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Disclosery

BIV VANGUARD BD INDEX FDS

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SHS (fund)

925 managers (934 13F filers) reported a position in BIV shares at 2024-12-31, 174,453,685 shares in all. 60 filers opened a position and 43 filers sold out during the quarter.

Managers
925
13F filers
934
New
60
Added
448
Reduced
251
Sold out
43
Shares held by filers
174,453,685

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding19,093,805$1.43B+28,748Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,256,214$916M0.22%+4,525,99313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,304,286$621M0.52%+552,99913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,731,180$578M0.11%+353,89713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,275,941$469M0.04%+67,72613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,054,031$452M0.03%+184,68313F-HR/ATimelineGroup
EP Wealth Advisors, LLC4,575,308$342M2.79%+1,537,31913F-HRTimeline
LPL Financial LLC4,536,942$339M0.14%+668,72013F-HRTimeline
True Link Financial Advisors, LLC3,952,928$295M24.79%+245,70113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,785,314$283M0.07%+137,58813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,201,780$239M0.46%+165,79713F-HRTimelineGroup
MATHER GROUP, LLC.2,909,578$217M2.82%+194,26313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,666,492$199M1.68%+63,76513F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,162,753$162M0.49%+262,00413F-HRTimelineGroup
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP1,994,238$149M4.8%+117,56213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,596,169$145M0.33%+930,58913F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,796,465$134M0.03%+78,67213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,708,551$128M0.24%+98,20613F-HR/ATimeline
FMR LLCin group FMR LLC1,690,417$126M0.01%-169,12113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,571,454$117M0.2%+31,80013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,508,819$113M0.11%+112,63813F-HRTimelineGroup
Retirement Investment Advisors, Inc.1,438,817$108M11.34%+63,07613F-HRTimeline
Diana Davis Spencer Foundation1,426,000$107M37.6%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,396,996$104M0.04%13F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,319,966$98.6M0.02%+50,17813F-HRTimelineGroup
Efficient Advisors, LLC1,280,746$95.7M6.16%+67,90913F-HRTimeline
COMERICA BANK1,229,131$91.9M0.37%+109,22913F-HR/ATimeline
UBS Group AGin group UBS Group AG1,159,173$86.6M0.02%-73,99613F-HRTimelineGroup
Cetera Investment Advisers1,015,368$75.9M0.16%+38,63413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP946,443$70.7M1.03%+116,85413F-HRTimeline
American Trust926,492$69.2M5.27%-71,42313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\917,526$68.6M0.09%-5,06213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP914,204$68.3M0.11%+30,38313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC909,750$68M0.1%+12,32113F-HRTimeline
BCM ADVISORS, LLC899,033$67.8M15.15%+108,55713F-HRTimeline
Cambridge Investment Research Advisors,…852,848$63.7M0.21%-2,25213F-HRTimeline
Beacon Capital Management, Inc.831,571$62.1M2.69%+273,37413F-HRTimeline
WIT, LLC710,924$53.8M1.72%+710,21313F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC716,746$53.6M0.12%+126,04113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/710,749$53.1M0.03%+82,32313F-HRTimelineGroup
Reliant Wealth Planning657,918$49.2M23.06%+26,62813F-HRTimeline
Sage Financial Management Group, Inc.639,562$47.8M17.7%+80,06113F-HRTimeline
Cranbrook Wealth Management, LLC635,495$47.5M11.01%+29,72213F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC632,341$47.3M<0.01%+141,39713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC576,976$43.1M0.15%+21,97913F-HRTimeline
MFA WEALTH ADVISORS, LLC548,621$41M10.49%+82,21413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding575,873$40.1M+36,114Timeline
Badgley Phelps Wealth Managers, LLC532,837$39.8M0.93%+12,56013F-HRTimeline
Francis Financial, Inc.527,836$39.4M10.02%+31,63613F-HRTimeline
Verus Financial Partners, Inc.530,891$39.2M4.41%+5,76313F-HRTimeline
Discipline Wealth Solutions, LLC503,304$37.6M17.42%+42,64313F-HRTimeline
Modera Wealth Management, LLC488,982$36.5M0.44%-1,40913F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…482,687$36.1M9.76%+7,73113F-HRTimeline
BRIGHTON SECURITIES CORP.474,564$35.5M17.24%13F-HRTimeline
Willow Creek Wealth Management Inc.472,548$35.3M3.6%+32,37413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…463,502$34.6M0.02%+7,69913F-HRTimelineGroup
Cornerstone Planning Group LLC458,093$34.5M8.46%+262,80413F-HRTimeline
Janney Montgomery Scott LLC460,272$34.4M0.1%+20,10313F-HRTimeline
Farther Finance Advisors, LLC458,716$34.3M1.24%+53,01713F-HRTimeline
HighTower Advisors, LLC440,844$32.9M0.05%+21,73613F-HRTimeline
Cannon Financial Strategists, Inc.428,778$32M5.49%+27,66613F-HRTimeline
Seneschal Advisors, LLC428,377$32M26.77%13F-HRTimeline
Financial Engines Advisors L.L.C.427,277$31.9M0.07%+174,11613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC421,682$31.5M4.46%+19,66513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP420,853$31.5M0.03%+5,79713F-HRTimelineGroup
Burt Wealth Advisors414,267$31M7.86%+33,74513F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC405,187$30.3M5.95%-1,67913F-HRTimeline
FINANCIAL COUNSELORS INC402,647$30.1M0.44%+152,23513F-HRTimeline
Cooper Financial Group400,349$29.9M3.6%+37,05113F-HRTimeline
BetterWealth, LLC396,971$29.7M8.17%new13F-HRTimeline
Atria Wealth Solutions, Inc.395,106$29.5M0.32%+43,59313F-HRTimeline
Avior Wealth Management, LLC394,938$29.5M1.08%+17,88813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO379,627$28.4M<0.01%-35,53513F-HRTimelineGroup
Rosenberg Matthew Hamilton378,967$28.3M7.36%+13,33913F-HRTimeline
Wealthfront Advisers LLC378,178$28.3M0.08%+203,36513F-HR/ATimeline
Private Advisor Group, LLC370,546$27.7M0.16%+63,65213F-HRTimeline
Gordian Advisors LLC370,515$27.7M21.91%+20,68913F-HRTimeline
SMI Advisory Services, LLC367,148$27.1M6.25%+12,69313F-HRTimeline
PINKERTON WEALTH, LLC357,093$26.7M3.87%+12,50613F-HRTimeline
Roundview Capital LLC350,423$26.2M1.83%+30,06113F-HRTimeline
Geneos Wealth Management Inc.347,765$26M0.91%-4,46113F-HRTimeline
TOWNSQUARE CAPITAL LLC341,747$25.5M0.29%+23,88913F-HRTimeline
Strategic Advocates LLC337,808$25.2M8.52%+22,31613F-HRTimeline
Creative Planningin group Creative Planning335,846$25.1M0.02%+289,86213F-HRTimelineGroup
FIRST NATIONAL BANK & TRUST CO OF NEWTO…323,332$24.2M5.04%-19,00013F-HRTimeline
Austin Private Wealth, LLC319,712$23.9M2.24%-38,39113F-HRTimeline
Ballentine Capital Advisors, Inc309,459$23.1M11.98%-10113F-HRTimeline
Williams Financial, LLC308,672$23.1M14.36%+10,15713F-HRTimeline
Farmers & Merchants Trust Co of Chamber…307,170$23M8.68%+52,41713F-HRTimeline
Scott Capital Advisors, LLC311,032$22.9M6.6%+13,64013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC304,414$22.7M8.06%+23,50813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…298,457$22.5M0.04%+35,84413F-HRTimelineGroup
Windward Private Wealth Management Inc.297,228$22.2M8.66%+6,90213F-HRTimeline
Schiavi & Co LLC286,830$21.4M8.37%+23,19013F-HRTimeline
Greystone Financial Group, LLC284,712$21.3M3.7%+5,21213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding277,961$20.8M+20,685Timeline
FPC INVESTMENT ADVISORY, INC.272,187$20.5M14.97%-9,06813F-HRTimeline
Prime Capital Investment Advisors, LLC272,595$20.4M0.3%-6,51413F-HRTimeline
Family Investment Center, Inc.269,533$20.1M5.11%+106,82813F-HRTimeline
ForthRight Wealth Management, LLC267,151$20M6.65%+16,23513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC266,709$19.9M0.02%+112,71513F-HRTimelineGroup
LVW Advisors, LLC260,548$19.5M2.38%-10,97113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…258,400$19.3M0.27%+18,95613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC258,107$19.3M0.03%+177,77813F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.257,458$19.2M1.2%+9,65813F-HRTimelineGroup
Consolidated Portfolio Review Corp255,954$19.1M3.03%+8,70713F-HRTimeline
Smithfield Trust Co251,263$18.8M0.94%-71813F-HRTimeline
Wescott Financial Advisory Group, LLC248,479$18.6M1.92%+67,13513F-HRTimeline
Orion Porfolio Solutions, LLC243,704$18.2M0.18%+1113F-HRTimeline
Orion Portfolio Solutions, LLC243,704$18.2M0.18%+1113F-HRTimeline
Yeomans Consulting Group, Inc.236,744$17.7M6.63%-19,49113F-HRTimeline
American Money Management, LLC232,173$17.4M3.38%+18,61213F-HRTimeline
BANK OF STOCKTON231,966$17.3M5.27%+1,70213F-HRTimeline
Brewster Financial Planning LLC231,817$17.3M13.12%+12,63813F-HRTimeline
MAI Capital Management231,738$17.3M0.13%new13F-HRTimeline
ACORN CREEK CAPITAL LLC224,113$16.7M8.61%+18,07013F-HRTimeline
Silver Coast Investments LLC223,904$16.7M6.33%+3,79413F-HRTimeline
Certified Advisory Corp223,880$16.7M1.82%+30,06713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC221,988$16.6M0.51%+4,25813F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding221,065$16.5M-12,055Timeline
Betterment LLC219,701$16.4M0.04%+19,56113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC218,734$16.3M0.02%+215,21513F-HRTimelineGroup
SEEDS INVESTOR LLC215,624$16.1M4.59%+58,47313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC215,451$16.1M2.01%+13,81513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers214,048$16M0.03%+60213F-HRTimelineGroup
CAPITAL INSIGHT PARTNERS, LLC210,757$15.7M2.72%+3,20013F-HRTimeline
Human Investing LLC208,662$15.6M2.77%+5,69913F-HRTimeline
Parkside Financial Bank & Trust205,211$15.3M2.03%+27,42713F-HRTimeline
Heartwood Wealth Advisors LLC202,562$15.1M1.7%+35313F-HRTimeline
Montecito Bank & Trust202,077$15.1M2.62%+2,67313F-HRTimeline
&PARTNERS196,365$14.7M0.18%+25,36913F-HRTimeline
FIRST MERCHANTS CORP194,931$14.6M0.56%+14,38413F-HRTimeline
NewSquare Capital LLC192,311$14.4M1.15%+5,72013F-HRTimeline
Darrow Company, Inc.191,709$14.3M8.31%+10,98813F-HRTimeline
HOGE FINANCIAL SERVICES, LLC188,061$14.1M10.29%+15,49113F-HRTimeline
Pacific Capital Wealth Advisors, Inc.186,728$14M2.33%+48,13413F-HRTimeline
Systelligence, LLC185,100$13.8M3.41%new13F-HRTimeline
Allworth Financial LP183,748$13.7M0.08%+77,53913F-HRTimeline
Keudell/Morrison Wealth Management183,132$13.7M3.57%-45,47313F-HRTimeline
Zhang Financial LLC181,554$13.6M0.78%+171,01913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC180,977$13.5M0.38%+20,57113F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…176,100$13.2M0.24%-32213F-HRTimelineGroup
Tumwater Wealth Management, LLC176,017$13.2M6.9%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…174,279$13M0.03%+42,62113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding173,690$13M+13,689Timeline
NewEdge Advisors, LLC173,687$13M0.08%+25,18813F-HRTimeline
CHB Investment Group, LLC170,085$12.7M6.9%+6,46613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding168,453$12.6M+27,908Timeline
BURNEY CO/167,712$12.5M0.44%-21,75313F-HRTimeline
CONQUIS FINANCIAL LLC164,806$12.3M12.61%13F-HRTimeline
Clark Asset Management, LLC162,706$12.2M2.27%+21,26313F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…161,291$12.1M7.1%+20,22213F-HRTimeline
Ashton Thomas Private Wealth, LLC160,069$12M0.47%+109,35213F-HRTimeline
Atria Investments, Inc157,663$11.8M0.15%-10,94213F-HRTimeline
FC Advisory LLC153,559$11.5M3.85%+5,68513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC150,169$11.2M0.07%+136,42213F-HRTimelineGroup
Austin Asset Management Co Inc147,931$11.1M2.2%+9,76113F-HRTimeline
San Luis Wealth Advisors LLC144,929$10.8M2.05%+1,34513F-HRTimeline
City State Bank143,845$10.7M3.79%+12,56313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp142,045$10.6M0.04%+2,28613F-HRTimelineGroup
Asset Management Group, Inc.140,758$10.5M1.87%-12,49713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.140,489$10.5M0.07%-87,95813F-HRTimeline
Tillman Hartley LLC139,885$10.5M3%+1,34013F-HRTimeline
World Investment Advisors138,471$10.3M0.28%+121,01913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC138,136$10.3M0.81%-50,97613F-HRTimeline
MBA Advisors LLC137,681$10.3M5.22%-85713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…135,270$10.1M0.57%+36,80713F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC136,687$10.1M2.22%+9,44513F-HRTimeline
Stephenson & Company, Inc.134,880$10.1M6.78%+3,17113F-HRTimeline
Sigma Planning Corp133,040$9.94M0.31%-20,45313F-HRTimeline
DAVENPORT & Co LLC132,843$9.93M0.06%+3,21813F-HRTimeline
MA Private Wealth129,637$9.69M1.81%+1,41313F-HRTimeline
Neumann Capital Management, LLC128,632$9.61M3.19%+23,21113F-HRTimeline
BOKF, NAin group BOKF, NA127,885$9.45M0.16%+9,14113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management126,119$9.42M0.14%+13,65113F-HRTimelineGroup
TrueWealth Financial Partners125,645$9.39M5.83%+1,16913F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC124,951$9.34M1.85%-55,35413F-HRTimeline
Gemmer Asset Management LLC123,479$9.23M0.91%-6,12913F-HRTimeline
Galvin, Gaustad & Stein, LLC120,826$9.03M0.81%+1,02113F-HRTimeline
HANOVER ADVISORS INC117,964$8.82M3.7%-10,52213F-HRTimeline
Cornerstone Wealth Management, LLC116,982$8.74M0.59%+37,12313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV115,371$8.62M0.02%-5,76813F-HRTimeline
BLAIR WILLIAM & CO/IL114,074$8.52M0.02%+2,10313F-HRTimeline
SigFig Wealth Management, LLC112,203$8.4M0.3%+4,81713F-HRTimeline
Avantax Planning Partners, Inc.112,307$8.39M0.3%-3,21213F-HRTimeline
Mustard Seed Financial, LLC111,891$8.36M6.79%+8,46813F-HRTimeline
Echo Wealth Management, LLC110,885$8.29M5.73%-1,33113F-HRTimeline
Ausdal Financial Partners, Inc.109,868$8.21M0.71%+86,35913F-HRTimeline
Verde Capital Management108,682$8.12M2.29%+3,17513F-HRTimeline
Aptus Capital Advisors, LLC106,659$7.97M0.09%+103,26313F-HRTimeline
NWAM LLC105,272$7.87M0.49%+1,73113F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co104,893$7.84M<0.01%-3,88013F-HRTimelineGroup
SYNOVUS FINANCIAL CORP102,781$7.68M0.1%-75,52813F-HRTimeline
Fonville Wealth Management LLC102,604$7.67M2.53%+12,05513F-HRTimeline
Sanctuary Advisors, LLC100,842$7.59M0.05%-63,90413F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC101,004$7.55M6.97%+36,67313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding100,655$7.52M+3,016Timeline
Compass Planning Associates Inc98,998$7.4M7.51%13F-HRTimeline
Sovereign Investment Advisors, LLC98,213$7.34M2.18%+1,04913F-HRTimeline
Diversified Portfolios, Inc.97,098$7.26M0.79%-39,32913F-HRTimeline