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Disclosery

BIV VANGUARD BD INDEX FDS

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SHS (fund)

916 managers (926 13F filers) reported a position in BIV shares at 2025-09-30, 203,690,217 shares in all. 60 filers opened a position and 56 filers sold out during the quarter.

Managers
916
13F filers
926
New
60
Added
459
Reduced
272
Sold out
56
Shares held by filers
203,690,217

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Avantax Planning Partners, Inc.110,623$8.64M0.25%-5,13813F-HRTimeline
Sterling Financial Planning, Inc.109,556$8.56M2.7%+4,28113F-HRTimeline
BLAIR WILLIAM & CO/IL108,904$8.5M0.02%-1,13713F-HRTimeline
Joel Isaacson & Co., LLC107,166$8.37M0.3%+17,97713F-HRTimeline
GTS SECURITIES LLC105,817$8.26M0.32%new13F-HRTimeline
Tillman Hartley LLC104,568$8.17M2.11%+4,60213F-HRTimeline
Beacon Pointe Advisors, LLC103,939$8.12M0.07%+90,31113F-HRTimeline
HANOVER ADVISORS INC103,873$8.11M3.15%-2,35913F-HRTimeline
VCI Wealth Management LLC103,277$8.06M2.45%+5,62813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…102,258$7.99M0.13%+7,14413F-HRTimelineGroup
IFG Advisors, LLC102,038$7.97M1.3%+5,84713F-HRTimeline
Refined Wealth Management101,797$7.95M5.11%+4,57513F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC100,637$7.86M6.28%-63013F-HRTimeline
Evolution Advisers, Inc.98,704$7.73M3.48%+10,56913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC98,543$7.7M0.05%+92,85613F-HR/ATimelineGroup
SYNOVUS FINANCIAL CORP98,254$7.67M0.09%+63013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC97,330$7.6M0.07%-31,83813F-HRTimeline
Richmond Brothers, Inc.96,638$7.55M4.76%-24,21713F-HRTimeline
J.W. COLE ADVISORS, INC.96,216$7.51M0.14%+1,54413F-HRTimeline
Consilium Wealth Advisory, LLC95,288$7.44M2.87%+5,29413F-HRTimeline
Patton Albertson Miller Group, LLC93,205$7.28M0.88%+8,10113F-HRTimeline
San Luis Wealth Advisors LLC93,148$7.27M1.31%-42,09413F-HR/ATimeline
Hurlow Wealth Management Group, Inc.93,124$7.27M1.88%+17,35713F-HRTimeline
Continuum Advisory, LLC93,072$7.27M0.77%+2,18013F-HRTimeline
Parker Financial LLC92,073$7.19M2.95%-16213F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC90,288$7.05M0.74%+50813F-HRTimeline
Veridan Wealth LLC89,744$7.01M2.41%13F-HRTimeline
BANK OF STOCKTON88,577$6.92M1.97%-78,06913F-HRTimeline
Aptus Capital Advisors, LLC87,997$6.87M0.06%-1,60013F-HRTimeline
FLOW TRADERS U.S. LLC87,555$6.84M0.28%new13F-HRTimeline
Conrad Siegel Investment Advisors, Inc.87,103$6.8M1.43%+4,83113F-HRTimeline
Bay Harbor Wealth Management, LLC85,115$6.65M1.8%+45013F-HRTimeline
MassMutual Private Wealth & Trust, FSB84,985$6.64M0.17%+1,70913F-HRTimeline
Sovereign Investment Advisors, LLC84,554$6.6M1.8%-15,03413F-HRTimeline
Precision Wealth Strategies, LLC84,279$6.58M2.13%-12,00013F-HRTimeline
D.A. DAVIDSON & CO.83,071$6.49M0.04%+6,34813F-HRTimeline
Sunesis Advisors, LLC82,944$6.48M3.03%13F-HRTimeline
Redhawk Wealth Advisors, Inc.82,871$6.47M0.75%+9,17713F-HRTimeline
Smart Money Group LLC82,342$6.43M1.9%+31,06213F-HRTimeline
Snowden Capital Advisors LLC82,065$6.41M0.18%-31313F-HRTimeline
CONQUIS FINANCIAL LLC81,691$6.38M6.04%-88,68313F-HRTimeline
Sagace Wealth Management LLC81,547$6.37M4.34%+39,44313F-HRTimeline
Mutual Advisors, LLC80,889$6.36M0.14%-1,11613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC81,157$6.34M1.14%+93313F-HRTimeline
Silver Oak Advisory Group, Inc.80,644$6.3M2.85%+1,37813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV78,497$6.13M0.01%-1,37513F-HRTimeline
Leeward Financial Partners, LLC78,152$6.1M1.74%+8,15013F-HRTimeline
Evergreen Wealth Management, LLC78,064$6.1M3.2%-9,49613F-HRTimeline
Rossby Financial, LCC77,698$6.07M2.01%-15013F-HRTimeline
COUNTRY TRUST BANK77,000$6.01M0.13%013F-HRTimeline
Milestone Investment Advisors LLC76,971$6.01M1.49%+1,09413F-HRTimeline
Clarity Capital Advisors, LLC76,925$6.01M3.27%+1,43613F-HRTimeline
LexAurum Advisors, LLC76,594$5.98M0.85%-76613F-HRTimeline
First Heartland Consultants, Inc.76,505$5.97M0.48%+3,93713F-HRTimeline
GENESIS PRIVATE WEALTH, LLC76,342$5.96M2.51%+1,68013F-HRTimeline
Intergy Private Wealth, LLC75,898$5.93M1.85%+2,70313F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC75,282$5.88M0.82%+19,06813F-HRTimeline
Sovereign Financial Group, Inc.74,897$5.85M1.1%+3,86113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …73,418$5.73M0.33%+6,81513F-HRTimeline
Pinnacle Financial Partners Inc73,377$5.73M0.14%-4,02813F-HRTimeline
Lionshead Wealth Management, LLC71,061$5.55M4.4%+5,73013F-HRTimeline
ESL Trust Services, LLC70,179$5.48M1.08%+9,48713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC69,262$5.41M0.42%+10,97013F-HRTimeline
PCG ASSET MANAGEMENT, LLC67,990$5.31M4.26%+2,24513F-HR/ATimeline
CAPE COD FIVE CENTS SAVINGS BANK67,689$5.3M0.49%013F-HRTimeline
Hardy Reed LLC67,373$5.26M0.39%+4,17513F-HRTimeline
HUB Investment Partners, LLC66,295$5.18M0.19%+5,15013F-HRTimeline
Momentum Wealth Planning, LLC66,076$5.16M4.02%-2,14713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC65,756$5.13M0.15%+18,87413F-HRTimelineGroup
WNY Asset Management, LLC64,487$5.04M0.48%+1,45913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management64,467$5.03M0.17%+1,44813F-HRTimelineGroup
Prostatis Group LLC63,896$4.99M1.25%-93513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.63,705$4.97M0.22%+5,62313F-HRTimelineGroup
WealthCollab, LLC63,451$4.95M2.28%+1,64113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC63,444$4.95M0.01%+6,94513F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\63,414$4.95M<0.01%-7,65813F-HRTimelineGroup
OAK HILL WEALTH ADVISORS, LLC63,392$4.95M0.93%+3,06813F-HRTimeline
Granite Harbor Advisors, Inc.63,333$4.95M2.08%+3,39413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC62,714$4.9M<0.01%013F-HR/ATimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…62,632$4.89M0.08%-37413F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC62,310$4.87M0.42%-89513F-HRTimelineGroup
Planned Solutions, Inc.61,864$4.83M1.68%-1,91013F-HRTimeline
PFG Advisors61,851$4.83M0.2%new13F-HRTimeline
Jacobsen Capital Management61,585$4.81M1.63%+51213F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC61,554$4.81M0.82%+7,30113F-HRTimeline
Prospera Financial Services Inc61,378$4.8M0.08%+2,56813F-HRTimeline
PARK NATIONAL CORP /OH/60,066$4.69M0.15%-13313F-HRTimeline
Arcataur Capital Management LLC59,445$4.64M1.36%-6713F-HRTimeline
Diversified Portfolios, Inc.59,435$4.64M0.41%-1,09513F-HRTimeline
Harbour Trust & Investment Management Co59,359$4.64M0.48%+1,43313F-HRTimeline
Equity Wealth Partners, LLC59,199$4.62M3.75%13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/59,196$4.62M1.82%+3,80213F-HRTimelineGroup
Aspire Private Capital, LLC57,537$4.49M0.99%+1,44213F-HR/ATimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…56,078$4.38M1.36%+4,10313F-HRTimeline
Family Legacy, Inc.56,038$4.38M1.34%+2913F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC54,458$4.25M0.63%-42,18013F-HRTimelineGroup
Integrated Advisors Network LLC54,215$4.23M0.18%+4,65613F-HRTimeline
Arcadia Wealth Management, LLC53,786$4.2M1.67%-20613F-HRTimeline
Marmo Financial Group, LLC52,607$4.11M1.99%new13F-HRTimeline
CoreCap Advisors, LLC51,266$4M0.15%-1,15113F-HRTimeline
Balance Wealth Partners LLC48,532$3.79M0.94%-2,17913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC48,525$3.79M0.03%+26,83413F-HRTimeline
White Lighthouse Investment Management …48,448$3.78M0.58%-88313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC47,900$3.74M<0.01%+30613F-HRTimelineGroup
Amplius Wealth Advisors, LLC47,127$3.68M0.32%-6,72213F-HRTimeline
Valmark Advisers, Inc.47,069$3.68M0.05%+8,79513F-HRTimeline
Red Wave Investments LLC46,823$3.66M1.12%-1,50413F-HRTimeline
Meridian Financial Partners LLC46,453$3.62M1.51%+1,71013F-HRTimeline
New Hampshire Trust46,096$3.6M0.7%+9,16013F-HRTimeline
Uptown Financial Advisors LLC45,480$3.55M3.12%-66113F-HRTimeline
Secure Asset Management, LLC45,146$3.53M0.58%+2,47613F-HRTimeline
Warwick Investment Management, Inc.44,261$3.46M0.6%-7913F-HRTimeline
Investments & Financial Planning, LLC44,025$3.44M1.86%+2,72913F-HRTimeline
Aureus Asset Management, LLC43,917$3.43M0.22%+313F-HRTimeline
Midwest Financial Network, LLC43,533$3.4M2.76%+4,10113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC43,678$3.39M0.12%+28,75613F-HRTimelineGroup
Perigon Wealth Management, LLC43,264$3.38M0.07%-81113F-HRTimeline
St. Louis Trust Co42,920$3.35M0.42%013F-HRTimeline
KICKSTAND VENTURES, LLC.42,595$3.33M0.73%-1,04313F-HRTimeline
RS CRUM INC.41,682$3.25M0.72%+72013F-HRTimeline
Summit Financial, LLC41,624$3.25M0.05%+16,53313F-HRTimeline
Elevated Capital Advisors, LLC41,195$3.22M0.8%-3,70013F-HRTimeline
Kelman-Lazarov, Inc.40,967$3.2M0.47%-2,08613F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …40,795$3.19M0.42%+3,81713F-HRTimeline
Westfuller Advisors, LLC40,611$3.17M1.44%-1,18613F-HRTimeline
Dynamic Advisor Solutions LLC40,352$3.15M0.09%+19,46413F-HRTimeline
Manuka Financial, LLC40,143$3.13M1.95%+51313F-HRTimeline
Waverly Advisors, LLC39,357$3.07M0.03%+89113F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC39,153$3.06M1.7%-7,44013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV39,000$3.05M0.56%+96913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC38,950$3.04M0.01%+2,35513F-HRTimelineGroup
STERLING INVESTMENT MANAGEMENT, LLC38,536$3.01M1.81%-1,01013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC38,418$3M0.69%-86813F-HRTimeline
Patriot Financial Group Insurance Agenc…37,873$2.96M0.38%+22,24013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD37,872$2.96M1.42%+6013F-HRTimeline
Bay Capital Advisors, LLC36,808$2.87M1.87%+14,24913F-HRTimeline
Defined Financial Planning LLC36,330$2.83M2.35%+7,23513F-HRTimeline
Lynx Investment Advisory35,939$2.81M1.68%+6,69813F-HRTimeline
Nabity-Jensen Investment Management Inc35,652$2.78M1.93%+23513F-HRTimeline
PFG Investments, LLC35,596$2.78M0.14%+1,88913F-HRTimeline
BANK OF HAWAII35,577$2.78M0.14%+5,54913F-HRTimeline
Wealth Management Associates, Inc.35,569$2.78M0.99%+1,87813F-HRTimeline
Wela Strategies, Inc.35,521$2.77M1.05%-16413F-HRTimeline
OneDigital Investment Advisors LLC35,234$2.75M0.03%+2,06813F-HRTimeline
Larson Financial Group LLC34,967$2.73M0.1%-13,97013F-HRTimeline
Ausdal Financial Partners, Inc.34,598$2.7M0.13%+1,85913F-HRTimeline
Joseph P. Lucia & Associates, LLC34,305$2.68M1.01%-3,74713F-HRTimeline
BancFirst Trust & Investment Management33,870$2.65M1.01%+72813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC33,853$2.64M0.18%-36513F-HRTimeline
Caliber Wealth Management, LLC / KS33,641$2.63M0.29%+55813F-HRTimeline
Chris Bulman Inc33,611$2.62M1.31%+13,03213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…33,243$2.6M0.09%-28613F-HRTimelineGroup
MidAtlantic Capital Management, Inc.32,832$2.56M1.75%-1,01013F-HRTimeline
HARBOUR INVESTMENTS, INC.32,513$2.54M0.06%+4,39313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding32,488$2.53M+8,422Timeline
Matisse Capital32,186$2.51M1.13%-54613F-HRTimeline
TSA Wealth Managment LLC32,064$2.5M0.85%-1,37013F-HRTimeline
Revisor Wealth Management LLC32,168$2.5M0.86%-2,76813F-HRTimeline
U.S. Capital Wealth Advisors, LLC31,384$2.45M0.07%+25,95613F-HRTimeline
Retirement Wealth Solutions LLC31,294$2.44M1.61%+26013F-HRTimeline
AE Wealth Management LLC31,193$2.44M0.02%+5,30313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC31,144$2.43M0.29%-2,14313F-HRTimeline
Physician Wealth Solutions Inc.31,126$2.43M1.06%-79413F-HRTimeline
Hoxton Planning & Management, LLC31,030$2.42M0.78%+8,07213F-HRTimeline
JFS WEALTH ADVISORS, LLC30,988$2.42M0.14%+3,34013F-HRTimeline
Provident Wealth Management, LLC28,770$2.25M0.68%-10913F-HRTimeline
Tranquilli Financial Advisor LLC28,522$2.23M1.32%-13,65113F-HRTimeline
IEQ CAPITAL, LLC28,496$2.23M0.01%+5313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.28,440$2.22M0.02%+6,25713F-HRTimelineGroup
BLB&B Advisors, LLC28,327$2.21M0.1%-7,31913F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC28,227$2.2M0.4%+2,13513F-HRTimeline
Patten Group, Inc.27,710$2.16M0.42%+3,18613F-HRTimeline
Compass Financial Group, Inc.27,182$2.12M0.95%+19613F-HRTimeline
Savvy Advisors, Inc.27,061$2.11M0.1%-71913F-HRTimeline
Advisory Services Network, LLC26,856$2.1M0.03%+1,23013F-HRTimeline
Smartleaf Asset Management LLC26,727$2.09M0.13%+33413F-HRTimeline
BOSTON FAMILY OFFICE LLC26,568$2.08M0.13%-2,09513F-HRTimeline
Integrated Wealth Concepts LLC26,425$2.06M0.02%+5,50013F-HRTimeline
Ballentine Partners, LLC26,395$2.06M0.03%-19813F-HRTimeline
Beaird Harris Wealth Management, LLC26,343$2.06M0.15%-20713F-HRTimeline
Breakwater Capital Group26,342$2.06M0.3%+24713F-HRTimeline
Level Financial Advisors26,311$2.05M0.58%+3,21513F-HRTimeline
Capital Advisors, Ltd. LLC26,249$2.05M0.23%+83113F-HRTimeline
LANARK FINANCIAL, INC.26,251$2.05M0.16%+2,11213F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC26,188$2.05M0.86%+4,87413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding26,157$2.04M+8,098Timeline
B. Riley Wealth Advisors, Inc.25,764$2.01M0.1%-1,00613F-HRTimeline
Per Stirling Capital Management, LLC.25,658$2M0.24%+2,52713F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC25,573$2M1.35%-33313F-HRTimeline
Strategic Investment Advisors / MI25,430$1.99M0.23%-1,14013F-HR/ATimeline
Austin Private Wealth, LLC25,366$1.98M0.15%-12,05513F-HRTimeline
Capital Investment Services of America,…25,315$1.98M0.18%-10013F-HRTimeline
Edgestream Partners, L.P.24,808$1.94M0.06%+10,11613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd24,572$1.92M0.02%new13F-HRTimelineGroup
MOTCO24,255$1.89M0.17%-30213F-HRTimeline
Pillar Financial Advisors, LLC23,430$1.83M1.15%+813F-HRTimeline
INVENIO WEALTH PARTNERS LLC23,285$1.82M0.66%+2,17113F-HRTimeline
Parallel Advisors, LLC22,894$1.79M0.03%+10,03613F-HRTimeline
UNITED BANK22,249$1.74M0.21%013F-HRTimeline
Atlatl Advisers LLC22,115$1.73M0.69%+2,08913F-HRTimeline