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Disclosery

BIV VANGUARD BD INDEX FDS

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SHS (fund)

918 managers (927 13F filers) reported a position in BIV shares at 2025-03-31, 187,618,932 shares in all. 65 filers opened a position and 65 filers sold out during the quarter.

Managers
918
13F filers
927
New
65
Added
429
Reduced
309
Sold out
65
Shares held by filers
187,618,932

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding20,430,960$1.56B+1,337,155Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,254,680$938M0.23%-1,53413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,645,584$662M0.54%+341,29813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,972,446$610M0.12%+241,26613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,490,969$497M0.04%+215,02813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,256,439$479M0.03%+202,40813F-HRTimelineGroup
Beacon Capital Management, Inc.6,022,945$457M22.73%+5,191,37413F-HRTimeline
EP Wealth Advisors, LLC5,394,520$413M3.3%+819,21213F-HRTimeline
LPL Financial LLC4,494,250$344M0.13%-42,69213F-HRTimeline
True Link Financial Advisors, LLC4,402,823$337M25.16%+449,89513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,930,880$301M0.08%+145,56613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,375,737$258M0.5%+173,95713F-HRTimelineGroup
MATHER GROUP, LLC.3,043,243$233M2.69%+133,66513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,905,965$223M1.91%+239,47313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,092,252$160M0.36%-503,91713F-HRTimelineGroup
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP2,018,868$155M4.98%+24,63013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,921,928$147M0.46%-240,82513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,909,670$146M0.03%+113,20513F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,762,045$135M0.26%+53,49413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,658,980$127M0.11%+150,16113F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC1,614,483$124M0.21%+43,02913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,601,097$123M0.05%+204,10113F-HRTimelineGroup
FMR LLCin group FMR LLC1,600,733$123M0.01%-89,68413F-HRTimelineGroup
Retirement Investment Advisors, Inc.1,561,229$120M12.1%+122,41213F-HRTimeline
UBS Group AGin group UBS Group AG1,483,393$114M0.03%+324,22013F-HRTimelineGroup
Diana Davis Spencer Foundation1,426,000$109M37.94%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,328,649$102M0.02%+8,68313F-HRTimelineGroup
Efficient Advisors, LLC1,283,302$98.3M6.4%+2,55613F-HR/ATimeline
COMERICA BANK1,257,061$96.3M0.4%+27,93013F-HRTimeline
Cetera Investment Advisers1,185,039$90.7M0.18%+169,67113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP1,055,569$80.8M1.2%+109,12613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP955,445$73.2M0.12%+41,24113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC954,044$73.1M0.1%+44,29413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\904,759$69.3M0.09%-12,76713F-HRTimelineGroup
WIT, LLC839,603$68.6M1.96%+128,67913F-HRTimeline
Cambridge Investment Research Advisors,…883,966$67.7M0.23%+31,11813F-HRTimeline
BCM ADVISORS, LLC861,593$65.6M14.87%-37,44013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…812,017$62.2M0.1%+772,60913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/810,553$62.1M0.03%+99,80413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC793,116$60.7M0.12%+76,37013F-HRTimelineGroup
Geneos Wealth Management Inc.708,585$54.3M0.79%+360,82013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC702,738$53.8M<0.01%+70,39713F-HRTimelineGroup
Reliant Wealth Planning674,766$51.7M23.57%+16,84813F-HRTimeline
Sage Financial Management Group, Inc.674,179$51.6M18.74%+34,61713F-HRTimeline
Zhang Financial LLC660,669$50.6M2.68%+479,11513F-HRTimeline
Cranbrook Wealth Management, LLC656,177$50.2M11.67%+20,68213F-HRTimeline
Family Investment Center, Inc.652,901$50M12.22%+383,36813F-HRTimeline
MML INVESTORS SERVICES, LLC613,087$46.9M0.16%+36,11113F-HRTimeline
Francis Financial, Inc.574,692$44M10.7%+46,85613F-HRTimeline
MFA WEALTH ADVISORS, LLC563,041$43.1M10.67%+14,42013F-HRTimeline
Badgley Phelps Wealth Managers, LLC545,884$41.8M1.01%+13,04713F-HRTimeline
Verus Financial Partners, Inc.542,936$41.2M4.69%+12,04513F-HRTimeline
World Investment Advisors535,493$41M1.07%+397,02213F-HRTimeline
BRIGHTON SECURITIES CORP.527,397$40.4M19.69%+52,83313F-HRTimeline
Farther Finance Advisors, LLC526,783$40.3M1.03%+68,06713F-HRTimeline
HighTower Advisors, LLC517,577$39.6M0.05%+76,73313F-HRTimeline
Discipline Wealth Solutions, LLC502,557$38.5M18.37%-74713F-HRTimeline
Creative Planningin group Creative Planning502,421$38.5M0.04%+166,57513F-HRTimelineGroup
Franklin, Parlapiano, Turner & Welch, L…482,257$36.9M9.96%-43013F-HRTimeline
Everhart Financial Group, Inc.481,577$36.9M5.04%+457,12013F-HRTimeline
Willow Creek Wealth Management Inc.478,170$36.6M3.57%+5,62213F-HRTimeline
Modera Wealth Management, LLC474,666$36.3M0.49%-14,31613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding512,109$36.2M-63,764Timeline
Cornerstone Planning Group LLC476,356$36.1M8.64%+18,26313F-HRTimeline
Janney Montgomery Scott LLC469,660$36M0.1%+9,38813F-HRTimeline
Cannon Financial Strategists, Inc.461,713$35.4M6.07%+32,93513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP444,836$34.1M0.04%+23,98313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…443,529$34M0.02%-19,97313F-HRTimelineGroup
Cooper Financial Group438,548$33.6M4.42%+38,19913F-HRTimeline
Burt Wealth Advisors430,928$33M8.27%+16,66113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO426,811$32.7M<0.01%+47,18413F-HRTimelineGroup
Seneschal Advisors, LLC424,754$32.5M27.92%-3,62313F-HRTimeline
Wealthfront Advisers LLC418,947$32.1M0.09%+40,76913F-HRTimeline
Atria Wealth Solutions, Inc.412,421$31.6M0.38%+17,31513F-HRTimeline
BetterWealth, LLC405,438$31M8.71%+8,46713F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC403,218$30.9M6.64%-1,96913F-HRTimeline
Rosenberg Matthew Hamilton402,513$30.8M7.73%+23,54613F-HRTimeline
Financial Engines Advisors L.L.C.402,197$30.8M0.07%-25,08013F-HRTimeline
Avior Wealth Management, LLC387,903$29.7M1.13%-7,03513F-HRTimeline
PINKERTON WEALTH, LLC380,628$29.1M3.78%+23,53513F-HRTimeline
Gordian Advisors LLC380,584$29.1M23.15%+10,06913F-HRTimeline
LVW Advisors, LLC376,555$28.8M3.48%+116,00713F-HRTimeline
Farmers & Merchants Trust Co of Chamber…356,560$27.3M9.67%+49,39013F-HRTimeline
Roundview Capital LLC345,625$26.5M1.91%-4,79813F-HRTimeline
Strategic Advocates LLC345,535$26.5M9.19%+7,72713F-HRTimeline
Private Advisor Group, LLC345,494$26.5M0.16%-25,05213F-HRTimeline
Ballentine Capital Advisors, Inc327,584$25.1M12.73%+18,12513F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…323,574$24.8M5.21%+24213F-HRTimeline
FINANCIAL COUNSELORS INC322,637$24.7M0.37%-80,01013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC319,594$24.5M3.39%-102,08813F-HRTimeline
Scott Capital Advisors, LLC317,359$24.3M7.25%+6,32713F-HRTimeline
Prime Capital Investment Advisors, LLC309,435$23.7M0.28%+36,84013F-HRTimeline
Greystone Financial Group, LLC306,982$23.5M4.27%+22,27013F-HRTimeline
SMI Advisory Services, LLC304,410$23.2M5.25%-62,73813F-HRTimeline
Windward Private Wealth Management Inc.302,242$23.1M9.02%+5,01413F-HRTimeline
Orion Porfolio Solutions, LLC300,112$23M0.23%+56,40813F-HRTimeline
Orion Portfolio Solutions, LLC300,112$23M0.23%+56,40813F-HR/ATimeline
ACORN CREEK CAPITAL LLC289,632$22.2M11.07%+65,51913F-HRTimeline
Wescott Financial Advisory Group, LLC282,413$21.6M2.24%+33,93413F-HRTimeline
Schiavi & Co LLC281,304$21.5M7.9%-5,52613F-HRTimeline
FPC INVESTMENT ADVISORY, INC.280,739$21.4M14.66%+8,55213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC274,195$21M0.02%+7,48613F-HRTimelineGroup
ForthRight Wealth Management, LLC273,928$21M7.02%+6,77713F-HRTimeline
FIRST MERCHANTS CORP267,647$20.5M0.82%+72,71613F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.257,909$19.7M1.18%+45113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding255,111$19.5M-22,850Timeline
Brewster Financial Planning LLC252,335$19.3M14.28%+20,51813F-HRTimeline
Betterment LLC249,003$19.1M0.05%+29,30213F-HRTimeline
Consolidated Portfolio Review Corp248,773$19M3.05%-7,18113F-HRTimeline
American Money Management, LLC244,254$18.7M3.55%+12,08113F-HRTimeline
MAI Capital Management239,631$18.3M0.14%+7,89313F-HRTimeline
Yeomans Consulting Group, Inc.239,364$18.3M7.09%+2,62013F-HRTimeline
HOGE FINANCIAL SERVICES, LLC232,386$17.8M12.44%+44,32513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…234,748$17.8M0.04%-63,70913F-HR/ATimelineGroup
SEEDS INVESTOR LLC232,056$17.8M4.99%+16,43213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC231,119$17.7M0.53%+9,13113F-HRTimelineGroup
Smithfield Trust Co230,680$17.7M0.89%-20,58313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…230,678$17.7M0.26%-27,72213F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers229,599$17.6M0.03%+15,55113F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC226,125$17.3M2.18%+10,67413F-HRTimeline
Human Investing LLC221,810$17M2.99%+13,14813F-HRTimeline
Silver Coast Investments LLC218,189$16.7M6.34%-5,71513F-HRTimeline
Parkside Financial Bank & Trust217,120$16.6M2.12%+11,90913F-HRTimeline
Heartwood Wealth Advisors LLC216,065$16.5M1.89%+13,50313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding215,269$16.5M-5,796Timeline
TOWNSQUARE CAPITAL LLC212,874$16.3M0.17%-128,87313F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC211,557$16.2M2.83%+80013F-HRTimeline
FLOW TRADERS U.S. LLC210,880$16.1M0.68%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding209,533$16M+35,843Timeline
BANK OF STOCKTON208,816$16M5.09%-23,15013F-HRTimeline
Certified Advisory Corp207,880$15.9M1.8%-16,00013F-HRTimeline
Darrow Company, Inc.205,978$15.8M8.8%+14,26913F-HRTimeline
Montecito Bank & Trust205,405$15.7M2.78%+3,32813F-HRTimeline
&PARTNERS192,583$14.7M0.16%-3,78213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…187,544$14.4M0.31%+132,15813F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…187,370$14.3M0.26%+11,27013F-HRTimelineGroup
NewSquare Capital LLC187,043$14.3M1.17%-5,26813F-HRTimeline
NewEdge Advisors, LLC184,910$14.2M0.08%+11,22313F-HRTimeline
Tumwater Wealth Management, LLC184,162$14.1M7.36%+8,14513F-HRTimeline
Allworth Financial LP184,849$14.1M0.08%+1,10113F-HRTimeline
Richmond Brothers, Inc.179,727$13.8M8.7%+109,20113F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…178,797$13.7M7.78%+17,50613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC178,677$13.7M0.38%-2,30013F-HRTimeline
MBA Advisors LLC177,208$13.6M6.72%+39,52713F-HRTimeline
Clark Asset Management, LLC176,498$13.5M2.27%+13,79213F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC176,099$13.5M4.64%-128,31513F-HRTimeline
CHB Investment Group, LLC172,993$13.2M7.04%+2,90813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp172,364$13.2M0.4%+77,41113F-HRTimelineGroup
CONQUIS FINANCIAL LLC172,090$13.2M13.68%+7,28413F-HRTimeline
Ashton Thomas Private Wealth, LLC165,456$12.7M0.49%+5,38713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC163,646$12.5M0.07%+13,47713F-HRTimelineGroup
FC Advisory LLC160,341$12.3M4.15%+6,78213F-HRTimeline
Pacific Capital Wealth Advisors, Inc.160,294$12.3M2.12%-26,43413F-HRTimeline
City State Bank159,060$12.2M4.01%+15,21513F-HRTimeline
Austin Asset Management Co Inc157,418$12.1M2.51%+9,48713F-HRTimeline
BURNEY CO/151,481$11.6M0.42%-16,23113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding150,261$11.5M-18,192Timeline
DAVENPORT & Co LLC148,122$11.3M0.07%+15,27913F-HRTimeline
MGO ONE SEVEN LLC144,523$11.1M0.43%+66,62413F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC143,736$11M2.18%+18,78513F-HRTimeline
Asset Management Group, Inc.142,360$10.9M2.01%+1,60213F-HRTimeline
Neumann Capital Management, LLC141,949$10.9M3.76%+13,31713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC142,575$10.7M2.34%+5,88813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp140,123$10.7M0.04%-1,92213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…139,316$10.7M0.03%-34,96313F-HRTimelineGroup
Austin Private Wealth, LLC136,688$10.5M0.94%-183,02413F-HRTimeline
Vestmark Advisory Solutions, Inc.136,343$10.4M0.27%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management135,140$10.3M0.15%+9,02113F-HRTimelineGroup
Stephenson & Company, Inc.134,979$10.3M6.72%+9913F-HRTimeline
Sigma Planning Corp132,905$10.2M0.32%-13513F-HRTimeline
Tillman Hartley LLC132,844$10.2M2.96%-7,04113F-HRTimeline
Safir Wealth Advisors, LLC131,021$10M7.96%+42,48713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.129,946$9.95M0.06%-10,54313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC129,033$9.88M0.76%-9,10313F-HRTimeline
Gemmer Asset Management LLC128,613$9.85M0.98%+5,13413F-HRTimeline
RETIREMENT CAPITAL STRATEGIES128,075$9.81M3.83%new13F-HRTimeline
MA Private Wealth126,188$9.66M1.82%-3,44913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP123,660$9.47M0.02%+97,97013F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding123,410$9.44M+22,755Timeline
Atria Investments, Inc122,779$9.4M0.12%-34,88413F-HRTimeline
Mustard Seed Financial, LLC122,764$9.4M7.56%+10,87313F-HRTimeline
BOKF, NAin group BOKF, NA122,570$9.39M0.17%-5,31513F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC122,030$9.34M0.84%+1,20413F-HRTimeline
Avantax Planning Partners, Inc.119,042$9.12M0.32%+6,73513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…118,791$9.1M0.5%-16,47913F-HRTimelineGroup
Sanctuary Advisors, LLC116,894$8.95M0.06%+16,05213F-HRTimeline
Cornerstone Wealth Management, LLC115,458$8.84M0.6%-1,52413F-HRTimeline
Retirement Planning Group, LLC115,245$8.82M0.41%+78,48013F-HRTimeline
HANOVER ADVISORS INC114,533$8.77M3.8%-3,43113F-HRTimeline
Verde Capital Management111,879$8.57M2.44%+3,19713F-HRTimeline
SigFig Wealth Management, LLC111,915$8.55M0.31%-28813F-HRTimeline
Systelligence, LLC110,240$8.44M2.03%-74,86013F-HRTimeline
Fonville Wealth Management LLC106,784$8.19M2.41%+4,18013F-HRTimeline
BLAIR WILLIAM & CO/IL105,388$8.07M0.02%-8,68613F-HRTimeline
TrueWealth Financial Partners104,872$8.03M4.85%-20,77313F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC104,398$7.99M5.06%+13,73813F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC104,373$7.99M7.47%+3,36913F-HRTimeline
Aptus Capital Advisors, LLC101,853$7.8M0.09%-4,80613F-HRTimeline
Sterling Financial Planning, Inc.101,426$7.77M2.82%+7,16913F-HRTimeline
San Luis Wealth Advisors LLC99,745$7.64M1.73%-45,18413F-HR/ATimeline