Skip to content

BIV VANGUARD BD INDEX FDS

Follow

SHS (fund)

999 managers (1,015 13F filers) reported a position in BIV shares at 2026-03-31, 240,581,631 shares in all. 89 filers opened a position and 57 filers sold out during the quarter.

Managers
999
13F filers
1,015
New
89
Added
530
Reduced
253
Sold out
57
Shares held by filers
240,581,631

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Beacon Pointe Advisors, LLC127,690$9.86M0.05%+6,67313F-HRTimeline
SigFig Wealth Management, LLC125,857$9.71M0.28%+11,59113F-HRTimeline
Carl P. Sherr & Co., LLC125,065$9.65M4.54%+46813F-HRTimeline
VCI Wealth Management LLC124,874$9.64M2.67%+12,49713F-HRTimeline
IFG Advisors, LLC123,086$9.5M1.56%+13,07313F-HRTimeline
D.A. DAVIDSON & CO.121,563$9.38M0.06%+23,79513F-HRTimeline
Fortis Advisors, LLC119,118$9.19M4.61%new13F-HRTimeline
Joel Isaacson & Co., LLC118,975$9.18M0.3%+5,17613F-HRTimeline
Equity Wealth Partners, LLC118,369$9.14M5.91%+15,40913F-HRTimeline
Smart Money Group LLC118,356$9.13M2.66%+18,83513F-HRTimeline
Patton Albertson Miller Group, LLC116,545$8.99M1.07%+7,16213F-HRTimeline
San Luis Wealth Advisors LLC115,680$8.93M1.48%+15,28713F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC115,562$8.92M1.09%+15,70013F-HRTimeline
Systelligence, LLC112,975$8.72M1.7%-66,33313F-HRTimeline
Avantax Planning Partners, Inc.112,934$8.72M0.24%+5,78613F-HRTimeline
Sanctuary Advisors, LLC112,774$8.7M0.05%-35,48713F-HRTimeline
Go Invest LLC112,053$8.65M2.48%new13F-HRTimeline
Evolution Advisers, Inc.109,929$8.48M3.58%+6,09613F-HRTimeline
BLAIR WILLIAM & CO/IL109,438$8.45M0.02%-1,53613F-HRTimeline
Merit Financial Group, LLC108,841$8.4M0.06%+8,07213F-HRTimeline
MA Private Wealth108,469$8.37M1.42%-7,26613F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC107,091$8.27M6.65%+3,33513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…106,764$8.24M0.14%+4,36713F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC106,602$8.23M0.04%+4,48513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC106,326$8.21M0.01%new13F-HRTimelineGroup
HANOVER ADVISORS INC105,039$8.11M3.29%+1,02613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC104,392$8.06M0.59%+19,19313F-HRTimeline
Consilium Wealth Advisory, LLC102,873$7.94M2.71%+2,57813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC101,434$7.83M0.06%+21,63113F-HRTimeline
Tillman Hartley LLC101,250$7.81M1.96%-8,66313F-HRTimeline
Continuum Advisory, LLC99,163$7.65M0.73%+2,86713F-HRTimeline
Parker Financial LLC99,088$7.63M3.05%+5,96513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …98,580$7.61M0.43%+19,51313F-HRTimeline
First Heartland Consultants, Inc.92,826$7.16M0.55%+7,71213F-HRTimeline
Rossby Financial, LCC93,053$7.16M1.49%+4,01113F-HRTimeline
GENESIS PRIVATE WEALTH, LLC92,643$7.15M2.25%+6,08113F-HRTimeline
Veridan Wealth LLC91,844$7.09M2.67%+27413F-HRTimeline
Aptus Capital Advisors, LLC91,434$7.06M0.06%+79713F-HRTimeline
Mutual Advisors, LLC91,415$7.06M0.15%+6,42913F-HRTimeline
Snowden Capital Advisors LLC91,374$7.05M0.19%+3,45713F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC91,218$7.04M0.72%-8413F-HRTimeline
Silver Oak Advisory Group, Inc.91,135$7.03M3.03%+4,75913F-HRTimeline
Bay Capital Advisors, LLC89,113$6.88M4.24%+20,87113F-HRTimeline
New Hampshire Trust88,770$6.85M1.38%+9,93013F-HRTimeline
Bay Harbor Wealth Management, LLC88,568$6.84M1.77%+4,65313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC88,248$6.81M0.49%-29,73413F-HRTimeline
Sovereign Financial Group, Inc.88,124$6.8M1.18%+10,17513F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC87,756$6.77M1.13%+7,96413F-HRTimeline
CONQUIS FINANCIAL LLC87,475$6.76M5.6%+5,43713F-HRTimeline
Sovereign Investment Advisors, LLC86,299$6.66M1.41%+57913F-HRTimeline
WealthCollab, LLC84,675$6.54M2.69%+10,76513F-HRTimeline
Clarity Capital Advisors, LLC84,637$6.53M3.04%+82113F-HRTimeline
MassMutual Private Wealth & Trust, FSB83,854$6.47M0.18%+1,80613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV83,827$6.47M0.01%+8,22113F-HRTimeline
Sagace Wealth Management LLC83,824$6.47M4.39%+92913F-HRTimeline
WNY Asset Management, LLC82,765$6.39M0.66%13F-HRTimeline
Milestone Investment Advisors LLC82,586$6.37M1.54%+2,04013F-HRTimeline
Evergreen Wealth Management, LLC82,274$6.35M3.28%+1,38713F-HRTimeline
Retirement Planning Group, LLC81,607$6.3M0.2%+1,97913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/81,275$6.27M2.25%+19,41613F-HRTimelineGroup
ESL Trust Services, LLC81,073$6.26M1.19%-49513F-HRTimeline
Intergy Private Wealth, LLC80,803$6.24M1.83%+5,18513F-HRTimeline
IFC & Insurance Marketing, Inc.80,290$6.2M6.47%-119,95813F-HRTimeline
Patriot Financial Group Insurance Agenc…79,592$6.14M0.35%+37,34113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.78,891$6.09M0.33%+12,36813F-HRTimelineGroup
EJMK Ventures LLC78,713$6.08M3.39%+54,07113F-HRTimeline
Prospera Financial Services Inc77,646$6M0.1%+8,76713F-HRTimeline
Sunesis Advisors, LLC77,395$5.97M2.7%-8,13113F-HRTimeline
Leeward Financial Partners, LLC76,809$5.93M1.76%-64413F-HRTimeline
Leo H. Evart, Inc.76,674$5.92M5.06%13F-HR/ATimeline
PCG ASSET MANAGEMENT, LLC76,120$5.87M4.7%+5,63513F-HRTimeline
Arax Advisory Partners74,912$5.78M0.16%+7,47913F-HRTimeline
Graetz Wealth LLC74,524$5.75M5.13%+19,33913F-HRTimeline
Arcataur Capital Management LLC74,514$5.75M1.6%+15,73513F-HRTimeline
Secure Asset Management, LLC74,449$5.75M0.91%+26,62413F-HRTimeline
Brindle & Bay Financial Advisors, LLC73,335$5.66M3.47%+25,59413F-HRTimeline
Lionshead Wealth Management, LLC73,222$5.65M4.16%+46513F-HRTimeline
Granite Harbor Advisors, Inc.72,769$5.62M2.45%+3,51413F-HRTimeline
Hardy Reed LLC72,644$5.61M0.41%+2,07513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…71,813$5.54M0.06%+4,64213F-HRTimelineGroup
PFG Advisors71,585$5.52M0.27%-11713F-HRTimeline
Jacobsen Capital Management69,651$5.38M1.82%+5,91513F-HRTimeline
JFS WEALTH ADVISORS, LLC69,635$5.37M0.3%+38,64713F-HRTimeline
Momentum Wealth Planning, LLC68,621$5.3M4.79%+60413F-HRTimeline
Planned Solutions, Inc.68,341$5.27M1.74%+4,57513F-HRTimeline
PARK NATIONAL CORP /OH/67,784$5.23M0.16%+1,00513F-HRTimeline
HUB Investment Partners, LLC66,598$5.14M0.13%+15,25713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.63,508$4.93M0.03%+30,12613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC63,790$4.92M<0.01%new13F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC63,350$4.89M0.52%new13F-HRTimelineGroup
Hoxton Planning & Management, LLC63,105$4.87M1.46%+6,07113F-HRTimeline
TD Waterhouse Canada Inc.62,614$4.81M0.01%+7,31813F-HRTimeline
CWM, LLCin group CWM, LLC62,238$4.8M0.01%+3,63713F-HRTimelineGroup
Savvy Advisors, Inc.62,043$4.79M0.13%+34,03513F-HRTimeline
Forthright Family Wealth Advisory LLC62,371$4.7M3.15%+59,78113F-HRTimeline
Integrated Advisors Network LLC60,516$4.67M0.25%+1,72313F-HRTimeline
Harbour Trust & Investment Management Co60,153$4.64M0.49%+47213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC58,188$4.49M0.01%+1,95813F-HRTimelineGroup
Family Legacy, Inc.57,522$4.44M1.33%+1,25313F-HRTimeline
Aspire Private Capital, LLC57,166$4.41M1%-91213F-HRTimeline
Prostatis Group LLC56,930$4.39M1.12%-6,60513F-HRTimeline
Richmond Brothers, Inc.56,916$4.39M2.93%-14,66513F-HRTimeline
Arcadia Wealth Management, LLC56,622$4.37M1.58%+2,46313F-HRTimeline
Precision Wealth Strategies, LLC56,344$4.35M1.44%-6,26613F-HRTimeline
Valmark Advisers, Inc.55,836$4.31M0.05%-67813F-HRTimeline
AE Wealth Management LLC55,519$4.28M0.02%+16,85713F-HRTimeline
SeedSafe Financial LLC55,308$4.27M3.51%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC55,088$4.25M<0.01%-7,62613F-HRTimelineGroup
Advisory Services Network, LLC54,170$4.18M0.06%+11,41313F-HRTimeline
Investments & Financial Planning, LLC54,052$4.17M2.27%+8,12613F-HRTimeline
Perigon Wealth Management, LLC53,947$4.16M0.08%+7,59813F-HRTimeline
Uptown Financial Advisors LLC53,725$4.15M3.35%+2,29313F-HRTimeline
Marmo Financial Group, LLC53,609$4.14M2.05%-73313F-HRTimeline
Meridian Financial Partners LLC53,292$4.11M1.56%+1,85113F-HRTimeline
Smartleaf Asset Management LLC52,839$4.06M0.15%+1,94313F-HRTimeline
CoreCap Advisors, LLC52,448$4.05M0.14%+1,51313F-HRTimeline
Professional Financial Advisors, LLC51,543$3.98M0.81%+42,59213F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …51,509$3.98M0.52%+4,66413F-HRTimeline
Blom & Howell Financial Planning, Inc.51,070$3.94M3.87%+17,10813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC50,064$3.86M0.03%-5,22313F-HRTimeline
HARBOUR INVESTMENTS, INC.49,907$3.85M0.06%+8,24613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management49,874$3.85M0.13%-16,69413F-HRTimelineGroup
White Lighthouse Investment Management …49,303$3.81M0.53%-42713F-HRTimeline
LexAurum Advisors, LLC49,062$3.79M0.49%13F-HRTimeline
Capital Investment Management, Inc.48,977$3.78M1.3%+2,99613F-HRTimeline
Graney & King, LLC48,375$3.73M2.01%+1,09713F-HRTimeline
Balance Wealth Partners LLC48,227$3.72M1.16%-2513F-HRTimeline
St. Louis Trust Co47,363$3.66M0.43%+4,44313F-HRTimeline
Midwest Financial Network, LLC46,984$3.63M2.88%+48513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC46,501$3.59M0.01%-102,38313F-HRTimelineGroup
Red Wave Investments LLC46,232$3.57M1.07%-28013F-HRTimeline
Ballentine Partners, LLC45,685$3.53M0.05%+19,20113F-HRTimeline
Western Wealth Management, LLC45,635$3.52M0.13%+41,78813F-HR/ATimeline
Wilkins Miller Wealth Management, LLC44,842$3.46M2.09%+9,31413F-HRTimeline
KICKSTAND VENTURES, LLC.44,723$3.45M0.73%+2,20413F-HRTimeline
RS CRUM INC.44,639$3.45M0.67%+3,40513F-HRTimeline
WCG Wealth Advisors LLC44,195$3.41M0.1%-5,25713F-HRTimeline
Aureus Asset Management, LLC44,190$3.41M0.23%+41513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC43,801$3.38M0.01%+2,17613F-HRTimelineGroup
Pacific Park Financial, Inc.43,661$3.37M2.2%+3,95113F-HRTimeline
Strategic Investment Advisors / MI43,473$3.36M0.23%+18,39213F-HRTimeline
Chris Bulman Inc43,420$3.35M1.47%+2,40613F-HRTimeline
C M BIDWELL & ASSOCIATES LTD43,204$3.33M1.56%+3,88013F-HRTimeline
INTEGRITY ALLIANCE, LLC.42,858$3.31M0.13%+3,97113F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…42,052$3.25M2.92%-61213F-HRTimeline
Capital Investment Advisors, LLC41,168$3.18M0.05%-1713F-HR/ATimeline
Dynamic Advisor Solutions LLC40,669$3.14M0.1%-3613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV40,547$3.13M0.42%+1,13613F-HRTimeline
Level Financial Advisors40,206$3.1M0.79%+7,26713F-HRTimeline
Elevated Capital Advisors, LLC40,205$3.1M0.78%+59713F-HRTimeline
Warwick Investment Management, Inc.40,099$3.09M0.45%-2,19113F-HRTimeline
Joseph P. Lucia & Associates, LLC39,366$3.04M1.09%-44013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC38,716$2.99M1.45%+76913F-HRTimeline
Kelman-Lazarov, Inc.38,355$2.96M0.42%-4,18213F-HRTimeline
Wealth Management Associates, Inc.38,309$2.96M1.02%+1,11713F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC37,602$2.9M1.74%-1613F-HRTimeline
Nabity-Jensen Investment Management Inc37,032$2.86M1.98%+1,58413F-HRTimeline
BANK OF HAWAII36,955$2.85M0.15%+34113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,952$2.85M<0.01%new13F-HRTimelineGroup
Diversified Portfolios, Inc.36,172$2.79M0.23%-16,11213F-HRTimeline
Lynx Investment Advisory36,140$2.79M1.33%+1,29713F-HRTimeline
Westfuller Advisors, LLC36,016$2.78M1.2%-1,37613F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC36,001$2.78M0.61%+77513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding35,815$2.76M+1,732Timeline
Manuka Financial, LLC35,688$2.75M1.7%+76913F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC35,669$2.75M0.48%+1,23913F-HRTimeline
LANARK FINANCIAL, INC.35,576$2.75M0.21%+6,26713F-HRTimeline
Retirement Wealth Solutions LLC35,422$2.73M1.72%+3,69513F-HRTimeline
Ausdal Financial Partners, Inc.35,202$2.72M0.12%+4,33013F-HRTimeline
MidAtlantic Capital Management, Inc.34,978$2.7M1.86%+1,81113F-HRTimeline
Cooper Financial Group34,515$2.66M0.27%-490,19013F-HRTimeline
Integrated Wealth Concepts LLC34,443$2.66M0.02%+2,26713F-HRTimeline
Caliber Wealth Management, LLC / KS34,036$2.63M0.29%+38713F-HRTimeline
TSA Wealth Managment LLC34,028$2.63M0.85%+2,41513F-HRTimeline
BancFirst Trust & Investment Management34,098$2.62M1.16%-28913F-HRTimeline
Kuhn & Co Investment Counsel33,793$2.61M1.68%+9,88013F-HRTimeline
Houlihan Financial Resource Group, Ltd.33,617$2.59M1.01%013F-HRTimeline
VestGen Advisors, LLC33,875$2.59M0.07%-27,72913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC33,310$2.57M0.02%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC33,235$2.57M0.03%+79513F-HRTimeline
PFG Investments, LLC33,060$2.55M0.12%-4,35513F-HRTimeline
Amplius Wealth Advisors, LLC32,564$2.51M0.21%-13,52713F-HRTimeline
Covenant Asset Management, LLC32,488$2.51M0.51%+17,37513F-HRTimeline
Matisse Capital32,186$2.48M1.06%013F-HRTimeline
Hopwood Nicholas Hunter31,256$2.41M0.77%+63413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding30,974$2.38M-5,915Timeline
UPTICK PARTNERS, LLC29,896$2.31M0.46%+5,15913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…29,527$2.28M0.07%-1,96113F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC29,515$2.28M0.36%+3,37313F-HRTimeline
Capital Advisors, Ltd. LLC29,490$2.28M0.26%+3,04113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC29,313$2.26M0.02%new13F-HRTimeline
Per Stirling Capital Management, LLC.29,131$2.25M0.25%+1,33813F-HRTimeline
Revisor Wealth Management LLC29,138$2.25M0.62%-1,16513F-HRTimeline
Smith Partners Wealth Management, LLC29,107$2.25M2.01%-5,41913F-HRTimeline
Patten Group, Inc.29,078$2.24M0.39%-1,07813F-HRTimeline
Parallel Advisors, LLC28,950$2.23M0.04%+5,35213F-HR/ATimeline
Compass Financial Group, Inc.28,730$2.22M1%-34813F-HRTimeline
United Community Bankin group United Community Bank28,456$2.2M0.73%new13F-HRTimelineGroup
Amicus Financial Advisors, LLC28,159$2.17M0.6%+2,01813F-HRTimeline
IEQ CAPITAL, LLC27,850$2.15M0.01%-1013F-HRTimeline