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Disclosery

BIV VANGUARD BD INDEX FDS

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SHS (fund)

922 managers (933 13F filers) reported a position in BIV shares at 2025-06-30, 191,941,883 shares in all. 65 filers opened a position and 60 filers sold out during the quarter.

Managers
922
13F filers
933
New
65
Added
409
Reduced
325
Sold out
60
Shares held by filers
191,941,883

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding20,760,062$1.61B+329,102Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,858,672$1.23B0.27%+3,603,99213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,106,889$704M0.51%+461,30513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,967,305$694M0.11%+994,85913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,335,742$490M0.03%+79,30313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,332,322$490M0.04%-158,64713F-HRTimelineGroup
EP Wealth Advisors, LLC6,071,963$470M3.09%+677,44313F-HRTimeline
LPL Financial LLC4,821,371$373M0.12%+327,12113F-HRTimeline
True Link Financial Advisors, LLC4,562,493$353M24.35%+159,67013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,977,300$308M0.08%+46,42013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,562,434$276M0.48%+186,69713F-HRTimelineGroup
MATHER GROUP, LLC.3,141,376$243M2.59%+98,13313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,079,264$238M1.93%+173,29913F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,372,485$183M0.48%+450,55713F-HRTimelineGroup
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP1,975,344$153M4.63%-43,52413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,979,402$152M0.25%+217,35713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,923,304$149M0.05%+322,20713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,867,130$144M0.26%-225,12213F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,861,338$144M0.11%+202,35813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,815,462$140M0.03%-94,20813F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC1,653,331$128M0.18%+38,84813F-HRTimelineGroup
Retirement Investment Advisors, Inc.1,630,295$126M11.34%+69,06613F-HRTimeline
FMR LLCin group FMR LLC1,515,601$117M0.01%-85,13213F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,435,519$111M0.02%-47,87413F-HRTimelineGroup
Diana Davis Spencer Foundation1,426,000$110M37.78%013F-HRTimeline
Beacon Capital Management, Inc.1,345,543$104M5.36%-4,677,40213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,322,819$102M0.02%-5,83013F-HRTimelineGroup
COMERICA BANK1,320,899$102M0.4%+63,83813F-HRTimeline
Cetera Investment Advisers1,291,646$99.9M0.17%+106,60713F-HRTimeline
Efficient Advisors, LLC1,277,480$98.8M5.88%-5,82213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,094,160$84.6M0.11%+140,11613F-HRTimeline
American Trust1,061,008$82.1M7.73%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP1,051,867$81.4M1.15%-3,70213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP972,752$75.2M0.11%+17,30713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\923,744$71.4M0.09%+18,98513F-HRTimelineGroup
Cambridge Investment Research Advisors,…873,950$67.6M0.21%-10,01613F-HRTimeline
BCM ADVISORS, LLC876,595$67.6M14.39%+15,00213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC835,852$64.6M0.12%+42,73613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/813,599$62.9M0.03%+3,04613F-HRTimelineGroup
Zhang Financial LLC804,530$62.2M2.87%+143,86113F-HRTimeline
WIT, LLC783,879$60.6M1.5%-55,72413F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC772,041$59.7M<0.01%+69,30313F-HRTimelineGroup
Family Investment Center, Inc.699,924$54.1M12.26%+47,02313F-HRTimeline
Reliant Wealth Planning679,989$52.6M20.53%+5,22313F-HRTimeline
Cranbrook Wealth Management, LLC654,680$50.6M10.8%-1,49713F-HRTimeline
Creative Planningin group Creative Planning606,890$46.9M0.04%+104,46913F-HRTimelineGroup
Sage Financial Management Group, Inc.600,438$46.4M16.06%-73,74113F-HRTimeline
Francis Financial, Inc.583,192$45.1M10.43%+8,50013F-HRTimeline
World Investment Advisors558,349$43.2M0.98%+22,85613F-HRTimeline
MML INVESTORS SERVICES, LLC555,064$42.9M0.12%-58,02313F-HRTimeline
Verus Financial Partners, Inc.558,110$42.8M4.36%+15,17413F-HRTimeline
Badgley Phelps Wealth Managers, LLC548,651$42.4M0.94%+2,76713F-HRTimeline
Discipline Wealth Solutions, LLC541,909$41.9M16.05%+39,35213F-HRTimeline
MFA WEALTH ADVISORS, LLC537,925$41.6M9.76%-25,11613F-HRTimeline
Janney Montgomery Scott LLC530,319$41M0.11%+60,65913F-HRTimeline
Cannon Financial Strategists, Inc.523,393$40.5M6.39%+61,68013F-HRTimeline
HighTower Advisors, LLC523,311$40.5M0.05%+5,73413F-HRTimeline
Farther Finance Advisors, LLC519,845$40.2M0.81%-6,93813F-HRTimeline
Cornerstone Planning Group LLC511,320$39.6M8.08%+34,96413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding527,129$37.7M+15,020Timeline
Franklin, Parlapiano, Turner & Welch, L…484,551$37.5M9.79%+2,29413F-HRTimeline
Willow Creek Wealth Management Inc.479,154$37.1M3.33%+98413F-HRTimeline
Cooper Financial Group476,676$36.9M4.34%+38,12813F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…473,571$36.6M0.51%+286,20113F-HRTimelineGroup
Modera Wealth Management, LLC465,099$36M0.45%-9,56713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO448,709$34.7M<0.01%+21,89813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP447,990$34.6M0.03%+3,15413F-HRTimelineGroup
Greystone Financial Group, LLC445,701$34.5M5.68%+138,71913F-HRTimeline
Burt Wealth Advisors444,925$34.4M7.87%+13,99713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…439,152$34M0.02%-4,37713F-HRTimelineGroup
Seneschal Advisors, LLC435,913$33.7M26.59%+11,15913F-HRTimeline
BetterWealth, LLC426,604$33M8.45%+21,16613F-HRTimeline
PINKERTON WEALTH, LLC423,078$32.7M3.9%+42,45013F-HRTimeline
Everhart Financial Group, Inc.418,808$32.4M3.74%-62,76913F-HRTimeline
Farmers & Merchants Trust Co of Chamber…418,329$32.4M10.12%+61,76913F-HRTimeline
LVW Advisors, LLC392,430$30.4M3.4%+15,87513F-HRTimeline
Gordian Advisors LLC389,565$30.1M21.56%+8,98113F-HRTimeline
Avior Wealth Management, LLC389,373$30.1M1.04%+1,47013F-HRTimeline
BRIGHTON SECURITIES CORP.381,089$29.5M16.11%-146,30813F-HRTimeline
Rosenberg Matthew Hamilton375,078$29M6.75%-27,43513F-HRTimeline
Private Advisor Group, LLC363,125$28.1M0.15%+17,63113F-HRTimeline
Geneos Wealth Management Inc.360,206$27.9M0.68%-348,37913F-HRTimeline
Wealthfront Advisers LLC355,667$27.5M0.07%-63,28013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS355,394$27.5M0.06%+292,12613F-HRTimeline
Roundview Capital LLC351,692$27.2M1.82%+6,06713F-HRTimeline
Strategic Advocates LLC346,170$26.8M7.95%+63513F-HRTimeline
Midwest Trust Co339,264$26.2M0.36%13F-HRTimeline
Ballentine Capital Advisors, Inc326,792$25.3M11.98%-79213F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…324,141$25.1M5.02%+56713F-HRTimeline
ACORN CREEK CAPITAL LLC322,252$24.9M10.35%+32,62013F-HRTimeline
Scott Capital Advisors, LLC324,630$24.9M6.75%+7,27113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…318,561$24.6M0.34%+87,88313F-HRTimelineGroup
Windward Private Wealth Management Inc.312,463$24.2M8.71%+10,22113F-HRTimeline
SMI Advisory Services, LLC314,776$24M4.64%+10,36613F-HRTimeline
FPC INVESTMENT ADVISORY, INC.306,303$23.6M14.75%+25,56413F-HRTimeline
Wescott Financial Advisory Group, LLC299,186$23.1M2.21%+16,77313F-HRTimeline
Financial Engines Advisors L.L.C.297,459$23M0.05%-104,73813F-HRTimeline
Schiavi & Co LLC282,139$21.8M7.4%+83513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT281,002$21.7M1.5%+274,51213F-HRTimeline
FIRST MERCHANTS CORP280,173$21.7M0.84%+12,52613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC274,066$21.2M0.01%-12913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding271,498$21M+16,387Timeline
SEEDS INVESTOR LLC267,846$20.7M4.86%+35,79013F-HRTimeline
ForthRight Wealth Management, LLC264,520$20.5M6.38%-9,40813F-HRTimeline
Brewster Financial Planning LLC263,510$20.4M13.75%+11,17513F-HRTimeline
Betterment LLC263,024$20.3M0.04%+14,02113F-HRTimeline
American Money Management, LLC258,330$20M3.53%+14,07613F-HRTimeline
HOGE FINANCIAL SERVICES, LLC250,661$19.5M12.11%+18,27513F-HRTimeline
MAI Capital Management251,326$19.4M0.13%+11,69513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding250,424$19.4M+40,891Timeline
Prime Capital Investment Advisors, LLC249,313$19.3M0.26%-60,12213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC244,431$18.9M2.18%+18,30613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers243,888$18.9M0.03%+14,28913F-HRTimelineGroup
Orion Porfolio Solutions, LLC242,656$18.8M0.16%-57,45613F-HR/ATimeline
Consolidated Portfolio Review Corp241,902$18.7M2.59%-6,87113F-HRTimeline
Human Investing LLC230,456$17.8M2.81%+8,64613F-HRTimeline
RETIREMENT CAPITAL STRATEGIES227,780$17.6M6.98%+99,70513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC224,940$17.4M0.46%-6,17913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC220,951$17.1M0.03%new13F-HRTimelineGroup
Keyes, Stange & Wooten Wealth Managemen…220,905$17.1M8.87%+42,10813F-HRTimeline
Silver Coast Investments LLC219,684$17M6.17%+1,49513F-HRTimeline
Certified Advisory Corp219,076$16.9M1.76%+11,19613F-HRTimeline
Smithfield Trust Co218,929$16.9M0.8%-11,75113F-HRTimeline
Parkside Financial Bank & Trust217,528$16.8M1.82%+40813F-HRTimeline
Heartwood Wealth Advisors LLC216,271$16.7M1.75%+20613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding213,631$16.5M-1,638Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…213,589$16.5M0.37%+26,04513F-HRTimelineGroup
Darrow Company, Inc.211,429$16.4M8.28%+5,45113F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC204,907$15.8M4.92%+28,80813F-HRTimeline
Atria Wealth Solutions, Inc.199,045$15.4M0.35%-213,37613F-HRTimeline
Pacific Capital Wealth Advisors, Inc.200,187$15.3M2.81%+39,89313F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC196,445$15.2M2.64%-15,11213F-HRTimeline
NewSquare Capital LLC190,063$14.7M1.09%+3,02013F-HRTimeline
Clark Asset Management, LLC189,189$14.6M1.99%+12,69113F-HRTimeline
NewEdge Advisors, LLC188,153$14.6M0.08%+3,24313F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC186,583$14.4M7.74%+82,18513F-HRTimeline
Tumwater Wealth Management, LLC183,884$14.2M6.61%-27813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp180,468$14M0.4%+8,10413F-HRTimelineGroup
MBA Advisors LLC180,456$14M6.44%+3,24813F-HRTimeline
Allworth Financial LP178,944$13.8M0.07%-5,90513F-HRTimeline
Yeomans Consulting Group, Inc.173,252$13.3M5.51%-66,11213F-HRTimeline
CHB Investment Group, LLC170,970$13.2M6.74%-2,02313F-HRTimeline
CONQUIS FINANCIAL LLC170,374$13.2M12.79%-1,71613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC167,432$12.9M0.32%-11,24513F-HRTimeline
Ashton Thomas Private Wealth, LLC167,148$12.9M0.46%+1,69213F-HRTimeline
BANK OF STOCKTON166,646$12.9M3.84%-42,17013F-HRTimeline
Atria Investments, Inc165,859$12.8M0.15%+43,08013F-HRTimeline
Merit Financial Group, LLC164,559$12.7M0.14%+81,39113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp164,215$12.7M0.04%+24,09213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC162,770$12.6M0.07%-87613F-HRTimelineGroup
FC Advisory LLC161,767$12.5M3.86%+1,42613F-HRTimeline
Austin Asset Management Co Inc160,984$12.5M2.43%+3,56613F-HRTimeline
&PARTNERS160,798$12.4M0.1%-31,78513F-HRTimeline
City State Bank156,251$12.1M3.79%-2,80913F-HRTimeline
MGO ONE SEVEN LLC155,811$12.1M0.39%+11,28813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding153,500$11.9M+3,239Timeline
Neumann Capital Management, LLC152,466$11.8M3.71%+10,51713F-HRTimeline
BURNEY CO/152,066$11.8M0.4%+58513F-HRTimeline
DAVENPORT & Co LLC149,918$11.6M0.06%+1,79613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management148,092$11.5M0.15%+12,95213F-HRTimelineGroup
GAMMA Investing LLC146,794$11.4M0.72%+47,36113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP146,432$11.3M0.02%+22,77213F-HR/ATimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC144,758$11.1M2.02%+2,18313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.143,702$11.1M0.06%+13,75613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…142,808$11M0.02%+3,49213F-HR/ATimelineGroup
Asset Management Group, Inc.141,909$11M1.91%-45113F-HRTimeline
Grey Fox Wealth Advisors, LLC139,009$10.8M2.56%+53,64613F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC137,338$10.6M1.85%-6,39813F-HRTimeline
Stephenson & Company, Inc.136,437$10.6M6.41%+1,45813F-HRTimeline
rebel Financial LLC136,077$10.5M4.8%13F-HRTimeline
Gemmer Asset Management LLC135,515$10.5M0.93%+6,90213F-HRTimeline
San Luis Wealth Advisors LLC135,242$10.5M2.25%+35,49713F-HRTimeline
BOKF, NAin group BOKF, NA134,574$10.4M0.17%+12,00413F-HRTimelineGroup
Safir Wealth Advisors, LLC132,411$10.2M7.51%+1,39013F-HRTimeline
Galvin, Gaustad & Stein, LLC130,047$10.1M0.87%+8,01713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC129,168$9.99M0.13%+85,92213F-HRTimeline
Sigma Planning Corp128,934$9.97M0.3%-3,97113F-HRTimeline
Fiduciary Wealth Partners, LLC128,640$9.95M9.37%new13F-HRTimeline
Mustard Seed Financial, LLC127,802$9.88M7.12%+5,03813F-HRTimeline
Sanctuary Advisors, LLC126,566$9.79M0.06%+9,67213F-HRTimeline
NWAM LLC126,027$9.74M0.57%+30,83413F-HR/ATimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC125,053$9.67M0.7%-3,98013F-HRTimeline
Vestmark Advisory Solutions, Inc.124,834$9.65M0.14%-11,50913F-HRTimeline
MA Private Wealth124,348$9.62M1.72%-1,84013F-HRTimeline
Systelligence, LLC124,295$9.61M1.78%+14,05513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding121,894$9.43M-1,516Timeline
Richmond Brothers, Inc.120,855$9.35M6.12%-58,87213F-HRTimeline
Cornerstone Wealth Management, LLC120,802$9.34M0.57%+5,34413F-HRTimeline
Retirement Planning Group, LLC120,005$9.28M0.39%+4,76013F-HRTimeline
Fund Evaluation Group, LLC118,369$9.15M0.35%new13F-HRTimeline
Verde Capital Management117,968$9.12M2.25%+6,08913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…116,406$9M0.41%-2,38513F-HRTimelineGroup
Avantax Planning Partners, Inc.115,761$8.95M0.28%-3,28113F-HRTimeline
SigFig Wealth Management, LLC115,603$8.91M0.29%+3,68813F-HRTimeline
Fonville Wealth Management LLC113,897$8.81M2.23%+7,11313F-HRTimeline
Destiny Wealth Partners, LLC113,032$8.74M1.17%+37,89213F-HRTimeline
Carl P. Sherr & Co., LLC111,862$8.65M4.37%+13,47713F-HRTimeline
BLAIR WILLIAM & CO/IL110,041$8.51M0.02%+4,65313F-HRTimeline
HANOVER ADVISORS INC106,232$8.22M3.35%-8,30113F-HRTimeline
Sterling Financial Planning, Inc.105,275$8.14M2.72%+3,84913F-HRTimeline