News + Filings Key Docs Ownership
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Vanguard BD Index Fund Inc Sho (BSV)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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ENVESTNET ASSET MANAGEMENT INC
| 67,952,650 | 1,752,307 | 5,135,181,742,000 | 2.28 | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 30,631,225 | -6,198,909 | 2,314,801,720,000 | 0.23 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| 17,195,179 | 2,840,167 | 1,299,439,677,000 | 0.14 | |
Hist
| 06/30/2023 |
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Empower Advisory Group, LLC
| 14,752,061 | 428,486 | 1,114,813,245,000 | 4.81 | |
Hist
| 06/30/2023 |
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Personal Capital Advisors Corp
| 13,148,563 | -592,640 | 989,823,804,000 | 4.81 | |
Hist
| 12/31/2022 |
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GOLDMAN SACHS GROUP INC
| 12,329,651 | 661,616 | 943,095,021,000 | 0.20 | |
Hist
| 03/31/2023 |
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Allworth Financial LP
| 11,671,577 | 4,582,906 | 882,021,117,000 | 7.48 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 11,117,222 | -1,019,628 | 840,128,457,000 | 0.09 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 11,077,518 | -389,386 | 837,128,038,000 | 0.23 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 7,555,498 | -1,843,824 | 571,067,115,000 | | |
Hist
| 06/30/2023 |
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Beacon Capital Management, Inc.
| 6,808,579 | -21,235,195 | 511,800,900,000 | 18.96 | |
Hist
| 09/30/2023 |
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LPL Financial LLC
| 5,350,642 | -188,912 | 409,270,586,000 | 0.32 | |
Hist
| 03/31/2023 |
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Truepoint, Inc.
| 5,235,155 | 129,942 | 395,620,693,000 | 13.11 | |
Hist
| 06/30/2023 |
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AVANTAX ADVISORY SERVICES, INC.
| 4,996,400 | -220,615 | 377,577,901,000 | 4.32 | |
Hist
| 06/30/2023 |
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NORTHERN TRUST CORP
| 4,779,062 | 2,133,522 | 361,153,715,000 | 0.07 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 4,082,181 | 329,876 | 308,490,419,000 | 0.10 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 4,076,828 | -252,296 | 308,086,000,000 | 0.08 | |
Hist
| 06/30/2023 |
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Bank of New York Mellon Corp
| 3,261,571 | -7,686 | 246,476,899,000 | 0.05 | |
Hist
| 06/30/2023 |
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Cetera Investment Advisers
| 2,855,514 | 48,767 | 218,418,232,000 | 1.91 | |
Hist
| 03/31/2023 |
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Corient Private Wealth LLC
| 2,838,069 | 2,838,069 | 214,472,753,000 | 0.49 | |
Hist
| 06/30/2023 |
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LINCOLN NATIONAL CORP
| 2,824,686 | -91,978 | 212,642,359,000 | 4.81 | |
Hist
| 12/31/2022 |
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TRUIST FINANCIAL CORP
| 2,790,089 | 182,709 | 210,037,932,000 | 0.37 | |
Hist
| 12/31/2022 |
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Cetera Advisor Networks LLC
| 2,066,094 | 193,131 | 158,035,567,000 | 1.17 | |
Hist
| 03/31/2023 |
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Atria Wealth Solutions, Inc.
| 1,819,394 | -160,258 | 137,491,605,000 | 1.88 | |
Hist
| 06/30/2023 |
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WIT, LLC
| 1,779 | -145 | 134,446,663,000 | 3.45 | |
Hist
| 06/30/2023 |
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VOYA INVESTMENT MANAGEMENT LLC
| 1,662,601 | 886,717 | 125,642,759,000 | 0.15 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 1,637,636 | -901,580 | 123,697,382,000 | 0.04 | |
Hist
| 06/30/2023 |
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BUCKINGHAM STRATEGIC WEALTH, LLC
| 1,540,969 | 202,983 | 116,451,001,000 | 1.66 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 1,338,372 | -5,766 | 100,753,035,000 | 0.20 | |
Hist
| 12/31/2022 |
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RAYMOND JAMES & ASSOCIATES
| 1,337,900 | -467,351 | 100,716,852,000 | 0.09 | |
Hist
| 12/31/2022 |
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Atria Investments, Inc
| 1,305,296 | -145,398 | 98,641,205,000 | 1.78 | |
Hist
| 06/30/2023 |
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DAVENPORT & Co LLC
| 1,257,311 | -23,559 | 94,651,000,000 | 0.77 | |
Hist
| 12/31/2022 |
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HighTower Advisors, LLC
| 1,208,810 | -3,641 | 91,349,000,000 | 0.18 | |
Hist
| 06/30/2023 |
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Apella Capital, LLC
| 1,157,364 | 54,800 | 86,999,054,000 | 6.15 | |
Hist
| 09/30/2023 |
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Avantax Planning Partners, Inc.
| 1,145,146 | -6,820 | 86,206,617,000 | 3.42 | |
Hist
| 12/31/2022 |
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