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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
HHM Wealth Advisors, LLC2,041$158K0.02%-1,75013F-HRTimeline
Strategic Wealth Partners, Ltd.1,838$142K0.01%13F-HRTimeline
SOA Wealth Advisors, LLC.1,812$140K0.03%-39413F-HRTimeline
Accredited Wealth Management, LLC1,735$134K0.11%013F-HRTimeline
Greykasell Wealth Strategies, Inc.1,666$129K0.06%-3,76113F-HRTimeline
WealthShield Partners, LLC1,621$125K0.02%+413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,590$123K<0.01%013F-HRTimeline
Crews Bank & Trust1,568$121K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,528$118K<0.01%-1,59913F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.1,512$117K0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,500$116K0.03%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,448$112K0.01%+1,34513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,311$101K<0.01%new13F-HRTimelineGroup
Bristlecone Advisors, LLC1,307$101K0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,307$101K0.01%-7713F-HRTimeline
Robinswood Financial LLC1,295$100K0.04%-1,36013F-HRTimeline
REAP Financial Group, LLC1,259$97.3K0.02%-4813F-HRTimeline
Richard W. Paul & Associates, LLC1,240$95.9K0.03%-2613F-HRTimeline
Glass Jacobson Investment Advisors llc1,206$93.3K0.04%-9,91113F-HRTimeline
Legacy Investment Solutions, LLC1,206$93.3K0.05%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,206$93.3K0.05%-8213F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp1,150$88.9K<0.01%013F-HRTimelineGroup
Eukles Asset Management1,106$85.5K0.03%013F-HRTimeline
Abound Wealth Management1,101$85.1K0.02%+1113F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,091$84.4K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,032$79.8K0.01%013F-HRTimeline
North Star Investment Management Corp.954$73.8K0.01%+613F-HRTimeline
Asset Dedication, LLC937$72.5K0.01%+45313F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors920$70.9K0.01%013F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/900$69.6K0.01%new13F-HRTimeline
Minot DeBlois Advisors LLC823$63.7K0.06%-30013F-HRTimeline
Rialto Wealth Management, LLC796$61.6K0.02%+3813F-HRTimeline
Cape Investment Advisory, Inc.741$57.3K0.02%-71913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.708$54.8K0.01%013F-HRTimeline
Financial Connections Group, Inc.693$53K0.02%-4,65013F-HRTimeline
PITTENGER & ANDERSON INC650$50.3K<0.01%-6013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC624$48.3K<0.01%+1413F-HRTimeline
HOWE & RUSLING INC590$45.6K<0.01%-42813F-HRTimeline
CNB Bank577$44.6K0.02%new13F-HRTimeline
Pacifica Partners Inc.554$42.7K0.02%013F-HRTimeline
Founders Financial Alliance, LLC546$42.2K0.01%-6013F-HRTimeline
Physician Wealth Advisors, Inc.518$40.1K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC494$38.2K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC483$37.4K0.03%-20013F-HRTimeline
BIRCHBROOK, INC.439$33.9K0.02%+113F-HRTimeline
Clark Wealth Partners425$32.9K0.02%-47113F-HRTimeline
Coastline Trust Co405$31.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ORG Partners LLC400$30.8K0.01%+25613F-HRTimeline
FAS Wealth Partners, Inc.397$30.7K<0.01%+313F-HRTimeline
Bangor Savings Bank387$29.9K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…380$29.4K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC379$29.3K<0.01%013F-HRTimeline
Front Row Advisors LLC375$29K0.01%-3713F-HRTimeline
GeoWealth Management, LLC372$28.8K<0.01%new13F-HRTimeline
Running Point Capital Advisors, LLC346$26.8K0.01%013F-HRTimeline
Hurley Capital, LLC341$26.4K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.334$25.8K0.03%13F-HRTimeline
NFSG Corp325$25.1K<0.01%-9913F-HRTimeline
LGT Financial Advisors LLC323$25K0.06%013F-HRTimeline
Transce3nd, LLC317$24.5K0.01%-6913F-HRTimeline
Beacon Capital Management, LLC288$22.3K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC255$19.7K<0.01%-24513F-HRTimeline
GPS Wealth Strategies Group, LLC240$18.5K<0.01%-1213F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…238$18.4K0.01%new13F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST236$18.3K<0.01%013F-HRTimeline
Clearstead Trust, LLC214$16.6K<0.01%013F-HRTimeline
Blue Trust, Inc.200$15.5K<0.01%-9613F-HRTimeline
Vermillion & White Wealth Management Gr…200$15.5K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.182$14.1K<0.01%-8013F-HRTimelineGroup
Winthrop Capital Management, LLC178$14K<0.01%013F-HRTimeline
CVA Family Office, LLC180$13.9K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS175$13.5K<0.01%+11013F-HRTimelineGroup
Tradewinds Capital Management, LLC158$12.2K<0.01%+4213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC155$12K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC155$11K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC142$11K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.139$10.8K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.125$10K<0.01%-4513F-HRTimeline
Hanson & Doremus Investment Management124$10K<0.01%+113F-HRTimeline
McIlrath & Eck, LLC117$9.05K<0.01%013F-HRTimeline
Key Financial Inc115$8.89K<0.01%013F-HRTimeline
Versant Capital Management, Inc110$8.51K<0.01%new13F-HRTimeline
AlphaCore Capital LLC109$8.43K<0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC108$8.35K0.01%new13F-HRTimeline
Rise Advisors, LLC104$8.04K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC104$8K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC99$7.66K<0.01%-14313F-HRTimeline
Quest 10 Wealth Builders, Inc.99$7.66K0.01%013F-HRTimeline
ALERUS FINANCIAL NA93$7.19K<0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.92$7.12K<0.01%013F-HRTimeline
Covestor Ltd89$7K<0.01%+1113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.90$6.96K<0.01%013F-HRTimeline
EASTERN BANK88$6.81K<0.01%013F-HRTimeline
SYM FINANCIAL Corp86$6.67K<0.01%new13F-HRTimeline
Investors Research Corp86$6.65K<0.01%+213F-HRTimeline
Decker Retirement Planning Inc.85$6.57K<0.01%+8413F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC75$5.8K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…70$5.41K<0.01%+4313F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC67$5.18K<0.01%-6813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC66$5.1K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC65$5.03K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …61$4.72K<0.01%13F-HRTimelineGroup
FSA Wealth Management LLC60$4.66K<0.01%013F-HRTimeline
Manchester Capital Management LLC60$4.64K<0.01%013F-HRTimeline
North Capital, Inc.56$4.33K<0.01%013F-HRTimeline
Hemington Wealth Management64$4K<0.01%013F-HRTimeline
Legacy Bridge, LLC50$3.87K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC48$3.7K<0.01%-1213F-HRTimeline
IMG Wealth Management, Inc.48$3.7K<0.01%013F-HRTimeline
Sound Income Strategies, LLC38$2.94K<0.01%+2213F-HRTimeline
SITTNER & NELSON, LLC38$2.94K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…37$2.86K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC30$2.32K<0.01%013F-HRTimeline
Painted Porch Advisors LLC25$1.93K<0.01%013F-HRTimeline
SIGNATUREFD, LLC24$1.88K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC24$1.86K<0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC23$1.78K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…6$464<0.01%013F-HRTimeline
Copia Wealth Management6$464<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3$232<0.01%-5313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$108<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.