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Vanguard Intermediate-Term Bond ETF (BIV) Institutional Ownership

Vanguard Intermediate-Term Bond ETF logo
$76.92 -0.09 (-0.12%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
723
Total
Institutional Inflows
(last 12 months)
$5.83B
Number of
Institutional Sellers
(last 12 months)
414
Total
Institutional Outflows
(last 12 months)
$706.30M
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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
7/2/2025Waller Financial Planning Group Inc.39,286$3.04M0.7%+12.6%0.013%
7/1/2025 BancFirst Trust & Investment Management33,142$2.56M1.2%+10.6%0.011%
6/17/2025Howe & Rusling Inc.1,018$78K0.0%+74.6%0.000%
6/11/2025Kondo Wealth Advisors Inc.12,338$945K0.5%+2.7%0.004%
6/4/2025First Hawaiian Bank103,188$7.90M0.4%+241.7%0.034%
6/3/2025Invst LLC44,738$3.43M0.5%-13.3%0.015%
5/29/2025Plum Street Advisors LLC18,036$1.38M0.7%-4.9%0.006%
5/28/2025Jones Financial Companies Lllp1,658,980$126.79M0.1%+10.0%0.549%
5/28/2025Vista Cima Wealth Management LLC15,752$1.21M0.9%+8.8%0.005%
5/28/2025Wealth Management Associates Inc.32,659$2.50M1.1%+8.1%0.011%
5/21/2025Beacon Capital Management Inc.6,022,945$456.66M22.7%+624.3%1.993%
5/21/2025McAdam LLC7,223$553K0.0%+29.1%0.002%
5/21/2025Geneos Wealth Management Inc.350,018$26.80M0.9%+0.6%0.116%
5/20/2025Focus Partners Wealth69,945$5.36M0.0%+20.4%0.023%
5/19/2025SageView Advisory Group LLC16,114$1.23M0.1%-58.4%0.005%
5/19/2025Advisory Alpha LLC31,144$2.39M0.1%+7.5%0.010%
5/16/2025Prostatis Group LLC74,603$5.71M1.8%+11.1%0.025%
5/16/2025Semmax Financial Advisors Inc.26,338$2M0.5%-6.6%0.009%
5/16/2025Ascent Group LLC37,740$2.89M0.1%+77.7%0.012%
5/16/2025Arete Wealth Advisors LLC4,264$326K0.0%N/A0.001%
5/16/2025Ashton Thomas Private Wealth LLC165,456$12.67M0.5%+3.4%0.055%
5/16/2025Goldman Sachs Group Inc.7,972,446$610.45M0.1%+3.1%2.644%
5/16/2025Kestra Investment Management LLC4,271$327K0.0%+71.1%0.001%
5/16/2025Cape Investment Advisory Inc.1,460$112K0.0%+95.2%0.000%
5/16/2025Jones Financial Companies Lllp1,187,195$90.62M0.1%-21.3%0.393%
5/16/2025Legacy Wealth Managment LLC ID1,288$99K0.1%-21.3%0.000%
5/16/2025Talon Private Wealth LLC4,682$359K0.0%-21.7%0.002%
5/16/2025NewEdge Advisors LLC184,910$14.16M0.1%+6.5%0.061%
5/16/2025Integrated Wealth Concepts LLC22,424$1.72M0.0%-2.1%0.007%
5/16/2025Beaird Harris Wealth Management LLC27,193$2.08M0.2%+1.1%0.009%
5/16/2025Ancora Advisors LLC4,831$370K0.0%-5.2%0.002%
5/15/2025EP Wealth Advisors LLC5,394,520$413.06M3.3%+17.9%1.785%
5/15/2025Focus Partners Advisor Solutions LLC139,588$10.69M0.2%+20.9%0.046%
5/15/2025Alamar Capital Management LLC7,457$571K0.3%+20.2%0.002%
5/15/2025Royal Bank of Canada1,909,670$146.22M0.0%+6.3%0.632%
5/15/2025Betterment LLC249,003$19.07M0.0%+13.3%0.082%
5/15/2025MAI Capital Management239,631$18.35M0.1%+3.4%0.079%
5/15/2025Calton & Associates Inc.6,643$509K0.1%N/A0.002%
5/15/2025Wit LLC839,603$68.62M1.7%+117,987.6%0.278%
5/15/2025Connecticut Wealth Management LLC52,758$4.04M0.2%N/A0.017%
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5/15/2025Baird Financial Group Inc.3,375,737$258.48M0.5%+5.4%1.117%
5/15/2025Tumwater Wealth Management LLC184,162$14.10M7.4%+4.6%0.061%
5/15/2025WPG Advisers LLC9,199$704K0.7%N/A0.003%
5/15/2025Graney & King LLC20,648$1.58M1.2%+5.0%0.007%
5/15/2025Hanover Advisors Inc.114,533$8.77M3.8%-2.9%0.038%
5/14/2025Truvestments Capital LLC20,697$1.59M0.3%N/A0.007%
5/14/2025Ieq Capital LLC29,470$2.26M0.0%+3.5%0.010%
5/14/2025CreativeOne Wealth LLC231,119$17.70M0.5%+4.1%0.076%
5/14/2025Warwick Investment Management Inc.55,036$4.21M0.9%-10.3%0.018%
5/14/2025Redwood Investment Management LLC4,179$320K0.0%-12.2%0.001%
5/14/2025Per Stirling Capital Management LLC.23,028$1.76M0.3%+3.9%0.008%
5/14/2025Apexium Financial LP4,489$344K0.0%+10.0%0.001%
5/14/2025Comerica Bank1,257,061$96.25M0.4%+2.3%0.416%
5/14/2025Freedom Investment Management Inc.22,074$1.69M0.1%+2.1%0.007%
5/14/2025Synovus Financial Corp96,089$7.36M0.1%-6.5%0.032%
5/14/2025Smartleaf Asset Management LLC26,166$2.00M0.2%+4.3%0.009%
5/14/2025Northwestern Mutual Wealth Management Co.8,645,584$661.99M0.5%+4.1%2.861%
5/14/2025Lionshead Wealth Management LLC61,850$4.74M4.9%-18.6%0.020%
5/14/2025Sax Wealth Advisors LLC9,140$700K0.1%N/A0.003%
5/14/2025Kestra Advisory Services LLC178,003$13.63M0.1%+1.0%0.059%
5/14/2025Wescott Financial Advisory Group LLC282,413$21.62M2.2%+13.7%0.093%
5/14/2025Compound Planning Inc.3,700$283K0.0%-5.5%0.001%
5/14/2025Ameriprise Financial Inc.3,930,880$300.91M0.1%+3.8%1.301%
5/14/2025CW Advisors LLC69,531$5.32M0.1%+40.3%0.023%
5/14/2025Summit Financial LLC64,318$4.93M0.1%+3.7%0.021%
5/14/2025Flow Traders U.S. LLC210,880$16.15M0.7%N/A0.070%
5/14/2025Joseph P. Lucia & Associates LLC37,502$2.87M1.3%-4.2%0.012%
5/14/2025TFB Advisors LLC3,875$297K0.1%-15.7%0.001%
5/14/2025Asset Management Group Inc.142,360$10.90M2.0%+1.1%0.047%
5/14/2025Capital Analysts LLC44,655$3.42M0.1%+0.5%0.015%
5/14/2025Level Four Advisory Services LLC31,164$2.39M0.1%+1.3%0.010%
5/14/2025Petix & Botte Co6,315$484K0.1%-21.8%0.002%
5/14/2025RWA Wealth Partners LLC11,044$846K0.0%+19.7%0.004%
5/13/2025Aptus Capital Advisors LLC101,853$7.80M0.1%-4.5%0.034%
5/13/2025Granite Harbor Advisors Inc.60,635$4.64M2.5%+7.8%0.020%
5/13/2025Brooklyn Investment Group5,257$403K0.1%N/A0.002%
5/13/2025Tyler Stone Wealth Management2,963$227K0.0%N/A0.001%
5/13/2025Raymond James Financial Inc.1,601,097$122.60M0.0%+14.6%0.533%
5/13/2025Elevatus Welath Management7,699$590K0.3%+22.3%0.003%
5/13/2025Cresset Asset Management LLC15,643$1.20M0.0%+427.2%0.005%
5/13/2025Boston Family Office LLC41,322$3.16M0.2%-9.9%0.014%
5/13/2025EverSource Wealth Advisors LLC118,791$9.10M0.5%-12.2%0.040%
5/13/2025Stephen J. Garry & Associates LLC104,373$7.99M7.5%+3.3%0.035%
5/13/2025Vestmark Advisory Solutions Inc.136,343$10.44M0.3%N/A0.045%
5/13/2025American Money Management LLC244,254$18.70M3.5%+5.2%0.081%
5/13/2025Francis Financial Inc.574,692$44.00M10.7%+8.9%0.191%
5/13/2025HighTower Advisors LLC517,577$39.63M0.1%+17.4%0.172%
5/12/2025Mustard Seed Financial LLC122,764$9.40M7.6%+9.7%0.041%
5/12/2025PCG Asset Management LLC65,562$5.02M4.7%+3.7%0.022%
5/12/2025Tranquilli Financial Advisor LLC49,246$3.77M2.4%+43.8%0.016%
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5/12/2025Financial Engines Advisors L.L.C.402,197$30.80M0.1%-5.9%0.134%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors63,769$4.88M0.4%-1.0%0.021%
5/12/2025Houlihan Financial Resource Group Ltd.34,179$2.62M1.2%-1.5%0.011%
5/12/2025Meridian Wealth Management LLC20,315$1.56M0.1%-8.3%0.007%
5/12/2025Maia Wealth LLC10,025$757K0.2%+20.5%0.003%
5/12/2025SouthState Corp1,150$88K0.0%+82.5%0.000%
5/12/2025Cooper Financial Group438,548$33.58M4.4%+9.5%0.146%
5/12/2025Aveo Capital Partners LLC30,104$2.30M0.4%-24.1%0.010%
5/12/2025White Lighthouse Investment Management Inc.49,386$3.78M0.7%-5.1%0.016%
5/12/2025Invesco Ltd.11,303$865K0.0%+1.6%0.004%
(Data available from 1/1/2016 forward)

BIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BIV shares?

During the previous two years, 1,036 institutional investors and hedge funds held shares of Vanguard Intermediate-Term Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.39B), Wells Fargo & Company MN ($915.91M), Northwestern Mutual Wealth Management Co. ($661.99M), Goldman Sachs Group Inc. ($610.45M), Bank of America Corp DE ($469.00M), Beacon Capital Management Inc. ($456.66M), and United Capital Financial Advisers LLC ($420.42M).Learn more on Vanguard Intermediate-Term Bond ETF's institutional investors.

Which institutional investors have been buying Vanguard Intermediate-Term Bond ETF's stock?

Of the 933 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 ($18.25M), Beacon Capital Management Inc. ($7.77M), GAMMA Investing LLC ($7.64M), EP Wealth Advisors LLC ($5.35M), Wells Fargo & Company MN ($4.53M), True Link Financial Advisors LLC ($4.09M), and Retirement Investment Advisors Inc. ($2.52M).

How much institutional buying is happening at Vanguard Intermediate-Term Bond ETF?

Institutional investors have bought a total of 76,978,905 shares in the last 24 months. This purchase volume represents approximately $5.83B in transactions.

Which of Vanguard Intermediate-Term Bond ETF's major shareholders have been selling company stock?

Of the 413 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: Amplius Wealth Advisors LLC ($637.11K), Keudell Morrison Wealth Management ($355.74K), OLIO Financial Planning ($340.75K), Jones Financial Companies Lllp ($321.62K), FMR LLC ($311.51K), Financial Counselors Inc. ($245.06K), and TIAA Trust National Association ($240.83K).

How much institutional selling is happening at Vanguard Intermediate-Term Bond ETF?

Institutional investors have sold a total of 9,318,535 shares in the last 24 months. This volume of shares sold represents approximately $706.30M in transactions.



This page (NYSEARCA:BIV) was last updated on 7/2/2025 by MarketBeat.com Staff
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