BSV — Vanguard Bd Index Fds Institutional Holders · Q3 2026

Name: Who Owns BSV? 76 Institutions Hold $433M (Q3 2026)
Creator: ko.io

Who owns Vanguard Bd Index Fds (BSV)? 76 institutions reported holding $432.55M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($132.7M), Farther Finance Advisors, LLC ($55.2M), Kwmg, LLC ($28.2M).

Rank	Institution	Value	Shares	Change
1	Apella Capital, LLC	$132.7M	1.7M	Added
2	Farther Finance Advisors, LLC	$55.2M	721,887	Added
3	KWMG, LLC	$28.2M	368,959	Added
4	Graves Light Lenhart Wealth, Inc.	$20.6M	269,687	Trimmed
5	First Heartland Consultants, Inc.	$19.6M	256,380	Added
6	CLUNE & ASSOCIATES, LTD.	$19.6M	256,036	Trimmed
7	SigFig Wealth Management, LLC	$14.2M	186,155	Added
8	Harpswell Capital Advisors, LLC	$13.6M	177,623	Added
9	Exeter Financial, LLC	$12.5M	163,164	Added
10	Successful Portfolios LLC	$9.6M	125,544	Added
11	Echo45 Advisors LLC	$7.6M	99,846	Added
12	Bath Savings Trust Co	$6.6M	86,774	Trimmed
13	Cadent Capital Advisors, LLC	$5.9M	77,335	Added
14	Retirement Wealth Solutions LLC	$5.9M	77,099	Trimmed
15	Prosperity Planning, Inc.	$5.9M	0	Added
16	Gladwyn Financial Advisors, Inc.	$5.0M	65,820	Added
17	McNaughton Wealth Management, LLC	$3.9M	51,108	Added
18	Galvin, Gaustad & Stein, LLC	$3.8M	49,800	Trimmed
19	EASTERN BANK	$3.7M	49,018	Trimmed
20	Arbor Wealth Advisors LLC	$3.7M	48,972	Added
21	Aletheian Wealth Advisors LLC	$3.4M	43,849	Added
22	Ridgewood Investments LLC	$3.2M	42,395	Trimmed
23	Avidian Wealth Enterprises, LLC	$3.1M	40,738	Added
24	Central Pacific Bank - Trust Division	$3.1M	40,596	Added
25	FC Advisory LLC	$2.9M	37,495	Added

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