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Disclosery

BIV VANGUARD BD INDEX FDS

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SHS (fund)

918 managers (927 13F filers) reported a position in BIV shares at 2025-03-31, 187,618,932 shares in all. 65 filers opened a position and 65 filers sold out during the quarter.

Managers
918
13F filers
927
New
65
Added
429
Reduced
309
Sold out
65
Shares held by filers
187,618,932

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GAMMA Investing LLC99,433$7.61M0.57%+30,08013F-HR/ATimeline
Carl P. Sherr & Co., LLC98,385$7.53M4.12%+42,95913F-HRTimeline
Refined Wealth Management97,044$7.43M6.08%new13F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co96,526$7.39M<0.01%-8,36713F-HR/ATimelineGroup
SYNOVUS FINANCIAL CORP96,089$7.36M0.1%-6,69213F-HRTimeline
NWAM LLC95,193$7.29M0.63%-10,07913F-HRTimeline
Sovereign Investment Advisors, LLC95,658$7.21M2.51%-2,55513F-HRTimeline
Clarity Wealth Advisors, LLC91,819$7.03M1.95%+4,94213F-HRTimeline
Parkworth Wealth Management, Inc.91,742$7.02M5.61%+5,51913F-HRTimeline
Continuum Advisory, LLC90,171$6.9M0.89%+3,75313F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC89,238$6.83M0.82%+5,69413F-HRTimeline
Consilium Wealth Advisory, LLC88,994$6.81M3.42%+3,70113F-HRTimeline
Joel Isaacson & Co., LLC88,841$6.8M0.31%+8,56813F-HRTimeline
Parker Financial LLC88,395$6.77M3.26%+5,21613F-HRTimeline
VCI Wealth Management LLC86,453$6.62M2.78%+6,65113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV86,294$6.61M0.02%-29,07713F-HRTimeline
Sunesis Advisors, LLC86,286$6.61M3.58%+913F-HRTimeline
Bay Harbor Wealth Management, LLC85,886$6.58M2.08%+4,89213F-HRTimeline
Grey Fox Wealth Advisors, LLC85,363$6.54M1.74%+70,18713F-HRTimeline
Merit Financial Group, LLC83,168$6.37M0.1%+28,48813F-HRTimeline
Evolution Advisers, Inc.83,898$6.34M3.34%+9,30713F-HRTimeline
Patton Albertson Miller Group, LLC82,120$6.29M0.93%new13F-HR/ATimeline
LexAurum Advisors, LLC81,980$6.28M1.2%+16,60413F-HRTimeline
IFG Advisors, LLC81,852$6.27M1.21%+8,78413F-HRTimeline
Snowden Capital Advisors LLC80,641$6.17M0.2%-1,03813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC79,705$6.1M1.39%-2,06913F-HRTimeline
MassMutual Private Wealth & Trust, FSB78,787$6.03M0.17%+25713F-HRTimeline
Rossby Financial, LCC77,113$5.9M2.55%+14,96213F-HRTimeline
COUNTRY TRUST BANK77,000$5.9M0.15%013F-HR/ATimeline
Pinnacle Financial Partners Inc77,036$5.89M0.12%-4,88913F-HRTimeline
Evergreen Wealth Management, LLC75,194$5.76M3.44%+3,51313F-HRTimeline
Destiny Wealth Partners, LLC75,140$5.75M0.91%-3,81513F-HRTimeline
Intergy Private Wealth, LLC75,007$5.74M2.18%+50913F-HRTimeline
Bernardo Wealth Planning LLC74,611$5.71M1.37%+2,15213F-HR/ATimeline
Prostatis Group LLC74,603$5.71M1.8%+7,47513F-HRTimeline
GENESIS PRIVATE WEALTH, LLC74,109$5.67M3.01%+3,23713F-HRTimeline
Good Life Advisors, LLC73,223$5.61M0.39%+1,24213F-HRTimeline
Silver Oak Advisory Group, Inc.72,671$5.56M2.95%+6,61313F-HRTimeline
D.A. DAVIDSON & CO.72,324$5.54M0.04%+3,57813F-HRTimeline
First Heartland Consultants, Inc.72,144$5.52M0.57%+2,94313F-HRTimeline
Diversified Portfolios, Inc.71,364$5.46M0.57%-25,73413F-HRTimeline
Milestone Investment Advisors LLC71,023$5.44M1.51%+61213F-HRTimeline
Clarity Capital Advisors, LLC70,866$5.43M3.56%+59913F-HRTimeline
Bluespring Wealth Management, LLC70,497$5.4M0.55%-2,01013F-HRTimeline
Compass Planning Associates Inc69,562$5.33M5.38%-29,43613F-HRTimeline
CW Advisors, LLC69,531$5.32M0.06%+19,95713F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK67,689$5.3M0.49%013F-HRTimeline
Leeward Financial Partners, LLC68,925$5.28M1.97%+7,41313F-HRTimeline
Sovereign Financial Group, Inc.67,276$5.15M1.19%+7,31713F-HRTimeline
Mutual Advisors, LLC65,912$5.04M0.14%-1,44313F-HRTimeline
PCG ASSET MANAGEMENT, LLC65,562$5.02M4.7%+2,32213F-HRTimeline
HUB Investment Partners, LLC65,423$5.01M0.2%-1,57713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management65,180$4.99M0.16%+15,15913F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC64,802$4.96M0.47%+313F-HRTimelineGroup
Summit Financial, LLC64,318$4.92M0.14%+2,28113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC64,114$4.91M<0.01%-10,34013F-HR/ATimelineGroup
Planned Solutions, Inc.63,960$4.9M2.01%+68113F-HRTimeline
Prospera Financial Services Inc63,768$4.89M0.11%+5,36213F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC63,771$4.88M0.95%-26,80813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …63,769$4.88M0.39%-63213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS63,268$4.84M0.01%-35313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC63,139$4.83M1%+5,45813F-HRTimeline
Larson Financial Group LLC62,993$4.82M0.23%-5,50613F-HRTimeline
Arax Advisory Partners62,974$4.82M0.31%+22,62713F-HRTimeline
ESL Trust Services, LLC62,673$4.8M1.08%-72813F-HRTimeline
Lionshead Wealth Management, LLC61,850$4.74M4.92%-14,11113F-HRTimeline
Veridan Wealth LLC61,329$4.7M2.12%+81713F-HRTimeline
Hurlow Wealth Management Group, Inc.61,310$4.69M1.47%+4,26813F-HRTimeline
Jacobsen Capital Management61,093$4.68M2.03%+6,20513F-HRTimeline
Hardy Reed LLC60,935$4.67M0.41%+10,19213F-HRTimeline
WealthCollab, LLC60,657$4.64M2.88%+1,68813F-HRTimeline
Granite Harbor Advisors, Inc.60,635$4.64M2.46%+4,40213F-HRTimeline
PARK NATIONAL CORP /OH/60,150$4.61M0.17%+59713F-HRTimeline
Amplius Wealth Advisors, LLC58,966$4.52M0.47%-21,18913F-HRTimeline
WNY Asset Management, LLC58,547$4.48M0.53%+54,65113F-HRTimeline
PFG Advisors58,528$4.48M0.25%+46,00513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\57,765$4.42M<0.01%-9,88313F-HRTimelineGroup
Aspire Private Capital, LLC57,419$4.4M1.09%-3,84813F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/57,172$4.38M2.08%+44213F-HRTimelineGroup
Harbour Trust & Investment Management Co56,912$4.36M0.53%+7,39113F-HRTimeline
B. Riley Wealth Advisors, Inc.56,243$4.31M0.13%-2,39013F-HRTimeline
Family Legacy, Inc.55,996$4.29M1.47%+1,44013F-HRTimeline
J.W. COLE ADVISORS, INC.55,994$4.29M0.13%+13,78813F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC55,334$4.24M0.98%+5,46813F-HRTimeline
Warwick Investment Management, Inc.55,036$4.21M0.88%-6,31113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC54,249$4.15M0.01%+8,17513F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…52,811$4.04M0.1%+8,60113F-HRTimelineGroup
CoreCap Advisors, LLC52,801$4.04M0.18%+4,00513F-HRTimeline
Connecticut Wealth Management, LLC52,758$4.04M0.21%new13F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC52,414$4.01M0.96%-26,65613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.51,578$3.95M0.22%+6,63713F-HR/ATimelineGroup
Integrated Advisors Network LLC51,528$3.95M0.2%-2113F-HRTimeline
Balance Wealth Partners LLC51,419$3.94M2.56%13F-HRTimeline
Arcadia Wealth Management, LLC51,175$3.92M1.93%+4,53813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…51,040$3.91M1.49%+1,06013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC50,395$3.86M3%+4,79713F-HRTimeline
Red Wave Investments LLC49,771$3.81M1.37%-84213F-HRTimeline
White Lighthouse Investment Management …49,386$3.78M0.68%-2,66713F-HRTimeline
Tranquilli Financial Advisor LLC49,246$3.77M2.39%+15,00213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC48,300$3.7M0.01%+1713F-HRTimelineGroup
Uptown Financial Advisors LLC47,897$3.67M3.79%+4,34413F-HRTimeline
Savvy Advisors, Inc.45,208$3.46M0.35%+18,80613F-HRTimeline
Smart Money Group LLC45,204$3.46M1.18%+8,15413F-HR/ATimeline
RS CRUM INC.44,990$3.44M0.93%+1,85213F-HRTimeline
Elevated Capital Advisors, LLC44,895$3.44M0.96%-8,36213F-HRTimeline
Kelman-Lazarov, Inc.44,858$3.43M0.62%+1,71513F-HRTimeline
Invst, LLC44,738$3.43M0.47%-6,85713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC44,655$3.42M0.13%+23113F-HRTimelineGroup
KICKSTAND VENTURES, LLC.44,645$3.42M0.88%+3,93613F-HRTimeline
First Horizon Advisors, Inc.43,453$3.33M0.09%-5,75513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC43,246$3.31M0.06%+23,33013F-HRTimeline
St. Louis Trust Co43,119$3.3M0.48%-1813F-HRTimeline
Sagace Wealth Management LLC42,631$3.26M2.47%-31913F-HRTimeline
Meridian Financial Partners LLC42,534$3.26M1.65%+1,10113F-HRTimeline
Aureus Asset Management, LLC42,367$3.24M0.23%+3,89613F-HRTimeline
Perigon Wealth Management, LLC42,153$3.23M0.08%-1,08913F-HRTimeline
Westfuller Advisors, LLC41,568$3.18M2.13%+2,08413F-HRTimeline
BOSTON FAMILY OFFICE LLC41,322$3.16M0.22%-4,54613F-HRTimeline
Manuka Financial, LLC40,964$3.14M2.03%-1,15913F-HRTimeline
Midwest Financial Network, LLC40,847$3.13M3.12%+1,47213F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC40,449$3.1M2.2%+2,47913F-HRTimeline
Investments & Financial Planning, LLC40,071$3.07M1.99%+4,09413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC39,778$3.05M0.29%+6,72013F-HRTimeline
Waverly Advisors, LLC39,371$3.01M0.04%-7113F-HRTimeline
Arcataur Capital Management LLC39,143$3M1.02%-2,05513F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV39,060$2.99M0.8%+36713F-HRTimeline
Valmark Advisers, Inc.37,870$2.9M0.04%+2,28613F-HRTimeline
C M BIDWELL & ASSOCIATES LTD37,857$2.9M1.74%-7,94713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC37,740$2.89M0.12%+16,50513F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC37,502$2.87M1.31%-1,66413F-HRTimeline
New Hampshire Trust37,458$2.87M0.66%-15,21513F-HRTimeline
Wela Strategies, Inc.35,904$2.75M1.16%+25,73113F-HRTimeline
IFP Advisors, Inc35,782$2.74M0.08%+4,52813F-HRTimeline
Mach-1 Financial Group, LLC35,758$2.74M0.82%new13F-HRTimeline
OneDigital Investment Advisors LLC35,598$2.73M0.03%-8,53413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…35,470$2.72M0.04%new13F-HRTimelineGroup
Revisor Wealth Management LLC35,279$2.7M1.2%+16,06613F-HRTimeline
Physician Wealth Solutions Inc.35,171$2.69M1.35%-1,61713F-HRTimeline
Nabity-Jensen Investment Management Inc35,084$2.69M2.13%+5,41113F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC34,903$2.67M0.75%-5,66513F-HRTimeline
BLB&B Advisors, LLC34,337$2.63M0.13%-4,76813F-HRTimeline
Houlihan Financial Resource Group, Ltd.34,179$2.62M1.18%-50913F-HRTimeline
Adero Partners, LLC33,673$2.58M0.17%+1,16913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC33,616$2.57M0.21%+26613F-HRTimeline
Caliber Wealth Management, LLC / KS33,357$2.55M0.35%13F-HRTimeline
TSA Wealth Managment LLC32,830$2.51M1%+23,82413F-HRTimeline
Matisse Capital32,732$2.51M1.32%-20413F-HRTimeline
PFG Investments, LLC32,698$2.5M0.16%+13213F-HRTimeline
Wealth Management Associates, Inc.32,659$2.5M1.07%+2,43613F-HRTimeline
Ausdal Financial Partners, Inc.32,475$2.49M0.19%-77,39313F-HRTimeline
MidAtlantic Capital Management, Inc.32,395$2.48M1.95%+53313F-HRTimeline
Retirement Wealth Solutions LLC32,119$2.46M1.98%+1,92913F-HRTimeline
Werba Rubin Papier Wealth Management32,090$2.46M0.53%+1,14613F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …31,758$2.43M0.35%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…31,164$2.39M0.1%+41513F-HRTimelineGroup
Advisory Alpha, LLC31,144$2.38M0.08%+2,17713F-HR/ATimeline
Financial Advocates Investment Manageme…30,533$2.34M0.16%-17,93513F-HRTimeline
Arlington Financial Advisors, LLC30,362$2.32M0.41%-67613F-HRTimeline
Aveo Capital Partners, LLC30,104$2.3M0.38%-9,58413F-HRTimeline
BancFirst Trust & Investment Management29,971$2.29M1.14%+32313F-HRTimeline
Provident Wealth Management, LLC29,852$2.29M0.79%-2,80113F-HRTimeline
IEQ CAPITAL, LLC29,470$2.26M0.02%+1,01013F-HRTimeline
Wells Trecaso Financial Group, LLC29,211$2.24M0.75%+3,07613F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC29,171$2.23M0.02%-1,30813F-HRTimelineGroup
Lynx Investment Advisory29,022$2.22M1.48%+10513F-HRTimeline
BANK OF HAWAII28,775$2.2M0.13%+1,39913F-HRTimeline
Ballentine Partners, LLC27,792$2.13M0.04%-1,72913F-HRTimeline
Strategic Investment Advisors / MI27,762$2.13M0.23%+1,00213F-HRTimeline
JFS WEALTH ADVISORS, LLC27,648$2.12M0.14%+6,10513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC27,392$2.1M0.01%+1,04413F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.27,365$2.1M0.15%-5,60513F-HRTimelineGroup
Beaird Harris Wealth Management, LLC27,193$2.08M0.18%+30413F-HRTimeline
Compass Financial Group, Inc.26,921$2.06M1.06%-17313F-HRTimeline
HARBOUR INVESTMENTS, INC.26,820$2.05M0.06%+1,19813F-HRTimeline
Capital Investment Services of America,…26,540$2.03M0.21%-1,99013F-HRTimeline
Semmax Financial Advisors Inc.26,338$2M0.54%-1,86613F-HRTimeline
Smartleaf Asset Management LLC26,166$2M0.19%+1,07713F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC25,960$1.99M1.51%+69613F-HRTimeline
AE Wealth Management LLC25,742$1.97M0.02%+63213F-HRTimeline
Breakwater Capital Group25,419$1.95M0.35%-33213F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC25,291$1.94M0.42%+1,65013F-HRTimeline
EARNED WEALTH ADVISORS, LLC25,111$1.92M0.42%-22313F-HRTimeline
Capital Advisors, Ltd. LLC25,053$1.92M0.25%+3,02813F-HRTimeline
Patten Group, Inc.24,399$1.87M0.43%+93713F-HRTimeline
Pillar Financial Advisors, LLC23,520$1.8M1.34%+513F-HRTimeline
VestGen Advisors, LLC23,487$1.8M0.08%13F-HRTimeline
Per Stirling Capital Management, LLC.23,028$1.76M0.25%+87413F-HRTimeline
Cahill Wealth Management, LLC22,961$1.76M0.89%-3,12813F-HRTimeline
Bleakley Financial Group, LLC22,890$1.75M0.06%+5,01913F-HRTimeline
Conrad Siegel Investment Advisors, Inc.22,811$1.75M0.45%new13F-HRTimeline
Asset Allocation Strategies LLC22,799$1.75M0.43%+2,00813F-HRTimeline
Integrated Wealth Concepts LLC22,424$1.72M0.02%-48313F-HRTimeline
Life Planning Partners, Inc22,298$1.71M1.55%-14613F-HRTimeline
Kampmann Melissa S.22,289$1.71M1.35%+5013F-HRTimeline
UNITED BANK22,249$1.7M0.22%013F-HRTimeline
Freedom Investment Management, Inc.22,074$1.69M0.14%+45613F-HRTimeline
QUADRANT CAPITAL GROUP LLC21,465$1.64M0.06%-2,85013F-HRTimeline
Dynamic Advisor Solutions LLC21,359$1.64M0.05%new13F-HRTimeline
HT Partners LLC21,337$1.63M0.56%+2,16713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC21,097$1.62M0.02%+79913F-HRTimeline