215M +3,009,938 — 1Q SEC ↗
15 ARMSTRONG ADVISORY GROUP, INC NEW 2,989,249 213M +2,989,249 — 1Q SEC ↗
16 Stairway Partners, LLC 2,915,052 208M +52,919 +1.8% 3Q SEC ↗
17 Foster Group, Inc. 2,633,327 188M +85,331 +3.3% 3Q SEC ↗
18 Oakworth Capital, Inc. 2,415,628 172M -1,118,102 -31.6% 2Q SEC ↗
19 GenTrust, LLC NEW 2,415,090 172M +2,415,090 — 1Q SEC ↗
20 RiverFront Investment Group, LLC NEW 2,407,074 172M +2,407,074 — 1Q SEC ↗
21 Alaska Permanent Capital Management, L 2,232,018 159M +39,748 +1.8% 2Q SEC ↗
22 RITHOLTZ WEALTH MANAGEMENT 2,225,187 159M +103,182 +4.9% 2Q SEC ↗
23 Integrated Wealth Concepts LLC NEW 2,125,099 152M +2,125,099 — 1Q SEC ↗
24 Apella Capital, LLC 2,002,610 143M +181,617 +10.0% 2Q SEC ↗
25 Mariner, LLC 1,961,883 140M -2,033,994 -50.9% 2Q SEC ↗
26 PATRIOT INVESTMENT MANAGEMENT GROUP, I NEW 1,930,444 138M +1,930,444 — 1Q SEC ↗
27 TIAA-CREF INDIVIDUAL & INSTITUTIONAL S NEW 1,879,506 134M +1,879,506 — 1Q SEC ↗
28 Wealthfront Advisers LLC 1,837,435 131M +103,716 +6.0% 2Q SEC ↗
29 Garde Capital, Inc. NEW 1,807,800 129M +1,807,800 — 1Q SEC ↗
30 Chandler Asset Management, Inc. NEW 1,747,432 125M +1,747,432 — 1Q SEC ↗
31 Charles Schwab Trust Co 1,614,434 115M +957,851 +145.9% 3Q SEC ↗
32 Bogart Wealth, LLC 1,614,048 115M +68,661 +4.4% 2Q SEC ↗
33 CoreCap Advisors, LLC 1,535,928 110M +139,147 +10.0% 3Q SEC ↗
34 MERCER GLOBAL ADVISORS INC /ADV NEW 1,478,257 105M +1,478,257 — 1Q SEC ↗
35 Baker Avenue Asset Management, LP NEW 1,370,099 98M +1,370,099 — 1Q SEC ↗
36 Bryn Mawr Trust Advisors, LLC 1,369,628 98M +22,998 +1.7% 2Q SEC ↗
37 Envestnet Portfolio Solutions, Inc. NEW 1,345,741 96M +1,345,741 — 1Q SEC ↗
38 Pathstone Holdings, LLC NEW 1,337,489 95M +1,337,489 — 1Q SEC ↗
39 Merit Financial Group, LLC 1,249,034 89M -2,926,210 -70.1% 2Q SEC ↗
40 Financial Advisors Network, Inc. NEW 1,248,438 89M +1,248,438 — 1Q SEC ↗
41 Alaska Wealth Advisors, LLC 1,237,160 88M +46,274 +3.9% 2Q SEC ↗
42 BURRUS FINANCIAL SERVICES, INC. NEW 1,134,725 81M +1,134,725 — 1Q SEC ↗
43 Trust Co 1,118,579 80M +137,786 +14.0% 3Q SEC ↗
44 Constellation Investments, Inc. 1,100,000 78M — +0.0% 2Q SEC ↗
45 Partners in Financial Planning NEW 1,063,064 76M +1,063,064 — 1Q SEC ↗
46 Brookstone Capital Management NEW 1,019,190 73M +1,019,190 — 1Q SEC ↗
47 Zhang Financial LLC 962,703 69M +63,454 +7.1% 2Q SEC ↗
48 Joule Financial, LLC 941,400 67M +23,805 +2.6% 2Q SEC ↗
49 RAFFA WEALTH MANAGEMENT, LLC NEW 934,777 67M +934,777 — 1Q SEC ↗
50 Roble, Belko & Company, Inc 873,025 62M +226,823 +35.1% 2Q SEC ↗

Recent Activity

New Positions (20)
HolderSharesValue
NORTHWESTERN MUTUAL WEALTH MANAGEME 141,274,305 10.1B
WELLS FARGO & COMPANY/MN 26,033,142 1.9B
ENVESTNET ASSET MANAGEMENT INC 25,163,867 1.8B
Allworth Financial LP 18,868,185 1.3B
GOLDMAN SACHS GROUP INC 14,463,710 1.0B
Arizona PSPRS Trust 9,969,512 711M
AMERIPRISE FINANCIAL INC 9,443,157 673M
Corient Private Wealth LP 5,890,208 420M
M&T BANK CORP 4,019,694 287M
STATE STREET CORP 3,980,436 284M
Retirement Systems of Alabama 3,226,351 230M
Beacon Pointe Advisors, LLC 3,009,938 215M
ARMSTRONG ADVISORY GROUP, INC 2,989,249 213M
GenTrust, LLC 2,415,090 172M
RiverFront Investment Group, LLC 2,407,074 172M
Integrated Wealth Concepts LLC 2,125,099 152M
PATRIOT INVESTMENT MANAGEMENT GROUP 1,930,444 138M
TIAA-CREF INDIVIDUAL & INSTITUTIONA 1,879,506 134M
Garde Capital, Inc. 1,807,800 129M
Chandler Asset Management, Inc. 1,747,432 125M
Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (20)
HolderAddedChange %Total Shares
MANUFACTURERS LIFE INSURANCE COMPAN +1,030,722 +8.5% 13,152,216
Charles Schwab Trust Co +957,851 +145.9% 1,614,434
Pure Financial Advisors, LLC +593,446 +6.9% 9,221,231
Roble, Belko & Company, Inc +226,823 +35.1% 873,025
Merit Financial Group, LLC +201,550 +19.3% 1,245,361
Elm Partners Management LLC +186,458 +38.1% 675,397
Apella Capital, LLC +181,617 +10.0% 2,002,610
INDEPENDENT FINANCIAL GROUP, LLC +180,902 +776.1% 204,210
STONE LOFT WEALTH MANAGEMENT LLC +175,294 +123.1% 317,638
Drucker Wealth 3.0, LLC +170,079 +854.0% 189,995
CoreCap Advisors, LLC +139,147 +10.0% 1,535,928
Trust Co +137,786 +14.0% 1,118,579
Prepared Retirement Institute LLC +117,220 — 117,220
McKinley Carter Wealth Services, In +103,824 +66.6% 259,729
Wealthfront Advisers LLC +103,716 +6.0% 1,837,435
RITHOLTZ WEALTH MANAGEMENT +103,182 +4.9% 2,225,187
HB Wealth Management, LLC +98,846 +218.8% 144,025
Foster Group, Inc. +85,331 +3.3% 2,633,327
IFP Advisors, Inc +78,031 +36.3% 293,039
McNaughton Wealth Management, LLC +77,953 +30.1% 337,236
Biggest Decreases (20)
HolderReducedChange %Total Shares
Merit Financial Group, LLC -3,127,760 -99.9% 3,673
Mariner, LLC -2,090,110 -78.5% 573,808
Oakworth Capital, Inc. -1,172,765 -49.8% 1,183,055
TOMPKINS FINANCIAL CORP -595,476 -51.6% 559,484
Ocean Park Asset Management, LLC -568,400 -72.0% 221,200
Boston Standard Wealth Management, -527,949 -95.3% 26,060
First PREMIER Bank -493,846 -93.6% 33,926
Hobart Private Capital, LLC -344,101 -99.0% 3,371
Avior Wealth Management, LLC -135,069 -18.5% 595,336
B. Riley Wealth Advisors, Inc. -132,648 -95.1% 6,818
Grove Bank & Trust -117,457 -53.2% 103,185
Acropolis Investment Management, LL -108,244 -17.0% 527,846
Luminvest Wealth Management LLC -67,696 -17.9% 311,275
West Financial Advisors, LLC -67,569 -8.3% 744,834
VERUS CAPITAL PARTNERS, LLC -67,337 -89.1% 8,226
FIDELIS iM, LLC -60,435 -28.6% 150,984
Cypress Point Wealth Management, LL -57,104 -92.1% 4,890
Worth Asset Management, LLC -51,846 -82.2% 11,247
Simplicity Wealth,LLC -51,499 -74.0% 18,131
Washington Trust Advisors, Inc. -40,692 -91.8% 3,658

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms