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Vanguard Intermediate-Term Bond ETF (BIV) Institutional Ownership

Vanguard Intermediate-Term Bond ETF logo
$76.30 +0.07 (+0.09%)
As of 05/22/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

Number of
Institutional Buyers
(last 12 months)
763
Total
Institutional Inflows
(last 12 months)
$3.92B
Number of
Institutional Sellers
(last 12 months)
425
Total
Institutional Outflows
(last 12 months)
$999.99M
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Skip Chart & View Institutional Buying and Selling Data

BIV Institutional Buying and Selling by Quarter

Vanguard Intermediate-Term Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026WNY Asset Management LLC82,765$6.39M0.7%N/A0.022%
5/22/2026Wellington Grp LLC1,885$145K0.0%+6,632.1%0.001%
5/20/2026 TrueWealth Financial Partners17,184$1.33M0.5%N/A0.005%
5/19/2026 Western Wealth Management LLC45,635$3.52M0.1%+1,086.2%0.012%
5/19/2026 Mascagni Wealth Management Inc.12,829$990K0.7%-1.7%0.003%
5/19/2026 NewEdge Advisors LLC175,402$13.54M0.3%-16.2%0.048%
5/19/2026 Bank of America Corp DE7,183,505$554.42M0.0%+8.1%1.946%
5/19/2026 Graney & King LLC48,375$3.73M2.0%+2.3%0.013%
5/19/2026 Strategic Investment Advisors MI43,473$3.36M0.2%+73.3%0.012%
5/19/2026 Arkadios Wealth Advisors22,049$1.70M0.0%+13.5%0.006%
5/18/2026 EverSource Wealth Advisors LLC222,339$17.16M0.5%+87.9%0.060%
5/18/2026 Talon Private Wealth LLC18,395$1.42M0.2%N/A0.005%
5/18/2026 Royal Bank of Canada2,086,383$161.03M0.0%+8.1%0.565%
5/18/2026 Reliant Wealth Planning611,089$47.16M14.3%+3.1%0.166%
5/18/2026 Estate Counselors LLC7,795$602K0.1%-37.6%0.002%
5/16/2026 Excelsior Advisor Network LLC18,718$1.45M0.5%+28.5%0.005%
5/15/2026 Gateway Wealth Partners LLC12,238$944K0.0%N/A0.003%
5/15/2026 Everest Financial Group LLC7,977$616K0.1%+64.5%0.002%
5/15/2026 FreeGulliver LLC17,760$1.37M0.6%N/A0.005%
5/15/2026 Waverly Advisors LLC138,685$10.70M0.1%+17.6%0.038%
5/15/2026 Asset Management Group Inc.136,415$10.53M1.7%+5.9%0.037%
5/15/2026 St. Louis Trust Co47,363$3.66M0.4%+10.4%0.013%
5/14/2026 Renaissance Technologies LLC13,500$1.04M0.0%N/A0.004%
5/14/2026 GC Wealth Management RIA LLC17,762$1.37M0.1%+5.3%0.005%
5/14/2026 Compound Planning Inc.12,296$949K0.0%+19.4%0.003%
5/14/2026 Orleans Capital Management Corp LA3,380$261K0.2%+6.0%0.001%
5/14/2026 Greenline Wealth Management LLC25,900$2.00M2.3%+34.3%0.007%
5/14/2026 Alamar Capital Management LLC7,757$599K0.4%N/A0.002%
5/14/2026 Lido Advisors LLC243,199$18.77M0.1%+16.3%0.066%
5/13/2026 Cetera Investment Advisers1,704,946$131.59M0.1%+8.7%0.462%
5/13/2026 Aureus Asset Management LLC44,190$3.41M0.2%+0.9%0.012%
5/13/2026 Prestige Wealth Management Group LLC5,825$450K0.1%-31.2%0.002%
5/13/2026 Signature Equity Partners LLC1,336$103K0.1%+225.1%0.000%
5/13/2026 NewEdge Wealth LLC5,890$455K0.0%+11.9%0.002%
5/13/2026 Alpha Financial Partners LLC5,411$418K0.2%+54.6%0.001%
5/13/2026 WealthCollab LLC84,675$6.54M2.7%+14.6%0.023%
5/12/2026 Phillip James Consulting Co.2,340$181K0.1%N/A0.001%
5/8/2026 PNC Financial Services Group Inc.501,073$38.67M0.0%+6.6%0.136%
5/8/2026 Stone Loft Wealth Management LLC3,356$259K0.2%N/A0.001%
5/8/2026 Atlantic Family Wealth LLC11,661$900K0.7%-13.6%0.003%
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5/8/2026 Johnson Financial Group Inc.361$28K0.0%N/A0.000%
5/8/2026 ESL Trust Services LLC81,073$6.26M1.2%-0.6%0.022%
5/7/2026 Hanover Advisors Inc.105,039$8.11M3.3%+1.0%0.028%
5/7/2026 Carl P. Sherr & Co. LLC125,065$9.65M4.5%+0.4%0.034%
5/7/2026 Hollencrest Capital Management480$37K0.0%N/A0.000%
5/7/2026 Human Investing LLC253,413$19.56M2.8%-3.3%0.069%
5/7/2026 Parallel Advisors LLC28,950$2.23M0.0%+22.7%0.008%
5/7/2026 Momentum Wealth Planning LLC68,621$5.30M4.7%+0.9%0.019%
5/7/2026 Precision Wealth Strategies LLC56,344$4.35M1.4%-10.0%0.015%
5/7/2026 Windward Private Wealth Management Inc.327,417$25.27M8.7%+4.1%0.089%
5/7/2026 Hershey Financial Advisers LLC12,642$976K0.8%-19.7%0.003%
5/6/2026 Sterling Financial Planning Inc.143,377$11.07M3.3%+10.7%0.039%
5/6/2026 Bartlett & CO. Wealth Management LLC245,466$18.80M0.2%+44.4%0.067%
5/6/2026 Zhang Financial LLC1,890,146$145.88M5.0%+24.3%0.512%
5/6/2026 Centennial Bank AR 81,275$6.27M2.3%+31.4%0.022%
5/6/2026 Cornerstone Planning Group LLC585,094$44.87M6.2%+10.2%0.159%
5/6/2026 Modera Wealth Management LLC418,748$32.32M0.4%-7.3%0.113%
5/6/2026 Assetmark Inc.15,860$1.22M0.0%+5.0%0.004%
5/6/2026 Bessemer Group Inc.58,188$4.49M0.0%+3.5%0.016%
5/6/2026 Independent Financial Group LLC16,943$1.31M0.0%N/A0.005%
5/6/2026 Smart Money Group LLC118,356$9.14M2.7%+18.9%0.032%
5/6/2026 BCM Advisors LLC1,264,392$96.84M18.9%-4.1%0.343%
5/5/2026 Wealthfront Advisers LLC422,176$32.58M0.1%+7.4%0.114%
5/5/2026 D.A. Davidson & CO.121,563$9.38M0.1%+24.3%0.033%
5/5/2026 Compass Financial Group Inc.28,730$2.22M1.0%-1.2%0.008%
5/5/2026 Bank of New York Mellon Corp1,500,572$115.81M0.0%+7.3%0.407%
5/5/2026 Milestone Investment Advisors LLC82,586$6.37M1.5%+2.5%0.022%
5/5/2026 Seros Financial LLC15,247$1.18M0.7%+11.8%0.004%
5/5/2026 Geneos Wealth Management Inc.435,277$33.60M0.8%+11.9%0.118%
5/5/2026 Northstar Financial Companies Inc.18,101$1.40M1.1%+7.7%0.005%
5/5/2026 SouthState Bank Corp26,559$2.05M0.1%+1,180.6%0.007%
5/5/2026 Sanctuary Advisors LLC112,774$8.70M0.0%-23.9%0.031%
5/5/2026 Sigma Planning Corp138,331$10.68M0.3%+5.5%0.037%
5/5/2026 Nwam LLC155,792$12.02M0.7%+6.8%0.042%
5/5/2026 Avantax Planning Partners Inc.112,934$8.72M0.2%+5.4%0.031%
5/4/2026 Retirement Planning Group LLC81,607$6.30M0.2%+2.5%0.022%
5/4/2026 Bleakley Financial Group LLC13,955$1.08M0.0%+24.8%0.004%
5/4/2026 Archer Investment Corp1,114$86K0.0%-17.8%0.000%
5/4/2026 Parr Mcknight Wealth Management Group LLC51,509$3.98M0.5%+10.0%0.014%
5/4/2026 Uptick Partners LLC29,896$2.31M0.5%+20.9%0.008%
5/4/2026 FPC Investment Advisory Inc.388,406$30.07M11.9%+10.4%0.105%
5/4/2026 Brindle & Bay Financial Advisors LLC73,335$5.66M3.5%+53.6%0.020%
5/4/2026 Lincoln National Corp2,185,893$168.71M4.9%+1.6%0.592%
5/2/2026 Silver Oak Advisory Group Inc.91,135$7.03M3.0%+5.5%0.025%
5/2/2026 Associated Banc Corp187,204$14.45M0.4%+2.8%0.051%
5/2/2026 Diversify Wealth Management LLC30,974$2.38M0.0%+162.5%0.008%
5/2/2026 Valmark Advisers Inc.55,836$4.31M0.1%-1.2%0.015%
5/1/2026 Welch & Forbes LLC11,187$863K0.0%+2.3%0.003%
5/1/2026 Citizens Financial Group Inc. RI481,189$37.14M0.5%+2,523.6%0.130%
5/1/2026 Midwest Trust Co424,297$32.75M0.4%-8.1%0.115%
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5/1/2026 Fifth Third Bancorp1,496,862$115.53M0.2%+1,077.4%0.406%
5/1/2026 American Trust1,240,393$95.73M8.5%+8.1%0.336%
5/1/2026 TSA Wealth Managment LLC34,028$2.63M0.8%+7.6%0.009%
5/1/2026 Darwin Wealth Management LLC466$36K0.0%N/A0.000%
5/1/2026 Financial Connections Group Inc.768$59K0.0%-20.3%0.000%
5/1/2026 Granite Bay Wealth Management LLC2,645$204K0.0%N/A0.001%
5/1/2026 Sequoia Financial Advisors LLC3,366$260K0.0%-55.1%0.001%
4/30/2026 Elevated Capital Advisors LLC40,205$3.10M0.8%+1.5%0.011%
4/30/2026 Graetz Wealth LLC74,524$5.75M5.1%+35.0%0.020%
4/30/2026 First National Bank & Trust Co. of Newtown292,049$22.54M4.9%-11.0%0.079%


BIV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,119 institutional investors and hedge funds held shares of Vanguard Intermediate-Term Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($1.99B), Envestnet Asset Management Inc. ($1.53B), Northwestern Mutual Wealth Management Co. ($874.41M), EP Wealth Advisors LLC ($672.56M), Goldman Sachs Group Inc. ($620.63M), Morgan Stanley ($581.89M), and Bank of America Corp DE ($554.42M).Learn more on Vanguard Intermediate-Term Bond ETF's institutional investors.

Of the 1,013 institutional investors that purchased Vanguard Intermediate-Term Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Williams Financial LLC ($17.96M), EP Wealth Advisors LLC ($13.11M), GAMMA Investing LLC ($7.71M), Wells Fargo & Company MN ($5.78M), Beacon Capital Management Inc. ($5.46M), Northwestern Mutual Wealth Management Co. ($3.69M), and Envestnet Asset Management Inc. ($2.75M).

Institutional investors have bought a total of 50,418,005 shares in the last 24 months. This purchase volume represents approximately $3.92B in transactions.

Of the 425 institutional investors that sold Vanguard Intermediate-Term Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beacon Capital Management Inc. ($5.21M), Goldman Sachs Group Inc. ($1.04M), Wealth Enhancement Advisory Services LLC ($505.57K), Orion Porfolio Solutions LLC ($364.84K), Moisand Fitzgerald Tamayo LLC ($290.06K), Osaic Holdings Inc. ($225.12K), and Atria Wealth Solutions Inc. ($213.38K).

Institutional investors have sold a total of 12,891,915 shares in the last 24 months. This volume of shares sold represents approximately $999.99M in transactions.



This page (NYSEARCA:BIV) was last updated on 5/24/2026 by MarketBeat.com Staff.
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