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Disclosery

BIV VANGUARD BD INDEX FDS

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SHS (fund)

922 managers (933 13F filers) reported a position in BIV shares at 2025-06-30, 191,941,883 shares in all. 65 filers opened a position and 60 filers sold out during the quarter.

Managers
922
13F filers
933
New
65
Added
409
Reduced
325
Sold out
60
Shares held by filers
191,941,883

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…104,608$8.09M0.02%-130,14013F-HR/ATimelineGroup
STEPHEN J. GARRY & ASSOCIATES, LLC101,267$7.83M6.77%-3,10613F-HRTimeline
Tillman Hartley LLC99,966$7.73M2.19%-32,87813F-HRTimeline
Sovereign Investment Advisors, LLC99,588$7.7M2.12%+3,93013F-HRTimeline
VCI Wealth Management LLC97,649$7.55M2.64%+11,19613F-HRTimeline
SYNOVUS FINANCIAL CORP97,624$7.55M0.09%+1,53513F-HRTimeline
Refined Wealth Management97,222$7.52M5.17%+17813F-HRTimeline
Clarity Wealth Advisors, LLC96,449$7.46M1.84%+4,63013F-HRTimeline
Precision Wealth Strategies, LLC96,279$7.45M2.42%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC96,638$7.44M1.23%new13F-HRTimelineGroup
IFG Advisors, LLC96,191$7.44M1.25%+14,33913F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…95,114$7.36M0.06%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.94,672$7.32M0.16%+38,67813F-HRTimeline
Parkworth Wealth Management, Inc.93,079$7.2M5.2%+1,33713F-HRTimeline
Compass Planning Associates Inc92,822$7.18M6.59%+23,26013F-HRTimeline
Parker Financial LLC92,235$7.13M3.08%+3,84013F-HRTimeline
Continuum Advisory, LLC90,892$7.03M0.85%+72113F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co90,035$6.96M<0.01%-6,49113F-HRTimelineGroup
Consilium Wealth Advisory, LLC89,994$6.96M2.94%+1,00013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC89,780$6.94M0.77%+54213F-HRTimeline
Aptus Capital Advisors, LLC89,597$6.93M0.07%-12,25613F-HRTimeline
Joel Isaacson & Co., LLC89,189$6.9M0.28%+34813F-HRTimeline
Evolution Advisers, Inc.88,135$6.82M3.34%+4,23713F-HRTimeline
Evergreen Wealth Management, LLC87,560$6.77M3.8%+12,36613F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC87,257$6.75M1.26%+24,11813F-HRTimeline
Wealth Advisory Team LLC85,264$6.59M6.17%13F-HRTimeline
Patton Albertson Miller Group, LLC85,104$6.58M0.87%+2,98413F-HRTimeline
Bay Harbor Wealth Management, LLC84,665$6.55M1.9%-1,22113F-HRTimeline
MassMutual Private Wealth & Trust, FSB83,276$6.44M0.17%+4,48913F-HRTimeline
Snowden Capital Advisors LLC82,378$6.37M0.19%+1,73713F-HRTimeline
Conrad Siegel Investment Advisors, Inc.82,272$6.36M1.43%+59,46113F-HRTimeline
Mutual Advisors, LLC82,005$6.3M0.16%+16,09313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC80,224$6.2M1.24%+51913F-HRTimeline
TrueWealth Financial Partners79,926$6.18M3.41%-24,94613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV79,872$6.18M0.01%-6,42213F-HRTimeline
Silver Oak Advisory Group, Inc.79,266$6.13M2.97%+6,59513F-HRTimeline
Bernardo Wealth Planning LLC79,003$6.11M1.33%+4,39213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC78,500$6.07M0.01%new13F-HRTimeline
Rossby Financial, LCC77,848$6.02M2.26%+73513F-HRTimeline
Pinnacle Financial Partners Inc77,405$5.99M0.13%+36913F-HRTimeline
LexAurum Advisors, LLC77,360$5.98M0.94%-4,62013F-HRTimeline
COUNTRY TRUST BANK77,000$5.96M0.13%013F-HRTimeline
D.A. DAVIDSON & CO.76,723$5.93M0.04%+4,39913F-HRTimeline
Milestone Investment Advisors LLC75,877$5.87M1.53%+4,85413F-HRTimeline
Hurlow Wealth Management Group, Inc.75,767$5.86M1.66%+14,45713F-HRTimeline
Clarity Capital Advisors, LLC75,489$5.84M3.41%+4,62313F-HRTimeline
GENESIS PRIVATE WEALTH, LLC74,662$5.77M2.72%+55313F-HRTimeline
Redhawk Wealth Advisors, Inc.73,694$5.7M0.71%new13F-HRTimeline
Intergy Private Wealth, LLC73,195$5.66M1.93%-1,81213F-HRTimeline
First Heartland Consultants, Inc.72,568$5.61M0.5%+42413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\71,072$5.5M<0.01%+13,30713F-HRTimelineGroup
Sovereign Financial Group, Inc.71,036$5.49M1.13%+3,76013F-HRTimeline
Leeward Financial Partners, LLC70,002$5.41M1.72%+1,07713F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK67,689$5.3M0.49%013F-HRTimeline
CW Advisors, LLC68,223$5.28M0.05%-1,30813F-HRTimeline
Momentum Wealth Planning, LLC68,223$5.28M4.49%13F-HRTimeline
Good Life Advisors, LLC67,651$5.23M0.33%-5,57213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …66,603$5.15M0.34%+2,83413F-HR/ATimeline
PCG ASSET MANAGEMENT, LLC65,745$5.08M4.37%+18313F-HRTimeline
Lionshead Wealth Management, LLC65,331$5.05M4.66%+3,48113F-HRTimeline
Arax Advisory Partners64,510$5.02M0.23%+1,53613F-HRTimeline
Prostatis Group LLC64,831$5.01M1.44%-9,77213F-HRTimeline
Planned Solutions, Inc.63,774$4.93M1.89%-18613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC63,205$4.89M0.45%-1,59713F-HRTimelineGroup
Hardy Reed LLC63,198$4.89M0.39%+2,26313F-HRTimeline
WNY Asset Management, LLC63,028$4.87M0.54%+4,48113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management63,019$4.87M0.18%-2,16113F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…63,006$4.87M0.09%+10,19513F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC62,714$4.85M<0.01%-1,40013F-HR/ATimelineGroup
WealthCollab, LLC61,810$4.78M2.69%+1,15313F-HRTimeline
HUB Investment Partners, LLC61,145$4.73M0.17%-4,27813F-HRTimeline
Jacobsen Capital Management61,073$4.72M1.74%-2013F-HRTimeline
ESL Trust Services, LLC60,692$4.69M0.96%-1,98113F-HRTimeline
Diversified Portfolios, Inc.60,530$4.68M0.45%-10,83413F-HRTimeline
PARK NATIONAL CORP /OH/60,199$4.66M0.15%+4913F-HRTimeline
Granite Harbor Advisors, Inc.59,939$4.64M2.18%-69613F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC60,324$4.61M0.96%+4,99013F-HRTimeline
Arcataur Capital Management LLC59,512$4.6M1.44%+20,36913F-HRTimeline
Prospera Financial Services Inc58,810$4.55M0.08%-4,95813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC58,292$4.51M0.39%+18,51413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.58,082$4.49M0.22%+6,50413F-HRTimelineGroup
Harbour Trust & Investment Management Co57,926$4.48M0.5%+1,01413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC56,499$4.37M0.01%+2,25013F-HRTimelineGroup
HOHIMER WEALTH MANAGEMENT, LLC56,214$4.35M0.77%-7,55713F-HRTimeline
Aspire Private Capital, LLC56,095$4.34M1.01%-1,32413F-HRTimeline
Family Legacy, Inc.56,009$4.33M1.41%+1313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/55,394$4.28M1.8%-1,77813F-HR/ATimelineGroup
ORRSTOWN FINANCIAL SERVICES INC54,253$4.2M0.88%+1,83913F-HRTimeline
Arcadia Wealth Management, LLC53,992$4.18M1.83%+2,81713F-HRTimeline
Amplius Wealth Advisors, LLC53,849$4.16M0.39%-5,11713F-HRTimeline
CoreCap Advisors, LLC52,417$4.05M0.16%-38413F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…51,975$4.02M1.45%+93513F-HRTimeline
Mach-1 Financial Group, LLC51,869$4.01M1.17%+16,11113F-HRTimeline
Smart Money Group LLC51,280$3.97M1.24%+6,07613F-HRTimeline
Balance Wealth Partners LLC50,711$3.92M2.3%-70813F-HRTimeline
Integrated Advisors Network LLC49,559$3.83M0.17%-1,96913F-HRTimeline
White Lighthouse Investment Management …49,331$3.82M0.62%-5513F-HRTimeline
Larson Financial Group LLC48,937$3.78M0.15%-14,05613F-HRTimeline
Red Wave Investments LLC48,327$3.74M1.23%-1,44413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC47,594$3.68M<0.01%-70613F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC46,882$3.63M0.12%+2,22713F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC46,593$3.6M2.46%-3,80213F-HRTimeline
Uptown Financial Advisors LLC46,141$3.57M3.32%-1,75613F-HRTimeline
Meridian Financial Partners LLC44,743$3.46M1.63%+2,20913F-HRTimeline
Elevated Capital Advisors, LLC44,895$3.44M0.96%013F-HRTimeline
Warwick Investment Management, Inc.44,340$3.43M0.67%-10,69613F-HRTimeline
First Horizon Advisors, Inc.44,320$3.43M0.09%+86713F-HRTimeline
Perigon Wealth Management, LLC44,075$3.41M0.08%+1,92213F-HRTimeline
Aureus Asset Management, LLC43,914$3.4M0.22%+1,54713F-HRTimeline
KICKSTAND VENTURES, LLC.43,638$3.37M0.79%-1,00713F-HRTimeline
Kelman-Lazarov, Inc.43,053$3.33M0.54%-1,80513F-HRTimeline
St. Louis Trust Co42,920$3.32M0.44%-19913F-HRTimeline
Secure Asset Management, LLC42,670$3.3M0.61%new13F-HRTimeline
Tranquilli Financial Advisor LLC42,173$3.26M2.02%-7,07313F-HRTimeline
Sagace Wealth Management LLC42,104$3.26M2.43%-52713F-HRTimeline
Westfuller Advisors, LLC41,797$3.23M1.84%+22913F-HRTimeline
Investments & Financial Planning, LLC41,296$3.19M1.84%+1,22513F-HRTimeline
RS CRUM INC.40,962$3.17M0.76%-4,02813F-HRTimeline
Manuka Financial, LLC39,630$3.06M1.67%-1,33413F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC39,546$3.06M2.03%-90313F-HRTimeline
Midwest Financial Network, LLC39,432$3.05M3.03%-1,41513F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC39,286$3.04M0.73%+4,38313F-HRTimeline
Waverly Advisors, LLC38,466$2.97M0.03%-90513F-HRTimeline
Valmark Advisers, Inc.38,274$2.96M0.04%+40413F-HRTimeline
Joseph P. Lucia & Associates, LLC38,052$2.94M1.2%+55013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV38,031$2.94M0.64%-1,02913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD37,812$2.92M1.52%-4513F-HRTimeline
Austin Private Wealth, LLC37,421$2.89M0.23%-99,26713F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …36,978$2.86M0.39%+5,22013F-HRTimeline
New Hampshire Trust36,936$2.86M0.6%-52213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC36,595$2.83M0.01%+9,20313F-HRTimelineGroup
Wela Strategies, Inc.35,685$2.76M1.09%-21913F-HRTimeline
BLB&B Advisors, LLC35,646$2.76M0.13%+1,30913F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…35,470$2.74M0.03%013F-HRTimelineGroup
Nabity-Jensen Investment Management Inc35,417$2.74M2.02%+33313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC35,145$2.72M0.11%-2,59513F-HRTimelineGroup
Revisor Wealth Management LLC34,936$2.68M0.97%-34313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC34,218$2.65M0.2%+60213F-HRTimeline
Houlihan Financial Resource Group, Ltd.34,119$2.63M1.09%-6013F-HRTimeline
MidAtlantic Capital Management, Inc.33,842$2.62M1.86%+1,44713F-HRTimeline
PFG Investments, LLC33,707$2.61M0.15%+1,00913F-HRTimeline
Wealth Management Associates, Inc.33,691$2.61M1.01%+1,03213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…33,529$2.59M0.1%+2,36513F-HRTimelineGroup
TSA Wealth Managment LLC33,434$2.59M0.94%+60413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC33,287$2.57M0.33%-286,30713F-HRTimeline
OneDigital Investment Advisors LLC33,166$2.57M0.03%-2,43213F-HRTimeline
Caliber Wealth Management, LLC / KS33,083$2.56M0.28%-27413F-HRTimeline
BancFirst Trust & Investment Management33,142$2.55M1.18%+3,17113F-HRTimeline
Werba Rubin Papier Wealth Management32,826$2.54M0.48%+73613F-HRTimeline
Ausdal Financial Partners, Inc.32,739$2.53M0.17%+26413F-HRTimeline
Matisse Capital32,732$2.53M1.2%013F-HRTimeline
Physician Wealth Solutions Inc.31,920$2.47M1.14%-3,25113F-HRTimeline
Retirement Wealth Solutions LLC31,034$2.4M1.75%-1,08513F-HRTimeline
BANK OF HAWAII30,028$2.32M0.12%+1,25313F-HRTimeline
Wells Trecaso Financial Group, LLC30,012$2.32M0.72%+80113F-HRTimeline
Advisory Alpha, LLC29,678$2.3M0.07%-1,46613F-HRTimeline
Lynx Investment Advisory29,241$2.26M1.48%+21913F-HRTimeline
Provident Wealth Management, LLC28,879$2.23M0.73%-97313F-HRTimeline
BOSTON FAMILY OFFICE LLC28,663$2.22M0.15%-12,65913F-HRTimeline
Defined Financial Planning LLC29,095$2.22M1.97%new13F-HRTimeline
IEQ CAPITAL, LLC28,443$2.2M0.01%-1,02713F-HRTimeline
HARBOUR INVESTMENTS, INC.28,120$2.17M0.06%+1,30013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC27,878$2.16M0.02%-1,29313F-HR/ATimelineGroup
Savvy Advisors, Inc.27,780$2.15M0.14%-17,42813F-HRTimeline
JFS WEALTH ADVISORS, LLC27,648$2.14M0.14%013F-HRTimeline
Compass Financial Group, Inc.26,986$2.09M1.05%+6513F-HRTimeline
B. Riley Wealth Advisors, Inc.26,770$2.07M0.1%-29,47313F-HRTimeline
Ballentine Partners, LLC26,593$2.06M0.03%-1,19913F-HRTimeline
Strategic Investment Advisors / MI26,570$2.05M0.2%-1,19213F-HRTimeline
Beaird Harris Wealth Management, LLC26,550$2.05M0.16%-64313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.26,425$2.04M0.14%-94013F-HRTimelineGroup
Smartleaf Asset Management LLC26,393$2.03M0.18%+22713F-HRTimeline
Breakwater Capital Group26,095$2.02M0.33%+67613F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC26,092$2.02M0.4%+80113F-HRTimeline
Financial Advocates Investment Manageme…26,079$2.02M0.16%-4,45413F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC25,906$2M1.46%-5413F-HRTimeline
AE Wealth Management LLC25,890$2M0.01%+14813F-HRTimeline
Connecticut Wealth Management, LLC25,866$2M0.1%-26,89213F-HRTimeline
Semmax Financial Advisors Inc.25,742$1.99M0.51%-59613F-HRTimeline
Advisory Services Network, LLC25,626$1.97M0.03%+5,12613F-HRTimeline
Capital Advisors, Ltd. LLC25,418$1.97M0.24%+36513F-HRTimeline
Capital Investment Services of America,…25,415$1.97M0.18%-1,12513F-HRTimeline
Summit Financial, LLC25,091$1.94M0.04%-39,22713F-HRTimeline
Patten Group, Inc.24,524$1.9M0.4%+12513F-HRTimeline
MOTCO24,557$1.89M0.18%+5,18813F-HRTimeline
EARNED WEALTH ADVISORS, LLC24,274$1.88M0.37%-83713F-HRTimeline
LANARK FINANCIAL, INC.24,139$1.87M0.15%+12,22013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding24,066$1.86M+21,101Timeline
Pillar Financial Advisors, LLC23,422$1.81M1.25%-9813F-HRTimeline
Per Stirling Capital Management, LLC.23,131$1.79M0.23%+10313F-HRTimeline
Level Financial Advisors23,096$1.79M0.56%+4,54413F-HRTimeline
Hoxton Planning & Management, LLC22,958$1.78M0.61%+2,85413F-HRTimeline
Freedom Investment Management, Inc.22,596$1.75M0.14%+52213F-HRTimeline
Bay Capital Advisors, LLC22,559$1.74M1.33%+18,12813F-HRTimeline
Asset Allocation Strategies LLC22,340$1.73M0.38%-45913F-HRTimeline
UNITED BANK22,249$1.72M0.21%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,183$1.72M0.01%+4,09013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC21,691$1.68M0.02%+59413F-HRTimeline
Life Planning Partners, Inc21,592$1.67M1.33%-70613F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC21,314$1.65M0.74%+1,40413F-HRTimeline