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Disclosery

BIV VANGUARD BD INDEX FDS

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SHS (fund)

1,007 managers (1,025 13F filers) reported a position in BIV shares at 2026-06-30, 247,542,856 shares in all. 69 filers opened a position and 64 filers sold out during the quarter.

Managers
1,007
13F filers
1,025
New
69
Added
496
Reduced
313
Sold out
64
Shares held by filers
247,542,856

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Ridgewood Investments LLC29,588$2.27M0.85%+8,27413F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC29,463$2.26M0.34%-6,20613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC29,318$2.25M0.02%+2,14513F-HRTimelineGroup
Per Stirling Capital Management, LLC.29,268$2.24M0.21%+13713F-HRTimeline
Wheelhouse Advisory Group LLC29,153$2.24M0.63%+5,24113F-HRTimeline
Capital Advisors, Ltd. LLC29,107$2.23M0.23%-38313F-HRTimeline
BLB&B Advisors, LLC29,065$2.23M0.08%+2,36013F-HRTimeline
Patten Group, Inc.28,980$2.22M0.35%-9813F-HRTimeline
Matisse Capital28,954$2.22M0.89%-3,23213F-HRTimeline
Breakwater Capital Group28,648$2.2M0.26%+81413F-HRTimeline
Amicus Financial Advisors, LLC28,190$2.16M0.53%+3113F-HRTimeline
Compass Financial Group, Inc.27,835$2.13M0.9%-89513F-HRTimeline
Zuckerman Investment Group, LLC27,779$2.13M0.18%+17,65213F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC27,720$2.13M1.28%+2,13813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC27,247$2.09M0.2%-3013F-HRTimeline
Revisor Wealth Management LLC27,151$2.08M0.5%-1,98713F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC26,968$2.07M0.2%+5,23213F-HRTimelineGroup
Provident Wealth Management, LLC26,648$2.04M0.53%-84113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC26,336$2.02M0.01%-2,97713F-HRTimeline
UNITED BANK26,300$2.02M0.24%+4,05113F-HRTimeline
Physician Wealth Solutions Inc.26,285$2.02M0.76%-54113F-HRTimeline
Ballast Rock Private Wealth LLC26,169$2.01M0.93%+23213F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC26,025$2M0.73%+84313F-HRTimeline
Werba Rubin Papier Wealth Management25,926$1.99M0.24%+1,71613F-HRTimeline
Brindle & Bay Financial Advisors, LLC25,689$1.97M0.99%-47,64613F-HRTimeline
Successful Portfolios LLC25,812$1.96M0.92%+6,53713F-HRTimeline
HT Partners LLC24,293$1.86M0.52%+2,04613F-HRTimeline
Amplius Wealth Advisors, LLC24,174$1.85M0.14%-8,39013F-HRTimeline
NBH Bank23,849$1.83M0.77%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…23,699$1.82M0.05%-5,82813F-HRTimelineGroup
FIRST HORIZON CORP23,506$1.8M0.07%-2,90313F-HRTimeline
B. Riley Wealth Advisors, Inc.23,351$1.8M0.1%-38813F-HRTimeline
Steward Partners Investment Advisory, L…23,444$1.8M0.01%+8,54213F-HRTimeline
Composition Wealth, LLC23,348$1.79M0.02%+6,29613F-HRTimeline
BOSTON FAMILY OFFICE LLC23,116$1.77M0.11%+86813F-HRTimeline
Pillar Financial Advisors, LLC23,060$1.77M0.93%+813F-HRTimeline
Five Pine Wealth Management22,713$1.74M0.99%-25913F-HRTimeline
Edgestream Partners, L.P.22,629$1.74M0.05%new13F-HRTimeline
Abacus Wealth Partners, LLC22,554$1.73M0.18%+38513F-HRTimeline
Arkadios Wealth Advisors22,536$1.73M0.03%+48713F-HRTimeline
CGC Financial Services, LLC22,341$1.71M0.39%-2,14913F-HRTimeline
EARNED WEALTH ADVISORS, LLC22,323$1.71M0.11%+86513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,085$1.69M0.02%+9,20913F-HRTimelineGroup
Dynamic Advisor Solutions LLC22,084$1.69M0.05%-18,58513F-HRTimeline
Kingsview Wealth Management, LLC21,572$1.65M0.02%+1,05813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP21,062$1.62M0.01%-2,05413F-HRTimelineGroup
Fiduciary Wealth Partners, LLC20,917$1.6M0.88%-3,13213F-HRTimeline
HRT FINANCIAL LP20,684$1.59M<0.01%+11,30313F-HRTimeline
Beaird Harris Wealth Management, LLC20,269$1.55M0.1%-1513F-HRTimeline
MOTCO20,212$1.55M0.13%-1,08813F-HRTimeline
Kampmann Melissa S.20,151$1.55M1.17%-21313F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC20,120$1.54M0.19%13F-HRTimeline
United Financial Planning Group LLC19,823$1.52M0.77%+4,88313F-HRTimeline
Adelphi Trust Co19,288$1.48M0.98%+7,80913F-HRTimeline
Shade Tree Advisors LLC19,256$1.48M0.86%013F-HRTimeline
Life Planning Partners, Inc19,219$1.47M1.1%-1,64413F-HRTimeline
QUADRANT CAPITAL GROUP LLC19,215$1.47M0.04%-29813F-HRTimeline
Global Wealth Management Investment Adv…19,060$1.46M0.21%-14813F-HRTimeline
Truvestments Capital LLC19,014$1.46M0.22%+16713F-HRTimeline
Bleakley Financial Group, LLC18,899$1.45M0.02%+4,94413F-HRTimeline
PCM Encore, LLC18,545$1.42M0.25%-1,02013F-HRTimeline
BAM Wealth Management, LLC18,260$1.4M0.88%+32313F-HRTimeline
FreeGulliver LLC17,889$1.37M0.48%+12913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,872$1.37M0.03%-69513F-HRTimeline
Foundations Investment Advisors, LLC17,866$1.37M0.01%+1,57913F-HRTimeline
GC Wealth Management RIA, LLC17,708$1.36M0.08%-5413F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.17,554$1.35M0.59%+9813F-HRTimeline
Smith Partners Wealth Management, LLC17,482$1.34M1.07%-11,62513F-HRTimeline
ROTHSCHILD INVESTMENT LLC17,480$1.34M0.05%013F-HRTimeline
Northstar Financial Companies, Inc.17,472$1.34M0.9%-62913F-HRTimeline
Legacy Wealth Partners, LLC17,405$1.33M0.3%+28913F-HRTimeline
CIBC WORLD MARKET INC.17,379$1.33M<0.01%+52413F-HRTimeline
Plum Street Advisors, LLC17,314$1.33M0.42%-33913F-HRTimeline
Livet Wealth, LLC17,171$1.32M0.76%+16213F-HRTimeline
FinDec Wealth Services, Inc.17,133$1.31M1.55%+1,40113F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC17,095$1.31M0.53%-21,62113F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC17,006$1.3M0.64%+16913F-HRTimeline
Busey Bank16,966$1.3M0.03%-48813F-HRTimeline
Mullaney, Keating & Wright, Inc.16,799$1.29M0.62%-19713F-HRTimeline
First County Bank /CT/16,783$1.29M0.61%+77913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.16,587$1.27M0.08%-9013F-HRTimelineGroup
F/m Investments LLC16,449$1.26M0.06%+1,70213F-HRTimeline
Donalies Financial Planning, LLC16,449$1.26M0.93%+8813F-HRTimeline
Caldwell Trust Co16,404$1.26M0.1%-2,94613F-HRTimeline
Vista Cima Wealth Management LLC16,275$1.25M0.93%+1,26213F-HRTimeline
Security Financial Services, INC.16,272$1.25M0.17%+2,50313F-HRTimeline
Seros Financial, LLC16,230$1.24M0.65%+98313F-HRTimeline
Partners in Financial Planning16,186$1.24M0.19%-1,93413F-HRTimeline
TrueWealth Financial Partners16,104$1.24M0.51%-1,08013F-HRTimeline
Oakmont Advisory Group, LLC15,955$1.22M1.03%+77313F-HRTimeline
CGN Advisors LLC15,819$1.21M0.09%-3,60713F-HRTimeline
UMB Bank, n.a.15,577$1.19M0.02%-11013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kovack Advisors, Inc.15,637$1.19M0.06%+2,04113F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …15,548$1.19M0.29%+66913F-HRTimeline
Nalls Sherbakoff Group, LLC15,348$1.18M0.84%-84813F-HRTimeline
Evanson Financial, LLC15,183$1.16M0.06%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,086$1.15M0.07%+1,13313F-HRTimeline
Avidian Wealth Enterprises, LLC14,905$1.14M0.03%+6713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC14,881$1.14M0.28%-1,25813F-HRTimeline
RFG Advisory, LLC14,793$1.13M0.02%+52713F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC14,777$1.13M0.9%+16013F-HRTimelineGroup
Xcelsior Advisor Partners LLC14,776$1.13M0.15%-3,94213F-HRTimeline
Asset Allocation & Management Company, …14,760$1.13M0.37%013F-HRTimeline
Global Retirement Partners, LLC14,646$1.12M0.02%13F-HRTimeline
Verdence Capital Advisors LLC14,449$1.11M0.06%-58113F-HRTimeline
CFS Investment Advisory Services, LLC14,489$1.11M0.07%+3,28713F-HRTimeline
Strategic Advocates LLC14,419$1.11M4.28%-34813F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.14,243$1.09M0.31%-3913F-HRTimeline
Pearl Planning LLC14,191$1.09M0.5%-87813F-HRTimeline
Lighthouse Wealth Management Inc.14,170$1.09M0.67%-95513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT14,139$1.08M0.11%-36813F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC14,110$1.08M0.17%013F-HRTimeline
WCG Wealth Advisors LLC13,930$1.07M0.03%-30,26513F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC13,922$1.07M0.16%+48713F-HRTimeline
EAGLE GLOBAL ADVISORS LLC13,745$1.05M0.03%-2513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/13,691$1.05M<0.01%+11413F-HRTimelineGroup
Koshinski Asset Management, Inc.13,504$1.04M0.06%-49113F-HRTimeline
Compound Planning, Inc.13,342$1.02M0.03%+1,04613F-HRTimeline
HEADINVEST, LLC13,332$1.02M0.19%+40013F-HRTimeline
Mayflower Financial Advisors, LLC13,270$1.02M0.09%+65613F-HRTimeline
TRUST CO OF VERMONT13,152$1.01M0.04%13F-HRTimeline
LifePlan Investment Advisors, Inc.13,032$1000K0.34%+14313F-HRTimeline
BANK OF STOCKTON12,706$975K0.27%-6,90113F-HRTimeline
CHOREO, LLC12,598$966K0.01%-2,60113F-HRTimeline
IFP Advisors, Inc12,524$961K0.02%-1113F-HRTimeline
Courage Miller Partners, LLC12,286$942K0.25%+6713F-HRTimeline
Connecticut Wealth Management, LLC11,818$906K0.03%-87613F-HRTimeline
Rehmann Capital Advisory Group11,800$905K0.04%-84713F-HRTimeline
Kondo Wealth Advisors, Inc.11,725$899K0.3%+3413F-HRTimeline
InvesTrust11,686$896K0.34%013F-HRTimeline
Maxele Advisors, LLC11,639$893K0.62%13F-HRTimeline
Mascagni Wealth Management, Inc.11,589$889K0.55%-1,24013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…11,570$887K0.13%013F-HRTimeline
Carmel Capital Partners, LLC11,523$884K0.29%+1613F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…11,486$881K0.01%013F-HRTimeline
Hershey Financial Advisers, LLC11,434$877K0.63%-1,20813F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC11,367$872K0.56%-29413F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …11,324$869K0.3%13F-HRTimeline
CENTRAL TRUST Co11,286$866K0.02%-2,92813F-HRTimeline
Meridian Wealth Management, LLC11,208$860K0.03%-29513F-HRTimeline
FAMILY WEALTH PARTNERS, LLC11,208$860K0.26%-5313F-HRTimeline
GWN SECURITIES INC.11,163$856K0.14%-34513F-HRTimeline
GUIDANCE CAPITAL, INC11,242$855K0.18%+56713F-HRTimeline
Asset Allocation Strategies LLC11,112$852K0.13%+1,47113F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA11,019$849K0.02%-33113F-HRTimelineGroup
HERITAGE INVESTORS MANAGEMENT CORP11,015$845K0.02%-4,21913F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…10,987$844K2.27%-16,22413F-HR/ATimelineGroup
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co10,900$836K0.18%013F-HRTimelineGroup
Welch & Forbes LLC10,809$829K0.01%-37813F-HRTimeline
Opus Financial Solutions LLC10,776$827K0.67%-41513F-HRTimeline
Cypress Wealth Services, LLC10,725$823K0.1%+3,89713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.10,678$819K<0.01%+53513F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…10,421$799K0.07%+2,08013F-HRTimelineGroup
Outlook Wealth Advisors, LLC10,324$792K0.17%-213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,315$791K<0.01%-4,16413F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC10,189$782K0.2%-1913F-HRTimeline
Prospera Capital Management, LLC10,184$779K0.24%+1,07313F-HRTimeline
WealthCare Investment Partners, LLC10,081$773K0.19%+37913F-HRTimeline
Brio Consultants, LLC10,077$773K0.09%+113F-HRTimeline
Modern Wealth Management, LLC9,805$752K0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,704$744K<0.01%-54,08613F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC9,666$742K0.11%+67913F-HRTimeline
Pinnacle Bancorp, Inc.9,647$740K0.19%-6513F-HRTimeline
Private Wealth Group, LLC9,597$736K0.28%013F-HRTimeline
Cadent Capital Advisors, LLC9,588$735K0.15%+8713F-HRTimeline
Powers Advisory Group, LLC9,575$734K0.23%-9913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,458$725K<0.01%-31413F-HRTimelineGroup
Prestige Wealth Management Group LLC9,421$723K0.13%+3,59613F-HRTimeline
Frank, Rimerman Advisors LLC9,415$722K0.04%013F-HRTimeline
CogentBlue Wealth Advisors, LLC9,399$721K0.41%new13F-HRTimeline
Members Trust Co9,250$709K0.02%013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC9,234$708K0.22%+4813F-HRTimeline
Tranquilli Financial Advisor LLC9,167$703K0.38%-80013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.9,123$700K0.03%-41613F-HRTimeline
Bluespring Wealth Management, LLC9,121$700K0.01%+3,00013F-HRTimeline
RWA WEALTH PARTNERS, LLC9,085$697K0.01%+2013F-HRTimeline
Independent Wealth Network Inc.9,056$695K0.18%+22813F-HRTimeline
BridgePort Financial Solutions, LLC9,018$692K0.18%+1,05413F-HRTimeline
PACIFIC FINANCIAL GROUP INC8,940$686K0.33%-69913F-HRTimeline
Operose Advisors LLC8,913$684K0.13%new13F-HRTimeline
MAYPORT, LLC8,870$680K0.11%+9213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,866$680K0.03%+26013F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC8,855$679K0.03%-3,05313F-HRTimeline
SageView Advisory Group, LLC8,715$668K0.02%-1,02213F-HRTimeline
Ramiah Investment Group8,711$668K0.51%+4513F-HRTimeline
LOWE BROCKENBROUGH & CO INC8,686$666K0.03%+7,59513F-HRTimeline
WPG Advisers, LLC8,636$662K0.39%+1,56113F-HRTimeline
Keudell/Morrison Wealth Management8,593$659K0.12%+56813F-HRTimeline
SONATA CAPITAL GROUP INC8,543$655K0.21%+7513F-HRTimeline
GOLDEN ROAD ADVISORS LLC8,518$653K0.32%+65213F-HRTimeline
Wealthspire Advisors, LLC8,442$648K<0.01%+5,21113F-HRTimeline
One Wealth Advisors, LLC8,440$647K0.07%-11313F-HRTimeline
SMITH, MOORE & CO.8,349$640K0.04%+4613F-HRTimeline
Global Financial Private Client, LLC8,287$636K0.17%+3813F-HRTimeline
PRIVATE TRUST CO NA8,231$631K0.05%-1,64313F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC8,140$624K0.14%-1,76013F-HRTimeline
Arlington Financial Advisors, LLC8,066$619K0.08%-18313F-HRTimeline
Everest Financial Group LLC7,945$609K0.08%-3213F-HRTimeline
Signal Advisors Wealth, LLC7,848$602K0.03%-7,20413F-HRTimeline
DELTA FINANCIAL ADVISORS LLC7,795$598K0.14%013F-HRTimeline