BIV — Vanguard Bd Index Fds Institutional Holders · Q3 2026

Name: Who Owns BIV? 67 Institutions Hold $299M (Q3 2026)
Creator: ko.io

Who owns Vanguard Bd Index Fds (BIV)? 67 institutions reported holding $298.88M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($37.3M), Brighton Securities Corp. ($33.8M), Everhart Financial Group, Inc. ($26.8M).

Rank	Institution	Value	Shares	Change
1	Farther Finance Advisors, LLC	$37.3M	512,588	Added
2	BRIGHTON SECURITIES CORP.	$33.8M	464,181	Added
3	Everhart Financial Group, Inc.	$26.8M	368,484	Trimmed
4	Rosenberg Matthew Hamilton	$24.3M	333,614	Trimmed
5	GAMMA Investing LLC	$17.2M	235,555	Trimmed
6	Apella Capital, LLC	$14.6M	200,243	Trimmed
7	Montecito Bank & Trust	$14.2M	195,276	Trimmed
8	FC Advisory LLC	$13.9M	191,307	Added
9	Conrad Siegel Investment Advisors, Inc.	$12.3M	169,201	Added
10	Go Invest LLC	$10.7M	147,269	Added
11	SigFig Wealth Management, LLC	$10.1M	139,010	Added
12	Galvin, Gaustad & Stein, LLC	$9.7M	132,961	Added
13	Wealth Enhancement Trust Services, Inc.	$9.1M	125,345	Trimmed
14	First Heartland Consultants, Inc.	$7.1M	97,599	Added
15	MFA WEALTH ADVISORS, LLC	$6.7M	92,561	Trimmed
16	MassMutual Private Wealth & Trust, FSB	$6.2M	84,950	Trimmed
17	PARK NATIONAL CORP /OH/	$5.8M	79,879	Added
18	CoreCap Advisors, LLC	$4.8M	65,376	Added
19	ECLECTIC ASSOCIATES INC /ADV	$4.2M	56,983	Added
20	Ridgewood Investments LLC	$3.2M	44,391	Added
21	Retirement Wealth Solutions LLC	$2.5M	34,676	Trimmed
22	Cooper Financial Group	$2.5M	34,106	Trimmed
23	WALLER FINANCIAL PLANNING GROUP, INC	$2.1M	28,587	Trimmed
24	Breakwater Capital Group	$2.1M	28,293	Trimmed
25	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$2.0M	27,790	Added

Source: SEC Form 13F filings · as of 2026-09-30