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Disclosery

BIV VANGUARD BD INDEX FDS

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SHS (fund)

999 managers (1,015 13F filers) reported a position in BIV shares at 2026-03-31, 240,581,631 shares in all. 89 filers opened a position and 57 filers sold out during the quarter.

Managers
999
13F filers
1,015
New
89
Added
530
Reduced
253
Sold out
57
Shares held by filers
240,581,631

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BlackDiamond Wealth Management, LLC3,060$236K0.11%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,055$236K<0.01%-46513F-HRTimelineGroup
TAGStone Capital, Inc.3,038$234K0.08%+1513F-HRTimeline
OARSMAN CAPITAL, INC.3,038$234K0.03%-1913F-HRTimeline
Empirical Asset Management, LLC3,001$232K0.06%new13F-HRTimeline
XY Planning Network, Inc.3,010$231K0.04%-1,41613F-HRTimeline
AMG National Trust Bank2,995$231K0.01%013F-HRTimeline
Valpey Financial Services, LLC2,985$230K0.15%+2013F-HRTimeline
Prudent Man Advisors, LLC2,978$230K0.07%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,960$228K0.03%013F-HRTimelineGroup
IHT Wealth Management, LLC2,956$228K0.01%-16113F-HRTimeline
BNC WEALTH MANAGEMENT, LLC2,925$226K0.06%-3213F-HRTimeline
Investment Advisory Group, LLC2,925$226K0.06%013F-HRTimeline
United Advisor Group, LLC2,923$226K0.03%-213F-HRTimeline
Stonebridge Financial Group, LLC2,916$225K0.02%+1713F-HRTimeline
EVOKE WEALTH, LLC2,885$223K<0.01%+113F-HRTimeline
Long Island Wealth Management, Inc.2,880$222K0.1%-2,47613F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,854$220K0.14%+10613F-HRTimeline
Hardworking Capital Advisors, LLC2,835$219K0.2%+11613F-HRTimeline
Symphony Financial, Ltd. Co.2,834$218K0.03%-1913F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,829$218K<0.01%new13F-HRTimelineGroup
Transcendent Capital Group LLC2,810$217K0.1%013F-HRTimeline
Blume Capital Management, Inc.2,800$216K0.04%-25913F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,782$215K0.01%013F-HRTimeline
3 FACTOR INDEXING, LLC2,754$213K0.2%13F-HRTimeline
Beacon Capital Management, LLC2,743$212K0.04%new13F-HRTimeline
TrueWealth Advisors, LLC2,741$212K0.05%-22713F-HRTimeline
LifeSteps Financial, Inc.2,739$211K0.13%new13F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV2,737$211K0.01%+6513F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.2,679$207K0.11%-5113F-HRTimeline
Sunbelt Securities, Inc.2,677$207K0.01%013F-HRTimeline
HALL LAURIE J TRUSTEE2,675$206K0.07%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC2,668$206K0.03%013F-HRTimeline
Granite Bay Wealth Management, LLC2,645$204K0.04%new13F-HRTimeline
GTS SECURITIES LLC2,640$204K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…2,628$203K0.01%+37613F-HRTimeline
TME FINANCIAL, INC.2,623$202K0.14%-2613F-HRTimeline
Torrey-Payne Wealth Management, LLC2,621$202K0.19%-40013F-HRTimeline
L.K. Benson & Company, P.C.2,610$201K0.07%+1813F-HRTimeline
Capital Square, LLC2,585$200K0.09%new13F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.2,593$200K0.05%013F-HRTimeline
Arkos Global Advisors2,426$187K0.02%new13F-HRTimeline
Root Financial Partners, LLC2,340$181K0.01%+1,68513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,325$179K0.11%+12913F-HRTimeline
Raleigh Capital Management Inc.2,294$177K0.06%+13213F-HRTimeline
SBI Securities Co., Ltd.2,201$170K<0.01%+22013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,196$170K0.04%+413F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC2,172$168K0.13%+413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,165$167K<0.01%new13F-HR/ATimeline
HHM Wealth Advisors, LLC2,041$158K0.02%013F-HRTimeline
POM Investment Strategies, LLC2,034$157K0.2%new13F-HRTimeline
EASTERN BANK2,003$155K<0.01%new13F-HRTimeline
Crews Bank & Trust1,961$151K0.02%013F-HRTimeline
Wellington Grp LLC1,885$145K0.04%new13F-HRTimeline
Strategic Wealth Partners, Ltd.1,844$142K0.01%-1513F-HRTimeline
REAP Financial Group, LLC1,819$140K0.03%+40213F-HRTimeline
SOA Wealth Advisors, LLC.1,812$140K0.03%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,720$133K0.08%new13F-HRTimeline
Pacifica Partners Inc.1,644$127K0.04%013F-HRTimeline
MCF Advisors LLC1,635$126K0.01%-10013F-HRTimeline
CX Institutional1,498$116K<0.01%-1,03913F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,500$116K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,459$113K0.03%+6613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,426$110K0.01%new13F-HRTimelineGroup
Richard W. Paul & Associates, LLC1,424$110K0.04%+23813F-HRTimeline
AdvisorNet Financial, Inc1,359$105K0.01%-2313F-HRTimeline
WealthShield Partners, LLC1,339$103K0.01%013F-HRTimeline
Signature Equity Partners, LLC1,336$103K0.06%+92513F-HRTimeline
KELLEHER FINANCIAL ADVISORS1,335$103K0.03%013F-HRTimeline
AlphaCore Capital LLC1,319$102K<0.01%+7713F-HRTimeline
Basepoint Wealth LLC1,297$100K0.06%+913F-HRTimeline
Key Financial Inc1,292$99.7K0.02%-15413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,277$98.6K0.05%+10813F-HRTimelineGroup
Princeton Global Asset Management LLC1,151$88.8K0.01%013F-HRTimeline
Abound Wealth Management1,135$87.6K0.02%+813F-HRTimeline
Archer Investment Corp1,114$86K0.02%-24113F-HRTimeline
Grey Ledge Advisors, LLC1,100$84.9K0.02%+27913F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,091$84.2K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,049$81K0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.1,037$79.5K0.05%+46513F-HRTimeline
Cedar Mountain Advisors, LLC999$77.1K0.02%+713F-HRTimeline
Sound Income Strategies, LLC989$76.1K<0.01%+21213F-HRTimeline
North Star Investment Management Corp.972$75.1K<0.01%+413F-HRTimeline
Lloyd Advisory Services, LLC.962$74.3K0.02%new13F-HRTimeline
Kingdom Financial Group LLC.962$74.3K0.02%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/900$69.5K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…900$69.5K<0.01%new13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC894$69K0.01%+86413F-HRTimeline
Nova Wealth Management, Inc.890$68.7K0.04%new13F-HRTimeline
Ironwood Wealth Management, LLC.803$62K0.02%+28813F-HRTimeline
Financial Connections Group, Inc.768$59K0.02%-19613F-HRTimeline
LFA - Lugano Financial Advisors SA735$56.3K0.03%013F-HRTimeline
Morse Asset Management, Inc700$54K0.01%-30013F-HRTimeline
N.E.W. Advisory Services LLC668$51.6K<0.01%+16813F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC659$50.9K0.03%-2613F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors651$50.1K0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC633$48.9K<0.01%-13813F-HRTimeline
MONTAG A & ASSOCIATES INC629$48.5K<0.01%-10013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.611$47.2K0.03%+1513F-HRTimeline
Founders Financial Alliance, LLC596$46K0.01%+3613F-HRTimeline
Rialto Wealth Management, LLC595$45.9K0.01%013F-HRTimeline
Qube Research & Technologies Ltd578$44.6K<0.01%-9,31813F-HRTimeline
Global Trust Asset Management, LLC577$44.5K0.02%013F-HRTimeline
CNB Bank577$44.5K0.02%013F-HRTimeline
PITTENGER & ANDERSON INC575$44.4K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.574$44.3K0.01%+5613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.552$42.6K<0.01%013F-HRTimelineGroup
HOWE & RUSLING INC511$39.4K<0.01%013F-HRTimeline
Asset Dedication, LLC484$37.4K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT480$37K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC466$36K0.01%new13F-HRTimeline
Bangor Savings Bank465$35.9K<0.01%+7413F-HRTimeline
BIRCHBROOK, INC.440$34K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC436$33.6K<0.01%+6413F-HRTimeline
FAS Wealth Partners, Inc.417$32.2K<0.01%+1113F-HRTimeline
Coastline Trust Co405$31.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIRST COMMUNITY TRUST NA390$30.1K0.02%-21,14413F-HRTimeline
Front Row Advisors LLC375$28.9K0.01%013F-HRTimeline
Blue Trust, Inc.371$28.6K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC370$28.6K0.01%+13913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.361$27.9K<0.01%new13F-HRTimelineGroup
Hurley Capital, LLC341$26.3K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO334$25.8K<0.01%new13F-HRTimelineGroup
LGT Financial Advisors LLC323$24.9K0.13%013F-HRTimeline
Minot DeBlois Advisors LLC320$24.7K0.02%013F-HRTimeline
Meramec Financial Planners, LLC314$24.3K0.01%+113F-HRTimeline
Monetary Solutions, Ltd312$24.1K0.02%013F-HRTimeline
FINANCIAL CONSULATE, INC301$23.2K<0.01%+5113F-HRTimeline
SHP Wealth Management299$23.1K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.295$22.8K0.01%013F-HRTimeline
Vision Retirement, LLC291$22.5K0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.283$21.8K0.02%new13F-HRTimeline
Red Tortoise LLC274$21.1K0.01%new13F-HRTimeline
Providence Capital Advisors, LLC246$19K<0.01%-1,43513F-HRTimeline
CVA Family Office, LLC240$18.5K<0.01%+6013F-HRTimeline
Godfrey Financial Associates, Inc.227$17.5K0.02%-5413F-HRTimeline
Networth Advisors, LLC223$17.2K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC225$17K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.213$16.4K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC211$16.3K<0.01%-34713F-HRTimeline
SFAM, LLC210$16.2K0.02%013F-HRTimeline
Main Street Group, LTD207$16K<0.01%new13F-HRTimeline
Key Capital Management, INC194$15K0.01%new13F-HRTimeline
BLUELINE ADVISORS LLC193$14.9K0.01%+113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.182$14K<0.01%013F-HRTimelineGroup
Winthrop Capital Management, LLC178$14K<0.01%013F-HRTimeline
McIlrath & Eck, LLC177$13.7K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp175$13.5K0.01%013F-HR/ATimeline
Merkkuri Wealth Advisors LLC173$13.4K0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC160$12.4K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc156$12K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.155$12K<0.01%013F-HRTimeline
Pflug Koory, LLC153$11.8K0.01%+113F-HRTimeline
Gunpowder Capital Management, LLC dba O…152$11.7K0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC142$11K<0.01%new13F-HRTimeline
IFG Advisory, LLC132$10.2K0.03%-3,81413F-HRTimeline
Clark Wealth Partners126$9.72K0.01%013F-HRTimeline
Versant Capital Management, Inc110$8.49K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC104$8.02K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.99$7.64K0.01%013F-HRTimeline
EFG International AGin group EFG International AG93$7.18K<0.01%new13F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.92$7.1K<0.01%013F-HRTimeline
CITY HOLDING CO91$7.02K<0.01%new13F-HRTimeline
Covestor Ltd94$7K<0.01%+213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.90$6.95K<0.01%013F-HRTimeline
Investors Research Corp84$6.48K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management77$6K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST75$5.79K<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC66$5.09K<0.01%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC64$4.94K<0.01%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.56$4.32K<0.01%+3013F-HRTimeline
Legacy Bridge, LLC50$3.86K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC48$3.72K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.48$3.69K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS47$3.63K<0.01%-2513F-HRTimelineGroup
Napier Financial, LLC42$3.24K<0.01%new13F-HRTimeline
Avion Wealth43$3K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC38$2.93K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC38$2.93K<0.01%013F-HR/ATimeline
Comprehensive Financial Planning, Inc./…37$2.85K<0.01%013F-HRTimeline
Atomic Invest LLC37$2.85K<0.01%-1213F-HRTimeline
DHJJ Financial Advisors, Ltd.30$2.32K<0.01%new13F-HRTimeline
Transce3nd, LLC30$2.31K0.02%013F-HRTimeline
Eukles Asset Management29$2.24K<0.01%-1,07713F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.28$2.16K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC26$2.01K<0.01%013F-HRTimeline
TopTier Wealth Management, LLC24$1.86K<0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC23$1.77K<0.01%013F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.18$1.39K<0.01%new13F-HRTimeline
BALLAST ADVISORS LLC18$1.39K<0.01%new13F-HR/ATimeline
Clayton Financial Group LLC15$1.16K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC10$801<0.01%new13F-HRTimeline
Richardson Capital Management LLC9$695<0.01%013F-HRTimeline
GODSEY & GIBB, INC6$464<0.01%-8513F-HRTimeline
Federation des caisses Desjardins du Qu…6$463<0.01%013F-HRTimeline
Copia Wealth Management6$463<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3$246<0.01%-113F-HRTimelineGroup
Mosley Wealth Management3$234<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2$154<0.01%new13F-HRTimelineGroup