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Disclosery

BIV VANGUARD BD INDEX FDS

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SHS (fund)

925 managers (934 13F filers) reported a position in BIV shares at 2024-12-31, 174,453,685 shares in all. 60 filers opened a position and 43 filers sold out during the quarter.

Managers
925
13F filers
934
New
60
Added
448
Reduced
251
Sold out
43
Shares held by filers
174,453,685

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CENTRAL TRUST Co21,106$1.58M0.04%+4,91813F-HRTimeline
Global Wealth Management Investment Adv…20,969$1.57M0.32%+90913F-HRTimeline
PAX Financial Group, LLC20,952$1.57M0.28%+1,04013F-HRTimeline
Kingsview Wealth Management, LLC20,851$1.56M0.03%-6,24813F-HRTimeline
Asset Allocation Strategies LLC20,791$1.55M0.37%+11,29713F-HRTimeline
Traveka Wealth, LLC20,749$1.55M0.86%-72,98713F-HRTimeline
CGN Advisors LLC20,646$1.54M0.15%+67813F-HRTimeline
Mengis Capital Management, Inc.20,581$1.54M0.31%-1,12713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,351$1.52M0.01%+36513F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC20,298$1.52M0.02%-1,14813F-HRTimeline
Advisory Services Network, LLC20,088$1.5M0.03%+2,70613F-HRTimeline
Murphy & Mullick Capital Management Corp20,069$1.5M1.38%13F-HRTimeline
Level Financial Advisors19,998$1.49M0.55%+7,45713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC19,916$1.49M0.03%+12,03513F-HRTimeline
360 Financial, Inc.18,337$1.47M0.54%+23513F-HRTimeline
Atlatl Advisers LLC19,680$1.47M0.86%13F-HRTimeline
Graney & King, LLC19,668$1.47M1.11%13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…19,608$1.47M0.25%-3,43513F-HRTimeline
Shade Tree Advisors LLC19,256$1.44M1.45%13F-HRTimeline
Revisor Wealth Management LLC19,213$1.44M1.32%-103,16213F-HRTimeline
HT Partners LLC19,170$1.43M0.49%-1,32813F-HRTimeline
Stephens Consulting, LLC18,982$1.42M0.36%+513F-HRTimeline
Plum Street Advisors, LLC18,972$1.42M0.7%-69013F-HRTimeline
Wheelhouse Advisory Group LLC18,821$1.41M0.83%-1,22713F-HRTimeline
Blue Barn Wealth, LLC18,776$1.4M0.74%-1,74013F-HRTimeline
Partners in Financial Planning18,773$1.4M0.29%+22913F-HRTimeline
Busey Bank18,392$1.37M0.05%-2,50013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…17,989$1.34M0.03%+12,51113F-HRTimelineGroup
Bleakley Financial Group, LLC17,871$1.34M0.04%+86813F-HRTimeline
Independent Advisor Alliance17,850$1.33M0.02%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC17,425$1.3M0.09%+68513F-HRTimeline
Lighthouse Wealth Management Inc.17,420$1.3M1.19%13F-HRTimeline
Apella Capital, LLC17,373$1.3M0.05%-1,08213F-HRTimeline
MYCIO WEALTH PARTNERS, LLC17,160$1.28M0.31%+2,31113F-HRTimeline
Eagle Strategies LLC17,127$1.28M0.22%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…17,069$1.28M0.17%+38213F-HRTimeline
Greykasell Wealth Strategies, Inc.16,879$1.26M0.7%13F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC16,861$1.26M0.64%+13,90613F-HRTimeline
Quantum Private Wealth, LLC16,812$1.26M0.4%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.16,674$1.25M0.5%-44713F-HRTimeline
Five Pine Wealth Management16,654$1.24M1.05%13F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC16,567$1.24M0.1%-12513F-HRTimeline
FourThought Financial Partners, LLC16,539$1.24M0.13%-613F-HRTimeline
Frank, Rimerman Advisors LLC16,379$1.22M0.09%+7,59613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC16,305$1.22M0.03%+86513F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC16,236$1.21M0.09%-1,10913F-HRTimeline
Platform Technology Partners16,199$1.21M0.37%-4,30813F-HRTimeline
FAGAN ASSOCIATES, INC.16,081$1.2M0.19%-1,01213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,881$1.19M0.1%new13F-HRTimeline
Williams Jones Wealth Management, LLC.15,866$1.19M0.01%-3,31413F-HRTimeline
CGC Financial Services, LLC15,865$1.19M0.47%-2,03813F-HRTimeline
Merriman Wealth Management, LLC15,752$1.18M0.05%013F-HRTimeline
ANDERSON HOAGLAND & CO15,496$1.16M0.12%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC15,226$1.14M0.03%-14713F-HRTimeline
Grey Fox Wealth Advisors, LLC15,176$1.13M0.31%new13F-HRTimeline
Global Retirement Partners, LLC15,169$1.13M0.03%+3,11513F-HRTimeline
Maiden Cove Capital, LLC15,096$1.13M1.06%+5,88113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding14,914$1.11M+2,012Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,838$1.11M0.01%+5,10213F-HRTimelineGroup
Asset Allocation & Management Company, …14,760$1.1M0.6%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,671$1.1M0.04%-1,21913F-HRTimeline
Cadent Capital Advisors, LLC14,630$1.09M0.38%-1,33513F-HRTimeline
Chris Bulman Inc14,579$1.09M0.7%+5,43913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP14,503$1.08M<0.01%-1,08313F-HRTimelineGroup
Vista Cima Wealth Management LLC14,475$1.08M1.12%13F-HRTimeline
TRUST CO OF VERMONT14,260$1.07M0.05%+1,36413F-HRTimeline
CIBC WORLD MARKET INC.13,948$1.04M<0.01%+52713F-HRTimeline
Mayflower Financial Advisors, LLC13,928$1.04M0.16%+1,98413F-HRTimeline
Koshinski Asset Management, Inc.13,622$1.02M0.09%+1,33613F-HRTimeline
HEADINVEST, LLC13,557$1.01M0.19%-2,41313F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC13,517$1.01M0.35%-9613F-HRTimeline
Ridgewood Investments LLC13,214$987K0.48%+1,62013F-HRTimeline
Ramiah Investment Group13,198$986K0.9%+2,53313F-HRTimeline
Stokes Capital Advisors, LLC12,842$960K0.25%-24213F-HRTimeline
Avidian Wealth Enterprises, LLC12,660$946K0.04%-42413F-HRTimeline
COUNTRY CLUB BANK12,585$942K0.06%-24213F-HRTimeline
PFG Advisors12,523$936K0.06%+47813F-HRTimeline
Hoxton Planning & Management, LLC12,416$928K0.35%+3,84313F-HRTimeline
Courage Miller Partners, LLC12,311$920K0.31%-2813F-HRTimeline
PACIFIC FINANCIAL GROUP INC12,112$905K0.67%-24013F-HRTimeline
Nilsine Partners, LLC12,031$899K0.1%+3,56313F-HRTimeline
Kondo Wealth Advisors, Inc.12,014$898K0.46%13F-HRTimeline
Mascagni Wealth Management, Inc.11,658$893K0.89%13F-HR/ATimeline
Kovack Advisors, Inc.11,909$890K0.09%+88213F-HRTimeline
Evanson Asset Management, LLC11,804$882K0.06%+4,70113F-HRTimeline
Poplar Forest Capital LLC11,794$881K0.16%-2,36313F-HRTimeline
InvesTrust11,660$873K0.24%13F-HRTimeline
Kennebec Savings Bank11,790$870K0.88%+9,71613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,511$860K0.05%+2,72013F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC11,495$859K<0.01%+2,21513F-HRTimeline
MOTCO11,450$856K0.09%-58113F-HRTimeline
WEDBUSH SECURITIES INC11,297$844K0.03%+3,33113F-HRTimeline
Integrity Financial Corp /WA11,278$843K0.48%-24513F-HRTimeline
PBMares Wealth Management LLC11,207$837K0.17%+46213F-HRTimeline
FAMILY WEALTH PARTNERS, LLC11,163$834K0.4%-2,72813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.11,126$831K<0.01%+27613F-HRTimelineGroup
Glass Jacobson Investment Advisors llc11,117$831K0.27%+1513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Security Financial Services, INC.11,089$829K0.17%+24413F-HRTimeline
Private Portfolio Partners LLC10,967$820K0.15%+62613F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co10,900$815K0.2%013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co10,863$812K0.01%013F-HRTimelineGroup
Signal Advisors Wealth, LLC10,862$812K0.09%+3,24613F-HRTimeline
Drucker Wealth 3.0, LLC10,860$812K0.19%-2,35013F-HR/ATimeline
Jentner Corp10,838$810K0.24%013F-HRTimeline
Outlook Wealth Advisors, LLC10,831$809K0.23%+16113F-HRTimeline
BECKER CAPITAL MANAGEMENT INC10,830$809K0.03%-36013F-HRTimeline
Elios Financial Group Inc.10,827$809K0.38%+8313F-HRTimeline
CWM, LLCin group CWM, LLC10,712$801K<0.01%+76913F-HRTimelineGroup
TD Waterhouse Canada Inc.10,633$794K0.01%+15813F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…10,591$791K0.01%+62813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,527$787K0.01%+19513F-HRTimelineGroup
Caldwell Trust Co10,260$767K0.08%013F-HRTimeline
Integrity Wealth Solutions LLC10,220$764K0.43%+1,46813F-HRTimeline
Brio Consultants, LLC10,201$762K0.12%-69413F-HRTimeline
CFS Investment Advisory Services, LLC10,182$761K0.07%+4,34313F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…10,173$760K<0.01%013F-HRTimeline
Welch & Forbes LLC10,091$754K0.01%+1,82613F-HRTimeline
F/m Investments LLC10,088$754K0.03%+6,83813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC9,996$747K0.21%+15213F-HRTimeline
DHK Financial Advisors, Inc.9,950$744K0.45%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/9,884$739K<0.01%+2,69913F-HRTimelineGroup
Kathmere Capital Management, LLC9,822$734K0.07%new13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …9,798$732K<0.01%+6,62113F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/9,762$730K0.02%-5,55713F-HRTimeline
Abacus Wealth Partners, LLC9,695$725K0.11%+6413F-HRTimeline
UMB Bank, n.a.9,523$712K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UPTICK PARTNERS, LLC9,486$709K0.26%+38713F-HRTimeline
Sequoia Financial Advisors, LLC9,396$702K0.01%new13F-HR/ATimeline
Hershey Financial Advisers, LLC9,358$699K0.62%13F-HRTimeline
Delta Financial Group, Inc.9,359$699K0.16%new13F-HRTimeline
WPG Advisers, LLC9,341$698K0.65%13F-HRTimeline
RWA WEALTH PARTNERS, LLC9,223$689K0.01%+2013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC9,083$679K0.52%+4,74313F-HRTimeline
Zuckerman Investment Group, LLC9,003$675K0.06%+53713F-HRTimeline
TSA Wealth Managment LLC9,006$673K0.27%+31313F-HRTimeline
New Century Financial Group, LLC8,950$668K0.28%+20313F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA8,865$665K0.37%+2,67013F-HRTimeline
Capital Investment Advisors, LLC8,892$665K0.01%-35913F-HRTimeline
Powers Advisory Group, LLC8,871$663K0.33%+6513F-HRTimeline
Bremer Bank National Association8,790$657K0.13%013F-HRTimeline
Successful Portfolios LLC8,718$651K0.44%+3,93013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,666$648K0.05%-18313F-HRTimeline
One Wealth Advisors, LLC8,598$643K0.1%+91013F-HRTimeline
CWA Asset Management Group, LLC8,426$630K0.03%-413F-HRTimeline
Latko Wealth Management, Ltd.8,401$628K0.37%-1,17513F-HRTimeline
Maia Wealth LLC8,318$626K0.13%+3,68713F-HRTimeline
Verdence Capital Advisors LLC8,340$623K0.05%+7413F-HRTimeline
First County Bank /CT/8,324$622K0.35%+11713F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …8,322$622K0.2%+54113F-HRTimeline
Peninsula Wealth, LLC8,286$619K0.11%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,268$618K0.05%-89513F-HRTimeline
First Citizens Financial Corp8,259$617K0.34%+1,40513F-HRTimeline
EAGLE GLOBAL ADVISORS LLC8,235$615K0.03%new13F-HRTimeline
Global Financial Private Client, LLC8,143$609K0.23%+1,96713F-HRTimeline
Petix & Botte Co8,072$603K0.16%+7413F-HRTimeline
SONATA CAPITAL GROUP INC8,071$603K0.25%013F-HRTimeline
Idaho Trust Co8,038$601K0.3%-28,05513F-HRTimeline
WORLD EQUITY GROUP, INC.7,864$588K0.13%new13F-HRTimeline
DBK Financial Counsel, LLC7,666$573K0.58%-82213F-HRTimeline
Triton Financial Group Inc7,661$573K0.36%-13213F-HRTimeline
Marcum Wealth, LLC7,618$569K0.05%-32413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,589$567K0.01%-6,77613F-HRTimelineGroup
Goldstone Financial Group, LLC7,489$560K0.09%-145,03513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.7,432$555K0.03%-1,19013F-HRTimeline
LifePlan Investment Advisors, Inc.7,424$555K0.34%+1,23913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC7,334$548K0.12%-20213F-HRTimeline
Boyd Wealth Management, LLC7,298$545K0.27%-26713F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,370$545K0.03%+3,07413F-HRTimelineGroup
Fourth Dimension Wealth, LLC7,166$536K0.28%13F-HRTimeline
Brookmont Capital Management7,164$535K0.29%+2,16413F-HRTimeline
Stockman Wealth Management, Inc.7,092$530K0.08%+42213F-HRTimeline
KPP Advisory Services LLC7,038$526K0.12%-48313F-HRTimeline
Estate Counselors, LLC7,025$525K0.06%013F-HRTimeline
LongView Wealth Management7,013$524K0.16%+1,18313F-HRTimeline
Traction Financial Partners, LLC7,007$524K0.41%-25613F-HRTimeline
Southland Equity Partners LLC6,929$518K0.12%+7613F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC6,897$516K0.29%+94813F-HRTimeline
Dakota Wealth Management6,902$516K0.01%-1,90313F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC6,887$515K0.61%13F-HRTimeline
TCI Wealth Advisors, Inc.6,783$507K0.04%+18213F-HRTimeline
Steward Partners Investment Advisory, L…6,751$504K<0.01%-1,22313F-HRTimeline
BARRETT & COMPANY, INC.6,591$493K0.21%+1013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,561$490K0.01%+2,40813F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC6,549$489K0.01%013F-HRTimelineGroup
KRAFT ASSET MANAGEMENT, LLC6,561$489K0.38%013F-HRTimeline
RFG Advisory, LLC6,507$486K0.01%-58213F-HRTimeline
Breakwater Investment Management6,501$486K0.21%+1,01613F-HR/ATimeline
Wilkins Miller Wealth Management, LLC6,499$486K0.51%13F-HRTimeline
FFG RETIREMENT ADVISORS LLC6,431$481K0.31%-9,52613F-HRTimeline
Western Wealth Management, LLC6,380$477K0.03%-26,22313F-HR/ATimeline
Lion Street Advisors, LLC6,373$476K0.15%+76513F-HRTimeline
Golden State Wealth Management, LLC6,369$476K0.07%13F-HRTimeline
Greenwich Wealth Management LLC6,365$476K0.03%+25013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC6,366$476K0.28%new13F-HRTimeline
WEALTHGARDEN F.S. LLC6,352$475K0.44%+38213F-HRTimeline
Allen Mooney & Barnes Investment Adviso…6,320$472K0.08%-65013F-HRTimeline
ATMOS ADVISORY, LLC6,318$472K0.33%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,310$472K<0.01%new13F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC6,304$471K0.04%+5313F-HRTimeline
ELEVATUS WELATH MANAGEMENT6,295$470K0.16%new13F-HRTimeline