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Disclosery

BIV VANGUARD BD INDEX FDS

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SHS (fund)

968 managers (980 13F filers) reported a position in BIV shares at 2025-12-31, 222,964,860 shares in all. 69 filers opened a position and 57 filers sold out during the quarter.

Managers
968
13F filers
980
New
69
Added
483
Reduced
246
Sold out
57
Shares held by filers
222,964,860

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN25,526,720$1.99B0.39%+1,249,89513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding19,084,759$1.49B-2,654,722Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,227,638$874M0.55%+1,315,70713F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,713,881$757M0.11%+703,89013F-HR/ATimelineGroup
EP Wealth Advisors, LLC8,635,792$673M3.49%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,471,592$582M0.03%+790,28813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,642,374$517M0.04%+296,12413F-HRTimelineGroup
True Link Financial Advisors, LLC5,225,541$407M24.72%+373,29013F-HRTimeline
LPL Financial LLC5,155,499$402M0.11%+166,27713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,774,764$372M0.58%+696,75313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,212,083$328M0.07%+159,96513F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,538,190$276M1.66%+148,85113F-HRTimelineGroup
MATHER GROUP, LLC.3,525,085$275M2.83%+170,06213F-HRTimeline
TIAAgroup of 2 filers holding2,532,635$197M+28,842Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,460,506$192M0.12%+340,68513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,243,568$175M0.05%+95,21313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,164,198$169M0.25%+62,34313F-HRTimelineGroup
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP2,151,985$168M4.9%+69,52513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,930,152$150M0.03%+49,11013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,878,718$146M0.17%+125,20513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,857,137$145M+109,746Timeline
Retirement Investment Advisors, Inc.1,716,738$134M10.77%+36,94613F-HRTimeline
Cetera Investment Advisers1,568,407$122M0.13%+80,35413F-HRTimeline
Zhang Financial LLC1,520,153$118M4.41%+383,65913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,497,010$117M0.16%-505,56513F-HRTimeline
Diana Davis Spencer Foundation1,426,000$111M37.48%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,398,337$109M0.02%+72,15613F-HRTimelineGroup
FMR LLCin group FMR LLC1,395,244$109M0.01%-54,52613F-HRTimelineGroup
Efficient Advisors, LLC1,371,991$107M6.24%+7,06013F-HR/ATimeline
COMERICA BANK1,364,610$106M0.42%+33,97513F-HRTimeline
BCM ADVISORS, LLC1,317,798$103M19.65%+1,28313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP1,224,496$95.4M1.2%+109,28713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,224,130$95.3M0.13%+195,67513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,187,080$92.4M0.12%+47,88013F-HRTimeline
American Trust1,147,691$89.6M7.53%-1,00413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,112,851$86.7M0.13%+202,49913F-HRTimelineGroup
Creative Planningin group Creative Planning1,051,434$81.9M0.06%+456,74013F-HRTimelineGroup
Family Investment Center, Inc.945,773$73.7M14.87%+67,87013F-HRTimeline
Cambridge Investment Research Advisors,…934,719$72.8M0.19%+54,47413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\913,353$71.1M0.08%+36,12013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/901,810$70.2M0.03%+25,31213F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC882,475$68.7M<0.01%+85,19713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…872,963$68M0.09%new13F-HRTimelineGroup
Beacon Capital Management, Inc.811,309$63.2M3.38%-203,10413F-HRTimeline
WIT, LLC783,879$61M1.22%013F-HRTimeline
Cranbrook Wealth Management, LLC715,982$55.8M10.99%+14,29013F-HRTimeline
Sage Financial Management Group, Inc.642,653$50M15.29%+22,97113F-HRTimeline
World Investment Advisors642,062$50M0.82%+65,70313F-HR/ATimeline
Private Advisor Group, LLC641,526$50M0.24%+214,15813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP634,422$49.4M0.04%+35,15313F-HRTimelineGroup
Discipline Wealth Solutions, LLC630,329$49.1M9.1%+70,44613F-HRTimeline
MML INVESTORS SERVICES, LLC610,578$47.6M0.12%+55,02013F-HRTimeline
Verus Financial Partners, Inc.599,613$46.7M4.3%+26,94213F-HRTimeline
Cannon Financial Strategists, Inc.597,218$46.5M6.47%+21,85513F-HRTimeline
Francis Financial, Inc.595,914$46.4M9.08%-12,34813F-HRTimeline
Reliant Wealth Planning592,660$46.2M14.42%+4,39013F-HRTimeline
Janney Montgomery Scott LLC580,180$45.2M0.1%+32,68613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO574,658$44.8M<0.01%-144,73613F-HRTimelineGroup
MFA WEALTH ADVISORS, LLC572,740$44.6M9.43%+19,13213F-HRTimeline
Scott Capital Advisors, LLC554,762$43.2M9.57%+26,42513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…548,733$42.7M0.53%+78,54613F-HRTimelineGroup
Cornerstone Planning Group LLC530,941$41.3M6.44%+530,86313F-HRTimeline
Cooper Financial Group524,705$40.9M4.35%+35,49413F-HRTimeline
Badgley Phelps Wealth Managers, LLC513,513$40M0.73%-23,89213F-HRTimeline
PINKERTON WEALTH, LLC504,497$39.3M4.03%+7,82713F-HRTimeline
Farther Finance Advisors, LLC499,196$38.9M0.42%+56,12513F-HRTimeline
HighTower Advisors, LLC491,376$38.3M0.04%-11,76513F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…484,016$37.6M9.35%-8,62013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…470,024$36.6M0.02%+32,60313F-HRTimelineGroup
BetterWealth, LLC464,919$36.2M8.26%+24,53013F-HRTimeline
Midwest Trust Co461,461$35.9M0.45%+123,56613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding500,261$35.9M+4,245Timeline
Farmers & Merchants Trust Co of Chamber…456,340$35.5M9.95%+6,21113F-HRTimeline
Modera Wealth Management, LLC451,853$35.2M0.41%-9,94513F-HRTimeline
LVW Advisors, LLC449,171$35M3.55%+21,08413F-HRTimeline
True Freedom Investing, LLC442,935$34.5M2.35%new13F-HRTimeline
Avior Wealth Management, LLC421,555$32.8M1.02%+18,68813F-HRTimeline
&PARTNERS413,795$32.3M0.17%+77,46013F-HRTimeline
Gordian Advisors LLC414,180$32.3M21.37%+17,06513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS398,073$31M0.06%+32,20913F-HRTimeline
Wealthfront Advisers LLC393,184$30.6M0.07%+43,56413F-HRTimeline
Geneos Wealth Management Inc.388,839$30.3M0.74%+19,02613F-HRTimeline
Seneschal Advisors, LLC388,447$30.3M22.28%-3,15213F-HRTimeline
BRIGHTON SECURITIES CORP.385,669$30M14.82%+10,04413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…382,378$29.8M0.05%+134,93113F-HRTimelineGroup
Everhart Financial Group, Inc.381,643$29.7M2.75%-26,06713F-HRTimeline
Greystone Financial Group, LLC379,021$29.5M4.61%+5,27913F-HRTimeline
Rosenberg Matthew Hamilton372,367$29M6.01%-1,71513F-HRTimeline
Strategic Advocates LLC363,382$28.4M7.26%-48113F-HRTimeline
ACORN CREEK CAPITAL LLC358,527$27.9M10.04%+15,22513F-HRTimeline
Roundview Capital LLC356,496$27.8M1.71%+18,93413F-HRTimeline
Ballentine Capital Advisors, Inc353,098$27.5M11.58%+15,02913F-HRTimeline
FPC INVESTMENT ADVISORY, INC.351,929$27.4M15.02%+25,97513F-HRTimeline
Wescott Financial Advisory Group, LLC347,522$27.1M2.36%+14,16913F-HRTimeline
Compass Planning Associates Inc342,455$26.7M18.47%+172,00813F-HRTimeline
SEEDS INVESTOR LLC335,872$26.2M5.01%+40,56313F-HRTimeline
Kropog Financial Group, LLC334,999$26.1M20.21%+26,84413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC333,210$26M2.6%+37,23113F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…328,228$25.6M4.69%+3,18513F-HRTimeline
49 WEALTH MANAGEMENT, LLC321,565$25M2.04%new13F-HRTimeline
Windward Private Wealth Management Inc.314,464$24.5M8.48%+1,01313F-HRTimeline
Betterment LLC304,192$23.7M0.05%+22,15113F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding304,007$23.7M+182,411Timeline
Schiavi & Co LLC301,815$23.5M7.55%+18,89013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC301,251$23.5M3.39%+138,83813F-HR/ATimeline
Financial Engines Advisors L.L.C.301,153$23.5M0.04%+3,95813F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC296,261$23.1M6.07%+61,60413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding295,447$23M+145,866Timeline
FIRST MERCHANTS CORP293,723$22.9M0.85%+4,44313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding289,093$22.5M+13,624Timeline
ForthRight Wealth Management, LLC287,200$22.4M6.43%+14,43513F-HRTimeline
HOGE FINANCIAL SERVICES, LLC285,268$22.2M11.97%+26,82013F-HRTimeline
MAI Capital Management284,878$22.2M0.13%+29,16713F-HRTimeline
Grey Fox Wealth Advisors, LLC282,832$22M4.51%+91,08013F-HRTimeline
Brewster Financial Planning LLC281,086$21.9M13.45%+8,93113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…278,663$21.7M0.04%+134,72213F-HR/ATimelineGroup
Retirement Management Systems Inc.276,001$21.5M5.5%13F-HRTimeline
American Money Management, LLC274,769$21.4M3.36%+10,43613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers269,478$21M0.03%+2,63713F-HRTimelineGroup
Human Investing LLC262,127$20.4M2.88%+11,95413F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT256,603$20M1.26%+21,61713F-HRTimeline
Certified Advisory Corp249,490$19.4M1.77%+18,39613F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…244,006$19M9.01%+10,43913F-HRTimeline
Parkside Financial Bank & Trust243,238$18.9M1.42%+14,10713F-HRTimeline
RETIREMENT CAPITAL STRATEGIES243,068$18.9M7.02%+15,04413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding241,316$18.8M-3,332Timeline
Orion Porfolio Solutions, LLC237,918$18.5M0.14%+9,12013F-HRTimeline
Prime Capital Investment Advisors, LLC237,572$18.5M0.23%-12,49613F-HRTimeline
Darrow Company, Inc.234,143$18.2M8.2%+13,33413F-HRTimeline
CHRISTINE MESSMER PC233,690$18.2M11.87%13F-HRTimeline
Clark Asset Management, LLC233,197$18.2M1.89%+27,15913F-HRTimeline
Silver Coast Investments LLC231,657$18M6.22%+6,46713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC231,252$18M0.44%+13,14113F-HRTimelineGroup
MGO ONE SEVEN LLC231,197$18M0.37%+51,98313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding229,728$17.9M-78,420Timeline
Smithfield Trust Co227,283$17.7M0.78%+7,03413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…225,815$17.6M0.34%+4,23613F-HRTimelineGroup
Heartwood Wealth Advisors LLC224,427$17.5M1.61%+4,21513F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC213,907$16.7M7.48%+11,62413F-HRTimeline
Ashton Thomas Private Wealth, LLC212,214$16.5M0.4%+25,68213F-HRTimeline
NewEdge Advisors, LLC209,429$16.3M0.06%+18,33713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC209,032$16.3M0.06%+26,12113F-HRTimelineGroup
MBA Advisors LLC202,325$15.8M6.35%+10,86613F-HRTimeline
IFC & Insurance Marketing, Inc.200,248$15.6M15.47%13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…197,810$15.4M0.18%-134,13513F-HRTimelineGroup
GAMMA Investing LLC196,883$15.3M0.77%+33,41413F-HRTimeline
Tumwater Wealth Management, LLC195,871$15.3M6.22%+11,35613F-HRTimeline
Apella Capital, LLC192,483$15M0.3%+184,32013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp192,057$15M0.05%+30,26913F-HR/ATimelineGroup
NewSquare Capital LLC190,950$14.9M1.31%-18,19913F-HRTimeline
Montecito Bank & Trust188,602$14.7M2.34%-3,45213F-HRTimeline
Pacific Capital Wealth Advisors, Inc.187,244$14.6M2.5%-10313F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC186,865$14.6M3.08%-6,84913F-HRTimeline
Neumann Capital Management, LLC185,239$14.4M4.17%+23,04413F-HRTimeline
Allworth Financial LP184,709$14.4M0.06%+5,35413F-HRTimeline
Austin Asset Management Co Inc184,525$14.4M2.36%+24,81413F-HRTimeline
BOKF, NAin group BOKF, NA183,695$14.3M0.22%+22,83013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC182,506$14.2M0.39%+116,75013F-HR/ATimelineGroup
Associated Banc-Corpin group Associated Banc-Corp182,035$14.2M0.36%-76513F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …181,472$14.1M0.11%13F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP181,349$14.1M0.02%+16,14213F-HR/ATimelineGroup
NISA INVESTMENT ADVISORS, LLC180,251$14M0.05%new13F-HRTimeline
Systelligence, LLC179,308$14M2.66%-36,85313F-HRTimeline
Fonville Wealth Management LLC177,008$13.8M2.82%+45,70213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC175,132$13.6M0.01%-101,43113F-HRTimelineGroup
City State Bank174,057$13.6M3.71%+3,52213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC169,968$13.2M0.17%+27,03413F-HRTimeline
FC Advisory LLC169,245$13.2M3.79%+5,71213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management167,849$13.1M0.15%+6,64813F-HRTimelineGroup
DAVENPORT & Co LLC167,502$13M0.07%+10,35013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC165,858$12.9M1.82%+8,58113F-HRTimeline
Conrad Siegel Investment Advisors, Inc.164,305$12.8M2.43%+77,20213F-HRTimeline
Atria Investments, Inc157,525$12.3M0.14%-5,37913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC156,294$12.2M0.26%+4,53213F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC156,124$12.2M1.74%+45,55713F-HRTimeline
Cornerstone Wealth Management, LLC153,356$11.9M0.62%+26,03013F-HRTimeline
Mach-1 Financial Group, LLC152,992$11.9M2.45%+22,95313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC148,884$11.6M0.02%+100,98413F-HRTimelineGroup
BURNEY CO/148,583$11.6M0.36%-34813F-HRTimeline
Sanctuary Advisors, LLC148,261$11.5M0.06%+10,99813F-HRTimeline
Frankly Finances, LLC148,087$11.5M10.94%13F-HR/ATimeline
NWAM LLC145,922$11.4M0.63%+13,31713F-HRTimeline
rebel Financial LLC144,040$11.2M4.79%+144,04013F-HRTimeline
Gemmer Asset Management LLC143,981$11.2M0.87%+62613F-HRTimeline
Stephenson & Company, Inc.142,056$11.1M6.08%+4,67913F-HRTimeline
Verde Capital Management140,471$10.9M2.33%+6,70913F-HRTimeline
Vestmark Advisory Solutions, Inc.140,315$10.9M0.15%+12,22113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\139,616$10.9M<0.01%+76,20213F-HRTimelineGroup
Fund Evaluation Group, LLC139,282$10.8M0.36%-5,10813F-HRTimeline
Safir Wealth Advisors, LLC135,907$10.6M7.42%+4,10513F-HRTimeline
Clarity Wealth Advisors, LLC135,024$10.5M2.15%+21,01313F-HRTimeline
Boyd Wealth Management, LLC134,353$10.5M4.44%-152,13713F-HRTimeline
Sigma Planning Corp131,178$10.3M0.28%-9,36813F-HRTimeline
Integrity Advisory Solutions, LLC129,890$10.1M1.46%-14913F-HRTimeline
Galvin, Gaustad & Stein, LLC129,510$10.1M0.79%-27313F-HRTimeline
Sterling Financial Planning, Inc.129,501$10.1M3.04%+19,94513F-HRTimeline
Asset Management Group, Inc.128,867$10M1.62%-11,57113F-HRTimeline
Wealth Enhancement Trust Services, Inc.128,821$10M1.27%13F-HRTimeline
Fiduciary Wealth Partners, LLC127,568$9.93M4.07%+3,57113F-HRTimeline
Mustard Seed Financial, LLC127,134$9.9M6.22%-1,62013F-HRTimeline