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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
Bank of New Hampshire6,292$470K0.12%-10013F-HRTimeline
TD Capital Management LLC6,243$467K0.05%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC6,220$465K0.03%-15,97213F-HRTimeline
Stanley-Laman Group, Ltd.5,783$464K0.07%+90613F-HRTimeline
Foundations Investment Advisors, LLC6,210$464K0.01%-75213F-HRTimeline
Alamar Capital Management, LLC6,205$464K0.25%013F-HRTimeline
WealthCare Investment Partners, LLC6,179$462K0.2%+22413F-HRTimeline
Beacon Pointe Advisors, LLC6,102$456K0.01%new13F-HRTimeline
CHOREO, LLC6,076$455K0.01%+18213F-HRTimeline
Smallwood Wealth Investment Management,…6,035$451K0.31%-33,79013F-HRTimeline
Gateway Wealth Partners, LLC6,018$450K0.12%-25513F-HRTimeline
Talon Private Wealth, LLC5,983$447K0.09%+3,28513F-HR/ATimeline
Bogart Wealth, LLC5,982$447K0.02%+86513F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,933$443K0.03%new13F-HRTimelineGroup
RoundAngle Advisors LLC5,930$443K0.42%13F-HRTimeline
Radnor Capital Management, LLC5,912$442K0.07%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC5,900$441K0.03%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT5,800$433K0.03%013F-HRTimeline
CHAPIN DAVIS, INC.5,527$433K0.14%013F-HRTimeline
TME FINANCIAL, INC.5,517$432K0.4%13F-HRTimeline
Broadway Wealth Solutions, Inc.5,618$420K0.32%13F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC5,351$419K0.28%+513F-HRTimeline
DUNCKER STREETT & CO INC5,611$419K0.08%-5,55413F-HRTimeline
McAdam, LLC5,594$418K0.02%-31713F-HRTimeline
Capital Asset Advisory Services LLC5,567$416K0.02%013F-HRTimeline
Thomasville National Bank5,555$415K0.03%-6,36013F-HRTimeline
Northstar Group, Inc.5,540$414K0.07%-55013F-HRTimeline
LFA - Lugano Financial Advisors SA5,471$409K0.27%-9,19513F-HRTimeline
Bruce G. Allen Investments, LLC5,452$407K0.33%+7013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC5,449$407K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co5,300$396K0.13%013F-HRTimeline
GUIDANCE CAPITAL, INC5,282$395K0.12%+36313F-HRTimeline
SilverOak Wealth Management LLC5,217$390K0.08%-36513F-HRTimeline
POINCIANA ADVISORS GROUP, LLC5,184$387K0.39%13F-HRTimeline
DEARBORN PARTNERS LLC5,161$386K0.02%-8413F-HRTimeline
Long Island Wealth Management, Inc.5,144$384K0.24%-2,56313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,119$383K<0.01%-22813F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC5,098$381K0.01%-79413F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,079$380K0.01%+23313F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd5,028$376K0.01%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC5,016$375K0.01%+2,34813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,939$369K0.09%+5613F-HRTimelineGroup
MADDEN SECURITIES Corp4,930$368K0.15%+34313F-HRTimeline
Forthright Family Wealth Advisory LLC4,871$364K0.24%-23013F-HRTimeline
Compass Advisory Group LLC4,859$363K0.13%-69313F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC4,831$361K0.07%+46113F-HRTimelineGroup
WealthTrak Capital Management LLC4,811$360K0.3%13F-HRTimeline
Quotient Wealth Partners, LLC4,808$359K0.01%-1,30813F-HRTimeline
Legacy Trust4,780$357K0.08%-3,75013F-HRTimeline
Summit Wealth Group, LLC4,782$357K0.1%-1,04213F-HRTimeline
Opal Wealth Advisors, LLC4,767$356K0.11%-25813F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…4,758$356K0.03%-15413F-HR/ATimelineGroup
EWG Elevate Inc.4,713$352K0.11%+41113F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp4,707$352K0.05%+1,49213F-HRTimelineGroup
Prosperity Consulting Group, LLC4,700$351K0.03%+7913F-HRTimeline
Parallel Advisors, LLC4,682$350K0.01%-1,10513F-HRTimeline
Arbor Wealth Advisors LLC4,668$349K0.31%+34713F-HRTimeline
SMITH, MOORE & CO.4,660$348K0.03%+56713F-HRTimeline
GFG Capital, LLC4,615$345K0.09%013F-HRTimeline
Bath Savings Trust Co4,598$344K0.03%+76413F-HRTimeline
TFB Advisors LLC4,595$343K0.1%+1,67113F-HRTimeline
IFG Advisory, LLC4,575$342K0.02%new13F-HRTimeline
EnRich Financial Partners LLC4,531$339K0.11%+2913F-HRTimeline
NewEdge Wealth, LLC4,525$338K0.01%-1,42813F-HRTimeline
GWN SECURITIES INC.4,520$338K0.09%13F-HRTimeline
Loudon Investment Management, LLC4,515$337K0.19%+1,06113F-HRTimeline
Bedel Financial Consulting, Inc.4,463$337K0.05%+1,51613F-HRTimeline
Forum Private Client Group LLC4,494$336K0.15%-2113F-HRTimeline
TUDOR INVESTMENT CORP ET AL4,493$336K<0.01%new13F-HRTimeline
Olde Wealth Management, LLC4,486$335K0.12%-313F-HRTimeline
OPTIMA CAPITAL LLC4,439$332K0.23%13F-HRTimeline
Center For Asset Management LLC4,432$331K0.21%-2013F-HRTimeline
Montz Harcus Wealth Management LLC4,428$331K0.19%-32313F-HRTimeline
Fisher Asset Management, LLC4,420$330K<0.01%+1,81513F-HRTimeline
Headlands Technologies LLC4,415$330K0.03%new13F-HRTimeline
Godshalk Welsh Capital Management, Inc.4,394$328K0.21%+20713F-HRTimeline
VANCE WEALTH, LLC4,393$328K0.13%-513F-HRTimeline
Trilogy Capital Inc.4,377$327K0.02%+4213F-HRTimeline
Qube Research & Technologies Ltd4,377$327K<0.01%-5,93513F-HRTimeline
Gibson Capital, LLC4,360$326K0.07%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,301$321K0.01%-6513F-HRTimeline
WESBANCO BANK INC4,228$316K0.01%-2,48513F-HRTimeline
Caitlin John, LLC4,214$315K0.21%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…4,180$312K0.1%-2,58313F-HRTimeline
LaFleur & Godfrey LLC4,163$311K0.04%+19813F-HR/ATimeline
Anchor Investment Management, LLC4,163$311K0.03%013F-HRTimeline
Dakota Community Bank & Trust NA4,161$311K1.48%new13F-HRTimeline
Etesian Wealth Advisors, Inc.4,113$307K0.14%-58513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,100$306K0.2%013F-HRTimeline
Apexium Financial, LP4,081$305K0.02%+513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC4,053$303K0.05%+4713F-HRTimeline
PKS Advisory Services, LLC3,997$299K0.07%13F-HRTimeline
Redhawk Wealth Advisors, Inc.3,979$297K0.04%+71413F-HRTimeline
2UniFi Bank3,970$297K0.2%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC3,969$297K0.22%13F-HRTimeline
FINANCIAL LIFE ADVISORS3,959$296K0.11%013F-HRTimeline
Capital Advisors Wealth Management, LLC3,927$293K0.05%+64413F-HRTimeline
Compound Planning, Inc.3,916$293K0.01%-1,87013F-HRTimeline
WNY Asset Management, LLC3,896$291K0.04%-1,00013F-HRTimeline
GOLDEN ROAD ADVISORS LLC3,889$291K0.22%-7,03513F-HRTimeline
Cypress Wealth Services, LLC3,875$290K0.06%-313F-HRTimeline
SeaCrest Wealth Management, LLC3,832$286K0.03%+36013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC3,810$285K0.02%013F-HRTimeline
Sand Hill Global Advisors, LLC3,806$284K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC3,791$283K0.04%-1,83613F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,753$280K0.05%new13F-HRTimeline
Arcadia Wealth Management, Inc.3,743$280K0.24%13F-HRTimeline
Gladstone Institutional Advisory LLC3,717$278K0.01%+3213F-HRTimeline
Centered Wealth LLC dba Miller Equity C…3,705$277K0.11%+2513F-HRTimeline
Duncan Williams Asset Management, LLC3,694$276K0.11%-3,73113F-HRTimeline
TrueWealth Advisors, LLC3,684$275K0.09%+11713F-HRTimeline
Foguth Wealth Management, LLC.3,677$275K0.07%new13F-HRTimeline
Crestwood Advisors Group, LLC3,675$275K0.01%new13F-HRTimeline
J. W. Coons Advisors, LLC3,671$274K0.07%013F-HRTimeline
Jacobi Capital Management LLC3,631$271K0.02%+2213F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC3,630$271K0.05%-228,96613F-HRTimeline
Mine & Arao Wealth Creation & Managemen…3,615$270K0.12%-95513F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC3,603$269K0.2%+58713F-HRTimeline
Foundation Wealth Management, LLC\PA3,568$267K0.13%13F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC3,555$266K0.19%-17013F-HRTimeline
TAGStone Capital, Inc.3,542$265K0.13%+4513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,541$265K<0.01%+3,52713F-HRTimelineGroup
Martin Worley Group3,525$263K0.16%13F-HRTimeline
Bay Capital Advisors, LLC3,493$261K0.21%13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,485$260K0.02%+57513F-HRTimeline
Balefire, LLC3,482$260K0.09%-33613F-HRTimeline
S.A. Mason LLC3,471$259K0.14%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,464$259K0.02%new13F-HRTimelineGroup
Soltis Investment Advisors LLC3,444$257K0.02%-8213F-HRTimeline
Mission Creek Capital Partners, Inc.3,421$256K0.06%+713F-HRTimeline
Martel Wealth Advisors LLC3,417$255K0.05%-23213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,416$255K<0.01%-14813F-HRTimelineGroup
BOK Financial Private Wealth, Inc.3,382$253K0.02%new13F-HRTimeline
Professional Financial Advisors, LLC3,378$252K0.06%+5013F-HRTimeline
Mesirow Financial Investment Management…3,367$252K<0.01%013F-HRTimeline
Walker Asset Management, LLC3,362$251K0.15%+4113F-HRTimeline
Clearstead Advisors, LLC3,361$251K<0.01%+3313F-HRTimeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …3,337$249K0.22%13F-HRTimeline
Brady Martz Wealth Solutions, LLC3,349$247K0.06%13F-HRTimeline
RCS Financial Planning, LLC3,304$247K0.13%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,276$245K0.02%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,265$244K<0.01%-1,29113F-HRTimelineGroup
Swisher Financial Concepts, Inc.3,262$244K0.29%-1,17713F-HRTimeline
Vantage Financial Partners, LLC3,224$241K0.06%-1,11913F-HRTimeline
Investment Advisory Group, LLC3,194$239K0.08%013F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC3,193$239K0.2%013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,173$237K0.02%+38813F-HRTimeline
COMMONS CAPITAL, LLC3,165$237K0.21%new13F-HRTimeline
Horst & Graben Wealth Management LLC3,161$236K0.04%+4013F-HRTimeline
IHT Wealth Management, LLC3,149$235K0.01%-4,18013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.3,141$235K0.06%+2013F-HRTimelineGroup
AMERIFLEX GROUP, INC.3,118$234K0.11%13F-HRTimeline
Elevation Capital Advisory, LLC3,126$234K0.1%-42913F-HRTimeline
Kelly Financial Services LLC3,124$233K0.08%-2,61813F-HR/ATimeline
Wealthspire Retirement, LLC3,112$233K0.02%+3613F-HRTimeline
Wela Strategies, Inc.10,173$232K0.1%-23,51113F-HRTimeline
Wealthspire Advisors, LLC3,097$231K<0.01%-36813F-HRTimeline
Moors & Cabot, Inc.3,096$231K0.01%-7813F-HRTimeline
Aegis Wealth Management LLC3,091$231K0.16%13F-HRTimeline
Vantage Point Financial LLC3,083$230K0.12%13F-HRTimeline
Sterling Wealth Management, Inc.3,081$230K0.09%-21313F-HRTimeline
Prestige Wealth Management Group LLC3,079$230K0.05%+2,54813F-HR/ATimeline
New Covenant Trust Company, N.A.3,025$226K0.22%new13F-HRTimeline
OMNI 360 Wealth, Inc.3,024$226K0.15%-25213F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,015$225K<0.01%-13213F-HRTimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV3,010$225K0.01%13F-HR/ATimeline
Crescent Sterling, Ltd.3,000$224K0.23%-1,52813F-HRTimeline
Redwood Park Advisors LLC3,000$224K0.19%13F-HRTimeline
Brightwater Advisory LLC2,978$223K0.17%+3813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,990$223K<0.01%+79813F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC2,977$222K0.01%-1,76913F-HRTimeline
HF Advisory Group, LLC2,976$222K0.1%+15713F-HRTimeline
Cresset Asset Management, LLC2,967$222K<0.01%-1313F-HRTimeline
Fermata Advisors, LLC2,945$220K0.04%-8813F-HRTimeline
Alesco Advisors, LLC, An ESL Co2,883$215K0.01%-2713F-HRTimeline
Elm3 Financial Group, LLC2,870$214K0.18%13F-HRTimeline
Addison Capital Co2,844$213K0.08%-16013F-HRTimeline
Symphony Financial, Ltd. Co.2,831$212K0.03%013F-HRTimeline
Sunbelt Securities, Inc.2,820$211K0.02%-1,10513F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,818$211K0.07%new13F-HRTimeline
Transcendent Capital Group LLC2,810$210K0.11%013F-HRTimeline
Blume Capital Management, Inc.2,800$209K0.05%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,771$207K<0.01%013F-HRTimelineGroup
Bison Wealth, LLC2,757$206K0.03%13F-HRTimeline
Archer Investment Corp2,733$204K0.05%-11313F-HRTimeline
Rossmore Private Capital2,716$203K0.03%new13F-HRTimeline
Leading Edge Financial Planning LLC2,700$202K0.07%new13F-HRTimeline
WBH ADVISORY INC2,685$201K0.02%-8213F-HRTimeline
Summit Wealth Partners, LLC2,683$201K0.04%013F-HRTimeline
BNC WEALTH MANAGEMENT, LLC2,679$200K0.07%new13F-HRTimeline
Octavia Wealth Advisors, LLC2,679$200K0.02%013F-HRTimeline
HALL LAURIE J TRUSTEE2,675$200K0.07%013F-HRTimeline
Robinswood Financial LLC2,655$198K0.08%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,621$196K0.15%013F-HRTimeline
OARSMAN CAPITAL, INC.2,612$195K0.03%+34413F-HRTimeline
Pinnacle Bancorp, Inc.2,422$181K0.06%+40513F-HRTimeline
Wilmington Savings Fund Society, FSB2,307$172K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,282$171K0.01%+1813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TWIN CITY PRIVATE WEALTH, LLC2,215$165K0.15%-1,31313F-HRTimeline
United Community Bankin group United Community Bank2,214$165K0.06%-1,03513F-HRTimelineGroup