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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
SOA Wealth Advisors, LLC.2,206$165K0.03%+1,18313F-HR/ATimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,185$163K0.02%-45113F-HRTimelineGroup
SBI Securities Co., Ltd.2,136$160K<0.01%13F-HRTimeline
Raleigh Capital Management Inc.2,116$158K0.06%-613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,031$152K0.11%-1,90013F-HRTimeline
PRIVATE TRUST CO NA1,969$147K0.02%-1,16213F-HRTimeline
Guardian Wealth Management, Inc.1,843$138K0.09%-14413F-HRTimeline
MeadowBrook Investment Advisors LLC1,825$136K0.12%new13F-HRTimeline
WEST PACES ADVISORS INC.1,816$136K0.03%-8013F-HRTimeline
Accredited Wealth Management, LLC1,735$130K0.11%13F-HRTimeline
Legacy Investment Solutions, LLC1,637$123K0.08%+5213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,637$123K0.08%+5213F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC1,640$123K<0.01%-2513F-HRTimeline
Crews Bank & Trust1,568$117K0.02%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,521$114K0.04%013F-HRTimeline
Kings Path Partners LLC1,460$109K0.05%+44413F-HRTimeline
AdvisorNet Financial, Inc1,385$104K0.01%-1,04413F-HRTimeline
Richard W. Paul & Associates, LLC1,327$99.2K0.04%+11513F-HRTimeline
REAP Financial Group, LLC1,316$98.3K0.02%-613F-HRTimeline
Sandy Spring Bank1,311$98K<0.01%-2413F-HRTimeline
Bristlecone Advisors, LLC1,307$97.7K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,300$97.1K0.01%+92713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,180$88.2K0.03%+31913F-HRTimeline
Transce3nd, LLC1,170$87.5K0.03%13F-HRTimeline
Minot DeBlois Advisors LLC1,123$83.9K0.08%13F-HRTimeline
Eukles Asset Management1,106$82.7K0.04%+89013F-HRTimeline
Abound Wealth Management1,083$80.9K0.03%+1413F-HRTimeline
NorthRock Partners, LLC1,070$80K<0.01%+1,00413F-HR/ATimeline
HARBOR INVESTMENT ADVISORY, LLC1,032$77.1K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC985$73.6K0.05%13F-HRTimeline
Cedar Mountain Advisors, LLC957$71.5K0.02%+93313F-HRTimeline
Sugarloaf Wealth Management, LLC927$69.3K0.01%-10413F-HRTimeline
Coppell Advisory Solutions LLC894$66.9K0.01%+17613F-HRTimeline
Bullock Wealth Management Group855$63.9K0.04%+1013F-HRTimeline
Bell Investment Advisors, Inc782$58.4K0.01%013F-HRTimeline
Rialto Wealth Management, LLC758$56.6K0.02%13F-HRTimeline
Cape Investment Advisory, Inc.748$55.9K0.02%+24213F-HRTimeline
Hurley Capital, LLC741$55.3K0.04%13F-HRTimeline
Park Square Financial Group, LLC683$51.1K0.04%13F-HRTimeline
Financial Connections Group, Inc.681$50K0.02%+16513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp630$47.1K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC610$45.6K<0.01%013F-HRTimeline
North Star Investment Management Corp.607$45.3K<0.01%+813F-HRTimeline
NFSG Corp600$44.8K0.01%new13F-HRTimeline
HOWE & RUSLING INC583$43.6K<0.01%+3213F-HRTimeline
Pacifica Partners Inc.554$41.4K0.02%013F-HRTimeline
Founders Financial Alliance, LLC546$40.8K0.01%-2913F-HRTimeline
First Command Advisory Services, Inc.540$40.4K<0.01%013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…520$38.9K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC507$37.9K0.01%+613F-HRTimeline
Asset Dedication, LLC484$36.2K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.482$36K0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC460$34.4K<0.01%+5013F-HRTimeline
BIRCHBROOK, INC.438$32.7K0.02%+113F-HRTimeline
Coastline Trust Co405$30.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FAS Wealth Partners, Inc.392$29.3K<0.01%+1513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.390$29.1K<0.01%-1,23313F-HRTimeline
Bangor Savings Bank387$28.9K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC379$28.3K<0.01%+20113F-HRTimeline
Front Row Advisors LLC375$28K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.345$26K0.01%+12613F-HRTimeline
Running Point Capital Advisors, LLC346$25.9K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC334$25K0.01%13F-HRTimeline
LGT Financial Advisors LLC323$24.1K0.05%-44813F-HRTimeline
AlphaMark Advisors, LLC305$23K0.01%+513F-HRTimeline
FIRST FINANCIAL CORP /IN/305$22.8K0.01%013F-HRTimeline
Beacon Capital Management, LLC288$21.5K<0.01%+6613F-HRTimeline
Financial Freedom, LLC265$19.8K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.262$19.6K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC251$18.8K<0.01%-1713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST236$17.6K<0.01%-37913F-HRTimeline
ORG Partners LLC234$17.5K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.209$15.6K0.02%13F-HRTimeline
Colony Family Offices, LLC200$14.9K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…200$14.9K0.01%013F-HRTimeline
Hopwood Financial Services, Inc.189$14.1K0.01%13F-HRTimeline
CVA Family Office, LLC180$13.5K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…176$13.2K<0.01%013F-HRTimelineGroup
Winthrop Capital Management, LLC178$13K<0.01%new13F-HRTimeline
Blue Trust, Inc.171$12.8K<0.01%-23113F-HR/ATimeline
IMG Wealth Management, Inc.154$11.5K0.01%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC155$11K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC135$10.1K0.01%+113F-HRTimeline
CBIZ Investment Advisory Services, LLC127$9.49K<0.01%new13F-HRTimeline
WealthShield Partners, LLC126$9.42K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management122$9K<0.01%+213F-HRTimeline
McIlrath & Eck, LLC117$8.74K<0.01%013F-HRTimeline
Towne Trust Company, N.A111$8.29K<0.01%new13F-HRTimeline
Financial Life Planners105$7.84K0.01%13F-HRTimeline
Capital Investment Advisory Services, L…104$7.77K<0.01%+1513F-HRTimeline
Salomon & Ludwin, LLC104$7.77K<0.01%-613F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.92$6.88K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.90$6.73K<0.01%013F-HRTimeline
EASTERN BANK88$6.58K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC86$6.43K<0.01%13F-HRTimeline
Investors Research Corp84$6.28K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…77$5.75K<0.01%013F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …76$5.71K<0.01%+413F-HRTimelineGroup
NEW ENGLAND ASSET MANAGEMENT INC75$5.61K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners74$5.53K<0.01%013F-HRTimelineGroup
Rakuten Securities, Inc.67$5.01K<0.01%+613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC66$4.93K<0.01%013F-HRTimeline
Synergy Investment Management, LLC64$4.78K<0.01%13F-HRTimeline
Lindbrook Capital, LLC63$4.71K<0.01%013F-HRTimeline
Manchester Capital Management LLC60$4.48K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC60$4.48K0.01%13F-HRTimeline
FSA Wealth Management LLC59$4.43K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC57$4.3K<0.01%-2113F-HRTimeline
Covestor Ltd51$4K<0.01%+3113F-HRTimeline
Financially Speaking Inc51$3.81K<0.01%13F-HRTimeline
Legacy Bridge, LLC50$3.74K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…42$3.19K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…37$2.77K<0.01%13F-HRTimeline
Painted Porch Advisors LLC25$1.87K<0.01%-11013F-HRTimeline
Key Financial Inc24$1.79K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC23$1.72K<0.01%013F-HRTimeline
Sound Income Strategies, LLC22$1.64K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC19$1.42K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.11$8790.08%-11,71013F-HRTimeline
GeoWealth Management, LLC11$822<0.01%-62213F-HRTimeline
Federation des caisses Desjardins du Qu…6$448<0.01%013F-HRTimeline
SYM FINANCIAL Corp4$299<0.01%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC3$224<0.01%013F-HRTimeline
Aventura Private Wealth, LLC2$149<0.01%13F-HRTimeline
Legacy Financial Group LLC2,850$213Mnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.