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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
WealthShield Partners, LLC1,617$124K0.02%+1,49113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,590$122K<0.01%-5013F-HRTimeline
Crews Bank & Trust1,568$120K0.02%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,521$116K0.03%013F-HRTimeline
Cape Investment Advisory, Inc.1,460$112K0.04%+71213F-HRTimeline
AdvisorNet Financial, Inc1,384$106K0.01%-113F-HRTimeline
Sandy Spring Bank1,311$100K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC1,307$100K0.01%013F-HRTimeline
REAP Financial Group, LLC1,307$100K0.02%-913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,288$98.6K0.07%-34913F-HRTimelineGroup
Richard W. Paul & Associates, LLC1,266$96.9K0.04%-6113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,150$88.1K<0.01%+52013F-HRTimelineGroup
Minot DeBlois Advisors LLC1,123$86K0.09%013F-HRTimeline
Eukles Asset Management1,106$84.7K0.04%013F-HRTimeline
Abound Wealth Management1,090$83.4K0.03%+713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,032$79K0.01%013F-HRTimeline
HOWE & RUSLING INC1,018$77.9K0.01%+43513F-HRTimeline
Cedar Mountain Advisors, LLC960$73.5K0.02%+313F-HRTimeline
North Star Investment Management Corp.948$72.6K0.01%+34113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors920$69.2K0.01%-1,26513F-HRTimelineGroup
Clark Wealth Partners896$68.6K0.05%new13F-HRTimeline
Bullock Wealth Management Group861$65.9K0.04%+613F-HRTimeline
McClarren Financial Advisors, Inc.481$64K0.04%new13F-HRTimeline
Bell Investment Advisors, Inc782$59.9K0.01%013F-HRTimeline
Rialto Wealth Management, LLC758$58K0.02%013F-HRTimeline
PITTENGER & ANDERSON INC710$54.4K<0.01%+25013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.708$54.2K0.01%+31813F-HRTimeline
Park Square Financial Group, LLC683$52.3K0.04%013F-HRTimeline
Grey Ledge Advisors, LLC663$50.7K0.01%new13F-HRTimeline
New Republic Capital, LLC648$49.6K0.02%new13F-HRTimeline
Founders Financial Alliance, LLC606$46.4K0.01%+6013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC610$45.6K<0.01%013F-HRTimeline
Pacifica Partners Inc.554$42.7K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.518$39.7K0.01%+3613F-HRTimeline
Laurel Wealth Advisors LLC511$39.1K0.01%+413F-HRTimeline
N.E.W. Advisory Services LLC500$38.3K<0.01%new13F-HRTimeline
Asset Dedication, LLC484$37.1K<0.01%013F-HRTimeline
BIRCHBROOK, INC.438$33.5K0.02%013F-HRTimeline
NFSG Corp424$32.4K0.01%-17613F-HRTimeline
Front Row Advisors LLC412$31.5K0.01%+3713F-HRTimeline
Coastline Trust Co405$31K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FAS Wealth Partners, Inc.394$30.1K<0.01%+213F-HRTimeline
Bangor Savings Bank387$29.6K<0.01%013F-HRTimeline
Transce3nd, LLC386$29.5K0.01%-78413F-HRTimeline
Capital Investment Advisory Services, L…380$29.1K<0.01%+27613F-HRTimeline
MONTAG A & ASSOCIATES INC379$29K<0.01%013F-HRTimeline
Kings Path Partners LLC377$28.9K0.01%-1,08313F-HRTimeline
Running Point Capital Advisors, LLC346$26.5K0.01%013F-HRTimeline
Hurley Capital, LLC341$26.1K0.02%-40013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC334$25.6K0.01%013F-HR/ATimeline
LGT Financial Advisors LLC323$24.7K0.08%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.318$24K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Center for Financial Planning, Inc.308$23.6K<0.01%new13F-HRTimeline
Blue Trust, Inc.296$22.7K<0.01%+12513F-HRTimeline
Beacon Capital Management, LLC288$22.1K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.262$20.1K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC252$19.3K<0.01%+113F-HRTimeline
Wayfinding Financial, LLC257$19K0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC242$18.5K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST236$18.1K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.219$16.8K0.01%new13F-HRTimeline
Clearstead Trust, LLC214$16.4K<0.01%new13F-HRTimeline
PSI Advisors, LLC206$15.8K0.01%new13F-HRTimeline
Colony Family Offices, LLC200$15.3K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…200$15.3K0.01%013F-HRTimeline
Winthrop Capital Management, LLC178$14K<0.01%013F-HRTimeline
CVA Family Office, LLC180$13.8K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.170$13K0.01%-17513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC155$11.9K<0.01%new13F-HRTimeline
ORG Partners LLC144$11K<0.01%-9013F-HRTimeline
VALLEY NATIONAL ADVISERS INC155$11K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC142$10.9K<0.01%-1,15813F-HRTimeline
Hopwood Financial Services, Inc.139$10.6K0.01%-5013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC135$10.3K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management123$9K<0.01%+113F-HRTimeline
McIlrath & Eck, LLC117$8.96K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC116$8.91K<0.01%new13F-HRTimeline
Key Financial Inc115$8.81K<0.01%+9113F-HRTimeline
Towne Trust Company, N.A111$8.5K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC104$7.96K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…103$7.95K<0.01%+6113F-HRTimeline
Quest 10 Wealth Builders, Inc.99$7.58K0.01%-11013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.92$7.04K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.90$6.89K<0.01%013F-HRTimeline
EASTERN BANK88$6.74K<0.01%013F-HRTimeline
Investors Research Corp84$6.43K<0.01%013F-HRTimeline
Covestor Ltd78$6K<0.01%+2713F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC75$5.74K<0.01%013F-HRTimeline
NorthRock Partners, LLC66$5.05K<0.01%-1,00413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC66$5.05K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS65$4.98K<0.01%new13F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …63$4.82K<0.01%13F-HRTimelineGroup
Lindbrook Capital, LLC63$4.82K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC60$4.6K<0.01%-2613F-HRTimeline
Manchester Capital Management LLC60$4.59K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC60$4.59K<0.01%013F-HRTimeline
FSA Wealth Management LLC60$4.57K<0.01%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC56$4.29K<0.01%new13F-HRTimeline
North Capital, Inc.56$4.29K<0.01%13F-HRTimeline
Hemington Wealth Management64$4K<0.01%new13F-HRTimeline
Legacy Bridge, LLC50$3.83K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.48$3.66K<0.01%-10613F-HRTimeline
SITTNER & NELSON, LLC38$2.91K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…37$2.83K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC30$2.3K<0.01%new13F-HRTimeline
Headlands Technologies LLC30$2.3K<0.01%-4,38513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…27$2.07K<0.01%-5013F-HRTimelineGroup
Painted Porch Advisors LLC25$1.91K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC23$1.76K<0.01%013F-HRTimeline
Sound Income Strategies, LLC16$1.23K<0.01%-613F-HRTimeline
Pineridge Advisors LLC12$919<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…6$459<0.01%013F-HRTimeline
Copia Wealth Management6$459<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.5$383<0.01%-6213F-HRTimelineGroup
Decker Retirement Planning Inc.1$62<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…0$35<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-84,86613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.