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Disclosery

BIV VANGUARD BD INDEX FDS

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SHS (fund)

922 managers (933 13F filers) reported a position in BIV shares at 2025-06-30, 191,941,883 shares in all. 65 filers opened a position and 60 filers sold out during the quarter.

Managers
922
13F filers
933
New
65
Added
409
Reduced
325
Sold out
60
Shares held by filers
191,941,883

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Jaffetilchin Investment Partners, LLC6,304$488K0.03%-4613F-HRTimeline
TD Capital Management LLC6,258$484K0.05%+913F-HRTimeline
Stanley-Laman Group, Ltd.5,774$479K0.07%-9213F-HRTimeline
Petix & Botte Co6,187$478K0.12%-12813F-HRTimeline
Bruce G. Allen Investments, LLC6,173$477K0.36%+68613F-HRTimeline
Allen Mooney & Barnes Investment Adviso…6,134$474K0.08%-18613F-HRTimeline
GUIDANCE CAPITAL, INC6,089$471K0.13%+45313F-HRTimeline
Ignite Planners, LLC5,992$459K0.08%+1,60513F-HR/ATimeline
Concord Wealth Partnersgroup of 2 filers holding5,920$458K+2,908Timeline
Radnor Capital Management, LLC5,912$457K0.07%013F-HRTimeline
WESBANCO BANK INC5,904$457K0.01%+1,52113F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC5,900$456K0.03%013F-HRTimeline
Keudell/Morrison Wealth Management5,888$455K0.1%-3,69813F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,813$449K0.23%+15613F-HRTimeline
LongView Wealth Management5,797$448K0.14%-80413F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,785$447K0.03%-9413F-HRTimelineGroup
KPP Advisory Services LLC5,785$447K0.07%-34413F-HR/ATimeline
VestGen Investment Management5,775$447K0.32%-58513F-HRTimeline
Bluespring Wealth Management, LLC5,770$446K0.04%-64,72713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,687$440K<0.01%+1,60813F-HR/ATimelineGroup
MeadowBrook Investment Advisors LLC5,550$437K0.39%-10013F-HRTimeline
SMITH, MOORE & CO.5,634$436K0.04%+1,07913F-HRTimeline
RoundAngle Advisors LLC5,596$433K0.36%-31513F-HRTimeline
Lion Street Advisors, LLC5,562$430K0.13%-88413F-HRTimeline
Tyler-Stone Wealth Management5,526$427K0.07%+2,56313F-HRTimeline
Strathmore Capital Advisors, Inc.5,563$427K0.19%13F-HRTimeline
Thomasville National Bank5,500$425K0.03%-5513F-HRTimeline
PRIVATE MANAGEMENT GROUP INC5,449$421K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC5,445$421K0.08%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,428$420K0.01%-813F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC5,396$417K0.27%+2413F-HRTimeline
CHAPIN DAVIS, INC.5,390$417K0.12%013F-HRTimeline
DEARBORN PARTNERS LLC5,371$415K0.02%+24513F-HRTimeline
LFA - Lugano Financial Advisors SA5,406$415K0.25%013F-HRTimeline
Kuhn & Co Investment Counsel5,363$415K0.31%new13F-HRTimeline
Northstar Group, Inc.5,340$413K0.06%-20013F-HRTimeline
Dunhill Financial, LLC5,338$413K0.12%+1,98613F-HRTimeline
Drucker Wealth 3.0, LLC5,348$410K0.08%-2,09513F-HRTimeline
Indiana Trust & Investment Management Co5,300$410K0.14%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources5,284$409K<0.01%+2,01913F-HRTimelineGroup
Smallwood Wealth Investment Management,…5,275$408K0.23%-25413F-HRTimeline
EnRich Financial Partners LLC5,253$406K0.12%+70913F-HRTimeline
Fourth Dimension Wealth, LLC5,234$405K0.17%-1,72413F-HRTimeline
Long Island Wealth Management, Inc.5,229$404K0.21%+5313F-HRTimeline
Brooklyn Investment Group5,226$404K0.05%-3113F-HR/ATimeline
FineMark National Bank & Trust5,204$402K0.01%+91513F-HRTimeline
CX Institutional5,149$398K0.01%-3413F-HR/ATimeline
Trilogy Capital Inc.5,144$398K0.02%+3913F-HRTimeline
Integrity Financial Corp /WA5,142$398K0.2%-5,95113F-HRTimeline
Acorn Wealth Advisors, LLC5,118$396K0.15%new13F-HRTimeline
POINCIANA ADVISORS GROUP, LLC5,004$387K0.35%-21313F-HRTimeline
WealthTrak Capital Management LLC4,934$382K0.32%+17113F-HRTimeline
Buck Wealth Strategies, LLC4,914$380K0.06%+1,94313F-HRTimeline
Arete Wealth Advisors, LLC4,888$378K0.03%+62413F-HRTimeline
Sequoia Financial Advisors, LLC4,883$378K<0.01%-2,31413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,876$377K0.01%+4513F-HRTimelineGroup
Compass Advisory Group LLC4,874$377K0.12%-1613F-HRTimeline
Northstar Financial Companies, Inc.4,832$374K0.39%new13F-HRTimeline
Bensler, LLC4,807$372K0.04%new13F-HRTimeline
MADDEN SECURITIES Corp4,752$368K0.12%013F-HRTimeline
Western Wealth Management, LLC4,710$364K0.02%+57113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,700$363K<0.01%+1,21013F-HRTimelineGroup
SilverOak Wealth Management LLC4,687$362K0.07%013F-HRTimeline
OLD NATIONAL BANCORP /IN/4,658$360K0.01%-3,24413F-HRTimeline
Montz Harcus Wealth Management LLC4,634$358K0.17%+713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC4,609$356K<0.01%new13F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,585$355K0.1%-38213F-HRTimelineGroup
Legacy Trust4,580$354K0.09%-6513F-HRTimeline
Loudon Investment Management, LLC4,568$353K0.2%+5313F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…4,565$353K0.04%+38613F-HR/ATimelineGroup
SeaCrest Wealth Management, LLC4,547$352K0.04%013F-HRTimeline
TME FINANCIAL, INC.4,533$351K0.28%-19813F-HRTimeline
New Covenant Trust Company, N.A.4,519$348K0.31%013F-HRTimeline
Bedel Financial Consulting, Inc.4,502$348K0.05%+1013F-HRTimeline
Apexium Financial, LP4,498$348K0.02%+913F-HRTimeline
Leo Wealth, LLC4,414$341K0.03%new13F-HRTimeline
EWG Elevate Inc.4,402$340K0.1%+2713F-HRTimeline
Quotient Wealth Partners, LLC4,367$338K0.01%+16213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,361$337K0.01%+3713F-HRTimeline
Thrive Capital Management, LLC4,348$336K0.11%new13F-HRTimeline
Capital Asset Advisory Services LLC4,347$335K0.02%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC4,270$330K0.05%+1813F-HRTimeline
Foundations Investment Advisors, LLC4,260$329K0.01%-36813F-HRTimeline
NewEdge Wealth, LLC4,217$326K0.01%+6713F-HRTimeline
Arbor Wealth Advisors LLC4,217$326K0.26%+1,26813F-HRTimeline
Caitlin John, LLC4,214$326K0.3%013F-HRTimeline
Nilsine Partners, LLC4,204$325K0.03%-5,39013F-HRTimeline
IFG Advisory, LLC4,183$324K0.02%+13013F-HRTimeline
Center For Asset Management LLC4,309$322K0.2%-33113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,150$321K0.01%-1,25713F-HRTimelineGroup
Anchor Investment Management, LLC4,124$319K0.03%-3913F-HRTimeline
Greenwich Wealth Management LLC4,115$318K0.02%+25013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,100$317K0.19%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…4,089$316K0.09%013F-HRTimeline
PKS Advisory Services, LLC4,003$310K0.08%+313F-HRTimeline
GOLDEN ROAD ADVISORS LLC3,994$309K0.21%+38013F-HRTimeline
Capital Advisors Wealth Management, LLC3,982$308K0.05%+4013F-HRTimeline
FFG RETIREMENT ADVISORS LLC3,961$306K0.19%-2,47013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC3,892$301K0.19%-10513F-HRTimeline
Summit Wealth Group, LLC3,881$300K0.08%-32313F-HRTimeline
TFB Advisors LLC3,835$297K0.08%-4013F-HRTimeline
Dakota Wealth Management3,812$295K0.01%-1,81513F-HRTimeline
Bath Savings Trust Co3,810$295K0.03%-78813F-HRTimeline
LaFleur & Godfrey LLC3,790$293K0.04%-38713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC3,780$292K0.02%013F-HRTimeline
Arcadia Wealth Management, Inc.3,743$289K0.2%013F-HRTimeline
WORLD EQUITY GROUP, INC.3,734$289K0.08%-55813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,711$287K0.02%-6213F-HRTimeline
Gibraltar Capital Management, Inc.3,705$287K0.06%new13F-HRTimeline
Duncan Williams Asset Management, LLC3,694$286K0.09%013F-HR/ATimeline
Moors & Cabot, Inc.3,676$284K0.01%+39013F-HRTimeline
Crestwood Advisors Group, LLC3,675$284K0.01%013F-HRTimeline
J. W. Coons Advisors, LLC3,671$284K0.06%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.3,669$284K0.17%-77913F-HRTimeline
Gibson Capital, LLC3,595$278K0.05%-32513F-HRTimeline
Compound Planning, Inc.3,570$276K0.01%-13013F-HRTimeline
Forum Private Client Group LLC3,568$276K0.11%-89213F-HRTimeline
Foundation Wealth Management, LLC\PA3,568$276K0.12%013F-HRTimeline
OMNI 360 Wealth, Inc.3,564$276K0.17%-18213F-HR/ATimeline
United Community Bankin group United Community Bank3,551$275K0.09%+98013F-HRTimelineGroup
TAGStone Capital, Inc.3,551$274K0.11%-1413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,542$274K<0.01%-32413F-HRTimelineGroup
RF&L WEALTH MANAGEMENT, LLC3,535$273K0.18%-3513F-HRTimeline
Mine & Arao Wealth Creation & Managemen…3,531$273K0.12%+1013F-HRTimeline
Martin Worley Group3,525$273K0.13%013F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.3,504$271K0.22%+1013F-HRTimeline
Net Worth Advisory Group3,502$271K0.06%new13F-HRTimeline
S.A. Mason LLC3,471$268K0.13%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,461$268K0.02%+27513F-HRTimeline
Soltis Investment Advisors LLC3,445$266K0.02%+113F-HRTimeline
Swisher Financial Concepts, Inc.3,426$265K0.17%+2013F-HRTimeline
Mission Creek Capital Partners, Inc.3,401$263K0.06%+613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,378$261K0.02%-12613F-HRTimeline
Mesirow Financial Investment Management…3,367$260K0.01%013F-HRTimeline
Martel Wealth Advisors LLC3,342$258K0.05%+3413F-HRTimeline
Rockwood Wealth Management, LLC3,316$256K0.02%new13F-HRTimeline
TrueWealth Advisors, LLC3,288$254K0.08%-4213F-HRTimeline
Walker Asset Management, LLC3,285$254K0.15%-4513F-HRTimeline
Wealthspire Retirement, LLC3,266$253K0.02%+3013F-HRTimeline
Modern Wealth Management, LLC3,248$251K0.01%new13F-HR/ATimeline
Gladstone Institutional Advisory LLC3,237$250K0.01%-64813F-HRTimeline
Valeo Financial Advisors, LLC3,231$250K0.01%new13F-HR/ATimeline
Horst & Graben Wealth Management LLC3,203$248K0.04%+2313F-HRTimeline
Elevation Capital Advisory, LLC3,174$245K0.1%+12313F-HRTimeline
Wealthquest Corp3,167$245K0.02%+19313F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.3,141$243K0.06%013F-HRTimelineGroup
RCS Financial Planning, LLC3,140$243K0.12%+5613F-HRTimeline
Friday Financial3,113$241K0.12%new13F-HRTimeline
IHT Wealth Management, LLC3,069$237K0.01%+513F-HRTimeline
Aegis Wealth Management LLC3,091$237K0.14%013F-HRTimeline
Maxele Advisors, LLC3,030$234K0.2%new13F-HRTimeline
Investment Advisory Group, LLC3,025$234K0.07%-11413F-HRTimeline
Fisher Asset Management, LLC3,011$233K<0.01%-7,25213F-HRTimeline
Redwood Park Advisors LLC3,010$233K0.18%+1013F-HRTimeline
Brightwater Advisory LLC2,988$231K0.17%013F-HR/ATimeline
Bogart Wealth, LLC2,980$230K0.01%-1,65413F-HRTimeline
Prudent Man Advisors, LLC2,978$230K0.07%013F-HRTimeline
Sterling Wealth Management, Inc.2,970$230K0.08%13F-HRTimeline
Kathmere Capital Management, LLC2,966$229K0.02%-1,83413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,958$229K0.02%-59213F-HRTimeline
Wealthspire Advisors, LLC2,903$225K<0.01%-19413F-HRTimeline
CRA Financial Services, LLC2,900$224K0.03%new13F-HRTimeline
Valpey Financial Services, LLC2,895$224K0.15%13F-HRTimeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …2,859$221K0.21%-3913F-HRTimeline
Summit Wealth Partners, LLC2,854$221K0.04%+4913F-HRTimeline
Legacy Financial Group LLC2,850$220K0.03%013F-HRTimeline
AMERIFLEX GROUP, INC.2,830$219K0.11%-9613F-HRTimeline
Symphony Financial, Ltd. Co.2,841$219K0.03%new13F-HR/ATimeline
Archer Investment Corp2,813$218K0.05%+2613F-HRTimeline
HF Advisory Group, LLC2,813$218K0.09%-7513F-HRTimeline
Transcendent Capital Group LLC2,810$217K0.11%013F-HRTimeline
Stonebridge Financial Group, LLC2,766$214K0.02%new13F-HRTimeline
OARSMAN CAPITAL, INC.2,760$213K0.03%new13F-HRTimeline
United Advisor Group, LLC2,747$212K0.04%+13113F-HRTimeline
BNC WEALTH MANAGEMENT, LLC2,743$212K0.06%+6413F-HRTimeline
Addison Capital Co2,738$212K0.07%-613F-HRTimeline
Sunbelt Securities, Inc.2,820$211K0.02%+7613F-HRTimeline
Prestige Wealth Management Group LLC2,720$210K0.04%+5713F-HR/ATimeline
Rossmore Private Capital2,716$210K0.02%013F-HRTimeline
NESTEGG ADVISORS, INC.2,711$210K0.2%new13F-HRTimeline
Kennebec Savings Bank2,703$209K0.2%-15613F-HRTimeline
Brady Martz Wealth Solutions, LLC2,700$209K0.04%-24213F-HRTimeline
Octavia Wealth Advisors, LLC2,679$207K0.02%013F-HRTimeline
HALL LAURIE J TRUSTEE2,675$207K0.07%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC2,668$206K0.03%013F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV2,695$206K0.01%-33313F-HR/ATimeline
ELEVATE WEALTH ADVISORY, INC2,621$203K0.14%013F-HRTimeline
Bond & Devick Financial Network, Inc.2,602$201K0.07%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,596$201K<0.01%-17513F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.2,593$201K0.05%new13F-HRTimeline
Choate Investment Advisors2,500$193K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB2,307$178K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.2,261$175K0.01%+2513F-HRTimeline
Raleigh Capital Management Inc.2,232$173K0.07%-7213F-HRTimeline
Blume Capital Management, Inc.2,206$171K0.03%-59413F-HRTimeline
Dakota Community Bank & Trust NA2,197$170K0.76%-1,96413F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,176$168K0.05%+65513F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC2,140$165K0.14%-3113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,127$165K0.01%+1213F-HR/ATimeline
RICHARDSON FINANCIAL SERVICES INC.2,108$163K0.11%013F-HRTimeline