BLV — VANGUARD BD INDEX FDS
Reported value held$527.97M
Funds holding (latest)21
Sector—
Funds holding (Q2 2026)14
Institutional value$468.07M · 6.79M sh
New / Add / Cut / Exit1 / 7 / 5 / 0
Top-5 / Top-10 concentration83.8% / 99.3%
Institutional holdings change
Reducing -5.1%
(-367.35K sh)
Institutional value change
Down -4.9%
As of Q2 2026, 14 SEC-registered investment managers reported holding BLV (VANGUARD BD INDEX FDS) in their latest 13F filings, with a combined reported value of $468.07M across 6.79M shares. That is -5.1% by share count (-367.35K shares) versus the previous quarter, while reported value moved -4.9%. Ownership is concentrated: the five largest holders account for 83.8% of reported value and the top ten for 99.3%.
Compared with the prior quarter, 1 opened new positions, 7 added to existing stakes, 5 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BNY Mellon history | 1.58M | $108.73M | 0.02% | Add |
| Wells Fargo & Co history | 1.43M | $98.64M | 0.02% | Reduce |
| Goldman Sachs Group history | 1.06M | $72.74M | 0.01% | Add |
| Bank of America Corp history | 1.02M | $69.96M | 0.01% | Reduce |
| Morgan Stanley history | 608.74K | $41.96M | 0.00% | Reduce |
| UBS Group AG history | 489.77K | $33.76M | 0.01% | Add |
| Principal Global Investors history | 251.12K | $17.31M | 0.01% | Reduce |
| PNC Financial Services history | 178.19K | $12.28M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 94.21K | $6.56M | 0.00% | New |
| Citadel Advisors history | 43.78K | $3.02M | 0.00% | Add |
| Citigroup Inc history | 29.86K | $2.06M | 0.00% | Add |
| Prudential Financial history | 11.85K | $817.03K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 2.95K | $203.29K | 0.00% | Add |
| Franklin Resources history | 471 | $32.47K | 0.00% | Hold |
Q1 2026 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BNY Mellon history | 1.55M | $106.42M | 0.02% | Add |
| Wells Fargo & Co history | 1.53M | $105.17M | 0.02% | Reduce |
| Bank of America Corp history | 1.24M | $84.96M | 0.01% | Add |
| Goldman Sachs Group history | 1.01M | $69.72M | 0.01% | Reduce |
| Morgan Stanley history | 799.21K | $54.97M | 0.00% | Add |
| UBS Group AG history | 475.73K | $32.72M | 0.01% | Add |
| Principal Global Investors history | 309.38K | $21.28M | 0.01% | Reduce |
| PNC Financial Services history | 186.04K | $12.80M | 0.01% | Reduce |
| Citigroup Inc history | 28.73K | $1.98M | 0.00% | Reduce |
| Citadel Advisors history | 18.80K | $1.29M | 0.00% | Add |
| Prudential Financial history | 11.16K | $767.52K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 2.16K | $148.76K | 0.00% | Add |
| Franklin Resources history | 471 | $32.40K | 0.00% | Hold |
Q4 2025 — 15 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 1.89M | $131.33M | 0.02% | Reduce |
| BNY Mellon history | 1.42M | $98.91M | 0.02% | Add |
| Goldman Sachs Group history | 1.12M | $77.97M | 0.01% | Add |
| Bank of America Corp history | 657.33K | $45.70M | 0.00% | Add |
| Morgan Stanley history | 653.97K | $45.46M | 0.00% | Reduce |
| Vanguard Group history | 502.23K | $34.92M | 0.00% | Add |
| Principal Global Investors history | 322.17K | $22.40M | 0.01% | Reduce |
| PNC Financial Services history | 201.43K | $14.00M | 0.01% | Add |
| UBS Group AG history | 138.47K | $9.63M | 0.00% | Add |
| Citigroup Inc history | 29.81K | $2.07M | 0.00% | Reduce |
| Citadel Advisors history | 16.00K | $1.11M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 11.80K | $820.23K | 0.00% | Reduce |
| Prudential Financial history | 10.53K | $732.05K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.38K | $96.24K | 0.00% | Reduce |
| Franklin Resources history | 471 | $32.74K | 0.00% | Hold |
Q3 2025 — 15 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 1.94M | $137.39M | 0.03% | Reduce |
| BNY Mellon history | 1.38M | $97.44M | 0.02% | Add |
| Goldman Sachs Group history | 1.09M | $77.45M | 0.01% | Hold |
| Morgan Stanley history | 759.85K | $53.84M | 0.00% | Reduce |
| Bank of America Corp history | 644.29K | $45.65M | 0.00% | Reduce |
| Vanguard Group history | 450.65K | $31.93M | 0.00% | Add |
| Principal Global Investors history | 347.47K | $24.62M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 292.37K | $20.71M | 0.00% | Add |
| PNC Financial Services history | 199.31K | $14.12M | 0.01% | Reduce |
| UBS Group AG history | 134.06K | $9.50M | 0.00% | Add |
| Citadel Advisors history | 81.01K | $5.74M | 0.00% | Add |
| Citigroup Inc history | 34.19K | $2.42M | 0.00% | Reduce |
| Prudential Financial history | 10.92K | $773.89K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.57K | $111.50K | 0.00% | Reduce |
| Franklin Resources history | 471 | $33.37K | 0.00% | Hold |
Q2 2025 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 2.01M | $139.73M | 0.03% | Reduce |
| BNY Mellon history | 1.35M | $93.60M | 0.02% | Hold |
| Goldman Sachs Group history | 1.09M | $75.71M | 0.01% | Add |
| Morgan Stanley history | 877.13K | $61.00M | 0.00% | Reduce |
| Bank of America Corp history | 736.20K | $51.20M | 0.00% | Reduce |
| Vanguard Group history | 443.23K | $30.82M | 0.00% | Hold |
| Principal Global Investors history | 363.11K | $25.25M | 0.01% | Hold |
| Charles Schwab Investment Management history | 347.17K | $24.14M | 0.00% | Reduce |
| PNC Financial Services history | 201.58K | $14.02M | 0.01% | Reduce |
| UBS Group AG history | 129.42K | $9.00M | 0.00% | Hold |
| Citigroup Inc history | 35.49K | $2.47M | 0.00% | Reduce |
| Citadel Advisors history | 23.50K | $1.63M | 0.00% | Reduce |
| Prudential Financial history | 10.72K | $752.18K | 0.00% | Add |
| JPMorgan Chase & Co history | 9.00K | $625.89K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.39K | $166.03K | 0.00% | Add |
| Franklin Resources history | 471 | $32.75K | 0.00% | New |
Q1 2025 — 15 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 2.05M | $144.52M | 0.03% | Reduce |
| BNY Mellon history | 1.35M | $94.90M | 0.02% | Reduce |
| Goldman Sachs Group history | 1.06M | $74.32M | 0.01% | Reduce |
| Morgan Stanley history | 974.27K | $68.61M | 0.01% | Reduce |
| Bank of America Corp history | 906.98K | $63.87M | 0.01% | Reduce |
| Vanguard Group history | 442.27K | $31.14M | 0.00% | Add |
| Charles Schwab Investment Management history | 380.06K | $26.76M | 0.01% | Reduce |
| Principal Global Investors history | 362.97K | $25.56M | 0.01% | Reduce |
| PNC Financial Services history | 242.73K | $17.09M | 0.01% | Reduce |
| UBS Group AG history | 129.62K | $9.13M | 0.00% | Add |
| Citadel Advisors history | 102.87K | $7.24M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 77.97K | $5.49M | 0.00% | Add |
| Citigroup Inc history | 35.68K | $2.51M | 0.00% | Reduce |
| Prudential Financial history | 10.11K | $708.84K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.89K | $132.83K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 94.21K sh · $6.56M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BNY Mellon | 1.58M | 1.55M | 1.42M | 1.38M | 1.35M | 1.35M | 1.38M | 1.30M | 1.29M | 1.27M | 1.12M | 1.18M | 1.13M | 1.12M | 1.16M | 1.16M | 1.20M | 1.25M | 1.18M | 1.11M |
| Wells Fargo & Co | 1.43M | 1.53M | 1.89M | 1.94M | 2.01M | 2.05M | 2.26M | 3.36M | 3.89M | 4.38M | 9.56M | 11.44M | 10.40M | 8.45M | 3.51M | 2.84M | 2.89M | 3.07M | 3.36M | 3.34M |
| Goldman Sachs Group | 1.06M | 1.01M | 1.12M | 1.09M | 1.09M | 1.06M | 1.09M | 1.04M | 1.06M | 1.05M | 1.00M | 994.05K | 951.61K | 897.22K | 903.41K | — | — | 41.99K | — | 255.73K |
| Bank of America Corp | 1.02M | 1.24M | 657.33K | 644.29K | 736.20K | 906.98K | 1.06M | 1.54M | 1.11M | 1.29M | 1.31M | 1.29M | 947.36K | 984.36K | 637.67K | 497.54K | 390.10K | 392.07K | 438.34K | 452.54K |
| Morgan Stanley | 608.74K | 799.21K | 653.97K | 759.85K | 877.13K | 974.27K | 1.02M | 1.32M | 1.26M | 1.39M | 1.31M | 1.21M | 1.66M | 1.58M | 1.49M | 1.21M | 956.06K | 764.77K | 3.41M | 3.29M |
| UBS Group AG | 489.77K | 475.73K | 138.47K | 134.06K | 129.42K | 129.62K | 60.68K | 128.13K | 117.97K | 116.82K | 114.57K | 236.74K | 242.25K | 228.42K | 240.02K | 107.46K | 103.99K | 110.97K | 115.71K | 101.20K |
| Principal Global Investors | 251.12K | 309.38K | 322.17K | 347.47K | 363.11K | 362.97K | 372.62K | 378.69K | 380.60K | 392.32K | 334.37K | 385.94K | 279.72K | 327.54K | 330.89K | 330.22K | 329.81K | 334.74K | — | — |
| PNC Financial Services | 178.19K | 186.04K | 201.43K | 199.31K | 201.58K | 242.73K | 280.92K | 275.82K | 279.39K | 659.22K | 611.83K | 456.51K | 434.85K | 402.93K | 379.93K | 345.29K | 293.03K | 354.81K | 485.25K | 519.75K |
| JPMorgan Chase & Co | 94.21K | — | 11.80K | 292.37K | 9.00K | 77.97K | 51.40K | 57.23K | 80.08K | 78.58K | 73.45K | 73.25K | 65.67K | 67.68K | 70.23K | 66.72K | 4.11K | 1.26K | 734 | 749 |
| Citadel Advisors | 43.78K | 18.80K | 16.00K | 81.01K | 23.50K | 102.87K | 217.54K | 101.89K | 81.81K | 197.24K | 19.23K | 16.74K | 17.02K | 406.92K | 26.82K | 43.42K | 150.36K | 15.21K | 1.12M | — |
| Citigroup Inc | 29.86K | 28.73K | 29.81K | 34.19K | 35.49K | 35.68K | 38.15K | 47.65K | 48.76K | 50.57K | 47.58K | 39.41K | 48.03K | 43.42K | 31.70K | 27.48K | 28.74K | 24.37K | 27.68K | 28.94K |
| Prudential Financial | 11.85K | 11.16K | 10.53K | 10.92K | 10.72K | 10.11K | 10.04K | 91.72K | 88.69K | 80.84K | 134.37K | 127.84K | 111.54K | 103.70K | 97.27K | 93.32K | 91.13K | 90.33K | 75.34K | 70.23K |
| Fidelity Management & Research (FMR) | 2.95K | 2.16K | 1.38K | 1.57K | 2.39K | 1.89K | 533 | 952 | 1.48K | 383 | 779 | 255 | 375 | 574 | 94 | 44 | 117 | 1.36K | 3.04K | 2.56K |
| Franklin Resources | 471 | 471 | 471 | 471 | 471 | — | — | 14 | 14 | — | — | — | — | — | — | — | — | — | — | — |
| Vanguard Group | — | — | 502.23K | 450.65K | 443.23K | 442.27K | 404.33K | 320.63K | 269.28K | 200.96K | 63.78K | 93.73K | 63.63K | — | — | — | — | — | — | — |
| BlackRock Inc | — | — | — | — | — | — | — | 50 | — | — | — | — | — | — | — | — | — | — | — | — |
| Deutsche Bank AG | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 598 | — | — | — |
| Renaissance Technologies | — | — | — | — | — | — | — | — | — | — | — | 6.70K | 6.50K | — | 7.90K | — | 13.50K | — | 2.10K | — |
| Millennium Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.69K | — | — |
| Charles Schwab Investment Management | — | — | — | — | 347.17K | 380.06K | 468.45K | 514.01K | 631.55K | 1.03M | 1.09M | 1.16M | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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