BND vs AGG overlap

BND and AGG overlap 65.1% by weight, across 9,273 shared holdings.

BNDAGG

Pick 2 to 4 ETFs.

65.1%

overlap by weight, across 9,273 shared holdings

BND81.0% of the fund is in shared holdings, of 17,396

AGG78.3% of the fund is in shared holdings, of 13,266

Top shared holdings

Holding	BND	AGG	Overlap
US Treasury N/B	0.41%	0.41%	0.41%
US Treasury N/B	0.41%	0.42%	0.41%
US Treasury N/B	0.41%	0.40%	0.40%
US Treasury N/BT	0.39%	0.39%	0.39%
US Treasury N/B	0.39%	0.40%	0.39%
US Treasury N/B	0.40%	0.39%	0.39%
US Treasury N/B	0.41%	0.38%	0.38%
US Treasury N/BT	0.41%	0.37%	0.37%
US Treasury N/BT	0.36%	0.39%	0.36%
US Treasury N/B	0.36%	0.35%	0.35%
US Treasury N/B	0.34%	0.41%	0.34%
US Treasury N/BT	0.35%	0.33%	0.33%
US Treasury N/B	0.34%	0.32%	0.32%
US Treasury N/B	0.32%	0.33%	0.32%
US Treasury N/BT	0.32%	0.31%	0.31%

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: BND, SEC Form N-PORT, June 30, 2026; AGG, SEC Form N-PORT, May 31, 2026.

1,143

institutions report holding both, of 2,767 holding any

BND89.1% of its 13F dollars, 62.7% of its 1,823 holders

AGG88.0% of its 13F dollars, 54.8% of its 2,087 holders

Largest institutions holding both

Firm	BND	AGG
JPMorgan Chase & Co	$11.5B	$1.6B
Morgan Stanley	$9.2B	$3.5B
Northwestern Mutual Wealth Management Co	$10.4B	$1.3B
Jones Financial Companies LLLP	$339.8M	$10.9B
Creative Planning	$9.6B	$1.3B
Raymond James Financial Inc.	$526.0M	$9.2B
Wells Fargo & Company	$2.1B	$6.4B
Bank of America Corp.	$2.0B	$6.6B
BlackRock, Inc.	$611.2M	$6.1B
Envestnet Asset Management Inc.	$1.8B	$4.3B
Vanguard Advisers Inc.	$4.6B	$197K
Mercer Global Advisors Inc.	$108.5M	$4.5B
US Bancorp	$77.4M	$3.9B
LPL Financial LLC	$1.5B	$1.5B
Savant Capital, LLC	$2.6B	$41.6M

This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.

Who owns them: BND institutional holders, AGG institutional holders.

Frequently asked questions

How much do BND and AGG overlap?

65.1% by weight, with 9,273 holdings in common, using holdings for BND as of June 30, 2026 and AGG as of May 31, 2026. The largest shared position is US TREASURY N/B.

Do institutions hold both BND and AGG?

1,143 Form 13F filers report positions in both, out of 2,767 that report either one.

How is overlap by weight worked out?

For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.