Stock ownership · SEC 13F · Q4 2025
VANGUARD BD INDEX FDS
Institutional ownership of VANGUARD BD INDEX FDS (CUSIP 921937827) - who holds it, how concentrated it is, and what moved last quarter.
- $78.5M
- Reported value
- 8
- Institutions
- 99%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, VANGUARD BD INDEX FDS ranks #166 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 8 institutions report $78.5M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 8
- institutions hold it
- $78.5M
- reported 13F value
- 99%
- held by top 5
- #166
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, VANGUARD BD INDEX FDS ranks #166 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 921937827 · Q4 2025 $78M reported
VALUE-HEAVY · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-HEAVY #166/775
- HOLDERS-FOCUS 8 filers
- CONC-DOM 99% top-5
- PHOTO-FINISH VANGUARD GROWTH ETF
- ACTIVITY-MID 7 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: VANGUARD GROWTH ETF
Read with: Ownership concentration guide - VANGUARD BD INDEX FDS's top-five holders account for 99% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · VANGUARD BD INDEX FDS
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a VANGUARD BD INDEX FDS position has risen from 7 to 8 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | TD Capital Management LLC | 707,934 | $55.8M | 71.1% |
| 2 | DiPaolo Financial Group, Inc. | 112,958 | $8.9M | 11.3% |
| 3 | Lynch Investment Planning, LLC | 94,622 | $7.5M | 9.5% |
| 4 | DGS Capital Management, LLC | 50,739 | $4.0M | 5.1% |
| 5 | BDFS Capital LLC | 16,053 | $1.3M | 1.6% |
| 6 | Barnes Wealth Management Group, Inc | 5,468 | $431K | 0.5% |
| 7 | Anchor Investment Management, LLC | 4,228 | $333K | 0.4% |
| 8 | MidFirst Bank | 3,750 | $296K | 0.4% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among VANGUARD BD INDEX FDS's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (7)
Complete exits (12)
Frequently Asked Questions
How many institutions hold VANGUARD BD INDEX FDS?▼
Where does VANGUARD BD INDEX FDS sit among tracked securities?▼
What is the total institutional value of VANGUARD BD INDEX FDS?▼
How concentrated is ownership of VANGUARD BD INDEX FDS?▼
Who is the largest institutional holder of VANGUARD BD INDEX FDS?▼
Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for VANGUARD BD INDEX FDS: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($78.5M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (8 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.