BSV — VANGUARD BD INDEX FDS
As of Q2 2026, 20 SEC-registered investment managers reported holding BSV (VANGUARD BD INDEX FDS) in their latest 13F filings, with a combined reported value of $7.93B across 101.71M shares. That is +19.5% by share count (+16.60M shares) versus the previous quarter, while reported value moved +18.8%. Ownership is concentrated: the five largest holders account for 81.7% of reported value and the top ten for 98.2%.
Compared with the prior quarter, 2 opened new positions, 11 added to existing stakes, 5 trimmed, 1 exited entirely. 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 — 20 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 23.64M | $1.84B | 0.10% | Reduce |
| Goldman Sachs Group history | 20.45M | $1.59B | 0.47% | Add |
| JPMorgan Chase & Co history | 16.86M | $1.32B | 0.15% | New |
| Bank of America Corp history | 12.27M | $955.89M | 0.06% | Reduce |
| Northern Trust Corp history | 9.93M | $773.93M | 0.09% | Reduce |
| Wells Fargo & Co history | 6.76M | $526.49M | 0.09% | Add |
| UBS Group AG history | 3.96M | $308.79M | 0.12% | Add |
| BNY Mellon history | 2.98M | $232.32M | 0.04% | Add |
| Charles Schwab Investment Management history | 2.16M | $168.32M | 0.02% | Add |
| Manulife Financial history | 893.91K | $71.23M | 0.06% | Add |
| AQR Capital Management history | 396.35K | $30.88M | 0.01% | Add |
| BlackRock Inc history | 389.86K | $30.37M | 0.00% | Add |
| Principal Global Investors history | 378.26K | $29.47M | 0.01% | Add |
| Citigroup Inc history | 267.00K | $20.80M | 0.01% | Add |
| PNC Financial Services history | 180.52K | $14.06M | 0.01% | Reduce |
| Renaissance Technologies history | 91.06K | $7.09M | 0.01% | New |
| Lazard Asset Management history | 37.38K | $2.91M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 27.41K | $2.14M | 0.00% | Add |
| Deutsche Bank AG history | 20.07K | $1.56M | 0.00% | Hold |
| Franklin Resources history | 6.39K | $498.16K | 0.00% | Hold |
Q1 2026 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 24.40M | $1.91B | 0.12% | Reduce |
| Goldman Sachs Group history | 19.71M | $1.55B | 0.18% | Add |
| Bank of America Corp history | 12.64M | $991.44M | 0.07% | Add |
| Northern Trust Corp history | 11.57M | $907.54M | 0.12% | Add |
| Wells Fargo & Co history | 6.11M | $478.93M | 0.09% | Add |
| UBS Group AG history | 3.88M | $304.25M | 0.05% | Add |
| BNY Mellon history | 2.90M | $227.11M | 0.04% | Add |
| Charles Schwab Investment Management history | 2.05M | $160.95M | 0.03% | Hold |
| BlackRock Inc history | 386.21K | $30.28M | 0.00% | Add |
| Principal Global Investors history | 373.25K | $29.27M | 0.02% | Add |
| AQR Capital Management history | 334.35K | $26.22M | 0.01% | Add |
| Citigroup Inc history | 254.53K | $19.96M | 0.01% | Add |
| PNC Financial Services history | 184.99K | $14.51M | 0.01% | Reduce |
| Manulife Financial history | 184.52K | $14.47M | 0.01% | Reduce |
| Citadel Advisors history | 42.86K | $3.36M | 0.00% | Reduce |
| Lazard Asset Management history | 39.14K | $3.07M | 0.01% | Hold |
| Deutsche Bank AG history | 20.07K | $1.57M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 19.69K | $1.54M | 0.00% | Reduce |
| Franklin Resources history | 6.39K | $501.35K | 0.00% | Reduce |
Q4 2025 — 23 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 32.34M | $2.55B | 0.35% | Add |
| Morgan Stanley history | 30.55M | $2.41B | 0.15% | Reduce |
| Goldman Sachs Group history | 15.25M | $1.20B | 0.15% | Reduce |
| Northern Trust Corp history | 11.40M | $898.70M | 0.12% | Add |
| Bank of America Corp history | 9.80M | $772.21M | 0.06% | Add |
| Wells Fargo & Co history | 6.02M | $474.31M | 0.09% | Reduce |
| UBS Group AG history | 3.58M | $282.25M | 0.05% | Add |
| BNY Mellon history | 2.76M | $217.59M | 0.04% | Add |
| Charles Schwab Investment Management history | 2.05M | $161.71M | 0.03% | Add |
| Vanguard Group history | 804.82K | $63.43M | 0.00% | Add |
| BlackRock Inc history | 372.95K | $29.39M | 0.00% | Add |
| Principal Global Investors history | 369.91K | $29.15M | 0.01% | New |
| Manulife Financial history | 291.66K | $22.99M | 0.02% | Reduce |
| AQR Capital Management history | 285.93K | $22.53M | 0.01% | Add |
| Citigroup Inc history | 226.84K | $17.88M | 0.01% | Reduce |
| Citadel Advisors history | 205.64K | $16.21M | 0.00% | New |
| PNC Financial Services history | 200.89K | $15.83M | 0.01% | Add |
| Lazard Asset Management history | 39.14K | $3.08M | 0.01% | Reduce |
| Renaissance Technologies history | 29.63K | $2.34M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 23.90K | $1.88M | 0.00% | Add |
| Deutsche Bank AG history | 22.62K | $1.78M | 0.00% | Add |
| Millennium Management history | 7.90K | $622.28K | 0.00% | New |
| Franklin Resources history | 7.55K | $595.25K | 0.00% | Add |
Q3 2025 — 20 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 38.60M | $3.05B | 0.19% | Add |
| JPMorgan Chase & Co history | 25.12M | $1.98B | 0.26% | Reduce |
| Goldman Sachs Group history | 17.21M | $1.36B | 0.17% | Add |
| Northern Trust Corp history | 10.81M | $853.03M | 0.11% | Add |
| Bank of America Corp history | 9.20M | $725.75M | 0.05% | Add |
| Wells Fargo & Co history | 6.96M | $549.08M | 0.11% | Add |
| UBS Group AG history | 3.53M | $278.30M | 0.04% | Add |
| BNY Mellon history | 2.62M | $206.79M | 0.04% | Add |
| Charles Schwab Investment Management history | 1.98M | $156.56M | 0.03% | Reduce |
| Vanguard Group history | 730.23K | $57.62M | 0.00% | Add |
| Citigroup Inc history | 601.54K | $47.47M | 0.02% | Hold |
| Renaissance Technologies history | 400.80K | $31.63M | 0.04% | Reduce |
| Manulife Financial history | 293.73K | $23.18M | 0.02% | Add |
| AQR Capital Management history | 252.03K | $19.89M | 0.01% | Add |
| PNC Financial Services history | 189.24K | $14.93M | 0.01% | Add |
| Lazard Asset Management history | 39.64K | $3.13M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 21.40K | $1.69M | 0.00% | Reduce |
| Deutsche Bank AG history | 20.59K | $1.62M | 0.00% | New |
| Franklin Resources history | 5.98K | $472.12K | 0.00% | Hold |
| BlackRock Inc history | 2 | $147 | 0.00% | Add |
Q2 2025 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 37.60M | $2.96B | 0.20% | Add |
| Morgan Stanley history | 37.60M | $2.96B | 0.20% | Add |
| JPMorgan Chase & Co history | 32.20M | $2.53B | 0.35% | Add |
| JPMorgan Chase & Co history | 32.20M | $2.53B | 0.35% | Add |
| Goldman Sachs Group history | 16.55M | $1.30B | 0.18% | Hold |
| Goldman Sachs Group history | 16.55M | $1.30B | 0.18% | Hold |
| Northern Trust Corp history | 9.94M | $781.94M | 0.11% | Add |
| Bank of America Corp history | 7.47M | $587.79M | 0.04% | Reduce |
| Wells Fargo & Co history | 4.92M | $386.82M | 0.08% | Reduce |
| UBS Group AG history | 3.51M | $276.08M | 0.05% | Add |
| BNY Mellon history | 2.50M | $196.42M | 0.04% | Hold |
| Charles Schwab Investment Management history | 2.02M | $159.08M | 0.03% | Reduce |
| Renaissance Technologies history | 706.90K | $55.63M | 0.07% | Reduce |
| Renaissance Technologies history | 706.90K | $55.63M | 0.07% | Reduce |
| Vanguard Group history | 702.34K | $55.27M | 0.00% | Add |
| Citigroup Inc history | 598.57K | $47.11M | 0.02% | Add |
| Manulife Financial history | 282.08K | $22.20M | 0.02% | Reduce |
| AQR Capital Management history | 218.14K | $17.17M | 0.01% | Add |
| PNC Financial Services history | 175.70K | $13.83M | 0.01% | Reduce |
| Citadel Advisors history | 138.94K | $10.93M | 0.00% | Reduce |
| Citadel Advisors history | 138.94K | $10.93M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 27.61K | $2.17M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 27.61K | $2.17M | 0.00% | Reduce |
| Millennium Management history | 17.72K | $1.39M | 0.00% | Add |
| Franklin Resources history | 5.98K | $470.70K | 0.00% | Reduce |
| Lazard Asset Management history | 39.64K | $3.12K | 0.01% | Hold |
| BlackRock Inc history | 1 | $93 | 0.00% | New |
| BlackRock Inc history | 1 | $93 | 0.00% | New |
Q1 2025 — 26 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 20.35M | $1.59B | 0.25% | Reduce |
| JPMorgan Chase & Co history | 20.35M | $1.59B | 0.25% | Reduce |
| Goldman Sachs Group history | 16.55M | $1.30B | 0.21% | Hold |
| Goldman Sachs Group history | 16.55M | $1.30B | 0.21% | Hold |
| Morgan Stanley history | 14.92M | $1.17B | 0.09% | Add |
| Morgan Stanley history | 14.92M | $1.17B | 0.09% | Add |
| Bank of America Corp history | 8.42M | $658.90M | 0.05% | Add |
| Northern Trust Corp history | 7.12M | $557.02M | 0.08% | Reduce |
| Wells Fargo & Co history | 5.23M | $409.30M | 0.10% | Reduce |
| UBS Group AG history | 3.40M | $266.30M | 0.05% | Add |
| BNY Mellon history | 2.49M | $194.82M | 0.04% | Reduce |
| Charles Schwab Investment Management history | 2.05M | $160.63M | 0.03% | Reduce |
| Renaissance Technologies history | 1.28M | $100.52M | 0.15% | Add |
| Renaissance Technologies history | 1.28M | $100.52M | 0.15% | Add |
| Vanguard Group history | 633.24K | $49.57M | 0.00% | Add |
| Citigroup Inc history | 441.79K | $34.58M | 0.02% | Reduce |
| Citadel Advisors history | 343.98K | $26.93M | 0.01% | Add |
| Citadel Advisors history | 343.98K | $26.93M | 0.01% | Add |
| Manulife Financial history | 290.89K | $22.77M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 215.08K | $16.84M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 215.08K | $16.84M | 0.00% | Add |
| PNC Financial Services history | 185.97K | $14.56M | 0.01% | Reduce |
| AQR Capital Management history | 180.41K | $14.12M | 0.01% | Add |
| Millennium Management history | 6.71K | $525.18K | 0.00% | Reduce |
| Franklin Resources history | 6.56K | $513.36K | 0.00% | Reduce |
| Lazard Asset Management history | 39.64K | $3.10K | 0.01% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 16.86M sh · $1.32B
- Renaissance Technologies 91.06K sh · $7.09M
Fully Exited (vs previous quarter)
- Citadel Advisors sold 42.86K sh · $3.36M
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 23.64M | 24.40M | 30.55M | 38.60M | 37.60M | 14.92M | 14.66M | 27.92M | 27.86M | 27.95M | 28.95M | 29.80M | 30.63M | 37.33M | 36.83M | 38.04M | 39.55M | 39.59M | 38.24M | 37.50M |
| Goldman Sachs Group | 20.45M | 19.71M | 15.25M | 17.21M | 16.55M | 16.55M | 16.48M | 16.61M | 19.17M | 19.23M | 27.70M | 14.22M | 12.76M | 12.33M | 11.94M | 11.67M | 2.11M | 715.89K | 875.91K | 2.21M |
| JPMorgan Chase & Co | 16.86M | — | 32.34M | 25.12M | 32.20M | 20.35M | 26.90M | 22.26M | 18.27M | 13.19M | 15.00M | 17.08M | 17.20M | 14.36M | 8.65M | 13.77M | 12.74M | 33.30M | 83.62M | 82.89M |
| Bank of America Corp | 12.27M | 12.64M | 9.80M | 9.20M | 7.47M | 8.42M | 7.93M | 7.71M | 6.86M | 7.44M | 8.18M | 9.94M | 11.12M | 12.14M | 13.02M | 13.05M | 14.75M | 16.14M | 16.13M | 17.30M |
| Northern Trust Corp | 9.93M | 11.57M | 11.40M | 10.81M | 9.94M | 7.12M | 8.15M | 7.93M | 7.27M | 10.47M | 8.79M | 5.56M | 4.78M | 2.65M | 2.26M | 2.08M | 1.80M | 1.25M | 1.14M | 419.36K |
| Wells Fargo & Co | 6.76M | 6.11M | 6.02M | 6.96M | 4.92M | 5.23M | 5.54M | 6.14M | 6.11M | 6.05M | 6.47M | 7.23M | 11.08M | 11.47M | 11.61M | 15.02M | 15.38M | 10.93M | 10.83M | 11.14M |
| UBS Group AG | 3.96M | 3.88M | 3.58M | 3.53M | 3.51M | 3.40M | 3.37M | 2.92M | 2.16M | 2.84M | 2.74M | 3.86M | 4.08M | 3.75M | 4.08M | 3.62M | 4.30M | 4.91M | 4.59M | 4.62M |
| BNY Mellon | 2.98M | 2.90M | 2.76M | 2.62M | 2.50M | 2.49M | 2.64M | 2.47M | 2.52M | 2.49M | 2.32M | 2.34M | 3.26M | 3.27M | 3.34M | 3.33M | 3.27M | 3.29M | 3.27M | 3.12M |
| Charles Schwab Investment Management | 2.16M | 2.05M | 2.05M | 1.98M | 2.02M | 2.05M | 2.14M | 2.13M | 2.19M | 2.41M | 2.78M | 3.04M | — | — | 16.64K | — | — | — | 9.98K | — |
| Manulife Financial | 893.91K | 184.52K | 291.66K | 293.73K | 282.08K | 290.89K | 289.40K | 189.29K | 314.83K | 321.63K | 324.79K | 338.54K | 230.02K | 359.98K | 394.17K | 380.63K | 439.59K | 707.60K | 697.74K | 181.36K |
| AQR Capital Management | 396.35K | 334.35K | 285.93K | 252.03K | 218.14K | 180.41K | 147.51K | 121.58K | — | — | — | — | — | — | — | — | — | — | — | — |
| BlackRock Inc | 389.86K | 386.21K | 372.95K | 2 | 1 | — | — | 22 | — | — | — | — | — | — | — | — | — | — | — | — |
| Principal Global Investors | 378.26K | 373.25K | 369.91K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 23.11K |
| Citigroup Inc | 267.00K | 254.53K | 226.84K | 601.54K | 598.57K | 441.79K | 479.41K | 556.18K | 557.81K | 500.56K | 478.52K | 545.41K | 648.55K | 770.85K | 765.77K | 795.32K | 525.55K | 410.55K | 396.28K | 384.25K |
| PNC Financial Services | 180.52K | 184.99K | 200.89K | 189.24K | 175.70K | 185.97K | 214.36K | 212.66K | 218.86K | 590.60K | 608.91K | 611.32K | 697.70K | 696.85K | 711.56K | 649.03K | 705.23K | 824.66K | 687.60K | 657.01K |
| Renaissance Technologies | 91.06K | — | 29.63K | 400.80K | 706.90K | 1.28M | 696.90K | 553.40K | 222.98K | — | — | 34.50K | — | — | 18.61K | 70.30K | — | — | 258.32K | — |
| Lazard Asset Management | 37.38K | 39.14K | 39.14K | 39.64K | 39.64K | 39.64K | 39.64K | 41.47K | 41.38K | 40.98K | 40.98K | 41.22K | 44.72K | 35.84K | 35.05K | 35.05K | 35.05K | 35.05K | 35.05K | 35.05K |
| Fidelity Management & Research (FMR) | 27.41K | 19.69K | 23.90K | 21.40K | 27.61K | 215.08K | 9.92K | 10.06K | 8.56K | 6.13K | 14.95K | 9.64K | 3.55K | 6.07K | 3.21K | 5.70K | 746 | 10.11K | 10.02K | 6.73K |
| Deutsche Bank AG | 20.07K | 20.07K | 22.62K | 20.59K | — | — | — | 41.18K | 41.18K | 46.89K | 47.09K | 18.07K | 24.68K | 33.62K | 47.76K | 50.99K | 55.76K | 58.97K | 65.66K | 66.05K |
| Franklin Resources | 6.39K | 6.39K | 7.55K | 5.98K | 5.98K | 6.56K | 7.50K | 7.89K | 7.90K | 12.78K | 10.74K | 12.60K | 12.47K | 8.95K | 9.13K | 9.05K | 13.14K | 13.52K | 17.58K | 43.38K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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