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Disclosery

BIV VANGUARD BD INDEX FDS

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SHS (fund)

968 managers (980 13F filers) reported a position in BIV shares at 2025-12-31, 222,964,860 shares in all. 69 filers opened a position and 57 filers sold out during the quarter.

Managers
968
13F filers
980
New
69
Added
483
Reduced
246
Sold out
57
Shares held by filers
222,964,860

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BNC WEALTH MANAGEMENT, LLC2,957$230K0.06%+26513F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC2,935$229K0.13%-60013F-HRTimeline
STONE LOFT WEALTH MANAGEMENT LLC2,928$228K0.21%13F-HRTimeline
Investment Advisory Group, LLC2,925$228K0.06%013F-HRTimeline
United Advisor Group, LLC2,925$228K0.03%+16813F-HRTimeline
Stonebridge Financial Group, LLC2,899$226K0.02%+3513F-HRTimeline
EVOKE WEALTH, LLC2,884$225K<0.01%-213F-HRTimeline
WealthPoint Financial, LLC2,863$223K0.19%13F-HRTimeline
Symphony Financial, Ltd. Co.2,853$223K0.03%+1213F-HRTimeline
Transcendent Capital Group LLC2,810$219K0.1%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,792$217K<0.01%new13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,782$217K0.01%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,748$214K0.15%+12713F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.2,730$213K0.1%new13F-HRTimeline
Glenview Trust Co2,728$212K<0.01%new13F-HRTimeline
Hardworking Capital Advisors, LLC2,719$212K0.19%13F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC2,696$210K0.09%-25613F-HRTimeline
Octavia Wealth Advisors, LLC2,679$209K0.02%013F-HRTimeline
Sunbelt Securities, Inc.2,677$208K0.01%013F-HRTimeline
HALL LAURIE J TRUSTEE2,675$208K0.07%013F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV2,672$208K0.01%-413F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC2,668$208K0.03%013F-HRTimeline
TME FINANCIAL, INC.2,649$206K0.14%-1,54113F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.2,593$202K0.05%013F-HRTimeline
L.K. Benson & Company, P.C.2,592$202K0.1%new13F-HRTimeline
Forthright Family Wealth Advisory LLC2,590$202K0.13%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,580$201K0.01%-21713F-HRTimeline
CX Institutional2,537$198K0.01%-2,62213F-HRTimeline
Capital Investment Advisory Services, L…2,252$175K0.01%+1,87213F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,192$171K0.04%+913F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC2,168$169K0.13%-13413F-HRTimeline
Raleigh Capital Management Inc.2,162$168K0.06%-1513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,074$162K0.01%+1,55413F-HRTimelineGroup
HHM Wealth Advisors, LLC2,041$159K0.02%013F-HRTimeline
SBI Securities Co., Ltd.1,981$154K<0.01%-12813F-HRTimeline
Crews Bank & Trust1,961$153K0.02%+39313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,874$146K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.1,859$145K0.01%+613F-HRTimeline
SOA Wealth Advisors, LLC.1,812$141K0.02%013F-HRTimeline
Litman Gregory Wealth Management LLC1,750$136K0.01%new13F-HRTimeline
MCF Advisors LLC1,735$135K0.01%new13F-HRTimeline
GeoWealth Management, LLC1,734$135K<0.01%-1,33913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,709$133K<0.01%+17813F-HRTimelineGroup
Providence Capital Advisors, LLC1,681$131K0.02%+1,43513F-HRTimeline
Pacifica Partners Inc.1,644$128K0.06%+1,09013F-HRTimeline
OPTIMA CAPITAL LLC1,620$126K0.05%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,500$117K0.02%013F-HRTimeline
Key Financial Inc1,446$113K0.02%+22713F-HRTimeline
REAP Financial Group, LLC1,417$110K0.02%-42013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,393$108K0.03%+1,28913F-HRTimeline
AdvisorNet Financial, Inc1,382$108K0.01%-2113F-HRTimeline
Archer Investment Corp1,355$106K0.02%-10713F-HRTimeline
WealthShield Partners, LLC1,339$104K0.01%-28213F-HRTimeline
KELLEHER FINANCIAL ADVISORS1,335$104K0.02%+94513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,311$102K<0.01%013F-HRTimelineGroup
Basepoint Wealth LLC1,288$100K0.06%new13F-HRTimeline
AlphaCore Capital LLC1,242$96.7K<0.01%+113F-HRTimeline
Richard W. Paul & Associates, LLC1,186$92.4K0.03%-5913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,169$91K0.04%+8613F-HRTimelineGroup
Princeton Global Asset Management LLC1,151$89.6K0.01%new13F-HRTimeline
Abound Wealth Management1,127$87.8K0.02%-1,18513F-HRTimeline
DT Investment Partners, LLC1,114$86.8K0.01%new13F-HRTimeline
Eukles Asset Management1,106$86.1K0.03%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,091$85K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,049$81.7K0.01%new13F-HRTimeline
Morse Asset Management, Inc1,000$77.9K0.02%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1,000$77.9K0.03%new13F-HRTimelineGroup
Cedar Mountain Advisors, LLC992$77.3K0.01%+1313F-HRTimeline
North Star Investment Management Corp.968$75.4K<0.01%+813F-HRTimeline
Financial Connections Group, Inc.964$75K0.03%+21213F-HRTimeline
Pioneer Family Office, LLC909$70.8K0.05%13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/900$70.1K0.01%013F-HRTimeline
Grey Ledge Advisors, LLC821$63.9K0.01%+3513F-HRTimeline
Robinswood Financial LLC795$61.9K0.02%-50013F-HRTimeline
Sound Income Strategies, LLC777$60.4K<0.01%+70013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC771$60K<0.01%-25013F-HRTimeline
LFA - Lugano Financial Advisors SA735$57.2K0.03%013F-HRTimeline
MONTAG A & ASSOCIATES INC729$56.8K<0.01%+35013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC685$53.3K0.03%13F-HRTimeline
Cape Investment Advisory, Inc.657$51.2K0.02%+35613F-HRTimeline
Root Financial Partners, LLC655$51K<0.01%-88213F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors651$50.8K0.01%-15113F-HRTimelineGroup
Community Bank, N.A.626$48.8K0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.596$46.4K0.04%+16413F-HRTimeline
Rialto Wealth Management, LLC595$46.3K0.01%-20113F-HRTimeline
Global Trust Asset Management, LLC577$44.9K0.02%new13F-HRTimeline
CNB Bank577$44.9K0.02%013F-HRTimeline
PITTENGER & ANDERSON INC575$44.8K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.572$44.5K0.03%13F-HRTimeline
Founders Financial Alliance, LLC560$43.6K0.01%-6013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC558$43.5K<0.01%-1913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.552$43K<0.01%-24013F-HRTimelineGroup
Laurel Wealth Advisors LLC528$41.1K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.518$40.4K0.01%013F-HRTimeline
Ironwood Wealth Management, LLC.515$40.1K0.01%new13F-HRTimeline
HOWE & RUSLING INC511$39.8K<0.01%+2113F-HRTimeline
N.E.W. Advisory Services LLC500$38.9K<0.01%+24513F-HRTimeline
Asset Dedication, LLC484$37.7K<0.01%013F-HRTimeline
BIRCHBROOK, INC.440$34.3K0.02%+113F-HRTimeline
Signature Equity Partners, LLC411$32K0.02%13F-HRTimeline
FAS Wealth Partners, Inc.406$31.6K<0.01%-82013F-HRTimeline
Coastline Trust Co405$31.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bangor Savings Bank391$30.5K<0.01%013F-HRTimeline
Front Row Advisors LLC375$29.2K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC372$29K<0.01%013F-HRTimeline
Blue Trust, Inc.371$28.9K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC346$26.9K0.01%013F-HRTimeline
Hurley Capital, LLC341$26.6K0.01%013F-HRTimeline
LGT Financial Advisors LLC323$25.2K0.15%013F-HRTimeline
Minot DeBlois Advisors LLC320$24.9K0.02%013F-HRTimeline
Meramec Financial Planners, LLC313$24.4K0.01%13F-HRTimeline
Monetary Solutions, Ltd312$24.3K0.02%13F-HRTimeline
AMERIFLEX GROUP, INC.295$23K0.01%-35113F-HRTimeline
Godfrey Financial Associates, Inc.281$21.9K0.02%13F-HRTimeline
FINANCIAL CONSULATE, INC250$19.5K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC231$18K<0.01%-113F-HRTimeline
Networth Advisors, LLC223$17.4K0.01%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC225$17K<0.01%new13F-HRTimeline
Clearstead Trust, LLC214$16.7K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.213$16.6K0.01%-1,45313F-HRTimeline
SFAM, LLC210$16.4K0.01%13F-HRTimeline
Vermillion & White Wealth Management Gr…200$15.6K0.01%013F-HRTimeline
BLUELINE ADVISORS LLC192$15K0.01%13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.182$14.2K<0.01%013F-HRTimelineGroup
CVA Family Office, LLC180$14K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC178$14K<0.01%013F-HRTimeline
McIlrath & Eck, LLC177$13.8K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp175$13.6K0.02%013F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.155$12K<0.01%013F-HRTimeline
Pflug Koory, LLC152$11.8K0.01%+213F-HRTimeline
Gunpowder Capital Management, LLC dba O…152$11.8K0.01%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.138$11K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clark Wealth Partners126$9.81K0.01%013F-HRTimeline
Versant Capital Management, Inc110$8.57K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC104$8.11K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.99$7.71K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.92$7.17K<0.01%013F-HRTimeline
GODSEY & GIBB, INC91$7.09K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.90$7.01K<0.01%013F-HRTimeline
Covestor Ltd92$7K<0.01%013F-HRTimeline
Investors Research Corp84$6.54K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management77$6K<0.01%-4813F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC75$5.84K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS72$5.61K<0.01%+7013F-HRTimelineGroup
Garner Asset Management Corp71$5.53K<0.01%new13F-HRTimeline
Legacy Bridge, LLC50$3.89K<0.01%013F-HRTimeline
Atomic Invest LLC49$3.8K<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC48$3.75K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.48$3.72K<0.01%013F-HRTimeline
Avion Wealth43$3K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC38$2.96K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC38$2.96K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…37$2.88K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC30$2.34K<0.01%013F-HRTimeline
Transce3nd, LLC30$2.34K0.02%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.28$2.18K<0.01%new13F-HRTimeline
Triumph Capital Management27$2.09K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC26$2.02K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.26$2.02K<0.01%13F-HRTimeline
SIGNATUREFD, LLC25$1.94K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC23$1.79K<0.01%013F-HRTimeline
Clayton Financial Group LLC15$1.17K<0.01%new13F-HRTimeline
Richardson Capital Management LLC9$701<0.01%new13F-HRTimeline
CURIO WEALTH, LLC6$468<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…6$467<0.01%013F-HRTimeline
Copia Wealth Management6$467<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4$317<0.01%013F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC62$00%new13F-HRTimelineValue filed as zero, left out of ratios.