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Disclosery

BIV VANGUARD BD INDEX FDS

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SHS (fund)

Filings received so far for Q3 2026: 69 13F filers report a position in BIV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Scott Capital Advisors, LLC705,655$51.4M7.38%+28,42613F-HRTimeline
Farther Finance Advisors, LLC512,588$37.3M0.26%+23,87213F-HRTimeline
BRIGHTON SECURITIES CORP.464,181$33.8M14.15%+20,72513F-HRTimeline
Avior Wealth Management, LLC454,475$33.1M0.87%+9,42713F-HRTimeline
Everhart Financial Group, Inc.368,484$26.8M1.65%-13,29713F-HRTimeline
Rosenberg Matthew Hamilton333,614$24.3M4.35%-4,07413F-HRTimeline
GAMMA Investing LLC235,555$17.2M0.58%-63,36913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC218,575$15.9M1.86%+12,77713F-HRTimeline
Apella Capital, LLC200,243$14.6M0.18%-18213F-HRTimeline
Vertrix Wealth Management, LLC199,160$14.5M4.98%+3,34013F-HRTimeline
Montecito Bank & Trust195,276$14.2M2.15%-2,35613F-HRTimeline
FC Advisory LLC191,307$13.9M3.65%+10,74613F-HRTimeline
Conrad Siegel Investment Advisors, Inc.169,201$12.3M1.99%+1,08413F-HRTimeline
Go Invest LLC147,269$10.7M2.27%+22,67713F-HRTimeline
SigFig Wealth Management, LLC139,010$10.1M0.25%+8,25413F-HRTimeline
Galvin, Gaustad & Stein, LLC132,961$9.69M0.73%+61513F-HRTimeline
Wealth Enhancement Trust Services, Inc.125,345$9.13M0.98%-8,42313F-HRTimeline
First Heartland Consultants, Inc.97,599$7.11M0.47%+7,69813F-HRTimeline
MFA WEALTH ADVISORS, LLC92,561$6.74M1.15%-507,88513F-HRTimeline
MassMutual Private Wealth & Trust, FSB84,950$6.19M0.16%-2,02413F-HRTimeline
PARK NATIONAL CORP /OH/79,879$5.82M0.16%+5,58013F-HRTimeline
CoreCap Advisors, LLC65,376$4.76M0.14%+8,65913F-HRTimeline
Professional Financial Advisors, LLC59,866$4.36M0.74%+2,15613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV56,983$4.15M0.46%+18,74113F-HRTimeline
Ridgewood Investments LLC44,391$3.23M1.19%+14,80313F-HRTimeline
Retirement Wealth Solutions LLC34,676$2.53M1.34%-3313F-HRTimeline
Cooper Financial Group34,106$2.48M0.2%-1313F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC28,587$2.08M0.42%-6,14013F-HRTimeline
Breakwater Capital Group28,293$2.06M0.24%-35513F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC27,790$2.02M1.22%+7013F-HRTimeline
Successful Portfolios LLC26,918$1.95M0.9%+1,10613F-HRTimeline
Adelphi Trust Co19,616$1.43M0.94%+32813F-HRTimeline
Avidian Wealth Enterprises, LLC17,639$1.29M0.04%+2,73413F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC17,182$1.25M0.6%+17613F-HRTimeline
Midwest Financial Network, LLC16,940$1.23M0.84%-20,59213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…11,257$820K0.12%-31313F-HRTimeline
FIRST COMMUNITY TRUST NA11,181$815K0.27%+10,79113F-HRTimeline
Cadent Capital Advisors, LLC8,321$606K0.13%-1,26713F-HRTimeline
CogentBlue Wealth Advisors, LLC8,234$600K0.56%-1,16513F-HRTimeline
Arbor Wealth Advisors LLC7,812$569K0.35%+1,70013F-HRTimeline
Bank of New Hampshire7,576$552K0.12%+30513F-HRTimeline
First Citizens Financial Corp7,023$512K0.22%-70113F-HRTimeline
CHAPIN DAVIS, INC.6,537$476K0.09%-30513F-HRTimeline
Capital Advisors Wealth Management, LLC6,362$464K0.05%-3713F-HRTimeline
Montz Harcus Wealth Management LLC5,705$416K0.15%-22613F-HRTimeline
Allen Mooney & Barnes Investment Adviso…5,475$399K0.06%-12013F-HRTimeline
New Covenant Trust Company, N.A.4,922$359K0.25%+26913F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp4,832$352K0.04%+53713F-HRTimelineGroup
Heartwood Wealth Advisors LLC4,541$331K0.03%013F-HRTimeline
Bath Savings Trust Co4,163$303K0.03%013F-HRTimeline
Friday Financial3,823$278K0.06%013F-HRTimeline
HF Advisory Group, LLC3,556$259K0.08%+27013F-HRTimeline
Great Waters Wealth Management3,406$248K0.02%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC3,125$228K0.05%013F-HRTimeline
Stonebridge Financial Group, LLC2,974$217K0.02%+3013F-HRTimeline
TrueWealth Advisors, LLC2,756$201K0.05%+1713F-HRTimeline
Pacifica Partners Inc.1,529$111K0.03%-11513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,440$105K0.03%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,426$104K0.01%013F-HRTimelineGroup
Planning Strategies Inc.981$71.5K0.04%013F-HRTimeline
GK Wealth Management LLC549$40K0.02%new13F-HRTimeline
Bangor Savings Bank465$33.9K<0.01%013F-HRTimeline
Coastline Trust Co434$31.6K<0.01%+2913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.182$13.3K<0.01%013F-HRTimelineGroup
CX Institutional121$9K<0.01%013F-HRTimeline
Investors Research Corp84$6.12K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC54$3.94K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC17$1.24K<0.01%-19413F-HRTimeline
Trust Co3$219<0.01%+213F-HRTimeline