Vanguard Intermediate-Term BBIVETF
13F holders, Q1 2025 (March 31)923holders −10
65new positions
64sold out
1famous investor
$76.54avg. 13F price*
At the end of Q1 2025, 923 institutions reported holding Vanguard Intermediate-Term B (BIV) in their 13F filings, down 10 from Q4 2024. 65 opened new positions and 64 sold out. The largest holders were Envestnet Asset Management Inc. ($1.4B), Wells Fargo & Company ($938.3M) and Northwestern Mutual Wealth Management Co. ($662.0M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard Intermediate-Term B
- CUSIP
- 921937819
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $80.4M |
| Exits | 64 | $162.0M |
All 13F filers, Q4 2024 → Q1 2025: 18,541,370 shares bought and 5,679,446 shares sold, net +12,861,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 923 holders
| Envestnet Asset Management Inc. | 0.45% | Add +7.3% | 18,092,410 | $1.4B |
| Wells Fargo & Company | 0.23% | Reduce -0.0% | 12,254,680 | $938.3M |
| Northwestern Mutual Wealth Management Co. | 0.54% | Add +4.1% | 8,645,584 | $662.0M |
| Goldman Sachs Group Inc. | 0.12% | Add +3.1% | 7,972,446 | $610.5M |
| Bank of America Corp. | 0.04% | Add +3.4% | 6,490,969 | $497.0M |
| Morgan Stanley | 0.03% | Add +3.3% | 6,256,439 | $479.1M |
| Beacon Capital Management, Inc. | 22.73% | Add +624.3% | 6,022,945 | $456.7M |
| EP Wealth Advisors, LLC | 3.30% | Add +17.9% | 5,394,520 | $413.1M |
| LPL Financial LLC | 0.13% | Reduce -0.9% | 4,494,250 | $344.1M |
| True Link Financial Advisors, LLC | 25.16% | Add +11.4% | 4,402,823 | $337.1M |
| Ameriprise Financial Inc. | 0.08% | Add +3.9% | 3,930,880 | $300.9M |
| Baird Financial Group, Inc. | 0.50% | Add +5.4% | 3,375,737 | $258.5M |
| Mather Group, Llc. | 2.69% | Add +4.6% | 3,043,243 | $233.0M |
| United Capital Financial Advisors, LLC | 1.91% | Add +9.0% | 2,905,965 | $222.5M |
| Envestnet Portfolio Solutions, Inc. | 0.69% | Add +4.4% | 2,338,550 | $179.1M |
| Osaic Holdings, Inc. | 0.36% | Reduce -19.4% | 2,092,252 | $160.2M |
| Lincoln National Corp. | 4.98% | Add +1.2% | 2,018,868 | $154.6M |
| Tiaa Trust, National Association | 0.46% | Reduce -11.1% | 1,921,928 | $147.2M |
| Royal Bank of Canada | 0.03% | Add +6.3% | 1,909,670 | $146.2M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Add +3.1% | 1,762,045 | $134.9M |
| Jones Financial Companies LLLP | 0.11% | Add +9.9% | 1,658,980 | $126.8M |
| Mariner, LLC | 0.21% | Add +2.7% | 1,614,483 | $123.6M |
| Raymond James Financial Inc. | 0.05% | Add +14.6% | 1,601,097 | $122.6M |
| FMR LLC | 0.01% | Reduce -5.3% | 1,600,733 | $122.6M |
| Retirement Investment Advisors, Inc. | 12.10% | Add +8.5% | 1,561,229 | $119.5M |
| UBS Group AG | 0.03% | Add +28.0% | 1,483,393 | $113.6M |
| Diana Davis Spencer Foundation | 37.94% | No change | 1,426,000 | $109.2M |
| Bank of New York Mellon Corp | 0.02% | Add +0.7% | 1,328,649 | $101.7M |
| Efficient Advisors, LLC | 6.40% | Add +0.2% | 1,283,302 | $98.3M |
| Comerica Bank | 0.40% | Add +2.3% | 1,257,061 | $96.3M |
| Cetera Investment Advisers | 0.18% | Add +16.7% | 1,185,039 | $90.7M |
| Peapack Gladstone Financial Corp. | 1.20% | Add +11.5% | 1,055,569 | $80.8M |
| Truist Financial Corp. | 0.12% | Add +4.5% | 955,445 | $73.2M |
| Commonwealth Equity Services, LLC | 0.10% | Add +4.9% | 954,044 | $73.1M |
| US Bancorp \de | 0.09% | Reduce -1.4% | 904,759 | $69.3M |
| Wit, LLC | 1.96% | Add +18.1% | 839,603 | $68.6M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Add +3.6% | 883,966 | $67.7M |
| BCM Advisors, LLC | 14.87% | Reduce -4.2% | 861,593 | $65.6M |
| Susquehanna International Group, LLP | 0.10% | Add +1960.5% | 812,017 | $62.2M |
| Bank of Montreal | 0.03% | Add +14.0% | 810,553 | $62.1M |
| Cerity Partners LLC | 0.12% | Add +10.7% | 793,116 | $60.7M |
| Vanguard Group Inc. | 0.00% | Add +11.1% | 702,738 | $53.8M |
| Reliant Wealth Planning | 23.57% | Add +2.6% | 674,766 | $51.7M |
| Sage Financial Management Group, Inc. | 18.74% | Add +5.4% | 674,179 | $51.6M |
| Zhang Financial LLC | 2.68% | Add +263.9% | 660,669 | $50.6M |
| Cranbrook Wealth Management, LLC | 11.67% | Add +3.3% | 656,177 | $50.2M |
| Family Investment Center, Inc. | 12.22% | Add +142.2% | 652,901 | $50.0M |
| MML Investors Services, LLC | 0.16% | Add +6.3% | 613,087 | $46.9M |
| Francis Financial, Inc. | 10.70% | Add +8.9% | 574,692 | $44.0M |
| Mfa Wealth Advisors, LLC | 10.67% | Add +2.6% | 563,041 | $43.1M |
| Badgley Phelps Wealth Managers, LLC | 1.01% | Add +2.5% | 545,884 | $41.8M |
| Verus Financial Partners, Inc. | 4.69% | Add +2.3% | 542,936 | $41.2M |
| World Investment Advisors | 1.07% | Add +286.7% | 535,493 | $41.0M |
| Brighton Securities Corp. | 19.69% | Add +11.1% | 527,397 | $40.4M |
| Farther Finance Advisors, LLC | 1.03% | Add +14.8% | 526,783 | $40.3M |
| HighTower Advisors, LLC | 0.05% | Add +17.4% | 517,577 | $39.6M |
| Discipline Wealth Solutions, LLC | 18.37% | Reduce -0.1% | 502,557 | $38.5M |
| Creative Planning | 0.04% | Add +49.6% | 502,421 | $38.5M |
| Franklin, Parlapiano, Turner & Welch, LLC | 9.96% | Reduce -0.1% | 482,257 | $36.9M |
| Everhart Financial Group, Inc. | 5.04% | Add +1869.1% | 481,577 | $36.9M |
| Willow Creek Wealth Management Inc. | 3.57% | Add +1.2% | 478,170 | $36.6M |
| Modera Wealth Management, LLC | 0.49% | Reduce -2.9% | 474,666 | $36.3M |
| Cornerstone Planning Group LLC | 8.64% | Add +4.0% | 476,356 | $36.1M |
| Janney Montgomery Scott LLC | 0.10% | Add +2.0% | 469,660 | $36.0M |
| Cary Street Partners Financial LLC | 1.13% | Reduce -11.1% | 508,805 | $36.0M |
| Cannon Financial Strategists, Inc. | 6.07% | Add +7.7% | 461,713 | $35.4M |
| Stifel Financial Corp. | 0.04% | Add +5.7% | 444,836 | $34.1M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -4.3% | 443,529 | $34.0M |
| Cooper Financial Group | 4.42% | Add +9.5% | 438,548 | $33.6M |
| Burt Wealth Advisors | 8.27% | Add +4.0% | 430,928 | $33.0M |
| JPMorgan Chase & Co. | 0.00% | Add +12.4% | 426,811 | $32.7M |
| Seneschal Advisors, LLC | 27.92% | Reduce -0.8% | 424,754 | $32.5M |
| Wealthfront Advisers LLC | 0.09% | Add +10.8% | 418,947 | $32.1M |
| Atria Wealth Solutions, Inc. | 0.38% | Add +4.4% | 412,421 | $31.6M |
| BetterWealth, LLC | 8.71% | Add +2.1% | 405,438 | $31.0M |
| Carolinas Wealth Consulting LLC | 6.64% | Reduce -0.5% | 403,218 | $30.9M |
| Rosenberg Matthew Hamilton | 7.73% | Add +6.2% | 402,513 | $30.8M |
| Financial Engines Advisors L.L.C. | 0.07% | Reduce -5.9% | 402,197 | $30.8M |
| Avior Wealth Management, LLC | 1.13% | Reduce -1.8% | 387,903 | $29.7M |
| Pinkerton Wealth, LLC | 3.78% | Add +6.6% | 380,628 | $29.1M |
| Gordian Advisors LLC | 23.15% | Add +2.7% | 380,584 | $29.1M |
| LVW Advisors, LLC | 3.48% | Add +44.5% | 376,555 | $28.8M |
| Farmers & Merchants Trust Co of Chambersburg PA | 9.67% | Add +16.1% | 356,560 | $27.3M |
| Geneos Wealth Management Inc. | 0.90% | Add +0.7% | 350,018 | $26.8M |
| Roundview Capital LLC | 1.91% | Reduce -1.4% | 345,625 | $26.5M |
| Strategic Advocates LLC | 9.19% | Add +2.3% | 345,535 | $26.5M |
| Private Advisor Group, LLC | 0.16% | Reduce -6.8% | 345,494 | $26.5M |
| Ballentine Capital Advisors, Inc | 12.73% | Add +5.9% | 327,584 | $25.1M |
| First National Bank & Trust Co. of Newtown | 5.21% | Add +0.1% | 323,574 | $24.8M |
| Financial Counselors Inc. | 0.37% | Reduce -19.9% | 322,637 | $24.7M |
| Moisand Fitzgerald Tamayo, LLC | 3.39% | Reduce -24.2% | 319,594 | $24.5M |
| Scott Capital Advisors, LLC | 7.25% | Add +2.0% | 317,359 | $24.3M |
| Prime Capital Investment Advisors, LLC | 0.28% | Add +13.5% | 309,435 | $23.7M |
| Greystone Financial Group, LLC | 4.27% | Add +7.8% | 306,982 | $23.5M |
| SMI Advisory Services, LLC | 5.25% | Reduce -17.1% | 304,410 | $23.2M |
| Windward Private Wealth Management Inc. | 9.02% | Add +1.7% | 302,242 | $23.1M |
| Orion Porfolio Solutions, LLC | 0.23% | Add +23.1% | 300,112 | $23.0M |
| Orion Portfolio Solutions, LLC | 0.23% | Add +23.1% | 300,112 | $23.0M |
| Acorn Creek Capital LLC | 11.07% | Add +29.2% | 289,632 | $22.2M |
| Wescott Financial Advisory Group, LLC | 2.24% | Add +13.7% | 282,413 | $21.6M |
"% of holder's portfolio" is BIV's weight in each manager's 13F, not the share of Vanguard Intermediate-Term B the manager owns.