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Disclosery

BIV VANGUARD BD INDEX FDS

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SHS (fund)

916 managers (926 13F filers) reported a position in BIV shares at 2025-09-30, 203,690,217 shares in all. 60 filers opened a position and 56 filers sold out during the quarter.

Managers
916
13F filers
926
New
60
Added
459
Reduced
272
Sold out
56
Shares held by filers
203,690,217

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN24,276,825$1.9B0.39%+8,418,15313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding21,739,481$1.7B+979,419Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,911,931$774M0.52%+805,04213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,009,991$704M0.1%+42,68613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,681,304$522M0.03%+345,56213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,346,250$496M0.04%+13,92813F-HR/ATimelineGroup
LPL Financial LLC4,989,222$390M0.11%+167,85113F-HRTimeline
True Link Financial Advisors, LLC4,852,251$379M24.38%+289,75813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,078,011$318M0.51%+515,57713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,052,118$316M0.07%+74,81813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,389,339$265M1.9%+310,07513F-HRTimelineGroup
MATHER GROUP, LLC.3,355,023$262M2.64%+213,64713F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,503,793$196M0.47%+131,30813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,148,355$168M0.05%+225,05113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,119,821$165M0.11%+258,48313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,101,855$164M0.23%+234,72513F-HRTimelineGroup
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP2,082,460$163M4.64%+107,11613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,002,575$156M0.24%+23,17313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,881,042$147M0.03%+65,58013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,753,513$137M0.18%+100,18213F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,747,391$136M0.03%+311,87213F-HRTimelineGroup
Retirement Investment Advisors, Inc.1,679,792$131M10.9%+49,49713F-HRTimeline
Cetera Investment Advisers1,488,053$116M0.14%+196,40713F-HRTimeline
FMR LLCin group FMR LLC1,449,770$113M0.01%-65,83113F-HRTimelineGroup
Diana Davis Spencer Foundation1,426,000$111M37.47%013F-HRTimeline
Efficient Advisors, LLC1,364,931$107M6.01%+87,45113F-HRTimeline
COMERICA BANK1,330,635$104M0.39%+9,73613F-HRTimeline
BCM ADVISORS, LLC1,316,515$104M20.88%+439,92013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,326,181$104M0.02%+3,36213F-HRTimelineGroup
American Trust1,148,695$89.7M7.58%+87,68713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,139,200$89M0.12%+45,04013F-HRTimeline
Zhang Financial LLC1,136,494$88.7M3.61%+331,96413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP1,115,209$87.1M1.13%+63,34213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,028,455$80.3M0.11%+55,70313F-HRTimelineGroup
Beacon Capital Management, Inc.1,014,413$79.2M3.78%-331,13013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC910,352$71.1M0.12%+74,50013F-HRTimelineGroup
Cambridge Investment Research Advisors,…880,245$68.7M0.19%+6,29513F-HRTimeline
Family Investment Center, Inc.877,903$68.6M14.24%+177,97913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\877,233$68.5M0.08%-46,51113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/876,498$68.4M0.03%+62,89913F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC797,278$62.3M<0.01%+25,23713F-HRTimelineGroup
WIT, LLC783,879$61.2M1.39%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO719,394$56.2M<0.01%+270,68513F-HR/ATimelineGroup
Cranbrook Wealth Management, LLC701,692$54.8M11%+47,01213F-HRTimeline
Sage Financial Management Group, Inc.619,682$48.4M15.45%+19,24413F-HRTimeline
Francis Financial, Inc.608,262$47.5M8.47%+25,07013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP599,269$46.8M0.04%+151,27913F-HRTimelineGroup
Creative Planningin group Creative Planning594,694$46.4M0.04%-12,19613F-HRTimelineGroup
Reliant Wealth Planning588,270$45.9M14.89%-91,71913F-HRTimeline
World Investment Advisors576,359$45M0.92%+18,01013F-HRTimeline
Cannon Financial Strategists, Inc.575,363$44.9M6.43%+51,97013F-HRTimeline
Verus Financial Partners, Inc.572,671$44.7M4.3%+14,56113F-HRTimeline
Discipline Wealth Solutions, LLC559,883$43.7M11.53%+17,97413F-HRTimeline
MML INVESTORS SERVICES, LLC555,558$43.4M0.12%+49413F-HRTimeline
MFA WEALTH ADVISORS, LLC553,608$43.2M9.44%+15,68313F-HRTimeline
Janney Montgomery Scott LLC547,494$42.8M0.1%+17,17513F-HRTimeline
Badgley Phelps Wealth Managers, LLC537,405$42M0.88%-11,24613F-HRTimeline
Scott Capital Advisors, LLC528,337$41.2M9.33%+203,70713F-HRTimeline
HighTower Advisors, LLC503,141$39.3M0.04%-20,17013F-HRTimeline
PINKERTON WEALTH, LLC496,670$38.8M4.17%+73,59213F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…492,636$38.5M9.72%+8,08513F-HRTimeline
Willow Creek Wealth Management Inc.489,501$38.2M3.15%+10,34713F-HRTimeline
Cooper Financial Group489,211$38.2M4.23%+12,53513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…470,187$36.7M0.47%+151,62613F-HRTimelineGroup
Modera Wealth Management, LLC461,798$36.1M0.42%-3,30113F-HRTimeline
Burt Wealth Advisors458,065$35.8M8.78%+13,14013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding496,016$35.7M-31,113Timeline
Farmers & Merchants Trust Co of Chamber…450,129$35.2M9.93%+31,80013F-HRTimeline
Farther Finance Advisors, LLC443,071$34.6M0.52%-76,77413F-HRTimeline
BetterWealth, LLC440,389$34.4M8.19%+13,78513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…437,421$34.2M0.02%-1,73113F-HRTimelineGroup
LVW Advisors, LLC428,087$33.4M3.46%+35,65713F-HRTimeline
Private Advisor Group, LLC427,368$33.4M0.16%+64,24313F-HRTimeline
Everhart Financial Group, Inc.407,710$31.8M3.19%-11,09813F-HRTimeline
Avior Wealth Management, LLC402,867$31.5M1.01%+13,49413F-HRTimeline
Gordian Advisors LLC397,115$31M20.84%+7,55013F-HRTimeline
Seneschal Advisors, LLC391,599$30.6M22.2%-44,31413F-HRTimeline
BRIGHTON SECURITIES CORP.375,625$29.3M15.28%-5,46413F-HR/ATimeline
Rosenberg Matthew Hamilton374,082$29.2M6.31%-99613F-HRTimeline
Greystone Financial Group, LLC373,742$29.2M4.52%-71,95913F-HRTimeline
Geneos Wealth Management Inc.369,813$28.9M0.73%+9,60713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS365,864$28.6M0.06%+10,47013F-HRTimeline
Strategic Advocates LLC363,863$28.4M7.4%+17,69313F-HRTimeline
Wealthfront Advisers LLC349,620$27.3M0.06%-6,04713F-HRTimeline
ACORN CREEK CAPITAL LLC343,302$26.8M10.12%+21,05013F-HRTimeline
Ballentine Capital Advisors, Inc338,069$26.4M11.67%+11,27713F-HRTimeline
&PARTNERS336,335$26.4M0.17%+175,53713F-HRTimeline
Midwest Trust Co337,895$26.4M0.34%-1,36913F-HRTimeline
Roundview Capital LLC337,562$26.4M1.67%-14,13013F-HRTimeline
Wescott Financial Advisory Group, LLC333,353$26M2.34%+34,16713F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…331,945$25.9M0.31%-141,62613F-HRTimelineGroup
FPC INVESTMENT ADVISORY, INC.325,954$25.5M15.27%+19,65113F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…325,043$25.4M4.81%+90213F-HRTimeline
SMI Advisory Services, LLC318,471$24.9M4.7%+3,69513F-HRTimeline
Windward Private Wealth Management Inc.313,451$24.5M8.44%+98813F-HRTimeline
Kropog Financial Group, LLC308,155$24.1M19.72%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding308,148$24.1M+57,724Timeline
Financial Engines Advisors L.L.C.297,195$23.2M0.04%-26413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC295,979$23.1M2.41%+51,54813F-HRTimeline
SEEDS INVESTOR LLC295,309$23.1M4.87%+27,46313F-HRTimeline
FIRST MERCHANTS CORP289,280$22.6M0.85%+9,10713F-HRTimeline
Boyd Wealth Management, LLC286,490$22.4M9.63%+279,14213F-HRTimeline
Schiavi & Co LLC282,925$22.1M7.28%+78613F-HRTimeline
Betterment LLC282,041$22M0.04%+19,01713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC276,563$21.6M0.01%+2,49713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding275,469$21.5M+3,971Timeline
Tandem Financial, LLC274,110$21.4M7.97%new13F-HRTimeline
ForthRight Wealth Management, LLC272,765$21.3M6.19%+8,24513F-HRTimeline
Brewster Financial Planning LLC272,155$21.3M13.37%+8,64513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers266,841$20.8M0.03%+22,95313F-HRTimelineGroup
American Money Management, LLC264,333$20.6M3.44%+6,00313F-HRTimeline
HOGE FINANCIAL SERVICES, LLC258,448$20.2M11.57%+7,78713F-HRTimeline
MAI Capital Management255,711$20M0.12%+4,38513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC253,740$19.8M0.02%+32,78913F-HRTimelineGroup
Human Investing LLC250,173$19.5M2.89%+19,71713F-HRTimeline
Prime Capital Investment Advisors, LLC250,068$19.5M0.25%+75513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…247,447$19.3M0.04%+142,83913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding244,648$19.1M+31,017Timeline
Yeomans Consulting Group, Inc.243,563$19M6.56%+70,31113F-HRTimeline
Consolidated Portfolio Review Corp239,523$18.7M2.35%-2,37913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT234,986$18.4M1.19%-46,01613F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC234,657$18.3M5.15%+29,75013F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…233,567$18.2M8.83%+12,66213F-HRTimeline
Certified Advisory Corp231,094$18M1.71%+12,01813F-HRTimeline
Parkside Financial Bank & Trust229,131$17.9M1.39%+11,60313F-HRTimeline
Orion Porfolio Solutions, LLC228,798$17.9M0.14%-13,85813F-HRTimeline
RETIREMENT CAPITAL STRATEGIES228,024$17.8M6.83%+24413F-HRTimeline
Silver Coast Investments LLC225,190$17.6M6.04%+5,50613F-HRTimeline
Darrow Company, Inc.220,809$17.4M8.08%+9,38013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…221,579$17.3M0.35%+7,99013F-HRTimelineGroup
Smithfield Trust Co220,249$17.2M0.77%+1,32013F-HRTimeline
Heartwood Wealth Advisors LLC220,212$17.2M1.6%+3,94113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC218,111$17M0.42%-6,82913F-HRTimelineGroup
Systelligence, LLC216,161$16.9M3.2%+91,86613F-HRTimeline
NewSquare Capital LLC209,149$16.3M1.11%+19,08613F-HRTimeline
Clark Asset Management, LLC206,038$16.1M1.87%+16,84913F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC202,283$15.8M7.57%+15,70013F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC193,714$15.1M2.5%-2,73113F-HRTimeline
Montecito Bank & Trust192,054$15M2.33%13F-HRTimeline
Grey Fox Wealth Advisors, LLC191,752$15M3.05%+52,74313F-HRTimeline
MBA Advisors LLC191,459$15M6.39%+11,00313F-HRTimeline
NewEdge Advisors, LLC191,092$14.9M0.07%+2,93913F-HRTimeline
Pacific Capital Wealth Advisors, Inc.187,347$14.6M2.53%-12,84013F-HRTimeline
Ashton Thomas Private Wealth, LLC186,532$14.6M0.38%+19,38413F-HRTimeline
Tumwater Wealth Management, LLC184,515$14.4M6.4%+63113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC182,911$14.3M0.06%+20,14113F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp182,800$14.3M0.38%+2,33213F-HRTimelineGroup
Allworth Financial LP179,355$14M0.06%+41113F-HRTimeline
MGO ONE SEVEN LLC179,214$14M0.32%+23,40313F-HRTimeline
City State Bank170,535$13.3M3.85%+14,28413F-HRTimeline
Compass Planning Associates Inc170,447$13.3M12.21%+77,62513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP165,207$12.9M0.02%+18,77513F-HRTimelineGroup
FC Advisory LLC163,533$12.8M3.74%+1,76613F-HRTimeline
GAMMA Investing LLC163,469$12.8M0.7%+16,67513F-HRTimeline
Atria Investments, Inc162,904$12.7M0.15%-2,95513F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC162,413$12.7M1.95%+25,07513F-HRTimeline
Neumann Capital Management, LLC162,195$12.7M3.7%+9,72913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp161,788$12.6M0.04%-2,42713F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management161,201$12.6M0.15%+13,10913F-HRTimelineGroup
BOKF, NAin group BOKF, NA160,865$12.6M0.19%+26,29113F-HRTimelineGroup
Austin Asset Management Co Inc159,711$12.5M2.27%-1,27313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC157,277$12.3M1.94%+12,51913F-HRTimeline
DAVENPORT & Co LLC157,152$12.3M0.07%+7,23413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC151,762$11.9M0.27%-15,67013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding149,581$11.7M-3,919Timeline
BURNEY CO/148,931$11.6M0.37%-3,13513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC146,882$11.5M0.01%new13F-HRTimelineGroup
Fund Evaluation Group, LLC144,390$11.3M0.41%+26,02113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…143,941$11.2M0.02%+1,13313F-HRTimelineGroup
Gemmer Asset Management LLC143,355$11.2M0.9%+7,84013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC142,934$11.2M0.15%+141,34413F-HRTimeline
rebel Financial LLC0$11.1M4.84%-136,07713F-HRTimelineAmount filed as zero, left out of ratios.
Sigma Planning Corp140,546$11M0.31%+11,61213F-HRTimeline
Asset Management Group, Inc.140,438$11M1.79%-1,47113F-HRTimeline
Merit Financial Group, LLC138,016$10.8M0.1%-26,54313F-HR/ATimeline
Stephenson & Company, Inc.137,377$10.7M6.16%+94013F-HRTimeline
Sanctuary Advisors, LLC137,263$10.7M0.06%+10,69713F-HR/ATimeline
Verde Capital Management133,762$10.4M2.31%+15,79413F-HRTimeline
NWAM LLC132,605$10.4M0.56%+6,57813F-HR/ATimeline
Safir Wealth Advisors, LLC131,802$10.3M7.27%-60913F-HRTimeline
Fonville Wealth Management LLC131,306$10.3M2.31%+17,40913F-HRTimeline
Mach-1 Financial Group, LLC130,039$10.2M1.62%+78,17013F-HRTimeline
Integrity Advisory Solutions, LLC130,039$10.2M1.62%13F-HRTimeline
Galvin, Gaustad & Stein, LLC129,783$10.1M0.82%-26413F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM129,000$10.1M1.24%new13F-HRTimelineGroup
Mustard Seed Financial, LLC128,754$10.1M6.46%+95213F-HRTimeline
Vestmark Advisory Solutions, Inc.128,094$10M0.19%+3,26013F-HRTimeline
Cornerstone Wealth Management, LLC127,326$9.94M0.55%+6,52413F-HRTimeline
Fiduciary Wealth Partners, LLC123,997$9.68M4.07%-4,64313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC122,838$9.59M0.63%-2,21513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding121,596$9.5M-298Timeline
Carl P. Sherr & Co., LLC117,867$9.2M4.36%+6,00513F-HRTimeline
MA Private Wealth117,096$9.14M1.54%-7,25213F-HRTimeline
Retirement Planning Group, LLC116,811$9.12M0.32%-3,19413F-HRTimeline
Bernardo Wealth Planning LLC116,368$9.09M1.78%+37,36513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…115,628$9.03M0.36%-77813F-HRTimelineGroup
SigFig Wealth Management, LLC114,036$8.91M0.28%-1,56713F-HRTimeline
Clarity Wealth Advisors, LLC114,011$8.9M1.96%+17,56213F-HRTimeline
Destiny Wealth Partners, LLC113,101$8.83M1.08%+6913F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC110,567$8.71M1.4%+23,31013F-HRTimeline