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Disclosery

BIV VANGUARD BD INDEX FDS

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SHS (fund)

968 managers (980 13F filers) reported a position in BIV shares at 2025-12-31, 222,964,860 shares in all. 69 filers opened a position and 57 filers sold out during the quarter.

Managers
968
13F filers
980
New
69
Added
483
Reduced
246
Sold out
57
Shares held by filers
222,964,860

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Carl P. Sherr & Co., LLC124,597$9.7M4.33%+6,73013F-HRTimeline
Beacon Pointe Advisors, LLC121,017$9.42M0.07%+17,07813F-HRTimeline
Bernardo Wealth Planning LLC118,415$9.22M1.76%+2,04713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…118,357$9.22M0.34%+2,72913F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC117,982$9.19M0.59%-4,85613F-HRTimeline
Waverly Advisors, LLC117,971$9.19M0.07%+78,61413F-HRTimeline
MA Private Wealth115,735$9.01M1.5%-1,36113F-HRTimeline
SigFig Wealth Management, LLC114,266$8.9M0.27%+23013F-HRTimeline
Joel Isaacson & Co., LLC113,799$8.86M0.29%+6,63313F-HRTimeline
VCI Wealth Management LLC112,377$8.75M2.43%+9,10013F-HRTimeline
Hurlow Wealth Management Group, Inc.111,834$8.71M2.13%+18,71013F-HRTimeline
BLAIR WILLIAM & CO/IL110,974$8.64M0.02%+2,07013F-HRTimeline
IFG Advisors, LLC110,013$8.57M1.43%+7,97513F-HRTimeline
Ethos Capital Management, Inc.109,915$8.56M8.06%13F-HRTimeline
Tillman Hartley LLC109,913$8.56M2.15%+5,34513F-HRTimeline
Patton Albertson Miller Group, LLC109,383$8.52M1%+16,17813F-HRTimeline
Avantax Planning Partners, Inc.107,148$8.34M0.23%-3,47513F-HRTimeline
HANOVER ADVISORS INC104,013$8.1M3.14%+14013F-HRTimeline
Evolution Advisers, Inc.103,833$8.09M3.5%+5,12913F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC103,756$8.08M6.41%+3,11913F-HRTimeline
Equity Wealth Partners, LLC102,960$8.02M5.2%+43,76113F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…102,397$7.97M0.13%+13913F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC102,117$7.95M0.05%+3,57413F-HRTimelineGroup
Merit Financial Group, LLC100,769$7.85M0.06%-37,24713F-HRTimeline
San Luis Wealth Advisors LLC100,393$7.82M1.31%+7,24513F-HRTimeline
Consilium Wealth Advisory, LLC100,295$7.81M2.88%+5,00713F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC99,862$7.78M1.05%+24,58013F-HRTimeline
Smart Money Group LLC99,521$7.75M2.26%+17,17913F-HRTimeline
Refined Wealth Management98,070$7.64M5.14%-3,72713F-HRTimeline
D.A. DAVIDSON & CO.97,768$7.61M0.05%+14,69713F-HRTimeline
Continuum Advisory, LLC96,296$7.5M0.75%+3,22413F-HRTimeline
Parker Financial LLC93,123$7.25M2.94%+1,05013F-HRTimeline
Veridan Wealth LLC91,570$7.13M2.4%+1,82613F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC91,302$7.11M0.74%+1,01413F-HRTimeline
Aptus Capital Advisors, LLC90,637$7.06M0.06%+2,64013F-HRTimeline
Rossby Financial, LCC89,042$6.93M2.18%+11,34413F-HRTimeline
Snowden Capital Advisors LLC87,917$6.85M0.18%+5,85213F-HRTimeline
GENESIS PRIVATE WEALTH, LLC86,562$6.74M2.09%+10,22013F-HRTimeline
Silver Oak Advisory Group, Inc.86,376$6.73M3.04%+5,73213F-HRTimeline
Sovereign Investment Advisors, LLC85,720$6.68M1.67%+1,16613F-HRTimeline
Wealth Advisory Team LLC85,614$6.67M5.89%13F-HRTimeline
Sunesis Advisors, LLC85,526$6.66M3.02%+2,58213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC85,199$6.64M0.5%+15,93713F-HRTimeline
First Heartland Consultants, Inc.85,114$6.63M0.5%+8,60913F-HRTimeline
Mutual Advisors, LLC84,986$6.62M0.14%+4,09713F-HRTimeline
Bay Harbor Wealth Management, LLC83,915$6.54M1.71%-1,20013F-HRTimeline
Clarity Capital Advisors, LLC83,816$6.53M3.26%+6,89113F-HRTimeline
Sagace Wealth Management LLC82,895$6.46M4.39%+1,34813F-HRTimeline
MassMutual Private Wealth & Trust, FSB82,048$6.39M0.16%-2,93713F-HRTimeline
CONQUIS FINANCIAL LLC82,038$6.39M5.49%+34713F-HRTimeline
ESL Trust Services, LLC81,568$6.35M1.22%+11,38913F-HRTimeline
Evergreen Wealth Management, LLC80,887$6.3M3.17%+2,82313F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC80,609$6.28M3.66%new13F-HRTimeline
Milestone Investment Advisors LLC80,546$6.27M1.52%+3,57513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC79,803$6.22M0.05%-17,52713F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC79,792$6.21M1.04%+18,23813F-HRTimeline
Retirement Planning Group, LLC79,628$6.2M0.2%-37,18313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …79,067$6.16M0.37%+5,64913F-HRTimeline
New Hampshire Trust78,840$6.14M1.19%+32,74413F-HRTimeline
Sovereign Financial Group, Inc.77,949$6.07M1.08%+3,05213F-HRTimeline
Leeward Financial Partners, LLC77,453$6.03M1.7%-69913F-HRTimeline
COUNTRY TRUST BANK77,000$6M0.11%013F-HRTimeline
Intergy Private Wealth, LLC75,618$5.89M1.78%-28013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV75,606$5.89M0.01%-2,89113F-HRTimeline
WealthCollab, LLC73,910$5.76M2.36%+10,45913F-HRTimeline
Westwood Wealth Management72,757$5.67M4.26%new13F-HRTimeline
Lionshead Wealth Management, LLC72,757$5.67M4.26%+1,69613F-HRTimeline
PFG Advisors71,702$5.58M0.27%+9,85113F-HRTimeline
Richmond Brothers, Inc.71,581$5.57M3.55%-25,05713F-HRTimeline
PCG ASSET MANAGEMENT, LLC70,485$5.56M4.43%+2,49513F-HRTimeline
Hardy Reed LLC70,569$5.5M0.39%+3,19613F-HRTimeline
Granite Harbor Advisors, Inc.69,255$5.39M2.28%+5,92213F-HRTimeline
Prospera Financial Services Inc68,879$5.37M0.09%+7,50113F-HRTimeline
Bay Capital Advisors, LLC68,242$5.31M3.24%+31,43413F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK67,689$5.3M0.49%013F-HRTimeline
Momentum Wealth Planning, LLC68,017$5.3M4.13%+1,94113F-HRTimeline
Arax Advisory Partners67,433$5.25M0.15%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…67,171$5.23M0.06%+4,53913F-HRTimelineGroup
PARK NATIONAL CORP /OH/66,779$5.2M0.16%+6,71313F-HRTimeline
Summit Financial, LLC66,668$5.19M0.08%+25,04413F-HRTimeline
Redhawk Wealth Advisors, Inc.66,582$5.19M0.58%-16,28913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management66,568$5.18M0.17%+2,10113F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.66,523$5.18M0.22%+2,81813F-HRTimelineGroup
Planned Solutions, Inc.63,766$4.97M1.61%+1,90213F-HRTimeline
Jacobsen Capital Management63,736$4.96M1.62%+2,15113F-HRTimeline
Prostatis Group LLC63,535$4.95M1.18%-36113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC62,714$4.88M<0.01%013F-HRTimelineGroup
Precision Wealth Strategies, LLC62,610$4.88M1.58%-21,66913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/61,859$4.82M1.92%+2,66313F-HRTimelineGroup
VestGen Advisors, LLC61,604$4.8M0.2%+39,79713F-HRTimeline
Harbour Trust & Investment Management Co59,681$4.65M0.47%+32213F-HRTimeline
Integrated Advisors Network LLC58,793$4.58M0.2%+4,57813F-HRTimeline
Arcataur Capital Management LLC58,779$4.58M1.31%-66613F-HRTimeline
CWM, LLCin group CWM, LLC58,601$4.56M0.01%+43,73513F-HRTimelineGroup
Aspire Private Capital, LLC58,078$4.52M1.01%+54113F-HRTimeline
Hoxton Planning & Management, LLC57,034$4.44M1.33%+26,00413F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…56,517$4.4M1.29%+43913F-HRTimeline
Valmark Advisers, Inc.56,514$4.4M0.05%+9,44513F-HRTimeline
Family Legacy, Inc.56,269$4.38M1.31%+23113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC56,230$4.38M0.01%-7,21413F-HRTimelineGroup
SeedSafe Financial LLC55,308$4.31M3.81%13F-HRTimeline
TD Waterhouse Canada Inc.55,296$4.31M0.03%+44,37913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC55,287$4.31M0.03%+6,76213F-HRTimeline
Graetz Wealth LLC55,185$4.3M3.91%13F-HRTimeline
Marmo Financial Group, LLC54,342$4.23M2%+1,73513F-HRTimeline
Arcadia Wealth Management, LLC54,159$4.22M1.57%+37313F-HRTimeline
J.W. COLE ADVISORS, INC.97,827$4.21M0.1%+1,61113F-HRTimeline
Diversified Portfolios, Inc.52,284$4.07M0.34%-7,15113F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC51,732$4.03M0.66%-2,72613F-HRTimelineGroup
Uptown Financial Advisors LLC51,432$4.01M3.41%+5,95213F-HRTimeline
Meridian Financial Partners LLC51,441$4M1.58%+4,98813F-HRTimeline
HUB Investment Partners, LLC51,341$4M0.11%-14,95413F-HRTimeline
Smartleaf Asset Management LLC50,896$3.98M0.15%+24,16913F-HRTimeline
CoreCap Advisors, LLC50,935$3.97M0.14%-33113F-HRTimeline
White Lighthouse Investment Management …49,730$3.87M0.54%+1,28213F-HRTimeline
WCG Wealth Advisors LLC49,452$3.85M0.11%new13F-HRTimeline
Balance Wealth Partners LLC48,252$3.76M1.21%-28013F-HRTimeline
Secure Asset Management, LLC47,825$3.72M0.59%+2,67913F-HRTimeline
Brindle & Bay Financial Advisors, LLC47,741$3.72M2.47%13F-HRTimeline
Graney & King, LLC47,278$3.68M2.15%+28,03813F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …46,845$3.65M0.48%+6,05013F-HRTimeline
Red Wave Investments LLC46,512$3.62M1.08%-31113F-HRTimeline
Midwest Financial Network, LLC46,499$3.62M2.79%+2,96613F-HRTimeline
Perigon Wealth Management, LLC46,349$3.61M0.06%+3,08513F-HRTimeline
Amplius Wealth Advisors, LLC46,091$3.59M0.3%-1,03613F-HRTimeline
Capital Investment Management, Inc.45,981$3.58M1.25%13F-HRTimeline
Investments & Financial Planning, LLC45,926$3.58M1.92%+1,90113F-HRTimeline
BANK OF STOCKTON45,504$3.54M1.01%-43,07313F-HRTimeline
Aureus Asset Management, LLC43,775$3.41M0.22%-14213F-HRTimeline
St. Louis Trust Co42,920$3.34M0.38%013F-HRTimeline
Advisory Services Network, LLC42,757$3.33M0.05%+15,90113F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…42,664$3.32M3.12%13F-HRTimeline
Kelman-Lazarov, Inc.42,537$3.31M0.47%+1,57013F-HRTimeline
KICKSTAND VENTURES, LLC.42,519$3.31M0.7%-7613F-HRTimeline
Warwick Investment Management, Inc.42,290$3.29M0.51%-1,97113F-HRTimeline
Patriot Financial Group Insurance Agenc…42,251$3.29M0.39%+4,37813F-HRTimeline
HARBOUR INVESTMENTS, INC.41,661$3.24M0.07%+9,14813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC41,625$3.24M0.01%+2,67513F-HRTimelineGroup
RS CRUM INC.41,234$3.21M0.64%-44813F-HRTimeline
Capital Investment Advisors, LLC41,185$3.21M0.05%+31,77313F-HRTimeline
Chris Bulman Inc41,014$3.19M1.41%+7,40313F-HRTimeline
Dynamic Advisor Solutions LLC40,705$3.17M0.1%+35313F-HRTimeline
Joseph P. Lucia & Associates, LLC39,806$3.1M1.12%+5,50113F-HRTimeline
Pacific Park Financial, Inc.39,710$3.09M1.93%13F-HRTimeline
Elevated Capital Advisors, LLC39,608$3.08M0.72%-1,58713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV39,411$3.07M0.48%+41113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD39,324$3.06M1.45%+1,45213F-HRTimeline
INTEGRITY ALLIANCE, LLC.38,887$3.03M0.11%new13F-HRTimeline
AE Wealth Management LLC38,662$3.01M0.02%+7,46913F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC37,947$2.96M1.53%-1,20613F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC37,618$2.93M1.66%-91813F-HRTimeline
PFG Investments, LLC37,415$2.91M0.14%+1,81913F-HRTimeline
Westfuller Advisors, LLC37,392$2.91M1.18%-3,21913F-HRTimeline
Wealth Management Associates, Inc.37,192$2.9M1.01%+1,62313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding36,889$2.87M+4,401Timeline
BANK OF HAWAII36,614$2.85M0.14%+1,03713F-HRTimeline
Wilkins Miller Wealth Management, LLC35,528$2.77M1.65%+14,96313F-HRTimeline
Nabity-Jensen Investment Management Inc35,448$2.76M1.87%-20413F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC35,226$2.74M0.61%-3,19213F-HRTimeline
Manuka Financial, LLC34,919$2.72M1.69%-5,22413F-HRTimeline
Lynx Investment Advisory34,843$2.71M1.48%-1,09613F-HRTimeline
Smith Partners Wealth Management, LLC34,526$2.69M2.47%13F-HRTimeline
BancFirst Trust & Investment Management34,387$2.69M1.11%+51713F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC34,430$2.68M0.44%+6,20313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding34,083$2.65M+7,926Timeline
Blom & Howell Financial Planning, Inc.33,962$2.64M2.63%13F-HRTimeline
Caliber Wealth Management, LLC / KS33,649$2.62M0.28%+813F-HRTimeline
Houlihan Financial Resource Group, Ltd.33,617$2.62M1%+18,88713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,382$2.6M0.02%+4,94213F-HRTimelineGroup
MidAtlantic Capital Management, Inc.33,167$2.58M1.65%+33513F-HRTimeline
Level Financial Advisors32,939$2.57M0.68%+6,62813F-HRTimeline
OneDigital Investment Advisors LLC32,440$2.53M0.02%-2,79413F-HRTimeline
Matisse Capital32,186$2.51M1.12%013F-HRTimeline
Integrated Wealth Concepts LLC32,176$2.51M0.03%+5,75113F-HRTimeline
Retirement Wealth Solutions LLC31,727$2.47M1.56%+43313F-HRTimeline
TSA Wealth Managment LLC31,613$2.46M0.82%-45113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…31,488$2.45M0.08%-1,75513F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC30,988$2.41M0.14%013F-HRTimeline
Ausdal Financial Partners, Inc.30,872$2.4M0.11%-3,72613F-HRTimeline
Hopwood Nicholas Hunter30,622$2.38M0.78%13F-HRTimeline
Physician Wealth Solutions Inc.30,547$2.38M1.01%-57913F-HRTimeline
Revisor Wealth Management LLC30,303$2.35M0.63%-1,86513F-HRTimeline
Patten Group, Inc.30,156$2.35M0.43%+2,44613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC29,533$2.3M0.26%-1,61113F-HRTimeline
LANARK FINANCIAL, INC.29,309$2.28M0.17%+3,05813F-HRTimeline
Compass Financial Group, Inc.29,078$2.26M1%+1,89613F-HRTimeline
Larson Financial Group LLC28,948$2.25M0.08%-6,01913F-HRTimeline
Provident Wealth Management, LLC28,335$2.21M0.65%-43513F-HRTimeline
Beaird Harris Wealth Management, LLC28,147$2.19M0.15%+1,80413F-HRTimeline
Savvy Advisors, Inc.28,008$2.18M0.07%+94713F-HRTimeline
IEQ CAPITAL, LLC27,860$2.17M0.01%-63613F-HRTimeline
Per Stirling Capital Management, LLC.27,793$2.16M0.24%+2,13513F-HRTimeline
Ballentine Partners, LLC26,484$2.06M0.03%+8913F-HRTimeline
Capital Advisors, Ltd. LLC26,449$2.06M0.23%+20013F-HRTimeline
Breakwater Capital Group26,405$2.06M0.29%+6313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC26,142$2.04M0.31%-55,01513F-HRTimeline
Amicus Financial Advisors, LLC26,141$2.04M0.57%13F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC26,081$2.03M1.35%+50813F-HRTimeline
BOSTON FAMILY OFFICE LLC25,945$2.02M0.13%-62313F-HRTimeline
FIRST HORIZON CORP25,436$1.98M0.09%+6,59913F-HRTimeline