Vanguard Intermediate-Term BBIVETF

13F holders, Q2 2026 (June 30)
1,024holders +10
68new positions
61sold out
4famous investors
$76.68avg. 13F price*

At the end of Q2 2026, 1,024 institutions reported holding Vanguard Intermediate-Term B (BIV) in their 13F filings, up 10 from Q1 2026. 68 opened new positions and 61 sold out. The largest holders were Wells Fargo & Company ($2.0B), Envestnet Asset Management Inc. ($1.9B) and Northwestern Mutual Wealth Management Co. ($983.5M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vanguard Intermediate-Term B
CUSIP
921937819
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 817Q1 2024Q2 2024: 828Q2 2024Q3 2024: 856Q3 2024Q4 2024: 933Q4 2024Q1 2025: 923Q1 2025Q2 2025: 932Q2 2025Q3 2025: 925Q3 2025Q4 2025: 980Q4 2025Q1 2026: 1,014Q1 2026Q2 2026: 1,024Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions68$114.2M
Exits61$37.2M

All 13F filers, Q1 2026 → Q2 2026: 15,817,898 shares bought and 7,759,913 shares sold, net +8,057,985 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,024 holders

Wells Fargo & Company 0.35% Reduce -4.7% 26,474,330 $2.0B
Envestnet Asset Management Inc. 0.44% Add +2.9% 24,235,046 $1.9B
Northwestern Mutual Wealth Management Co. 0.53% Add +6.2% 12,822,370 $983.5M
EP Wealth Advisors, LLC 3.57% Add +18.9% 12,178,869 $934.1M
Goldman Sachs Group Inc. 0.09% Add +8.6% 11,248,421 $862.8M
Morgan Stanley 0.04% Add +4.2% 8,675,092 $665.4M
Bank of America Corp. 0.04% Add +0.6% 7,224,992 $554.2M
Baird Financial Group, Inc. 0.65% Add +10.4% 6,176,904 $473.8M
True Link Financial Advisors, LLC 25.31% Add +6.5% 5,706,056 $437.7M
LPL Financial LLC 0.09% Add +1.5% 5,360,448 $411.1M
United Capital Financial Advisors, LLC 1.69% Add +8.1% 3,995,262 $306.4M
Ameriprise Financial Inc. 0.06% Reduce -6.9% 3,911,085 $299.6M
Jones Financial Companies LLLP 0.10% Add +9.2% 3,393,708 $261.2M
Tiaa-Cref Individual & Institutional Services, LLC 0.64% Add +5.7% 2,435,399 $186.8M
Raymond James Financial Inc. 0.05% Reduce -4.9% 2,400,546 $184.1M
Lincoln National Corp. 4.42% Add +3.0% 2,251,874 $172.7M
Osaic Holdings, Inc. 0.19% Add +0.4% 2,073,835 $159.1M
Royal Bank of Canada 0.03% Reduce -1.4% 2,057,704 $157.8M
Mariner, LLC 0.16% Add +1.0% 2,020,987 $155.0M
Zhang Financial LLC 4.29% Add +1.3% 1,914,897 $146.9M
UBS Group AG 0.02% Add +8.1% 1,839,154 $141.1M
Retirement Investment Advisors, Inc. 9.85% Add +6.3% 1,825,373 $138.2M
Cetera Investment Advisers 0.13% Add +5.2% 1,793,272 $137.5M
Mather Group, Llc. 1.09% Reduce -56.0% 1,630,105 $125.0M
Bank of New York Mellon Corp 0.02% Add +1.8% 1,526,858 $117.1M
FMR LLC 0.01% Add +5.7% 1,515,708 $116.3M
Fifth Third Bancorp 0.18% Reduce -1.7% 1,471,769 $112.9M
Creative Planning 0.06% Add +21.5% 1,371,285 $105.2M
Assetmark, Inc. 0.18% Add +8390.1% 1,346,530 $103.3M
Cerity Partners LLC 0.12% Add +5.6% 1,276,358 $97.9M
Truist Financial Corp. 0.12% Add +4.6% 1,263,804 $96.9M
Peapack Gladstone Financial Corp. 1.11% Add +0.7% 1,261,481 $96.8M
BCM Advisors, LLC 18.63% Add +0.2% 1,267,115 $95.7M
American Trust 7.18% Reduce -2.1% 1,214,066 $93.1M
Commonwealth Equity Services, LLC 0.12% Reduce -2.0% 1,207,949 $92.6M
Rockefeller Capital Management L.P. 0.14% Add +5.6% 1,148,006 $88.1M
Cambridge Investment Research Advisors, Inc. 0.19% Add +5.2% 1,105,158 $84.8M
Citizens Financial Group Inc. 0.97% Add +118.3% 1,050,510 $80.6M
Family Investment Center, Inc. 13.23% Add +7.4% 1,038,714 $79.7M
Wealth Enhancement Advisory Services, LLC 0.13% Add +8.0% 1,014,569 $77.1M
Vanguard Advisers Inc. 0.25% Add +10.6% 974,442 $74.7M
Bank of Montreal 0.03% Add +4.0% 919,537 $70.5M
Wit, LLC 1.05% No change 861,173 $66.1M
Discipline Wealth Solutions, LLC 5.48% Add +12.3% 818,448 $62.8M
World Investment Advisors 1.01% Add +0.5% 793,535 $61.2M
Cranbrook Wealth Management, LLC 10.49% Add +1.7% 730,608 $56.0M
US Bancorp \de 0.06% Add +3.5% 729,038 $55.9M
MML Investors Services, LLC 0.11% Add +25.4% 714,797 $54.8M
Sage Financial Management Group, Inc. 15.00% Add +6.1% 711,661 $54.6M
Verus Financial Partners, Inc. 4.64% Add +5.2% 706,952 $54.2M
Cannon Financial Strategists, Inc. 6.08% Add +6.0% 696,561 $53.4M
Stephens Inc. 0.59% Add +12.2% 683,912 $52.5M
Scott Capital Advisors, LLC 8.14% Add +5.7% 677,229 $51.9M
JPMorgan Chase & Co. 0.00% Reduce -30.0% 666,617 $51.3M
Janney Montgomery Scott LLC 0.10% Add +3.2% 647,754 $49.7M
Reliant Wealth Planning 13.33% Add +3.4% 631,866 $48.5M
Francis Financial, Inc. 7.89% Add +3.4% 626,906 $48.1M
Cornerstone Planning Group LLC 5.80% Add +4.1% 609,041 $46.1M
Mfa Wealth Advisors, LLC 7.85% Reduce -2.3% 600,446 $46.1M
Daymark Wealth Partners, LLC 1.08% New 575,881 $44.2M
Stifel Financial Corp. 0.04% Add +3.2% 558,188 $42.8M
&partners 0.17% Add +21.2% 554,565 $42.5M
PNC Financial Services Group, Inc. 0.02% Add +8.5% 543,846 $41.7M
Badgley Phelps Wealth Managers, LLC 0.70% Add +1.7% 523,833 $40.2M
Midwest Trust Co 0.45% Add +23.4% 523,378 $40.1M
Beacon Capital Management, Inc. 2.42% Reduce -16.1% 521,466 $40.0M
BetterWealth, LLC 7.07% Add +8.2% 521,246 $40.0M
Pinkerton Wealth, LLC 3.41% Add +5.4% 515,159 $39.8M
Farmers & Merchants Trust Co of Chambersburg PA 9.77% Add +1.9% 501,701 $38.5M
True Freedom Investing, LLC 3.00% Reduce -2.6% 496,303 $38.3M
LVW Advisors, LLC 3.28% Add +6.4% 494,779 $37.9M
Franklin, Parlapiano, Turner & Welch, LLC 8.48% Reduce -0.8% 488,980 $37.5M
Farther Finance Advisors, LLC 0.29% Add +2.1% 488,716 $37.5M
Envestnet Portfolio Solutions, Inc. 0.17% Add +4.5% 470,818 $36.1M
Geneos Wealth Management Inc. 0.73% Add +6.9% 465,336 $35.7M
Gordian Advisors LLC 20.38% Add +5.8% 451,880 $34.7M
HighTower Advisors, LLC 0.03% Reduce -4.0% 451,690 $34.6M
Avior Wealth Management, LLC 0.90% Add +2.4% 445,048 $34.1M
Brighton Securities Corp. 14.61% Add +2.0% 443,456 $34.0M
Cary Street Partners Financial LLC 0.73% Reduce -2.2% 476,206 $33.5M
Southern Michigan Bank & Trust 11.83% Add +0.0% 433,842 $33.3M
Greenup Street Wealth Management LLC 3.91% Add +35.0% 418,756 $32.1M
Wescott Financial Advisory Group, LLC 2.49% Add +7.2% 418,386 $32.1M
Grey Fox Wealth Advisors, LLC 5.02% Add +7.0% 417,009 $32.0M
Prime Capital Investment Advisors, LLC 0.31% Add +78.0% 415,253 $31.8M
Wealthfront Advisers LLC 0.06% Reduce -2.7% 410,897 $31.5M
Modera Wealth Management, LLC 0.34% Reduce -2.1% 409,973 $31.4M
Roundview Capital LLC 1.71% Add +9.3% 408,111 $31.3M
Ballentine Capital Advisors, Inc 11.68% Add +10.7% 403,995 $31.0M
Captrust Financial Advisors 0.05% Add +1.1% 403,393 $30.9M
Seneschal Advisors, LLC 20.79% Reduce -0.3% 395,818 $30.4M
Keyes, Stange & Wooten Wealth Management, LLC 12.09% Add +19.0% 394,939 $30.3M
FPC Investment Advisory, Inc. 14.20% Add +1.7% 395,163 $30.1M
Compass Planning Associates Inc 16.18% Add +7.9% 390,104 $29.9M
Christine Messmer PC 16.82% Add +26.5% 389,276 $29.9M
Brown Wealth Management, LLC 6.66% Add +12.0% 388,428 $29.8M
Acorn Creek Capital LLC 9.95% Add +3.5% 388,216 $29.8M
Lodestar Private Asset Management LLC 2.57% Add +7.9% 387,752 $29.7M
Bank Hapoalim BM 2.02% Reduce -25.6% 382,990 $29.4M
Everhart Financial Group, Inc. 1.87% Add +3.7% 381,781 $29.3M

"% of holder's portfolio" is BIV's weight in each manager's 13F, not the share of Vanguard Intermediate-Term B the manager owns.

Show all 1,024 holders