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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
Allen Mooney & Barnes Investment Adviso…6,320$484K0.08%013F-HRTimeline
Petix & Botte Co6,315$484K0.13%-1,75713F-HRTimeline
Golden State Wealth Management, LLC6,292$482K0.07%-7713F-HR/ATimeline
KANAWHA CAPITAL MANAGEMENT LLC6,279$481K0.04%-2513F-HRTimeline
Boyd Wealth Management, LLC6,272$480K0.24%-1,02613F-HRTimeline
Stanley-Laman Group, Ltd.5,866$480K0.07%+8313F-HRTimeline
TD Capital Management LLC6,249$478K0.05%+613F-HRTimeline
2UniFi Bank6,173$473K0.31%+2,20313F-HRTimeline
KPP Advisory Services LLC6,129$469K0.09%-90913F-HRTimeline
Steward Partners Investment Advisory, L…6,071$465K<0.01%-68013F-HRTimeline
Radnor Capital Management, LLC5,912$453K0.08%013F-HRTimeline
RoundAngle Advisors LLC5,911$453K0.42%-1913F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC5,900$452K0.03%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,879$450K0.03%-5413F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,794$444K<0.01%-51613F-HRTimelineGroup
MeadowBrook Investment Advisors LLC5,650$442K0.41%+3,82513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,657$433K0.25%-70913F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,639$432K0.01%new13F-HRTimeline
Dakota Wealth Management5,627$431K0.01%-1,27513F-HRTimeline
GUIDANCE CAPITAL, INC5,636$429K0.13%+35413F-HRTimeline
Thomasville National Bank5,555$425K0.03%013F-HRTimeline
Northstar Group, Inc.5,540$424K0.07%013F-HRTimeline
Smallwood Wealth Investment Management,…5,529$423K0.27%-50613F-HRTimeline
Bruce G. Allen Investments, LLC5,487$420K0.33%+3513F-HRTimeline
PRIVATE MANAGEMENT GROUP INC5,449$417K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC5,445$417K0.08%-16613F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,436$416K0.01%+42013F-HRTimeline
Greykasell Wealth Strategies, Inc.5,427$416K0.22%-11,45213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,407$414K0.01%-2,18213F-HRTimelineGroup
LFA - Lugano Financial Advisors SA5,406$414K0.28%-6513F-HRTimeline
Sterling Investment Advisors, Ltd.5,403$414K0.1%new13F-HRTimeline
CHAPIN DAVIS, INC.5,390$413K0.14%-13713F-HRTimeline
Indiana Trust & Investment Management Co5,300$406K0.15%013F-HRTimeline
Brooklyn Investment Group5,257$403K0.09%new13F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC5,372$401K0.27%+2113F-HRTimeline
POINCIANA ADVISORS GROUP, LLC5,217$399K0.41%+3313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,187$397K0.01%+10813F-HRTimelineGroup
CX Institutional5,183$397K0.01%new13F-HRTimeline
Long Island Wealth Management, Inc.5,176$396K0.24%+3213F-HRTimeline
DEARBORN PARTNERS LLC5,126$392K0.02%-3513F-HRTimeline
Trilogy Capital Inc.5,105$391K0.02%+72813F-HRTimeline
GTS SECURITIES LLC4,996$383K0.02%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,967$380K0.1%+2813F-HRTimelineGroup
Compass Advisory Group LLC4,890$374K0.13%+3113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,831$370K0.01%-26713F-HRTimelineGroup
Kathmere Capital Management, LLC4,800$368K0.03%-5,02213F-HRTimeline
WealthTrak Capital Management LLC4,763$365K0.31%-4813F-HRTimeline
MADDEN SECURITIES Corp4,752$364K0.14%-17813F-HRTimeline
TME FINANCIAL, INC.4,731$362K0.31%-78613F-HRTimeline
Olde Wealth Management, LLC4,716$361K0.13%+23013F-HRTimeline
SilverOak Wealth Management LLC4,687$359K0.08%-53013F-HRTimeline
Talon Private Wealth, LLC4,682$359K0.05%-1,30113F-HRTimeline
Legacy Trust4,645$356K0.09%-13513F-HRTimeline
Center For Asset Management LLC4,640$355K0.22%+20813F-HRTimeline
Bogart Wealth, LLC4,634$355K0.02%-1,34813F-HRTimeline
Foundations Investment Advisors, LLC4,628$354K0.01%-1,58213F-HRTimeline
Montz Harcus Wealth Management LLC4,627$354K0.19%+19913F-HRTimeline
GFG Capital, LLC4,615$353K0.11%013F-HRTimeline
Bath Savings Trust Co4,598$352K0.04%013F-HRTimeline
SMITH, MOORE & CO.4,555$349K0.03%-10513F-HRTimeline
SeaCrest Wealth Management, LLC4,547$348K0.04%+71513F-HRTimeline
EnRich Financial Partners LLC4,544$348K0.12%+1313F-HRTimeline
Loudon Investment Management, LLC4,515$346K0.2%013F-HRTimeline
New Covenant Trust Company, N.A.4,519$345K0.36%+1,49413F-HRTimeline
Apexium Financial, LP4,489$344K0.02%+40813F-HRTimeline
Bedel Financial Consulting, Inc.4,492$342K0.05%+2913F-HRTimeline
Forum Private Client Group LLC4,460$342K0.15%-3413F-HRTimeline
Godshalk Welsh Capital Management, Inc.4,448$341K0.22%+5413F-HRTimeline
Bay Capital Advisors, LLC4,431$339K0.28%+93813F-HRTimeline
WESBANCO BANK INC4,383$336K0.01%+15513F-HRTimeline
Ignite Planners, LLC4,387$336K0.07%new13F-HRTimeline
EWG Elevate Inc.4,375$335K0.13%-33813F-HRTimeline
Capital Asset Advisory Services LLC4,347$333K0.02%-1,22013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,324$331K0.01%+2313F-HRTimeline
WORLD EQUITY GROUP, INC.4,292$329K0.09%-3,57213F-HRTimeline
FineMark National Bank & Trust4,289$328K0.01%new13F-HRTimeline
Arete Wealth Advisors, LLC4,264$326K0.02%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC4,252$326K0.06%+19913F-HR/ATimeline
Caitlin John, LLC4,214$323K0.32%013F-HRTimeline
Summit Wealth Group, LLC4,204$322K0.09%-57813F-HRTimeline
Quotient Wealth Partners, LLC4,205$322K0.01%-60313F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…4,179$320K0.03%-57913F-HR/ATimelineGroup
LaFleur & Godfrey LLC4,177$320K0.04%+1413F-HRTimeline
Anchor Investment Management, LLC4,163$319K0.03%013F-HRTimeline
Dakota Community Bank & Trust NA4,161$319K1.54%013F-HRTimeline
NewEdge Wealth, LLC4,150$318K0.01%-37513F-HRTimeline
Forthright Family Wealth Advisory LLC4,142$317K0.21%-72913F-HRTimeline
Western Wealth Management, LLC4,139$317K0.02%-2,24113F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,100$314K0.21%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…4,089$313K0.1%+1,27113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,079$312K<0.01%-1,04013F-HR/ATimelineGroup
IFG Advisory, LLC4,053$310K0.02%-52213F-HRTimeline
PKS Advisory Services, LLC4,000$306K0.08%+313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC3,997$306K0.22%+2813F-HRTimeline
FINANCIAL LIFE ADVISORS3,959$303K0.11%013F-HRTimeline
Capital Advisors Wealth Management, LLC3,942$302K0.05%+1513F-HRTimeline
Gibson Capital, LLC3,920$300K0.06%-44013F-HR/ATimeline
Gladstone Institutional Advisory LLC3,885$297K0.01%+16813F-HRTimeline
TFB Advisors LLC3,875$297K0.09%-72013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,866$296K<0.01%+32513F-HRTimelineGroup
Greenwich Wealth Management LLC3,865$296K0.02%-2,50013F-HRTimeline
HHM Wealth Advisors, LLC3,791$290K0.04%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC3,780$289K0.02%-3013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,773$289K0.02%+49713F-HRTimeline
OMNI 360 Wealth, Inc.3,746$287K0.19%+72213F-HR/ATimeline
Arcadia Wealth Management, Inc.3,743$287K0.22%013F-HRTimeline
Compound Planning, Inc.3,700$283K0.01%-21613F-HRTimeline
Duncan Williams Asset Management, LLC3,694$283K0.1%013F-HRTimeline
Crestwood Advisors Group, LLC3,675$281K0.01%013F-HRTimeline
J. W. Coons Advisors, LLC3,671$281K0.07%013F-HRTimeline
GOLDEN ROAD ADVISORS LLC3,614$277K0.22%-27513F-HRTimeline
FIRST AMERICAN TRUST, FSB3,584$274K0.03%new13F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC3,570$273K0.2%+1513F-HRTimeline
Foundation Wealth Management, LLC\PA3,568$273K0.13%013F-HRTimeline
TAGStone Capital, Inc.3,565$273K0.13%+2313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,550$272K0.02%-4,71813F-HR/ATimeline
Martin Worley Group3,525$270K0.15%013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…3,521$270K0.13%-9413F-HRTimeline
Professional Financial Advisors, LLC3,511$269K0.07%+13313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,504$268K0.02%+1913F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.3,494$268K0.25%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,490$267K<0.01%+7413F-HRTimelineGroup
S.A. Mason LLC3,471$266K0.14%013F-HRTimeline
Soltis Investment Advisors LLC3,444$264K0.02%013F-HRTimeline
Swisher Financial Concepts, Inc.3,406$261K0.22%+14413F-HRTimeline
Mission Creek Capital Partners, Inc.3,395$260K0.06%-2613F-HRTimeline
Mesirow Financial Investment Management…3,367$258K<0.01%013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC3,361$257K0.03%new13F-HRTimeline
Dunhill Financial, LLC3,352$257K0.12%new13F-HRTimeline
Walker Asset Management, LLC3,330$255K0.15%-3213F-HRTimeline
TrueWealth Advisors, LLC3,330$255K0.08%-35413F-HRTimeline
Martel Wealth Advisors LLC3,308$253K0.05%-10913F-HRTimeline
Moors & Cabot, Inc.3,286$252K0.01%+19013F-HRTimeline
Prosperity Consulting Group, LLC3,272$251K0.02%-1,42813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,265$250K<0.01%013F-HRTimelineGroup
Wealthspire Retirement, LLC3,236$248K0.02%+12413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,186$244K0.02%+1313F-HRTimeline
Horst & Graben Wealth Management LLC3,180$243K0.04%+1913F-HRTimeline
Foguth Wealth Management, LLC.3,147$241K0.06%-53013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.3,141$240K0.06%013F-HRTimelineGroup
Investment Advisory Group, LLC3,139$240K0.08%-5513F-HRTimeline
PLANNING DIRECTIONS INC3,107$238K0.1%new13F-HRTimeline
Wealthspire Advisors, LLC3,097$237K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,127$237K<0.01%+13713F-HRTimelineGroup
Aegis Wealth Management LLC3,091$237K0.14%013F-HRTimeline
RCS Financial Planning, LLC3,084$236K0.12%-22013F-HRTimeline
IHT Wealth Management, LLC3,064$235K0.01%-8513F-HRTimeline
Elevation Capital Advisory, LLC3,051$234K0.1%-7513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3,012$231K0.04%+2,93813F-HRTimelineGroup
Redwood Park Advisors LLC3,000$230K0.19%013F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV3,028$229K0.1%+1813F-HR/ATimeline
Brightwater Advisory LLC2,988$229K0.18%+1013F-HR/ATimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …2,965$228K0.01%-4,40513F-HRTimelineGroup
Prudent Man Advisors, LLC2,978$228K0.08%-24,53613F-HRTimeline
Wealthquest Corp2,974$228K0.02%new13F-HR/ATimeline
Buck Wealth Strategies, LLC2,971$227K0.04%new13F-HRTimeline
Tyler-Stone Wealth Management2,963$227K0.04%new13F-HRTimeline
Arbor Wealth Advisors LLC2,949$226K0.2%-1,71913F-HRTimeline
Brady Martz Wealth Solutions, LLC2,942$225K0.05%-40713F-HRTimeline
AMERIFLEX GROUP, INC.2,926$224K0.09%-19213F-HRTimeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …2,898$222K0.21%-43913F-HRTimeline
HF Advisory Group, LLC2,888$221K0.1%-8813F-HRTimeline
Kennebec Savings Bank2,859$219K0.23%-8,93113F-HRTimeline
WILKINS INVESTMENT COUNSEL INC2,850$218K0.03%new13F-HRTimeline
Legacy Financial Group LLC2,850$218K0.03%013F-HRTimeline
Transcendent Capital Group LLC2,810$215K0.12%013F-HRTimeline
Summit Wealth Partners, LLC2,805$215K0.04%+12213F-HRTimeline
Blume Capital Management, Inc.2,800$214K0.05%013F-HRTimeline
Archer Investment Corp2,787$213K0.06%+5413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,771$212K<0.01%013F-HRTimelineGroup
Fermata Advisors, LLC2,747$210K0.04%-19813F-HRTimeline
Addison Capital Co2,744$210K0.08%-10013F-HRTimeline
Sunbelt Securities, Inc.2,744$210K0.02%-7613F-HRTimeline
Rossmore Private Capital2,716$208K0.03%013F-HRTimeline
Leading Edge Financial Planning LLC2,716$208K0.06%+1613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,708$207K<0.01%-26913F-HRTimeline
Vantage Point Financial LLC2,686$206K0.1%-39713F-HRTimeline
BNC WEALTH MANAGEMENT, LLC2,679$205K0.07%013F-HRTimeline
Octavia Wealth Advisors, LLC2,679$205K0.02%013F-HRTimeline
HALL LAURIE J TRUSTEE2,675$205K0.07%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC2,668$204K0.04%new13F-HRTimeline
Wallace Advisory Group, LLC2,731$204K0.14%new13F-HRTimeline
Prestige Wealth Management Group LLC2,663$204K0.04%-41613F-HR/ATimeline
WBH ADVISORY INC2,656$203K0.02%-2913F-HRTimeline
Robinswood Financial LLC2,655$203K0.08%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co2,649$203K0.01%-23413F-HRTimeline
Family Firm, Inc.2,644$202K0.05%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,621$201K0.14%013F-HRTimeline
United Advisor Group, LLC2,616$200K0.04%new13F-HRTimeline
United Community Bankin group United Community Bank2,571$197K0.07%+35713F-HRTimelineGroup
Wilmington Savings Fund Society, FSB2,307$177K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.2,304$176K0.08%+18813F-HRTimeline
SBI Securities Co., Ltd.2,236$171K0.01%+10013F-HRTimeline
SOA Wealth Advisors, LLC.2,206$169K0.04%013F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC2,171$166K0.15%-4413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,115$162K0.01%-16713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,108$161K0.12%+7713F-HRTimeline
Guardian Wealth Management, Inc.1,851$142K0.09%+813F-HRTimeline
WEST PACES ADVISORS INC.1,816$139K0.03%013F-HRTimeline
Accredited Wealth Management, LLC1,735$133K0.11%013F-HRTimeline