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Disclosery

BIV VANGUARD BD INDEX FDS

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SHS (fund)

1,000 managers (1,018 13F filers) reported a position in BIV shares at 2026-06-30, 247,228,781 shares in all. 67 filers opened a position and 64 filers sold out during the quarter.

Managers
1,000
13F filers
1,018
New
67
Added
495
Reduced
311
Sold out
64
Shares held by filers
247,228,781

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN26,474,330$2.03B0.35%-1,289,79913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding24,705,864$1.89B+700,816Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,822,370$983M0.53%+752,38413F-HRTimelineGroup
EP Wealth Advisors, LLC12,178,869$934M3.57%+1,938,10413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,248,421$863M0.09%+891,24613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,675,092$665M0.04%+348,77913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,224,992$554M0.04%+41,48713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,176,904$474M0.65%+580,42713F-HRTimelineGroup
True Link Financial Advisors, LLC5,706,056$438M25.31%+348,28813F-HR/ATimeline
LPL Financial LLC5,360,448$411M0.09%+77,29613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,995,262$306M1.69%+298,06813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,911,085$300M0.06%-290,23113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,393,708$261M0.1%+284,52713F-HRTimelineGroup
TIAAgroup of 5 filers holding2,519,617$193M+172,593Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,400,546$184M0.05%-122,73413F-HRTimelineGroup
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP2,251,874$173M4.42%+65,98113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,073,835$159M0.19%+8,31413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,057,704$158M0.03%-28,67913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,020,987$155M0.16%+20,62713F-HRTimelineGroup
Zhang Financial LLC1,914,897$147M4.29%+24,75113F-HRTimeline
UBS Group AGgroup of 2 filers holding1,839,186$141M+135,686Timeline
Retirement Investment Advisors, Inc.1,825,373$138M9.85%+108,63513F-HRTimeline
Cetera Investment Advisers1,793,272$138M0.13%+88,32613F-HRTimeline
MATHER GROUP, LLC.1,630,105$125M1.09%-2,070,36713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding1,588,502$122M-24,023Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,526,858$117M0.02%+26,28613F-HRTimelineGroup
FMR LLCin group FMR LLC1,515,708$116M0.01%+81,04813F-HRTimelineGroup
Creative Planningin group Creative Planning1,371,285$105M0.06%+242,86013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,346,530$103M0.18%+1,330,67013F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding1,276,358$97.9M+51,840Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,263,804$96.9M0.12%+55,41313F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP1,261,481$96.8M1.11%+8,29813F-HRTimeline
BCM ADVISORS, LLC1,267,115$95.7M18.63%+2,72313F-HRTimeline
American Trust1,214,066$93.1M7.18%-26,32713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,207,949$92.6M0.12%-25,00313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,148,006$88.1M0.14%+60,59613F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,105,158$84.8M0.19%+54,75713F-HR/ATimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,050,510$80.6M0.97%+569,32113F-HRTimelineGroup
Family Investment Center, Inc.1,038,714$79.7M13.23%+71,75613F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding1,020,273$78.3M+93,978Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,014,569$77.1M0.13%+74,86013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/919,537$70.5M0.03%+35,72813F-HRTimelineGroup
WIT, LLC861,173$66.1M1.05%013F-HRTimeline
Discipline Wealth Solutions, LLC818,448$62.8M5.48%+89,54613F-HRTimeline
World Investment Advisors793,535$61.2M1.01%+4,13913F-HRTimeline
Cranbrook Wealth Management, LLC730,608$56M10.49%+12,33413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\729,038$55.9M0.06%+24,99113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC714,797$54.8M0.11%+144,71713F-HRTimeline
Sage Financial Management Group, Inc.711,661$54.6M15%+41,16713F-HRTimeline
Verus Financial Partners, Inc.706,952$54.2M4.64%+34,98413F-HRTimeline
Cannon Financial Strategists, Inc.696,561$53.4M6.08%+39,09313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…683,912$52.5M0.59%+74,32113F-HRTimelineGroup
Scott Capital Advisors, LLC677,229$51.9M8.14%+36,24313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO666,617$51.3M<0.01%-285,68713F-HRTimelineGroup
Janney Montgomery Scott LLC647,754$49.7M0.1%+19,97713F-HRTimeline
Reliant Wealth Planning631,866$48.5M13.33%+20,77713F-HRTimeline
Francis Financial, Inc.626,906$48.1M7.89%+20,82613F-HRTimeline
Cornerstone Planning Group LLC609,041$46.1M5.8%+23,94713F-HRTimeline
MFA WEALTH ADVISORS, LLC600,446$46.1M7.85%-14,40313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC575,881$44.2M1.08%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP558,188$42.8M0.04%+17,18413F-HRTimelineGroup
&PARTNERS554,565$42.5M0.17%+97,04113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…543,846$41.7M0.02%+42,77313F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC523,833$40.2M0.7%+8,88613F-HRTimeline
Midwest Trust Co523,378$40.1M0.45%+99,08113F-HRTimeline
Beacon Capital Management, Inc.521,466$40M2.42%-99,68113F-HRTimeline
BetterWealth, LLC521,246$40M7.07%+39,26013F-HRTimeline
PINKERTON WEALTH, LLC515,159$39.8M3.41%+26,47413F-HRTimeline
Farmers & Merchants Trust Co of Chamber…501,701$38.5M9.77%+9,38613F-HRTimeline
True Freedom Investing, LLC496,303$38.3M3%-13,06813F-HRTimeline
LVW Advisors, LLC494,779$37.9M3.28%+29,65213F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…488,980$37.5M8.48%-3,76413F-HRTimeline
Farther Finance Advisors, LLC488,716$37.5M0.29%+10,13913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding516,847$36.6M+4,439Timeline
Geneos Wealth Management Inc.465,336$35.7M0.73%+30,05913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding458,978$35.2M+179,893Timeline
Gordian Advisors LLC451,880$34.7M20.38%+24,74613F-HRTimeline
HighTower Advisors, LLC451,690$34.6M0.03%-18,81413F-HRTimeline
Avior Wealth Management, LLC445,048$34.1M0.9%+10,49513F-HRTimeline
BRIGHTON SECURITIES CORP.443,456$34M14.61%+8,64113F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST433,842$33.3M11.83%+6913F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC418,756$32.1M3.91%+108,59813F-HRTimeline
Wescott Financial Advisory Group, LLC418,386$32.1M2.49%+28,15213F-HRTimeline
Grey Fox Wealth Advisors, LLC417,009$32M5.02%+27,42313F-HRTimeline
Prime Capital Investment Advisors, LLC415,253$31.8M0.31%+182,03313F-HRTimeline
Wealthfront Advisers LLC410,897$31.5M0.06%-11,27913F-HRTimeline
Modera Wealth Management, LLC409,973$31.4M0.34%-8,77513F-HRTimeline
Roundview Capital LLC408,111$31.3M1.71%+34,86013F-HRTimeline
Ballentine Capital Advisors, Inc403,995$31M11.68%+39,03913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS403,393$30.9M0.05%+4,20713F-HRTimeline
Seneschal Advisors, LLC395,818$30.4M20.79%-1,00213F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…394,939$30.3M12.09%+63,16913F-HRTimeline
FPC INVESTMENT ADVISORY, INC.395,163$30.1M14.2%+6,75713F-HRTimeline
Compass Planning Associates Inc390,104$29.9M16.18%+28,50713F-HRTimeline
CHRISTINE MESSMER PC389,276$29.9M16.82%+81,45913F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC388,428$29.8M6.66%+41,72713F-HRTimeline
ACORN CREEK CAPITAL LLC388,216$29.8M9.95%+13,01013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC387,752$29.7M2.57%+28,25513F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM382,990$29.4M1.95%-131,50013F-HRTimelineGroup
Everhart Financial Group, Inc.381,781$29.3M1.87%+13,49413F-HRTimeline
HOGE FINANCIAL SERVICES, LLC365,539$28M13.42%+9,43213F-HRTimeline
Schiavi & Co LLC363,886$27.9M7.37%+16,15213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding358,196$27.5M+92,938Timeline
Austin Asset Management Co Inc356,896$27.4M3.82%+50,33713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…353,353$27.1M0.05%-46,70913F-HRTimelineGroup
Retirement Management Systems Inc.347,018$26.6M5.45%+47,82513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers340,605$26.1M0.03%+34,66013F-HRTimelineGroup
Rosenberg Matthew Hamilton337,688$25.9M4.83%-32,86813F-HRTimeline
Windward Private Wealth Management Inc.334,344$25.6M8.2%+6,92713F-HRTimeline
ForthRight Wealth Management, LLC332,229$25.5M6.52%+16,91613F-HRTimeline
MAI Capital Management332,133$25.5M0.1%+33,86213F-HRTimeline
Fonville Wealth Management LLC325,750$25M4.08%+71,60413F-HRTimeline
Vestmark Advisory Solutions, Inc.321,738$24.7M0.23%+51,87113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding317,944$24.4M+22,064Timeline
Betterment LLC315,442$24.2M0.04%+5,49213F-HRTimeline
Tandem Financial, LLC308,414$23.7M7.61%+4,10813F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding308,181$23.6M+2,955Timeline
Orion Porfolio Solutions, LLC306,232$23.5M0.18%+65,67513F-HRTimeline
Kropog Financial Group, LLC304,842$23.4M16.48%-8,89913F-HRTimeline
GAMMA Investing LLC298,924$22.9M0.85%+32,90713F-HRTimeline
Financial Engines Advisors L.L.C.291,960$22.4M0.04%-9,46913F-HRTimeline
FIRST MERCHANTS CORP291,886$22.4M0.79%-8,32713F-HRTimeline
Brewster Financial Planning LLC291,009$22.3M12.26%+2,34113F-HRTimeline
American Money Management, LLC288,490$22.1M3.16%+7,97813F-HRTimeline
Ashton Thomas Private Wealth, LLC282,994$21.7M0.45%+9,17313F-HRTimeline
Clark Asset Management, LLC280,084$21.5M1.69%+24,52813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT276,615$21.2M1.26%+7,29513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC276,174$21.2M0.27%+30,70813F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…269,289$20.3M4.14%-22,76013F-HRTimeline
Human Investing LLC264,084$20.3M2.63%+10,67113F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.260,224$20M0.32%+28,47013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp259,424$19.9M0.06%+25,73913F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES258,454$19.8M6.88%+3,20213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC257,806$19.8M0.43%+18,43913F-HRTimelineGroup
Silver Coast Investments LLC253,368$19.4M5.79%+11,43913F-HRTimeline
MBA Advisors LLC250,000$19.2M6.53%+30,49813F-HRTimeline
MGO ONE SEVEN LLC248,838$19.1M0.32%+6,34413F-HRTimeline
Darrow Company, Inc.248,701$19.1M7.39%+6,30013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC245,428$18.8M0.07%+2,22913F-HRTimelineGroup
CAMBRIDGE CAPITAL MANAGEMENT, LLC230,140$17.7M6.71%+10,68013F-HRTimeline
NewEdge Advisors, LLC227,199$17.4M0.05%+25,39713F-HRTimeline
Greystone Financial Group, LLC224,132$17.2M4.8%-4,02213F-HRTimeline
Smithfield Trust Co223,101$17.1M0.68%-1,56913F-HRTimeline
Gemmer Asset Management LLC219,824$16.9M1.14%+1,15913F-HRTimeline
Tumwater Wealth Management, LLC218,749$16.8M6.07%+10,09813F-HRTimeline
Neumann Capital Management, LLC218,277$16.7M11.07%+40113F-HRTimeline
Boyd Wealth Management, LLC216,088$16.6M6.27%+78,26613F-HRTimeline
NewSquare Capital LLC212,430$16.3M1.21%+12,41513F-HRTimeline
BOKF, NAin group BOKF, NA210,903$16.2M0.22%+2,67313F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC205,798$15.8M1.79%+18,68713F-HRTimeline
DAVENPORT & Co LLC205,667$15.8M0.08%+18,26713F-HRTimeline
Certified Advisory Corp202,069$15.5M1.25%-74,92613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC200,933$15.4M0.01%+1,55013F-HRTimelineGroup
Savant Capital, LLC198,645$15.3M0.04%+92,04313F-HRTimeline
Apella Capital, LLC200,425$15.3M0.22%-1,87713F-HRTimeline
Montecito Bank & Trust197,632$15.2M2.27%-1,68013F-HRTimeline
Vertrix Wealth Management, LLC195,820$15M5.06%+49,97513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp194,879$14.9M0.35%+7,67513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC194,572$14.9M0.34%+2,78113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management191,950$14.7M0.15%+9,48713F-HRTimelineGroup
NWAM LLC190,646$14.6M0.73%+34,85413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC189,849$14.6M0.01%+83,52313F-HRTimelineGroup
City State Bank188,143$14.4M3.31%+2,93213F-HRTimeline
Allworth Financial LP186,067$14.3M0.06%-95513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …185,977$14.3M0.1%+1,16313F-HRTimelineGroup
Bernardo Wealth Planning LLC184,804$14.2M2.42%+10,92013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC182,901$14M1.72%+19,50313F-HRTimeline
Cornerstone Wealth Management, LLC181,259$13.9M0.6%+13,69713F-HRTimeline
NISA INVESTMENT ADVISORS, LLC181,092$13.9M0.04%+55113F-HRTimeline
FC Advisory LLC180,561$13.8M3.67%+4,46913F-HRTimeline
Pacific Capital Wealth Advisors, Inc.175,507$13.5M2.03%-13,03613F-HRTimeline
Mach-1 Financial Group, LLC175,441$13.5M5.21%+11,21013F-HRTimeline
Frankly Finances, LLC168,951$13M10.24%+12,03113F-HR/ATimeline
Conrad Siegel Investment Advisors, Inc.168,117$12.9M2.1%+5,76313F-HRTimeline
Beacon Pointe Advisors, LLC161,201$12.4M0.06%+33,51113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…160,380$12.3M0.01%new13F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC160,087$12.3M0.23%-2,92413F-HRTimeline
Mustard Seed Financial, LLC156,050$12M6.22%+22,98213F-HRTimeline
Clarity Wealth Advisors, LLC155,914$12M2.11%+9,06713F-HRTimeline
Allied Investment Advisors, LLC155,473$11.9M1.5%new13F-HRTimeline
Stephenson & Company, Inc.155,421$11.9M5.58%+3,42013F-HRTimeline
Sterling Financial Planning, Inc.153,913$11.8M3.21%+10,53613F-HRTimeline
Atria Investments, Inc153,817$11.8M0.12%-9,82013F-HRTimeline
Retirement Planning Group, LLC153,297$11.8M0.3%+71,69013F-HRTimeline
Sigma Planning Corp148,697$11.4M0.29%+10,36613F-HRTimeline
Clarity Asset Management, Inc.147,666$11.3M5.55%+11,22013F-HRTimeline
Integrity Advisory Solutions, LLC144,969$11.1M1.14%+96713F-HRTimeline
Fund Evaluation Group, LLC144,624$11.1M0.3%+10,50313F-HRTimeline
Safir Wealth Advisors, LLC143,732$11M7.16%+8,23013F-HRTimeline
Equity Wealth Partners, LLC141,723$10.9M3.91%+23,35413F-HRTimeline
BURNEY CO/139,339$10.7M0.29%-5,77813F-HRTimeline
Hurlow Wealth Management Group, Inc.137,452$10.5M2.19%+7,71513F-HRTimeline
SEEDS INVESTOR LLC135,734$10.4M1.07%-10,97213F-HRTimeline
Waverly Advisors, LLC135,573$10.4M0.06%-3,11213F-HRTimeline
Verde Capital Management135,484$10.4M1.92%-5,41713F-HRTimeline
Carl P. Sherr & Co., LLC135,358$10.4M4.35%+10,29313F-HRTimeline
Asset Management Group, Inc.133,847$10.3M1.5%-2,56813F-HRTimeline
Wealth Enhancement Trust Services, Inc.133,768$10.3M1.14%+2,03213F-HR/ATimeline
IFG Advisors, LLC132,427$10.2M1.4%+9,34113F-HRTimeline
Galvin, Gaustad & Stein, LLC132,346$10.2M0.75%+2,30313F-HRTimeline