Vanguard Intermediate-Term BBIVETF

13F holders, Q3 2025 (September 30)
925holders −7
60new positions
56sold out
4famous investors
$78.10avg. 13F price*

At the end of Q3 2025, 925 institutions reported holding Vanguard Intermediate-Term B (BIV) in their 13F filings, down 7 from Q2 2025. 60 opened new positions and 56 sold out. The largest holders were Wells Fargo & Company ($1.9B), Envestnet Asset Management Inc. ($1.5B) and Northwestern Mutual Wealth Management Co. ($774.0M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions60$107.9M
Exits56$35.5M

All 13F filers, Q2 2025 → Q3 2025: 21,328,171 shares bought and 3,158,014 shares sold, net +18,170,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 925 holders

Wells Fargo & Company 0.39% Add +53.1% 24,276,825 $1.9B
Envestnet Asset Management Inc. 0.44% Add +5.5% 19,586,319 $1.5B
Northwestern Mutual Wealth Management Co. 0.52% Add +8.8% 9,911,931 $774.0M
Goldman Sachs Group Inc. 0.10% Add +0.5% 9,009,991 $703.6M
Morgan Stanley 0.03% Add +5.5% 6,681,304 $521.7M
Bank of America Corp. 0.04% Add +0.2% 6,346,250 $495.6M
LPL Financial LLC 0.11% Add +3.5% 4,989,222 $389.6M
True Link Financial Advisors, LLC 24.38% Add +6.3% 4,852,251 $378.9M
Baird Financial Group, Inc. 0.51% Add +14.5% 4,078,011 $318.5M
Ameriprise Financial Inc. 0.07% Add +1.9% 4,052,118 $316.0M
United Capital Financial Advisors, LLC 1.90% Add +10.1% 3,389,339 $264.7M
Mather Group, Llc. 2.64% Add +6.8% 3,355,023 $262.0M
Tiaa Trust, National Association 0.47% Add +5.5% 2,503,793 $195.5M
Envestnet Portfolio Solutions, Inc. 0.62% Reduce -1.7% 2,153,162 $168.1M
Raymond James Financial Inc. 0.05% Add +11.7% 2,148,355 $167.8M
Jones Financial Companies LLLP 0.11% Add +13.9% 2,119,821 $165.2M
Osaic Holdings, Inc. 0.23% Add +12.6% 2,101,855 $164.0M
Lincoln National Corp. 4.64% Add +5.4% 2,082,460 $162.6M
Wealth Enhancement Advisory Services, LLC 0.24% Add +1.2% 2,002,575 $156.2M
Royal Bank of Canada 0.03% Add +3.6% 1,881,042 $146.9M
Mariner, LLC 0.18% Add +6.1% 1,753,513 $136.9M
UBS Group AG 0.03% Add +21.7% 1,747,391 $136.5M
Retirement Investment Advisors, Inc. 10.90% Add +3.0% 1,679,792 $131.2M
Cetera Investment Advisers 0.14% Add +15.2% 1,488,053 $116.2M
FMR LLC 0.01% Reduce -4.3% 1,449,770 $113.2M
Diana Davis Spencer Foundation 37.47% No change 1,426,000 $111.4M
Efficient Advisors, LLC 6.01% Add +6.8% 1,364,931 $106.6M
Comerica Bank 0.39% Add +0.7% 1,330,635 $103.9M
BCM Advisors, LLC 20.88% Add +50.2% 1,316,515 $103.8M
Bank of New York Mellon Corp 0.02% Add +0.3% 1,326,181 $103.6M
American Trust 7.58% Add +8.3% 1,148,695 $89.7M
Commonwealth Equity Services, LLC 0.12% Add +4.1% 1,139,200 $89.0M
Zhang Financial LLC 3.61% Add +41.3% 1,136,494 $88.7M
Peapack Gladstone Financial Corp. 1.13% Add +6.0% 1,115,209 $87.1M
Truist Financial Corp. 0.11% Add +5.7% 1,028,455 $80.3M
Beacon Capital Management, Inc. 3.78% Reduce -24.6% 1,014,413 $79.2M
Cerity Partners LLC 0.12% Add +8.9% 910,352 $71.1M
Cambridge Investment Research Advisors, Inc. 0.19% Add +0.7% 880,245 $68.7M
Family Investment Center, Inc. 14.24% Add +25.4% 877,903 $68.6M
US Bancorp \de 0.08% Reduce -5.0% 877,233 $68.5M
Bank of Montreal 0.03% Add +7.7% 876,498 $68.4M
Vanguard Group Inc. 0.00% Add +3.3% 797,278 $62.3M
Wit, LLC 1.39% No change 783,879 $61.2M
JPMorgan Chase & Co. 0.00% Add +60.3% 719,394 $56.2M
Cranbrook Wealth Management, LLC 11.00% Add +7.2% 701,692 $54.8M
Sage Financial Management Group, Inc. 15.45% Add +3.2% 619,682 $48.4M
Francis Financial, Inc. 8.47% Add +4.3% 608,262 $47.5M
Stifel Financial Corp. 0.04% Add +33.8% 599,269 $46.8M
Creative Planning 0.04% Reduce -2.0% 594,694 $46.4M
Reliant Wealth Planning 14.89% Reduce -13.5% 588,270 $45.9M
World Investment Advisors 0.92% Add +3.2% 576,359 $45.0M
Cannon Financial Strategists, Inc. 6.43% Add +9.9% 575,363 $44.9M
Verus Financial Partners, Inc. 4.30% Add +2.6% 572,671 $44.7M
Discipline Wealth Solutions, LLC 11.53% Add +3.3% 559,883 $43.7M
MML Investors Services, LLC 0.12% Add +0.1% 555,558 $43.4M
Mfa Wealth Advisors, LLC 9.44% Add +2.9% 553,608 $43.2M
Janney Montgomery Scott LLC 0.10% Add +3.2% 547,494 $42.8M
Badgley Phelps Wealth Managers, LLC 0.88% Reduce -2.0% 537,405 $42.0M
Scott Capital Advisors, LLC 9.33% Add +62.8% 528,337 $41.2M
HighTower Advisors, LLC 0.04% Reduce -3.9% 503,141 $39.3M
Pinkerton Wealth, LLC 4.17% Add +17.4% 496,670 $38.8M
Franklin, Parlapiano, Turner & Welch, LLC 9.72% Add +1.7% 492,636 $38.5M
Willow Creek Wealth Management Inc. 3.15% Add +2.2% 489,501 $38.2M
Cooper Financial Group 4.23% Add +2.6% 489,211 $38.2M
Stephens Inc. 0.47% Add +47.6% 470,187 $36.7M
Modera Wealth Management, LLC 0.42% Reduce -0.7% 461,798 $36.1M
Burt Wealth Advisors 8.78% Add +3.0% 458,065 $35.8M
Cary Street Partners Financial LLC 0.92% Reduce -5.9% 492,712 $35.4M
Farmers & Merchants Trust Co of Chambersburg PA 9.93% Add +7.6% 450,129 $35.2M
Farther Finance Advisors, LLC 0.52% Reduce -14.8% 443,071 $34.6M
BetterWealth, LLC 8.19% Add +3.2% 440,389 $34.4M
PNC Financial Services Group, Inc. 0.02% Reduce -0.4% 437,421 $34.2M
LVW Advisors, LLC 3.46% Add +9.1% 428,087 $33.4M
Private Advisor Group, LLC 0.16% Add +17.7% 427,368 $33.4M
Everhart Financial Group, Inc. 3.19% Reduce -2.6% 407,710 $31.8M
Avior Wealth Management, LLC 1.01% Add +3.5% 402,867 $31.5M
Gordian Advisors LLC 20.84% Add +1.9% 397,115 $31.0M
Seneschal Advisors, LLC 22.20% Reduce -10.2% 391,599 $30.6M
Brighton Securities Corp. 15.28% Reduce -1.4% 375,625 $29.3M
Rosenberg Matthew Hamilton 6.31% Reduce -0.3% 374,082 $29.2M
Greystone Financial Group, LLC 4.52% Reduce -16.1% 373,742 $29.2M
Geneos Wealth Management Inc. 0.73% Add +2.7% 369,813 $28.9M
Captrust Financial Advisors 0.06% Add +3.0% 365,864 $28.6M
Strategic Advocates LLC 7.40% Add +5.1% 363,863 $28.4M
Wealthfront Advisers LLC 0.06% Reduce -1.7% 349,620 $27.3M
Acorn Creek Capital LLC 10.12% Add +6.5% 343,302 $26.8M
Ballentine Capital Advisors, Inc 11.67% Add +3.5% 338,069 $26.4M
&partners 0.17% Add +109.2% 336,335 $26.4M
Midwest Trust Co 0.34% Reduce -0.4% 337,895 $26.4M
Roundview Capital LLC 1.67% Reduce -4.0% 337,562 $26.4M
Wescott Financial Advisory Group, LLC 2.34% Add +11.4% 333,353 $26.0M
Penserra Capital Management LLC 0.31% Reduce -29.9% 331,945 $25.9M
FPC Investment Advisory, Inc. 15.27% Add +6.4% 325,954 $25.5M
First National Bank & Trust Co. of Newtown 4.81% Add +0.3% 325,043 $25.4M
SMI Advisory Services, LLC 4.70% Add +1.2% 318,471 $24.9M
Windward Private Wealth Management Inc. 8.44% Add +0.3% 313,451 $24.5M
Kropog Financial Group, LLC 19.72% New 308,155 $24.1M
Financial Engines Advisors L.L.C. 0.04% Reduce -0.1% 297,195 $23.2M
Lodestar Private Asset Management LLC 2.41% Add +21.1% 295,979 $23.1M
Seeds Investor LLC 4.87% Add +10.3% 295,309 $23.1M

"% 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 925 holders