VANGUARD INTERMEDIATE-TERM B BIV
$76.43
+0.2% 52w: $73.31 – $77.93
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data73.3175.6277.93
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.0K
+28 QoQ
13F value
$18.54B
+6.8% QoQ
Smart-money holders
20
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$563K calls / — puts
Institutional value by quarter
Number of holders
Who owns BIV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | Bank broker | 27.8M | $2.14B | 0.4% | +8.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 23.6M | $1.82B | 0.5% | +39.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 12.1M | $931.6M | 0.6% | +7.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 10.4M | $799.4M | 0.1% | +6.6% |
| EP Wealth Advisors, LLC | Wealth advisor | 10.2M | $790.4M | 3.9% | +18.6% |
| MORGAN STANLEY | Bank broker | 8.3M | $642.6M | 0.0% | +11.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 7.2M | $554.4M | 0.0% | +8.1% |
| Baird Financial Group, Inc. | Diversified mechanical | 5.6M | $431.9M | 0.7% | +17.2% |
| True Link Financial Advisors, LLC | Wealth advisor | 5.4M | $413.5M | 25.5% | +2.5% |
| LPL Financial LLC | Bank broker | 5.3M | $407.8M | 0.1% | +2.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 4.2M | $324.3M | 0.1% | -0.3% |
| MATHER GROUP, LLC. | Wealth advisor | 3.7M | $285.6M | 2.8% | +5.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 3.7M | $285.1M | 1.8% | +4.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 3.1M | $238.0M | 0.1% | +26.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.5M | $194.7M | 0.1% | +12.5% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 2.3M | $177.9M | 0.7% | — |
| LINCOLN NATIONAL CORP | Wealth advisor | 2.2M | $168.7M | 4.9% | +1.6% |
| ROYAL BANK OF CANADA | Bank broker | 2.1M | $161.0M | 0.0% | +8.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.1M | $159.3M | 0.2% | -4.6% |
| Mariner, LLC | Diversified mechanical | 2.0M | $154.4M | 0.2% | +6.5% |
| Zhang Financial LLC | Wealth advisor | 1.9M | $145.9M | 5.0% | +24.3% |
| Retirement Investment Advisors, Inc. | Wealth advisor | 1.7M | $133.7M | 10.8% | Held |
| Cetera Investment Advisers | Wealth advisor | 1.7M | $131.6M | 0.1% | +8.7% |
| UBS Group AG | Bank broker | 1.7M | $131.3M | 0.0% | -8.4% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.5M | $115.8M | 0.0% | +7.3% |
| FIFTH THIRD BANCORP | Diversified mechanical | 1.5M | $115.5M | 0.2% | +1077.4% |
| FMR LLC | Long only active | 1.4M | $110.7M | 0.0% | +2.8% |
| Efficient Advisors, LLC | Wealth advisor | 1.4M | $109.2M | 7.8% | +3.1% |
| BCM ADVISORS, LLC | Wealth advisor | 1.3M | $96.8M | 19.1% | -4.1% |
| PEAPACK GLADSTONE FINANCIAL CORP | Other | 1.3M | $96.7M | 1.2% | +2.3% |
| American Trust | Wealth advisor | 1.2M | $95.7M | 8.5% | +8.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.2M | $95.2M | 0.1% | +3.9% |
| Cerity Partners LLC | Diversified mechanical | 1.2M | $93.3M | 0.1% | +8.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.2M | $93.3M | 0.1% | -1.3% |
| Creative Planning | Wealth advisor | 1.1M | $87.1M | 0.1% | +7.3% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 1.1M | $83.9M | 0.1% | +290.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.1M | $81.1M | 0.2% | +12.4% |
| Family Investment Center, Inc. | Wealth advisor | 967.0K | $74.6M | 14.4% | +2.2% |
| JPMORGAN CHASE & CO | Bank broker | 952.3K | $73.3M | 0.0% | +65.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 939.7K | $72.4M | 0.2% | -37.2% |
| BANK OF MONTREAL /CAN/ | Bank broker | 883.8K | $68.2M | 0.0% | -2.0% |
| VANGUARD ADVISERS INC | Wealth advisor | 880.9K | $68.0M | 0.3% | — |
| WIT, LLC | Wealth advisor | 861.2K | $66.5M | 1.3% | +9.9% |
| World Investment Advisors | Wealth advisor | 789.4K | $60.9M | 1.0% | +22.9% |
| Private Advisor Group, LLC | Wealth advisor | 770.4K | $59.5M | 0.3% | +20.1% |
| Discipline Wealth Solutions, LLC | Wealth advisor | 728.9K | $56.3M | 5.9% | +15.6% |
| Cranbrook Wealth Management, LLC | Wealth advisor | 718.3K | $55.4M | 11.3% | +0.3% |
| US BANCORP \DE\ | Wealth advisor | 704.0K | $54.3M | 0.1% | -22.9% |
| 49 WEALTH MANAGEMENT, LLC | Wealth advisor | 688.5K | $53.1M | 4.0% | +114.1% |
| Verus Financial Partners, Inc. | Wealth advisor | 672.0K | $52.0M | 4.7% | +12.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.