Vanguard Intermediate-Term BBIVETF

13F holders, Q1 2026 (March 31)
1,014holders +34
89new positions
55sold out
3famous investors
$77.16avg. 13F price*

At the end of Q1 2026, 1,014 institutions reported holding Vanguard Intermediate-Term B (BIV) in their 13F filings, up 34 from Q4 2025. 89 opened new positions and 55 sold out. The largest holders were Wells Fargo & Company ($2.1B), Envestnet Asset Management Inc. ($1.8B) and Northwestern Mutual Wealth Management Co. ($931.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions89$151.4M
Exits55$250.5M

All 13F filers, Q4 2025 → Q1 2026: 27,812,834 shares bought and 11,590,448 shares sold, net +16,222,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,014 holders

Wells Fargo & Company 0.43% Add +8.8% 27,764,129 $2.1B
Envestnet Asset Management Inc. 0.49% Add +39.9% 23,554,417 $1.8B
Northwestern Mutual Wealth Management Co. 0.57% Add +7.5% 12,069,986 $931.6M
Goldman Sachs Group Inc. 0.11% Add +6.6% 10,357,175 $799.4M
EP Wealth Advisors, LLC 3.89% Add +18.6% 10,240,765 $790.4M
Morgan Stanley 0.04% Add +11.4% 8,326,313 $642.6M
Bank of America Corp. 0.04% Add +8.2% 7,183,505 $554.4M
Baird Financial Group, Inc. 0.67% Add +17.2% 5,596,477 $431.9M
True Link Financial Advisors, LLC 25.54% Add +2.5% 5,357,768 $413.5M
LPL Financial LLC 0.11% Add +2.5% 5,283,152 $407.8M
Ameriprise Financial Inc. 0.08% Reduce -0.3% 4,201,316 $324.3M
Mather Group, Llc. 2.85% Add +5.0% 3,700,472 $285.6M
United Capital Financial Advisors, LLC 1.76% Add +4.5% 3,697,194 $285.1M
Jones Financial Companies LLLP 0.11% Add +26.4% 3,109,181 $238.0M
Raymond James Financial Inc. 0.06% Add +12.5% 2,523,280 $194.7M
Tiaa-Cref Individual & Institutional Services, LLC 0.68% — 2,304,912 $177.9M
Lincoln National Corp. 4.88% Add +1.6% 2,185,893 $168.7M
Royal Bank of Canada 0.03% Add +8.1% 2,086,383 $161.0M
Osaic Holdings, Inc. 0.23% Reduce -4.6% 2,065,521 $159.3M
Mariner, LLC 0.18% Add +6.5% 2,000,360 $154.4M
Zhang Financial LLC 5.04% Add +24.3% 1,890,146 $145.9M
Retirement Investment Advisors, Inc. 10.76% No change 1,716,738 $133.7M
Cetera Investment Advisers 0.14% Add +8.7% 1,704,946 $131.6M
UBS Group AG 0.02% Reduce -8.4% 1,701,195 $131.3M
Bank of New York Mellon Corp 0.02% Add +7.3% 1,500,572 $115.8M
Fifth Third Bancorp 0.21% Add +1077.4% 1,496,862 $115.5M
FMR LLC 0.01% Add +2.8% 1,434,660 $110.7M
Efficient Advisors, LLC 7.75% Add +3.1% 1,414,410 $109.2M
BCM Advisors, LLC 19.10% Reduce -4.0% 1,264,392 $96.8M
Peapack Gladstone Financial Corp. 1.24% Add +2.3% 1,253,183 $96.7M
American Trust 8.46% Add +8.1% 1,240,393 $95.7M
Commonwealth Equity Services, LLC 0.13% Add +3.9% 1,232,952 $95.2M
Cerity Partners LLC 0.13% Add +8.6% 1,208,682 $93.3M
Truist Financial Corp. 0.13% Reduce -1.3% 1,208,391 $93.3M
Creative Planning 0.06% Add +7.3% 1,128,425 $87.1M
Rockefeller Capital Management L.P. 0.15% Add +290.2% 1,087,410 $83.9M
Cambridge Investment Research Advisors, Inc. 0.21% Add +12.4% 1,050,401 $81.1M
Family Investment Center, Inc. 14.36% Add +2.2% 966,958 $74.6M
JPMorgan Chase & Co. 0.01% Add +65.7% 952,304 $73.3M
Wealth Enhancement Advisory Services, LLC 0.16% Reduce -37.2% 939,709 $72.4M
Bank of Montreal 0.03% Reduce -2.0% 883,809 $68.2M
Vanguard Advisers Inc. 0.27% — 880,949 $68.0M
Wit, LLC 1.25% Add +9.9% 861,173 $66.5M
World Investment Advisors 0.98% Add +22.9% 789,396 $60.9M
Private Advisor Group, LLC 0.28% Add +20.1% 770,358 $59.5M
Discipline Wealth Solutions, LLC 5.92% Add +15.6% 728,902 $56.3M
Cranbrook Wealth Management, LLC 11.28% Add +0.3% 718,274 $55.4M
US Bancorp \de 0.07% Reduce -22.9% 704,047 $54.3M
49 Wealth Management, LLC 3.98% Add +114.1% 688,532 $53.1M
Verus Financial Partners, Inc. 4.66% Add +12.1% 671,968 $52.0M
Sage Financial Management Group, Inc. 15.91% Add +4.3% 670,494 $51.7M
Cannon Financial Strategists, Inc. 6.67% Add +10.1% 657,468 $50.7M
Scott Capital Advisors, LLC 10.03% Add +15.5% 640,986 $49.5M
Janney Montgomery Scott LLC 0.12% Add +8.2% 627,777 $48.5M
Beacon Capital Management, Inc. 2.70% Reduce -23.4% 621,147 $47.9M
Mfa Wealth Advisors, LLC 9.34% Add +7.3% 614,849 $47.5M
Reliant Wealth Planning 14.26% Add +3.1% 611,089 $47.2M
Stephens Inc. 0.59% Add +11.1% 609,591 $47.0M
Francis Financial, Inc. 8.69% Add +1.7% 606,080 $46.8M
Cornerstone Planning Group LLC 5.99% Add +10.2% 585,094 $44.9M
MML Investors Services, LLC 0.12% Reduce -6.6% 570,080 $44.0M
Stifel Financial Corp. 0.04% Reduce -14.7% 541,004 $41.8M
Badgley Phelps Wealth Managers, LLC 0.79% Add +0.3% 514,947 $39.7M
Bank Hapoalim BM 6.47% New 514,490 $39.6M
True Freedom Investing, LLC 3.02% Add +15.0% 509,371 $39.3M
PNC Financial Services Group, Inc. 0.02% Add +6.6% 501,073 $38.7M
Franklin, Parlapiano, Turner & Welch, LLC 9.08% Add +1.8% 492,744 $38.1M
Pinkerton Wealth, LLC 3.46% Reduce -3.1% 488,685 $38.1M
Farmers & Merchants Trust Co of Chambersburg PA 10.34% Add +7.9% 492,315 $38.0M
BetterWealth, LLC 7.30% Add +3.7% 481,986 $37.2M
Citizens Financial Group Inc. 0.52% Add +2523.6% 481,189 $37.1M
Farther Finance Advisors, LLC 0.35% Reduce -4.1% 478,577 $36.8M
HighTower Advisors, LLC 0.04% Reduce -4.3% 470,504 $36.3M
LVW Advisors, LLC 3.50% Add +3.5% 465,127 $35.9M
&partners 0.17% Add +10.6% 457,524 $35.4M
Envestnet Portfolio Solutions, Inc. 0.19% Reduce -80.0% 450,631 $34.8M
Cary Street Partners Financial LLC 0.86% Add +0.9% 486,860 $34.5M
Geneos Wealth Management Inc. 0.78% Add +11.9% 435,277 $33.6M
Brighton Securities Corp. 16.17% Add +12.7% 434,815 $33.6M
Avior Wealth Management, LLC 0.95% Add +3.1% 434,553 $33.5M
Southern Michigan Bank & Trust 12.85% — 433,773 $33.5M
Gordian Advisors LLC 21.96% Add +3.1% 427,134 $33.0M
Midwest Trust Co 0.41% Reduce -8.1% 424,297 $32.7M
Wealthfront Advisers LLC 0.07% Add +7.4% 422,176 $32.6M
Modera Wealth Management, LLC 0.39% Reduce -7.3% 418,748 $32.3M
Thrivent Financial for Lutherans 0.06% Add +4.6% 400,062 $30.9M
Captrust Financial Advisors 0.05% Add +0.3% 399,186 $30.8M
Seneschal Advisors, LLC 22.74% Add +2.2% 396,820 $30.6M
Wescott Financial Advisory Group, LLC 2.64% Add +12.3% 390,234 $30.1M
FPC Investment Advisory, Inc. 14.99% Add +10.4% 388,406 $30.1M
Grey Fox Wealth Advisors, LLC 5.80% Add +37.7% 389,586 $30.1M
Acorn Creek Capital LLC 10.34% Add +4.7% 375,206 $29.0M
Roundview Capital LLC 1.79% Add +4.7% 373,251 $28.8M
Rosenberg Matthew Hamilton 5.86% Reduce -0.5% 370,556 $28.6M
Everhart Financial Group, Inc. 2.42% Reduce -3.5% 368,287 $28.4M
Ballentine Capital Advisors, Inc 11.66% Add +3.4% 364,956 $28.2M
Compass Planning Associates Inc 17.85% Add +5.6% 361,597 $27.9M
Lodestar Private Asset Management LLC 2.74% Add +7.9% 359,497 $27.7M
Hoge Financial Services, LLC 14.71% Add +24.8% 356,107 $27.5M
Schiavi & Co LLC 7.97% Add +15.2% 347,734 $26.8M

"% 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 1,014 holders