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Disclosery

BIV VANGUARD BD INDEX FDS

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SHS (fund)

918 managers (927 13F filers) reported a position in BIV shares at 2025-03-31, 187,618,932 shares in all. 65 filers opened a position and 65 filers sold out during the quarter.

Managers
918
13F filers
927
New
65
Added
429
Reduced
309
Sold out
65
Shares held by filers
187,618,932

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
INVENIO WEALTH PARTNERS LLC21,009$1.61M0.68%-96613F-HRTimeline
Global Wealth Management Investment Adv…20,871$1.6M0.32%-9813F-HRTimeline
Truvestments Capital LLC20,697$1.58M0.34%new13F-HRTimeline
Graney & King, LLC20,648$1.58M1.18%+98013F-HRTimeline
Advisory Services Network, LLC20,500$1.57M0.03%+41213F-HRTimeline
Meridian Wealth Management, LLC20,315$1.56M0.08%-1,82813F-HRTimeline
Mengis Capital Management, Inc.20,195$1.55M0.32%-38613F-HRTimeline
CGN Advisors LLC20,116$1.54M0.15%-53013F-HRTimeline
Hoxton Planning & Management, LLC20,104$1.54M0.59%+7,68813F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC19,910$1.52M0.78%+3,04913F-HRTimeline
DHK Financial Advisors, Inc.19,900$1.52M0.84%+9,95013F-HRTimeline
Traveka Wealth, LLC19,856$1.52M0.85%-89313F-HRTimeline
Atlatl Advisers LLC19,628$1.5M0.98%-5213F-HRTimeline
360 Financial, Inc.18,329$1.5M0.55%-813F-HRTimeline
Kingsview Wealth Management, LLC19,552$1.5M0.03%-1,29913F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…19,473$1.49M0.25%-13513F-HRTimeline
Chris Bulman Inc19,458$1.49M0.94%+4,87913F-HRTimeline
Murphy & Mullick Capital Management Corp19,375$1.48M1.44%-69413F-HRTimeline
MOTCO19,369$1.48M0.16%+7,91913F-HRTimeline
Shade Tree Advisors LLC19,256$1.47M1.46%013F-HRTimeline
Stephens Consulting, LLC18,843$1.44M0.36%-13913F-HRTimeline
FourThought Financial Partners, LLC18,829$1.44M0.15%+2,29013F-HRTimeline
Retireful, LLC18,808$1.44M1.37%new13F-HRTimeline
Blue Barn Wealth, LLC18,715$1.43M0.75%-6113F-HRTimeline
Nalls Sherbakoff Group, LLC18,703$1.43M1.16%13F-HRTimeline
Level Financial Advisors18,552$1.42M0.48%-1,44613F-HRTimeline
PAX Financial Group, LLC18,542$1.42M0.25%-2,41013F-HRTimeline
Busey Bank18,408$1.41M0.05%+1613F-HRTimeline
Eagle Strategies LLC18,311$1.4M0.24%+1,18413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,093$1.39M0.01%-2,25813F-HRTimelineGroup
Plum Street Advisors, LLC18,036$1.38M0.67%-93613F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP17,980$1.38M0.05%-5,13713F-HRTimeline
Partners in Financial Planning17,814$1.36M0.27%-95913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC17,581$1.35M0.04%+2,35513F-HRTimeline
ROTHSCHILD INVESTMENT LLC17,425$1.33M0.09%013F-HRTimeline
Apella Capital, LLC16,952$1.29M0.04%-42113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC16,517$1.26M0.03%+21213F-HRTimeline
Frank, Rimerman Advisors LLC16,379$1.25M0.1%013F-HRTimeline
Patriot Financial Group Insurance Agenc…16,341$1.25M0.17%-72813F-HRTimeline
CENTRAL TRUST Co16,301$1.25M0.03%-4,80513F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC16,218$1.24M0.68%new13F-HRTimeline
Five Pine Wealth Management16,166$1.24M1.01%-48813F-HRTimeline
SageView Advisory Group, LLC16,114$1.23M0.05%-22,61513F-HRTimeline
Lighthouse Wealth Management Inc.16,039$1.23M1.13%-1,38113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC16,005$1.23M0.15%-5,52513F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP15,979$1.22M0.01%-22,02313F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.15,963$1.22M0.48%-71113F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC15,836$1.21M0.09%-40013F-HRTimeline
Vista Cima Wealth Management LLC15,752$1.21M1.3%+1,27713F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,735$1.2M0.11%-14613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT15,699$1.2M0.15%-10,34513F-HRTimeline
Cresset Asset Management, LLC15,643$1.2M0.01%+12,67613F-HRTimeline
CFS Investment Advisory Services, LLC15,365$1.18M0.1%+5,18313F-HRTimeline
ANDERSON HOAGLAND & CO15,496$1.17M0.14%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP15,325$1.17M<0.01%+82213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC15,293$1.17M0.04%+62213F-HRTimeline
FAGAN ASSOCIATES, INC.15,276$1.17M0.2%-80513F-HRTimeline
Arkadios Wealth Advisors15,246$1.17M0.04%new13F-HRTimeline
CGC Financial Services, LLC15,230$1.17M0.46%-63513F-HRTimeline
HEADINVEST, LLC15,123$1.16M0.23%+1,56613F-HRTimeline
Asset Allocation & Management Company, …14,760$1.13M0.57%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC14,554$1.11M0.23%-26,84913F-HRTimeline
Ridgewood Investments LLC14,336$1.1M0.51%+1,12213F-HRTimeline
Wheelhouse Advisory Group LLC14,309$1.1M0.63%-4,51213F-HRTimeline
TRUST CO OF VERMONT14,106$1.08M0.05%-15413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding14,028$1.07M-886Timeline
CIBC WORLD MARKET INC.13,948$1.07M<0.01%013F-HRTimeline
Koshinski Asset Management, Inc.13,914$1.07M0.09%+29213F-HRTimeline
Cadent Capital Advisors, LLC13,867$1.06M0.4%-76313F-HRTimeline
Beacon Pointe Advisors, LLC13,518$1.04M0.01%+7,41613F-HRTimeline
Mayflower Financial Advisors, LLC13,423$1.03M0.16%-50513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,263$1.02M0.06%+1,75213F-HRTimelineGroup
EASTERLY INVESTMENT PARTNERS LLC13,196$1.01M0.08%-3,37113F-HRTimeline
Avidian Wealth Enterprises, LLC12,936$991K0.04%+27613F-HRTimeline
PACIFIC FINANCIAL GROUP INC12,892$987K0.8%+78013F-HRTimeline
Platform Technology Partners12,855$984K0.29%-3,34413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…12,668$970K0.02%-5,32113F-HRTimelineGroup
COUNTRY CLUB BANK12,617$964K0.06%+3213F-HRTimeline
TCI Wealth Advisors, Inc.12,531$959K0.08%+5,74813F-HRTimeline
Kondo Wealth Advisors, Inc.12,338$945K0.47%+32413F-HRTimeline
Courage Miller Partners, LLC12,313$943K0.32%+213F-HRTimeline
LANARK FINANCIAL, INC.11,919$912K0.08%+11,90813F-HRTimeline
GWN SECURITIES INC.11,904$910K0.05%+7,38413F-HRTimeline
Stokes Capital Advisors, LLC11,862$908K0.23%-98013F-HRTimeline
WEDBUSH SECURITIES INC11,846$907K0.03%+54913F-HRTimeline
Evanson Asset Management, LLC11,834$906K0.06%+3013F-HRTimeline
Poplar Forest Capital LLC11,794$903K0.16%013F-HRTimeline
InvesTrust11,660$893K0.24%013F-HRTimeline
Mascagni Wealth Management, Inc.11,658$893K0.89%013F-HR/ATimeline
OLIO Financial Planning11,569$886K0.31%-46,48213F-HRTimeline
F/m Investments LLC11,483$879K0.04%+1,39513F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…11,486$879K0.01%+89513F-HRTimeline
Security Financial Services, INC.11,475$879K0.17%+38613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,336$868K0.01%+80913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.11,303$865K<0.01%+17713F-HRTimelineGroup
FAMILY WEALTH PARTNERS, LLC11,194$857K0.39%+3113F-HRTimeline
PBMares Wealth Management LLC11,165$855K0.17%-4213F-HRTimeline
Integrity Financial Corp /WA11,093$849K0.48%-18513F-HRTimeline
RWA WEALTH PARTNERS, LLC11,044$846K0.01%+1,82113F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co10,900$835K0.2%013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co10,863$832K0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc11,117$831K0.27%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC10,830$829K0.03%013F-HRTimeline
TD Waterhouse Canada Inc.10,771$824K0.01%+13813F-HRTimeline
First County Bank /CT/10,608$812K0.45%+2,28413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC10,465$801K<0.01%-1,03013F-HRTimeline
Capital Investment Advisors, LLC10,366$794K0.02%+1,47413F-HRTimeline
Outlook Wealth Advisors, LLC10,343$792K0.22%-48813F-HRTimeline
Fisher Asset Management, LLC10,263$786K<0.01%+5,84313F-HRTimeline
Caldwell Trust Co10,260$786K0.08%013F-HRTimeline
Elios Financial Group Inc.10,243$784K0.39%-58413F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC10,180$779K0.27%-3,33713F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…10,173$779K<0.01%013F-HRTimeline
Ramiah Investment Group10,131$776K0.74%-3,06713F-HRTimeline
Powers Advisory Group, LLC10,109$774K0.37%+1,23813F-HRTimeline
Kovack Advisors, Inc.10,104$774K0.08%-1,80513F-HRTimeline
ASHTON THOMAS SECURITIES, LLC10,073$771K0.21%+7713F-HRTimeline
Welch & Forbes LLC10,028$768K0.01%-6313F-HRTimeline
Delta Financial Group, Inc.9,997$760K0.17%+63813F-HRTimeline
Maia Wealth LLC10,025$757K0.17%+1,70713F-HRTimeline
Williams Jones Wealth Management, LLC.9,816$752K0.01%-6,05013F-HRTimeline
Abacus Wealth Partners, LLC9,761$747K0.11%+6613F-HRTimeline
Brio Consultants, LLC9,666$740K0.12%-53513F-HR/ATimeline
CWM, LLCin group CWM, LLC9,659$740K<0.01%-1,05313F-HRTimelineGroup
ORLEANS CAPITAL MANAGEMENT CORP/LA9,615$736K0.43%+75013F-HRTimeline
Private Wealth Group, LLC9,597$735K0.43%-29,80613F-HRTimeline
Nilsine Partners, LLC9,594$735K0.08%-2,43713F-HRTimeline
Keudell/Morrison Wealth Management9,586$734K0.17%-173,54613F-HRTimeline
Echo Wealth Management, LLC9,305$712K0.48%-101,58013F-HRTimeline
WealthCare Investment Partners, LLC9,404$711K0.3%+3,22513F-HRTimeline
WPG Advisers, LLC9,199$704K0.66%-14213F-HRTimeline
Successful Portfolios LLC9,148$700K0.48%+43013F-HRTimeline
SAX WEALTH ADVISORS, LLC9,140$700K0.05%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC9,011$690K0.54%-7213F-HRTimeline
Zuckerman Investment Group, LLC9,006$690K0.07%+313F-HRTimeline
New Century Financial Group, LLC8,905$682K0.79%-4513F-HRTimeline
FinDec Wealth Services, Inc.8,885$680K0.67%new13F-HRTimeline
Signal Advisors Wealth, LLC8,870$679K0.07%-1,99213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,879$679K<0.01%-1,00513F-HRTimelineGroup
UMB Bank, n.a.8,837$677K0.01%-68613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRIVATE TRUST CO NA8,794$673K0.07%+6,82513F-HRTimeline
UPTICK PARTNERS, LLC8,695$666K0.23%-79113F-HRTimeline
Wilkins Miller Wealth Management, LLC8,678$664K0.5%+2,17913F-HRTimeline
Verdence Capital Advisors LLC8,506$651K0.05%+16613F-HRTimeline
Prospera Capital Management, LLC8,465$646K0.42%new13F-HR/ATimeline
CWA Asset Management Group, LLC8,422$645K0.03%-413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,417$644K0.05%-24913F-HRTimeline
LifePlan Investment Advisors, Inc.8,277$634K0.36%+85313F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …8,277$634K0.22%-4513F-HRTimeline
First Citizens Financial Corp8,250$632K0.36%-913F-HRTimeline
EAGLE GLOBAL ADVISORS LLC8,235$631K0.03%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.8,231$630K0.03%+79913F-HRTimeline
Global Financial Private Client, LLC8,174$626K0.24%+3113F-HRTimeline
Marcum Wealth, LLC8,074$618K0.05%+45613F-HRTimeline
One Wealth Advisors, LLC8,072$618K0.09%-52613F-HRTimeline
SONATA CAPITAL GROUP INC8,071$618K0.27%013F-HRTimeline
Gateway Wealth Partners, LLC7,971$610K0.14%+1,95313F-HRTimeline
OLD NATIONAL BANCORP /IN/7,902$605K0.02%-1,86013F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC7,816$598K0.51%+4,62313F-HRTimelineGroup
CHOREO, LLC7,753$594K0.01%+1,67713F-HRTimeline
ELEVATUS WELATH MANAGEMENT7,699$590K0.33%+1,40413F-HRTimeline
DBK Financial Counsel, LLC7,666$587K0.59%013F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC7,541$577K0.53%+65413F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC7,534$577K0.33%+63713F-HRTimeline
Alamar Capital Management, LLC7,457$571K0.34%+1,25213F-HRTimeline
Drucker Wealth 3.0, LLC7,443$570K0.13%-3,41713F-HRTimeline
Clearstead Advisors, LLC7,375$565K0.01%+4,01413F-HRTimeline
Stockman Wealth Management, Inc.7,324$561K0.08%+23213F-HRTimeline
Cypress Wealth Services, LLC7,298$559K0.11%+3,42313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC7,253$555K0.11%-8113F-HRTimeline
McAdam, LLC7,223$553K0.03%+1,62913F-HRTimeline
Sequoia Financial Advisors, LLC7,197$551K<0.01%-2,19913F-HRTimeline
Idaho Trust Co7,092$543K0.22%-94613F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC7,080$542K0.38%+3,47713F-HRTimeline
Fourth Dimension Wealth, LLC6,958$533K0.26%-20813F-HRTimeline
Southland Equity Partners LLC6,933$531K0.12%+413F-HRTimeline
Estate Counselors, LLC6,930$531K0.06%-9513F-HRTimeline
Parallel Advisors, LLC6,893$528K0.01%+2,21113F-HRTimeline
Bank of New Hampshire6,879$527K0.14%+58713F-HRTimeline
Brookmont Capital Management6,855$525K0.3%-30913F-HRTimeline
Financial Connections Group, Inc.5,343$523K0.23%+4,66213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,749$517K0.01%+18813F-HRTimelineGroup
Pinnacle Bancorp, Inc.6,713$514K0.17%+4,29113F-HRTimeline
VANCE WEALTH, LLC6,658$510K0.19%+2,26513F-HRTimeline
FSA Advisors, Inc.6,647$509K0.4%new13F-HRTimeline
CALTON & ASSOCIATES, INC.6,643$509K0.12%new13F-HR/ATimeline
LongView Wealth Management6,601$505K0.15%-41213F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC6,561$502K0.46%013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC6,549$501K0.01%013F-HRTimelineGroup
RFG Advisory, LLC6,533$500K0.01%+2613F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp6,519$499K0.07%+1,81213F-HRTimelineGroup
Breakwater Investment Management6,501$498K0.21%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT6,490$497K0.04%+69013F-HRTimeline
BARRETT & COMPANY, INC.6,487$497K0.21%-10413F-HRTimeline
Lion Street Advisors, LLC6,446$494K0.16%+7313F-HRTimeline
FFG RETIREMENT ADVISORS LLC6,431$492K0.34%013F-HRTimeline
Latko Wealth Management, Ltd.6,363$487K0.32%-2,03813F-HRTimeline
VestGen Investment Management6,360$487K0.37%-19,80113F-HRTimeline
Brookwood Investment Group LLC6,351$486K0.08%13F-HRTimeline
Jaffetilchin Investment Partners, LLC6,350$486K0.04%+13013F-HRTimeline