Vanguard Intermediate-Term BBIVETF

13F holders, Q2 2025 (June 30)
932holders +9
65new positions
57sold out
4famous investors
$77.31avg. 13F price*

At the end of Q2 2025, 932 institutions reported holding Vanguard Intermediate-Term B (BIV) in their 13F filings, up 9 from Q1 2025. 65 opened new positions and 57 sold out. The largest holders were Envestnet Asset Management Inc. ($1.4B), Wells Fargo & Company ($1.2B) and Northwestern Mutual Wealth Management Co. ($704.3M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions65$174.7M
Exits57$140.3M

All 13F filers, Q1 2025 → Q2 2025: 15,252,822 shares bought and 10,083,512 shares sold, net +5,169,310 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 932 holders

Envestnet Asset Management Inc. 0.42% Add +2.6% 18,569,598 $1.4B
Wells Fargo & Company 0.27% Add +29.4% 15,858,672 $1.2B
Northwestern Mutual Wealth Management Co. 0.51% Add +5.3% 9,106,889 $704.3M
Goldman Sachs Group Inc. 0.11% Add +12.5% 8,967,305 $693.5M
Morgan Stanley 0.03% Add +1.3% 6,335,742 $490.0M
Bank of America Corp. 0.04% Reduce -2.4% 6,332,322 $489.7M
EP Wealth Advisors, LLC 3.09% Add +12.6% 6,071,963 $469.6M
LPL Financial LLC 0.12% Add +7.3% 4,821,371 $372.9M
True Link Financial Advisors, LLC 24.35% Add +3.6% 4,562,493 $352.9M
Ameriprise Financial Inc. 0.08% Add +1.2% 3,977,300 $307.6M
Baird Financial Group, Inc. 0.48% Add +5.5% 3,562,434 $275.5M
Mather Group, Llc. 2.59% Add +3.2% 3,141,376 $243.0M
United Capital Financial Advisors, LLC 1.93% Add +6.0% 3,079,264 $238.2M
Tiaa Trust, National Association 0.48% Add +23.4% 2,372,485 $183.5M
Envestnet Portfolio Solutions, Inc. 0.62% Reduce -6.3% 2,190,464 $169.4M
Lincoln National Corp. 4.63% Reduce -2.2% 1,975,344 $152.8M
Wealth Enhancement Advisory Services, LLC 0.25% Add +12.3% 1,979,402 $151.9M
Raymond James Financial Inc. 0.05% Add +20.1% 1,923,304 $148.7M
Osaic Holdings, Inc. 0.26% Reduce -10.8% 1,867,130 $144.4M
Jones Financial Companies LLLP 0.11% Add +12.2% 1,861,338 $143.5M
Royal Bank of Canada 0.03% Reduce -4.9% 1,815,462 $140.4M
Mariner, LLC 0.18% Add +2.4% 1,653,331 $127.9M
Retirement Investment Advisors, Inc. 11.34% Add +4.4% 1,630,295 $126.1M
FMR LLC 0.01% Reduce -5.3% 1,515,601 $117.2M
UBS Group AG 0.02% Reduce -3.2% 1,435,519 $111.0M
Diana Davis Spencer Foundation 37.78% No change 1,426,000 $110.3M
Beacon Capital Management, Inc. 5.36% Reduce -77.7% 1,345,543 $104.1M
Bank of New York Mellon Corp 0.02% Reduce -0.4% 1,322,819 $102.3M
Comerica Bank 0.40% Add +5.1% 1,320,899 $102.2M
Cetera Investment Advisers 0.17% Add +9.0% 1,291,646 $99.9M
Efficient Advisors, LLC 5.88% Reduce -0.5% 1,277,480 $98.8M
Commonwealth Equity Services, LLC 0.11% Add +14.7% 1,094,160 $84.6M
American Trust 7.73% New 1,061,008 $82.1M
Peapack Gladstone Financial Corp. 1.15% Reduce -0.3% 1,051,867 $81.4M
Truist Financial Corp. 0.11% Add +1.8% 972,752 $75.2M
US Bancorp \de 0.09% Add +2.1% 923,744 $71.4M
Cambridge Investment Research Advisors, Inc. 0.21% Reduce -1.1% 873,950 $67.6M
BCM Advisors, LLC 14.38% Add +1.7% 876,595 $67.6M
Cerity Partners LLC 0.12% Add +5.4% 835,852 $64.6M
Bank of Montreal 0.03% Add +0.4% 813,599 $62.9M
Zhang Financial LLC 2.87% Add +21.8% 804,530 $62.2M
Wit, LLC 1.50% Reduce -6.6% 783,879 $60.6M
Vanguard Group Inc. 0.00% Add +9.9% 772,041 $59.7M
Family Investment Center, Inc. 12.26% Add +7.2% 699,924 $54.1M
Reliant Wealth Planning 20.53% Add +0.8% 679,989 $52.6M
Cranbrook Wealth Management, LLC 10.80% Reduce -0.2% 654,680 $50.6M
Creative Planning 0.04% Add +20.8% 606,890 $46.9M
Sage Financial Management Group, Inc. 16.07% Reduce -10.9% 600,438 $46.4M
Francis Financial, Inc. 10.43% Add +1.5% 583,192 $45.1M
World Investment Advisors 0.98% Add +4.3% 558,349 $43.2M
MML Investors Services, LLC 0.12% Reduce -9.5% 555,064 $42.9M
Verus Financial Partners, Inc. 4.36% Add +2.8% 558,110 $42.8M
Badgley Phelps Wealth Managers, LLC 0.94% Add +0.5% 548,651 $42.4M
Discipline Wealth Solutions, LLC 16.05% Add +7.8% 541,909 $41.9M
Mfa Wealth Advisors, LLC 9.76% Reduce -4.5% 537,925 $41.6M
Janney Montgomery Scott LLC 0.11% Add +12.9% 530,319 $41.0M
Cannon Financial Strategists, Inc. 6.39% Add +13.4% 523,393 $40.5M
HighTower Advisors, LLC 0.05% Add +1.1% 523,311 $40.5M
Farther Finance Advisors, LLC 0.81% Reduce -1.3% 519,845 $40.2M
Cornerstone Planning Group LLC 8.08% Add +7.3% 511,320 $39.6M
Cary Street Partners Financial LLC 1.05% Add +3.0% 523,825 $37.5M
Franklin, Parlapiano, Turner & Welch, LLC 9.79% Add +0.5% 484,551 $37.5M
Willow Creek Wealth Management Inc. 3.33% Add +0.2% 479,154 $37.1M
Cooper Financial Group 4.34% Add +8.7% 476,676 $36.9M
Penserra Capital Management LLC 0.51% Add +152.8% 473,571 $36.6M
Modera Wealth Management, LLC 0.45% Reduce -2.0% 465,099 $36.0M
JPMorgan Chase & Co. 0.00% Add +5.1% 448,709 $34.7M
Stifel Financial Corp. 0.03% Add +0.7% 447,990 $34.6M
Greystone Financial Group, LLC 5.68% Add +45.2% 445,701 $34.5M
Burt Wealth Advisors 7.87% Add +3.3% 444,925 $34.4M
PNC Financial Services Group, Inc. 0.02% Reduce -1.0% 439,152 $34.0M
Seneschal Advisors, LLC 26.59% Add +2.6% 435,913 $33.7M
BetterWealth, LLC 8.45% Add +5.2% 426,604 $33.0M
Pinkerton Wealth, LLC 3.90% Add +11.2% 423,078 $32.7M
Everhart Financial Group, Inc. 3.74% Reduce -13.0% 418,808 $32.4M
Farmers & Merchants Trust Co of Chambersburg PA 10.12% Add +17.3% 418,329 $32.4M
LVW Advisors, LLC 3.40% Add +4.2% 392,430 $30.4M
Gordian Advisors LLC 21.56% Add +2.4% 389,565 $30.1M
Avior Wealth Management, LLC 1.04% Add +0.4% 389,373 $30.1M
Brighton Securities Corp. 16.11% Reduce -27.7% 381,089 $29.5M
Rosenberg Matthew Hamilton 6.75% Reduce -6.8% 375,078 $29.0M
Private Advisor Group, LLC 0.15% Add +5.1% 363,125 $28.1M
Geneos Wealth Management Inc. 0.68% Add +2.9% 360,206 $27.9M
Wealthfront Advisers LLC 0.07% Reduce -15.1% 355,667 $27.5M
Captrust Financial Advisors 0.06% Add +461.7% 355,394 $27.5M
Roundview Capital LLC 1.82% Add +1.8% 351,692 $27.2M
Strategic Advocates LLC 7.95% Add +0.2% 346,170 $26.8M
Midwest Trust Co 0.36% — 339,264 $26.2M
Ballentine Capital Advisors, Inc 11.98% Reduce -0.2% 326,792 $25.3M
First National Bank & Trust Co. of Newtown 5.02% Add +0.2% 324,141 $25.1M
Acorn Creek Capital LLC 10.35% Add +11.3% 322,252 $24.9M
Scott Capital Advisors, LLC 6.75% Add +2.3% 324,630 $24.9M
Stephens Inc. 0.34% Add +38.1% 318,561 $24.6M
Windward Private Wealth Management Inc. 8.71% Add +3.4% 312,463 $24.2M
SMI Advisory Services, LLC 4.64% Add +3.4% 314,776 $24.0M
FPC Investment Advisory, Inc. 14.75% Add +9.1% 306,303 $23.6M
Wescott Financial Advisory Group, LLC 2.21% Add +5.9% 299,186 $23.1M
Financial Engines Advisors L.L.C. 0.05% Reduce -26.0% 297,459 $23.0M
Schiavi & Co LLC 7.40% Add +0.3% 282,139 $21.8M
Trustmark Bank Trust Department 1.50% Add +4229.8% 281,002 $21.7M

"% 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 932 holders