Skip to content
Disclosery

BIV VANGUARD BD INDEX FDS

Follow

SHS (fund)

925 managers (934 13F filers) reported a position in BIV shares at 2024-12-31, 174,453,685 shares in all. 60 filers opened a position and 43 filers sold out during the quarter.

Managers
925
13F filers
934
New
60
Added
448
Reduced
251
Sold out
43
Shares held by filers
174,453,685

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Associated Banc-Corpin group Associated Banc-Corp94,953$7.1M0.21%+1,86913F-HRTimelineGroup
Sterling Financial Planning, Inc.94,257$7.04M2.59%-1,02013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC90,660$6.78M4.34%+36,45813F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC90,579$6.77M1.27%+71,83313F-HRTimeline
Safir Wealth Advisors, LLC88,534$6.62M5.1%+1,26213F-HRTimeline
Clarity Wealth Advisors, LLC86,877$6.49M1.77%+16,52813F-HRTimeline
Continuum Advisory, LLC86,418$6.46M0.83%+3,38813F-HRTimeline
Sunesis Advisors, LLC86,277$6.45M3.92%+16,78013F-HRTimeline
Parkworth Wealth Management, Inc.86,223$6.44M5.36%13F-HRTimeline
Consilium Wealth Advisory, LLC85,293$6.37M3.04%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…84,866$6.34M0.36%+7,65013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC83,544$6.24M0.78%+31,65313F-HRTimeline
Parker Financial LLC83,179$6.2M3.05%+4,74213F-HRTimeline
Pinnacle Financial Partners Inc81,925$6.13M0.12%+7,20313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC81,774$6.11M1.42%+10,72613F-HRTimeline
Snowden Capital Advisors LLC81,679$6.1M0.19%+8,05613F-HRTimeline
Bay Harbor Wealth Management, LLC80,994$6.05M1.96%-1,07013F-HRTimeline
Joel Isaacson & Co., LLC80,273$6M0.27%+15,96613F-HRTimeline
Amplius Wealth Advisors, LLC80,155$5.99M0.61%-615,92013F-HRTimeline
VCI Wealth Management LLC79,802$5.96M2.53%+36,68113F-HR/ATimeline
ORRSTOWN FINANCIAL SERVICES INC79,070$5.91M1.59%+32,65513F-HRTimeline
Destiny Wealth Partners, LLC78,955$5.9M0.96%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB78,530$5.87M0.16%+9,72313F-HRTimeline
MGO ONE SEVEN LLC77,899$5.82M0.22%+4,53213F-HRTimeline
COUNTRY TRUST BANK77,000$5.75M0.14%013F-HRTimeline
Lionshead Wealth Management, LLC75,961$5.68M4.1%13F-HRTimeline
Evolution Advisers, Inc.74,591$5.57M3.05%-1,02313F-HRTimeline
Intergy Private Wealth, LLC74,498$5.57M2.08%+2,19113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC74,454$5.56M<0.01%+3,83513F-HR/ATimelineGroup
IFG Advisors, LLC73,068$5.46M1.09%+9,55513F-HRTimeline
Bluespring Wealth Management, LLC72,507$5.42M0.56%-1,98013F-HRTimeline
Good Life Advisors, LLC71,981$5.38M0.39%+8,59113F-HRTimeline
Evergreen Wealth Management, LLC71,681$5.36M3.17%+1,94313F-HRTimeline
Bernardo Wealth Planning LLC72,459$5.36M1.28%+5,76513F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK67,689$5.3M0.47%013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC70,872$5.3M2.92%13F-HRTimeline
Richmond Brothers, Inc.70,526$5.27M3.38%+26,61313F-HRTimeline
Milestone Investment Advisors LLC70,411$5.26M1.43%+15,51813F-HRTimeline
Clarity Capital Advisors, LLC70,267$5.25M3.52%+20,01013F-HRTimeline
GAMMA Investing LLC69,353$5.18M0.44%+2,40613F-HRTimeline
First Heartland Consultants, Inc.69,201$5.17M0.53%+4,21213F-HRTimeline
D.A. DAVIDSON & CO.68,746$5.14M0.04%+7,13613F-HRTimeline
Larson Financial Group LLC68,499$5.12M0.27%-17,20213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\67,648$5.06M<0.01%new13F-HR/ATimelineGroup
Mutual Advisors, LLC67,355$5.03M0.15%-5,53113F-HRTimeline
Prostatis Group LLC67,128$5.02M1.46%+34613F-HRTimeline
HUB Investment Partners, LLC67,000$5.01M0.21%new13F-HRTimeline
Silver Oak Advisory Group, Inc.66,058$4.94M2.61%-6,10313F-HRTimeline
LexAurum Advisors, LLC65,376$4.89M0.97%+5,57813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC64,799$4.84M0.44%+66513F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …64,401$4.81M0.39%+3,70613F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS63,621$4.75M0.01%-6,11613F-HRTimeline
ESL Trust Services, LLC63,401$4.74M1.06%+5,05513F-HRTimeline
Planned Solutions, Inc.63,279$4.73M1.93%-94,82913F-HRTimeline
PCG ASSET MANAGEMENT, LLC63,240$4.73M4.15%13F-HRTimeline
Rossby Financial, LCC62,151$4.64M2.95%13F-HRTimeline
Summit Financial, LLC62,037$4.64M0.16%+10,00813F-HRTimeline
Leeward Financial Partners, LLC61,512$4.6M1.64%+4,90713F-HRTimeline
Warwick Investment Management, Inc.61,347$4.58M0.94%+1,71013F-HRTimeline
Aspire Private Capital, LLC61,267$4.58M1.14%+65113F-HRTimeline
Veridan Wealth LLC60,512$4.54M2.12%13F-HRTimeline
SignalPoint Asset Management, LLC60,394$4.51M1.1%+6,07513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC60,178$4.5M1.47%-6,83513F-HRTimeline
Sovereign Financial Group, Inc.59,959$4.48M1.03%+5,76613F-HRTimeline
PARK NATIONAL CORP /OH/59,553$4.45M0.16%+6,44313F-HRTimeline
WealthCollab, LLC58,969$4.41M2.83%+2,62013F-HRTimeline
B. Riley Wealth Advisors, Inc.58,633$4.38M0.14%-8,63113F-HRTimeline
Prospera Financial Services Inc58,406$4.37M0.1%+5,59313F-HRTimeline
OLIO Financial Planning58,051$4.34M1.52%-293,80613F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC57,681$4.31M0.9%+20,48913F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …57,304$4.28M2.5%+4,55013F-HRTimeline
Hurlow Wealth Management Group, Inc.57,042$4.26M1.33%+2,27013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/56,730$4.24M2%+7,02013F-HRTimelineGroup
Granite Harbor Advisors, Inc.56,233$4.2M2.32%+1,92413F-HRTimeline
Carl P. Sherr & Co., LLC55,426$4.14M2.18%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…55,386$4.14M0.09%+25,11213F-HRTimelineGroup
Jacobsen Capital Management54,888$4.1M1.75%+3,69313F-HRTimeline
Merit Financial Group, LLC54,680$4.09M0.07%+14,14713F-HRTimeline
Family Legacy, Inc.54,556$4.06M1.38%+2,04113F-HRTimeline
Elevated Capital Advisors, LLC53,257$3.98M1.08%-2,70713F-HRTimeline
New Hampshire Trust52,673$3.94M0.83%+26,79213F-HRTimeline
White Lighthouse Investment Management …52,053$3.89M0.68%+3,24813F-HRTimeline
Invst, LLC51,595$3.86M0.47%-34013F-HRTimeline
Integrated Advisors Network LLC51,549$3.85M0.18%+88313F-HRTimeline
Hardy Reed LLC50,743$3.79M0.33%+10,11013F-HRTimeline
Red Wave Investments LLC50,613$3.78M1.32%-3,01613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management50,021$3.74M0.12%+2,73313F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…49,980$3.74M1.34%+9,05113F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC49,866$3.73M0.89%new13F-HRTimeline
CW Advisors, LLC49,574$3.7M0.05%+48113F-HRTimeline
Harbour Trust & Investment Management Co49,521$3.7M0.42%+3,90313F-HRTimeline
First Horizon Advisors, Inc.49,208$3.68M0.1%-12,34513F-HRTimeline
CoreCap Advisors, LLC48,796$3.65M0.17%+4,76513F-HRTimeline
Financial Advocates Investment Manageme…48,468$3.62M0.21%-44,71813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC48,283$3.61M<0.01%013F-HRTimelineGroup
Arcadia Wealth Management, LLC46,637$3.49M1.76%+1,95713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC46,074$3.44M0.01%-12,30713F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC45,868$3.43M0.24%-3,89613F-HRTimeline
C M BIDWELL & ASSOCIATES LTD45,804$3.42M2.08%-6,97913F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC45,598$3.41M2.94%+7,48113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.44,941$3.36M0.18%+4,24713F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC44,424$3.32M0.13%+7,92613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…44,210$3.3M0.09%-1,68813F-HRTimelineGroup
OneDigital Investment Advisors LLC44,132$3.3M0.04%-84,15913F-HRTimeline
Uptown Financial Advisors LLC43,553$3.25M3.51%13F-HRTimeline
Perigon Wealth Management, LLC43,242$3.23M0.08%-60313F-HRTimeline
Kelman-Lazarov, Inc.43,143$3.22M0.58%-2,00613F-HRTimeline
RS CRUM INC.43,138$3.22M0.8%+5,64113F-HRTimeline
St. Louis Trust Co43,137$3.22M0.46%+313F-HRTimeline
Sagace Wealth Management LLC42,950$3.21M2.41%-9,57213F-HRTimeline
J.W. COLE ADVISORS, INC.42,206$3.15M0.13%+1,63813F-HRTimeline
Manuka Financial, LLC42,123$3.15M2.12%13F-HRTimeline
Meridian Financial Partners LLC41,433$3.1M1.63%+4,08913F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC41,403$3.09M0.66%-36,13113F-HRTimeline
Arcataur Capital Management LLC41,198$3.08M1.04%-12013F-HRTimeline
KICKSTAND VENTURES, LLC.40,709$3.04M0.78%-14413F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC40,568$3.03M0.76%+1,09413F-HRTimeline
Arax Advisory Partners40,347$3.02M0.19%-13,31913F-HRTimeline
FIRST COMMUNITY TRUST NA39,868$2.98M2.13%new13F-HRTimeline
Aveo Capital Partners, LLC39,688$2.97M0.32%-21813F-HRTimeline
Westfuller Advisors, LLC39,484$2.95M1.87%+23513F-HRTimeline
Waverly Advisors, LLC39,442$2.95M0.05%+2,01913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,408$2.94M<0.01%new13F-HRTimelineGroup
Private Wealth Group, LLC39,403$2.94M1.44%013F-HRTimeline
Midwest Financial Network, LLC39,375$2.94M3.06%13F-HRTimeline
Joseph P. Lucia & Associates, LLC39,166$2.93M1.3%-2,48613F-HRTimeline
BLB&B Advisors, LLC39,105$2.92M0.15%+4,39413F-HRTimeline
SageView Advisory Group, LLC38,729$2.89M0.12%-1,69213F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV38,693$2.89M0.86%+44213F-HRTimeline
Aureus Asset Management, LLC38,471$2.87M0.19%+37013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP38,002$2.84M0.02%+23,45013F-HRTimelineGroup
STERLING INVESTMENT MANAGEMENT, LLC37,970$2.84M2.23%new13F-HRTimeline
Smart Money Group LLC37,050$2.77M0.96%+4,71213F-HRTimeline
Physician Wealth Solutions Inc.36,788$2.75M1.38%+13413F-HRTimeline
Retirement Planning Group, LLC36,765$2.75M0.14%-29,39313F-HRTimeline
Investments & Financial Planning, LLC35,977$2.69M1.66%+5,46113F-HRTimeline
Valmark Advisers, Inc.35,584$2.66M0.04%+3,63213F-HRTimeline
Houlihan Financial Resource Group, Ltd.34,688$2.59M1.11%+31013F-HRTimeline
Tranquilli Financial Advisor LLC34,244$2.56M1.62%+14,93713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC33,350$2.49M0.21%-63913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC33,058$2.47M0.23%+42813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.32,970$2.46M0.17%+11013F-HRTimelineGroup
Matisse Capital32,936$2.46M1.25%-1,05413F-HRTimeline
Provident Wealth Management, LLC32,653$2.44M0.81%-2,48913F-HRTimeline
PFG Investments, LLC32,566$2.43M0.15%+2,52713F-HRTimeline
Adero Partners, LLC32,504$2.43M0.16%+41013F-HRTimeline
SageOak Financial, LLC32,455$2.43M2.22%13F-HRTimeline
MidAtlantic Capital Management, Inc.31,862$2.38M1.74%-1,62013F-HRTimeline
IFP Advisors, Inc31,254$2.34M0.08%+11,25413F-HRTimeline
Arlington Financial Advisors, LLC31,038$2.32M0.46%-1,17013F-HRTimeline
Werba Rubin Papier Wealth Management30,944$2.31M0.55%+3,46813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…30,749$2.3M0.09%+1,65013F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC30,479$2.28M0.02%+4113F-HRTimelineGroup
Wealth Management Associates, Inc.30,223$2.26M0.97%+70013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK30,198$2.26M0.07%013F-HRTimelineGroup
Retirement Wealth Solutions LLC30,190$2.23M1.89%13F-HRTimeline
BancFirst Trust & Investment Management29,648$2.22M0.99%+52913F-HRTimeline
Nabity-Jensen Investment Management Inc29,673$2.22M1.67%+38213F-HRTimeline
Ballentine Partners, LLC29,521$2.21M0.04%+83413F-HRTimeline
Advisory Alpha, LLC28,967$2.16M0.08%-2,68613F-HRTimeline
Lynx Investment Advisory28,917$2.16M1.47%+1,92013F-HRTimeline
Capital Investment Services of America,…28,530$2.13M0.2%-1,35013F-HRTimeline
IEQ CAPITAL, LLC28,460$2.13M0.02%new13F-HRTimeline
Semmax Financial Advisors Inc.28,204$2.12M0.56%-1,69713F-HRTimeline
Prudent Man Advisors, LLC27,514$2.06M0.75%-1,38813F-HRTimeline
BANK OF HAWAII27,376$2.05M0.11%-3,35613F-HRTimeline
Compass Financial Group, Inc.27,094$2.02M0.97%+13113F-HRTimeline
Beaird Harris Wealth Management, LLC26,889$2.01M0.17%+1,40513F-HRTimeline
Strategic Investment Advisors / MI26,760$2M0.21%+74713F-HRTimeline
Savvy Advisors, Inc.26,402$1.97M0.24%+1,94113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC26,348$1.97M0.01%-2,47213F-HRTimelineGroup
VestGen Investment Management26,161$1.96M0.53%-8113F-HRTimeline
Wells Trecaso Financial Group, LLC26,135$1.95M0.64%+4,46113F-HRTimeline
Cahill Wealth Management, LLC26,089$1.95M0.99%-31413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT26,044$1.95M0.24%013F-HRTimeline
Breakwater Capital Group25,751$1.92M0.38%+2,09813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP25,690$1.92M<0.01%-16313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.25,622$1.91M0.05%+2,60613F-HRTimeline
EARNED WEALTH ADVISORS, LLC25,334$1.89M0.61%+85213F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC25,264$1.89M1.41%-87613F-HRTimeline
Smartleaf Asset Management LLC25,089$1.88M0.19%+1,28813F-HRTimeline
AE Wealth Management LLC25,110$1.88M0.02%+76213F-HRTimeline
Everhart Financial Group, Inc.24,457$1.83M0.38%+6,66213F-HRTimeline
QUADRANT CAPITAL GROUP LLC24,315$1.82M0.13%-44113F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC23,641$1.77M0.33%+3,15513F-HRTimeline
Pillar Financial Advisors, LLC23,515$1.76M1.35%13F-HRTimeline
Patten Group, Inc.23,462$1.75M0.39%-91613F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP23,117$1.73M0.06%-3,51513F-HRTimeline
Integrated Wealth Concepts LLC22,907$1.71M0.02%+85513F-HRTimeline
Life Planning Partners, Inc22,444$1.68M1.55%-1,02913F-HR/ATimeline
UNITED BANK22,249$1.66M0.2%013F-HRTimeline
Kampmann Melissa S.22,239$1.66M1.31%+37913F-HRTimeline
Per Stirling Capital Management, LLC.22,154$1.66M0.23%+2,92513F-HRTimeline
Meridian Wealth Management, LLC22,143$1.65M0.08%-84213F-HRTimeline
Capital Advisors, Ltd. LLC22,025$1.65M0.21%+84013F-HRTimeline
INVENIO WEALTH PARTNERS LLC21,975$1.64M0.69%+2,88813F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC21,530$1.63M0.13%+17,06413F-HRTimelineGroup
Freedom Investment Management, Inc.21,618$1.62M0.13%-94713F-HRTimeline
JFS WEALTH ADVISORS, LLC21,543$1.61M0.11%+5,53113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC21,235$1.59M0.12%-2,69013F-HRTimelineGroup