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Disclosery

BIV VANGUARD BD INDEX FDS

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SHS (fund)

999 managers (1,015 13F filers) reported a position in BIV shares at 2026-03-31, 240,581,631 shares in all. 89 filers opened a position and 57 filers sold out during the quarter.

Managers
999
13F filers
1,015
New
89
Added
530
Reduced
253
Sold out
57
Shares held by filers
240,581,631

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN27,764,129$2.14B0.43%+2,237,40913F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding24,005,048$1.85B+4,920,289Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,069,986$932M0.57%+842,34813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,357,175$799M0.11%+643,29413F-HRTimelineGroup
EP Wealth Advisors, LLC10,240,765$790M3.89%+1,604,97313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,326,313$643M0.04%+854,72113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,183,505$554M0.04%+541,13113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,596,477$432M0.67%+821,71313F-HRTimelineGroup
True Link Financial Advisors, LLC5,357,768$414M25.54%+132,22713F-HR/ATimeline
LPL Financial LLC5,283,152$408M0.11%+127,65313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,201,316$324M0.08%-10,76713F-HR/ATimelineGroup
MATHER GROUP, LLC.3,700,472$286M2.85%+175,38713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,697,194$285M1.76%+159,00413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,109,181$238M0.11%+648,67513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,523,280$195M0.06%+279,71213F-HRTimelineGroup
TIAAgroup of 4 filers holding2,347,024$181M-185,611Timeline
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP2,185,893$169M4.88%+33,90813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,086,383$161M0.03%+156,23113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,065,521$159M0.23%-98,67713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,000,360$154M0.18%+121,64213F-HRTimelineGroup
Zhang Financial LLC1,890,146$146M5.04%+369,99313F-HRTimeline
Retirement Investment Advisors, Inc.1,716,738$134M10.76%013F-HRTimeline
Cetera Investment Advisers1,704,946$132M0.14%+136,53913F-HRTimeline
UBS Group AGgroup of 2 filers holding1,703,500$131M-153,637Timeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding1,612,525$124M+1,371,209Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,500,572$116M0.02%+102,23513F-HRTimelineGroup
FMR LLCin group FMR LLC1,434,660$111M0.01%+39,41613F-HRTimelineGroup
Efficient Advisors, LLC1,414,410$109M7.75%+42,41913F-HRTimeline
BCM ADVISORS, LLC1,264,392$96.8M19.1%-53,40613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP1,253,183$96.7M1.24%+28,68713F-HRTimeline
American Trust1,240,393$95.7M8.46%+92,70213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,232,952$95.2M0.13%+45,87213F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding1,224,518$94.5M+111,667Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,208,391$93.3M0.13%-15,73913F-HRTimelineGroup
Creative Planningin group Creative Planning1,128,425$87.1M0.06%+76,99113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,087,410$83.9M0.15%+808,74713F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,050,401$81.1M0.21%+115,68213F-HRTimeline
Family Investment Center, Inc.966,958$74.6M14.36%+21,18513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO952,304$73.3M<0.01%+377,64613F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…939,709$72.4M0.16%-557,30113F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding926,295$71.5MnewTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/883,809$68.2M0.03%-18,00113F-HRTimelineGroup
WIT, LLC861,173$66.5M1.25%+77,29413F-HRTimeline
World Investment Advisors789,396$60.9M0.98%+147,33413F-HRTimeline
Private Advisor Group, LLC770,358$59.5M0.28%+128,83213F-HRTimeline
Discipline Wealth Solutions, LLC728,902$56.3M5.92%+98,57313F-HRTimeline
Cranbrook Wealth Management, LLC718,274$55.4M11.28%+2,29213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\704,047$54.3M0.07%-209,30613F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC688,532$53.1M3.98%+366,96713F-HRTimeline
Verus Financial Partners, Inc.671,968$52M4.66%+72,35513F-HRTimeline
Sage Financial Management Group, Inc.670,494$51.7M15.91%+27,84113F-HRTimeline
Cannon Financial Strategists, Inc.657,468$50.7M6.67%+60,25013F-HRTimeline
Scott Capital Advisors, LLC640,986$49.5M10.03%+86,22413F-HRTimeline
Janney Montgomery Scott LLC627,777$48.5M0.12%+47,59713F-HRTimeline
Beacon Capital Management, Inc.621,147$47.9M2.7%-190,16213F-HR/ATimeline
MFA WEALTH ADVISORS, LLC614,849$47.5M9.34%+42,10913F-HRTimeline
Reliant Wealth Planning611,089$47.2M14.26%+18,42913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…609,591$47M0.59%+60,85813F-HRTimelineGroup
Francis Financial, Inc.606,080$46.8M8.69%+10,16613F-HRTimeline
Cornerstone Planning Group LLC585,094$44.9M5.99%+54,15313F-HRTimeline
MML INVESTORS SERVICES, LLC570,080$44M0.12%-40,49813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP541,004$41.8M0.04%-93,41813F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC514,947$39.7M0.79%+1,43413F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM514,490$39.6M6.07%new13F-HRTimelineGroup
True Freedom Investing, LLC509,371$39.3M3.02%+66,43613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…501,073$38.7M0.02%+31,04913F-HRTimelineGroup
Franklin, Parlapiano, Turner & Welch, L…492,744$38.1M9.08%+8,72813F-HRTimeline
PINKERTON WEALTH, LLC488,685$38.1M3.46%-15,81213F-HRTimeline
Farmers & Merchants Trust Co of Chamber…492,315$38M10.34%+35,97513F-HR/ATimeline
BetterWealth, LLC481,986$37.2M7.3%+17,06713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…481,189$37.1M0.52%+462,84813F-HRTimelineGroup
Farther Finance Advisors, LLC478,577$36.8M0.35%-20,61913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding512,408$36.5M+12,147Timeline
HighTower Advisors, LLC470,504$36.3M0.04%-20,87213F-HRTimeline
LVW Advisors, LLC465,127$35.9M3.5%+15,95613F-HRTimeline
&PARTNERS457,524$35.4M0.17%+43,72913F-HRTimeline
Geneos Wealth Management Inc.435,277$33.6M0.78%+46,43813F-HRTimeline
BRIGHTON SECURITIES CORP.434,815$33.6M16.17%+49,14613F-HRTimeline
Avior Wealth Management, LLC434,553$33.5M0.95%+12,99813F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST433,773$33.5M12.85%13F-HRTimeline
Gordian Advisors LLC427,134$33M21.96%+12,95413F-HRTimeline
Midwest Trust Co424,297$32.7M0.41%-37,16413F-HRTimeline
Wealthfront Advisers LLC422,176$32.6M0.07%+28,99213F-HRTimeline
Modera Wealth Management, LLC418,748$32.3M0.39%-33,10513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…400,062$30.9M0.06%+17,68413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS399,186$30.8M0.05%+1,11313F-HRTimeline
Seneschal Advisors, LLC396,820$30.6M22.74%+8,37313F-HRTimeline
Wescott Financial Advisory Group, LLC390,234$30.1M2.64%+42,71213F-HRTimeline
FPC INVESTMENT ADVISORY, INC.388,406$30.1M14.99%+36,47713F-HRTimeline
Grey Fox Wealth Advisors, LLC389,586$30.1M5.8%+106,75413F-HRTimeline
ACORN CREEK CAPITAL LLC375,206$29M10.34%+16,67913F-HRTimeline
Roundview Capital LLC373,251$28.8M1.79%+16,75513F-HRTimeline
Rosenberg Matthew Hamilton370,556$28.6M5.86%-1,81113F-HRTimeline
Everhart Financial Group, Inc.368,287$28.4M2.42%-13,35613F-HRTimeline
Ballentine Capital Advisors, Inc364,956$28.2M11.66%+11,85813F-HRTimeline
Compass Planning Associates Inc361,597$27.9M17.85%+19,14213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC359,497$27.7M2.74%+26,28713F-HRTimeline
HOGE FINANCIAL SERVICES, LLC356,107$27.5M14.71%+70,83913F-HRTimeline
Schiavi & Co LLC347,734$26.8M7.97%+45,91913F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC346,701$26.8M6.87%+50,44013F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…331,770$25.6M11.43%+87,76413F-HRTimeline
Windward Private Wealth Management Inc.327,417$25.3M8.74%+12,95313F-HRTimeline
ForthRight Wealth Management, LLC315,313$24.3M6.9%+28,11313F-HRTimeline
Kropog Financial Group, LLC313,741$24.2M19.67%-21,25813F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC310,158$23.9M3.37%+8,90713F-HRTimeline
Betterment LLC309,950$23.9M0.05%+5,75813F-HRTimeline
CHRISTINE MESSMER PC307,817$23.8M15.19%+74,12713F-HRTimeline
Austin Asset Management Co Inc306,559$23.7M3.89%+122,03413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers305,945$23.6M0.03%+36,46713F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding305,226$23.6M+1,219Timeline
Tandem Financial, LLC304,306$23.5M7.95%new13F-HRTimeline
Financial Engines Advisors L.L.C.301,429$23.3M0.05%+27613F-HRTimeline
FIRST MERCHANTS CORP300,213$23.2M0.88%+6,49013F-HRTimeline
Retirement Management Systems Inc.299,193$23.1M5.57%+23,19213F-HRTimeline
MAI Capital Management298,271$23M0.13%+13,39313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding295,880$22.8M+6,787Timeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…292,049$22.5M4.86%-36,17913F-HRTimeline
Brewster Financial Planning LLC288,668$22.3M13.48%+7,58213F-HRTimeline
American Money Management, LLC280,512$21.6M3.43%+5,74313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding279,085$21.5M+49,357Timeline
Certified Advisory Corp276,995$21.4M1.92%+27,50513F-HRTimeline
Ashton Thomas Private Wealth, LLC273,821$21.1M0.5%+61,60713F-HRTimeline
Vestmark Advisory Solutions, Inc.269,867$20.8M0.23%+129,55213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT269,320$20.8M1.34%+12,71713F-HRTimeline
GAMMA Investing LLC266,017$20.5M0.96%+69,13413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding265,258$20.5M-30,189Timeline
Clark Asset Management, LLC255,556$19.7M1.85%+22,35913F-HRTimeline
RETIREMENT CAPITAL STRATEGIES255,252$19.7M7.45%+12,18413F-HRTimeline
Parkside Financial Bank & Trust254,554$19.6M1.51%+11,31613F-HRTimeline
Fonville Wealth Management LLC254,146$19.6M3.73%+77,13813F-HRTimeline
Human Investing LLC253,413$19.6M2.85%-8,71413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC245,466$18.8M0.24%+75,49813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC243,199$18.8M0.07%+34,16713F-HRTimelineGroup
MGO ONE SEVEN LLC242,494$18.7M0.38%+11,29713F-HRTimeline
Darrow Company, Inc.242,401$18.7M8.42%+8,25813F-HRTimeline
Silver Coast Investments LLC241,929$18.7M5.96%+10,27213F-HRTimeline
Orion Porfolio Solutions, LLC240,557$18.6M0.16%+2,63913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC239,367$18.5M0.43%+8,11513F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp233,685$18M0.06%+41,62813F-HR/ATimelineGroup
Prime Capital Investment Advisors, LLC233,220$18M0.21%-4,35213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…231,754$17.9M0.33%+5,93913F-HRTimelineGroup
Greystone Financial Group, LLC228,154$17.6M4.98%-150,86713F-HRTimeline
Smithfield Trust Co224,670$17.3M0.76%-2,61313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…222,339$17.2M0.52%+103,98213F-HR/ATimelineGroup
MBA Advisors LLC219,502$16.9M6.51%+17,17713F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC219,460$16.9M7.3%+5,55313F-HRTimeline
Gemmer Asset Management LLC218,665$16.9M1.34%+74,68413F-HRTimeline
Neumann Capital Management, LLC217,876$16.8M4.95%+32,63713F-HRTimeline
Tumwater Wealth Management, LLC208,651$16.1M6.48%+12,78013F-HRTimeline
BOKF, NAin group BOKF, NA208,230$16.1M0.25%+24,53513F-HRTimelineGroup
Apella Capital, LLC202,302$15.7M0.23%+9,81913F-HRTimeline
NewEdge Advisors, LLC201,802$15.6M0.06%-7,62713F-HR/ATimeline
NewSquare Capital LLC200,015$15.4M1.34%+9,06513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC199,383$15.4M0.01%+24,25113F-HRTimelineGroup
Montecito Bank & Trust199,312$15.4M2.53%+10,71013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP193,757$15M0.02%+12,40813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC191,791$14.8M0.39%+9,28513F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.188,543$14.6M2.44%+1,29913F-HRTimeline
DAVENPORT & Co LLC187,400$14.5M0.08%+19,89813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp187,204$14.4M0.38%+5,16913F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC187,111$14.4M1.91%+21,25313F-HRTimeline
Allworth Financial LP187,022$14.4M0.06%+2,31313F-HRTimeline
City State Bank185,211$14.3M3.71%+11,15413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …184,814$14.3M0.11%+3,34213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management182,463$14.1M0.16%+14,61413F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC180,541$13.9M0.05%+29013F-HRTimeline
FC Advisory LLC176,092$13.6M3.97%+6,84713F-HRTimeline
Summit Financial, LLC175,367$13.5M0.17%+108,69913F-HRTimeline
Bernardo Wealth Planning LLC173,884$13.4M2.63%+55,46913F-HRTimeline
Cornerstone Wealth Management, LLC167,562$12.9M0.65%+14,20613F-HRTimeline
Mach-1 Financial Group, LLC164,231$12.7M4.46%+11,23913F-HRTimeline
Atria Investments, Inc163,637$12.6M0.14%+6,11213F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC163,398$12.6M1.86%+7,27413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC163,011$12.6M0.26%+6,71713F-HRTimeline
Conrad Siegel Investment Advisors, Inc.162,354$12.5M2.26%-1,95113F-HRTimeline
Frankly Finances, LLC156,920$12.1M10.96%+8,83313F-HRTimeline
NWAM LLC155,792$12M0.69%+9,87013F-HRTimeline
rebel Financial LLC154,175$11.9M5.16%+10,13513F-HRTimeline
Stephenson & Company, Inc.152,001$11.7M6.36%+9,94513F-HRTimeline
SEEDS INVESTOR LLC146,706$11.4M1.55%-189,16613F-HRTimeline
Clarity Wealth Advisors, LLC146,847$11.3M2.33%+11,82313F-HRTimeline
Vertrix Wealth Management, LLC145,845$11.3M4.15%13F-HRTimeline
BURNEY CO/145,117$11.2M0.35%-3,46613F-HRTimeline
Integrity Advisory Solutions, LLC144,002$11.1M1.47%+14,11213F-HRTimeline
Sterling Financial Planning, Inc.143,377$11.1M3.28%+13,87613F-HRTimeline
Verde Capital Management140,901$10.9M2.33%+43013F-HRTimeline
Waverly Advisors, LLC138,685$10.7M0.08%+20,71413F-HRTimeline
Sigma Planning Corp138,331$10.7M0.3%+7,15313F-HRTimeline
Boyd Wealth Management, LLC137,822$10.6M4.5%+3,46913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP137,060$10.6M0.22%new13F-HRTimeline
Clarity Asset Management, Inc.136,446$10.5M5.33%new13F-HRTimeline
Asset Management Group, Inc.136,415$10.5M1.7%+7,54813F-HRTimeline
Safir Wealth Advisors, LLC135,502$10.5M7.56%-40513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\134,137$10.4M<0.01%-5,47913F-HRTimelineGroup
Fund Evaluation Group, LLC134,121$10.4M0.32%-5,16113F-HRTimeline
Mustard Seed Financial, LLC133,068$10.3M6.15%+5,93413F-HRTimeline
Wealth Enhancement Trust Services, Inc.131,736$10.2M1.23%+2,91513F-HRTimeline
Ethos Capital Management, Inc.131,628$10.2M8.71%+21,71313F-HRTimeline
Galvin, Gaustad & Stein, LLC130,043$10M0.8%+53313F-HRTimeline
Hurlow Wealth Management Group, Inc.129,737$10M2.38%+17,90313F-HRTimeline