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Disclosery

BIV VANGUARD BD INDEX FDS

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SHS (fund)

916 managers (926 13F filers) reported a position in BIV shares at 2025-09-30, 203,690,217 shares in all. 60 filers opened a position and 56 filers sold out during the quarter.

Managers
916
13F filers
926
New
60
Added
459
Reduced
272
Sold out
56
Shares held by filers
203,690,217

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Strategic Wealth Partners, Ltd.1,853$145K0.01%+1513F-HRTimeline
REAP Financial Group, LLC1,837$143K0.03%+57813F-HRTimeline
SOA Wealth Advisors, LLC.1,812$141K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,812$141K0.01%+30013F-HRTimeline
Accredited Wealth Management, LLC35,262$135K0.1%+33,52713F-HRTimeline
Greykasell Wealth Strategies, Inc.1,666$130K0.05%013F-HRTimeline
WealthShield Partners, LLC1,621$127K0.01%013F-HRTimeline
Crews Bank & Trust1,568$122K0.02%013F-HRTimeline
Root Financial Partners, LLC1,537$120K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,531$120K<0.01%+313F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…1,500$117K0.02%013F-HRTimeline
Archer Investment Corp1,462$114K0.03%-1,35113F-HRTimeline
Operose Advisors LLC1,445$113K0.03%new13F-HRTimeline
AdvisorNet Financial, Inc1,403$110K0.01%+9613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,311$102K<0.01%013F-HRTimelineGroup
Robinswood Financial LLC1,295$101K0.03%013F-HRTimeline
Richard W. Paul & Associates, LLC1,245$97.2K0.03%+513F-HRTimeline
AlphaCore Capital LLC1,241$96.9K<0.01%+1,13213F-HRTimeline
FAS Wealth Partners, Inc.1,226$95.7K0.01%+82913F-HRTimeline
Key Financial Inc1,219$95.2K0.02%+1,10413F-HRTimeline
Eukles Asset Management1,106$86.4K0.03%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,091$85.2K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,083$84.6K0.04%-12313F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,021$79.7K0.01%-1113F-HRTimeline
Cedar Mountain Advisors, LLC979$76.5K0.01%new13F-HRTimeline
North Star Investment Management Corp.960$75K<0.01%+613F-HRTimeline
Palisade Asset Management, LLC922$72K0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/900$70.3K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors802$62.6K0.01%-11813F-HRTimelineGroup
Rialto Wealth Management, LLC796$62.2K0.02%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.792$61.8K<0.01%new13F-HRTimelineGroup
Grey Ledge Advisors, LLC786$61.4K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC762$59.5K0.01%+52213F-HRTimeline
Financial Connections Group, Inc.752$58K0.02%+5913F-HRTimeline
LFA - Lugano Financial Advisors SA735$57.2K0.03%-4,67113F-HRTimeline
AMERIFLEX GROUP, INC.646$50.4K0.02%-2,18413F-HRTimeline
Founders Financial Alliance, LLC620$48.4K0.01%+7413F-HRTimeline
CNB Bank577$45.1K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC577$45.1K<0.01%-4713F-HRTimeline
Integrated Investment Consultants, LLC44,938$44.9K0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC575$44.9K<0.01%-7513F-HRTimeline
Pacifica Partners Inc.554$43.3K0.02%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp520$40.6K<0.01%-63013F-HRTimelineGroup
Physician Wealth Advisors, Inc.518$40.5K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC494$38.6K<0.01%013F-HRTimeline
HOWE & RUSLING INC490$38.3K<0.01%-10013F-HRTimeline
Asset Dedication, LLC484$37.8K<0.01%-45313F-HRTimeline
BIRCHBROOK, INC.439$34.3K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.432$33.7K0.03%+9813F-HR/ATimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management424$33.1K<0.01%new13F-HRTimelineGroup
Coastline Trust Co405$31.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Texas Capital Bancshares Inc/TX395$30.8K0.01%new13F-HRTimeline
Bangor Savings Bank391$30.5K<0.01%+413F-HRTimeline
FIRST COMMUNITY TRUST NA390$30.5K0.02%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS390$30.5K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…380$29.7K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC379$29.6K<0.01%013F-HRTimeline
Front Row Advisors LLC375$29.3K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC372$29K<0.01%+36913F-HRTimeline
Blue Trust, Inc.371$29K<0.01%+17113F-HRTimeline
Running Point Capital Advisors, LLC346$27K0.01%013F-HRTimeline
Hurley Capital, LLC341$26.6K0.01%013F-HRTimeline
ORG Partners LLC339$26.5K<0.01%-6113F-HRTimeline
LGT Financial Advisors LLC323$25.2K0.05%013F-HRTimeline
Minot DeBlois Advisors LLC320$25K0.02%-50313F-HRTimeline
Guerra Advisors Inc311$24.3K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.301$23.5K0.02%-44013F-HRTimeline
N.E.W. Advisory Services LLC255$19.9K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC246$19.2K<0.01%+18113F-HRTimeline
Tradewinds Capital Management, LLC232$18.1K<0.01%+7413F-HRTimeline
Horizon Investments, LLC232$18K<0.01%new13F-HRTimeline
Clearstead Trust, LLC214$16.7K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…200$15.6K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.182$14.2K<0.01%013F-HRTimelineGroup
CVA Family Office, LLC180$14.1K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC178$14K<0.01%013F-HRTimeline
McIlrath & Eck, LLC177$13.8K<0.01%+6013F-HRTimeline
KERR FINANCIAL PLANNING Corp175$13.7K0.02%13F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.155$12K<0.01%+3013F-HRTimeline
Pflug Koory, LLC150$11.7K0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.138$11K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hopwood Financial Services, Inc.139$10.9K0.01%013F-HRTimeline
Hanson & Doremus Investment Management125$10K<0.01%+113F-HRTimeline
Clark Wealth Partners126$9.81K0.01%-29913F-HRTimeline
Versant Capital Management, Inc110$8.59K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC104$8.12K<0.01%-3813F-HRTimeline
Salomon & Ludwin, LLC104$8.12K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.99$7.73K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.92$7.18K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.90$7.03K<0.01%013F-HRTimeline
Covestor Ltd92$7K<0.01%+313F-HRTimeline
Cornerstone Planning Group LLC78$6.67K<0.01%-511,24213F-HRTimeline
Investors Research Corp84$6.56K<0.01%-213F-HRTimeline
Sound Income Strategies, LLC77$6K<0.01%+3913F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC75$5.86K<0.01%013F-HRTimeline
FSA Wealth Management LLC61$4.75K<0.01%+113F-HRTimeline
North Capital, Inc.57$4.45K<0.01%+113F-HRTimeline
Hemington Wealth Management64$4K<0.01%013F-HRTimeline
Legacy Bridge, LLC50$3.9K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC48$3.75K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.48$3.73K<0.01%013F-HRTimeline
Avion Wealth43$3K<0.01%new13F-HRTimeline
SITTNER & NELSON, LLC38$2.97K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…37$2.89K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC30$2.34K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC26$2.03K<0.01%new13F-HRTimeline
Painted Porch Advisors LLC25$1.95K<0.01%013F-HRTimeline
SIGNATUREFD, LLC25$1.92K<0.01%+113F-HRTimeline
Tanglewood Legacy Advisors, LLC23$1.8K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …10$781<0.01%13F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC9$703<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…6$469<0.01%013F-HRTimeline
Copia Wealth Management6$469<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4$302<0.01%+313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2$156<0.01%-17313F-HRTimelineGroup
Transce3nd, LLC30$00%-28713F-HRTimelineValue filed as zero, left out of ratios.