VANGUARD INTERMEDIATE-TERM B (BIV) Institutional Ownership Changes & 13F Activity

VANGUARD INTERMEDIATE-TERM B (BIV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Wells Fargo & Company/Mn, Goldman Sachs Group Inc, 49 Wealth Management, Llc, and United Capital Financial Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcSell-1,098-31.5%2,386$183.01KQ2 2026Sep 15, 2026
Talon Private Wealth, LlcSell-18,309-99.5%86$6.61KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+47,542+138.0%81,985$6.29MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+9,751+3.8%264,305$20.27MQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+83,523+78.6%189,849$14.56MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Buy+400400$30.68KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-133,494-68.9%60,263$4.62MQ2 2026Aug 27, 2026
Dakota Wealth ManagementSell-3,425-100.0%0$0.00Q2 2026Aug 26, 2026
Clifford Swan Investment Counsel LlcBuy+3,948+141.9%6,730$516.19KQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupSell-847-6.7%11,800$905.08KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+8,883+10.6%92,710$7.11MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+1,058+5.2%21,572$1.65MQ2 2026Aug 19, 2026
Archer Investment CorpSell-82-7.4%1,032$79.14KQ2 2026Aug 19, 2026
49 Wealth Management, LlcSell-560,174-81.4%128,358$9.85MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+33,511+26.2%161,201$12.36MQ2 2026Aug 18, 2026
Leo H. Evart, Inc.Sell-8,028-10.5%68,646$5.27MQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+298,068+8.1%3,995,262$306.40MQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+83,78883,788$6.43MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+5,254+8.3%68,762$5.27MQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Buy+2,9782,978$228.38KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+2,080+24.9%10,421$799.36KQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcBuy+1,471+15.3%11,112$852.32KQ2 2026Aug 17, 2026
Dearborn Partners LlcBuy+1,036+18.6%6,604$506.53KQ2 2026Aug 17, 2026
Redwood Investment Management, LlcSell-230-7.3%2,941$226.00KQ2 2026Aug 17, 2026
Caitlin John, LlcSell-34-0.7%4,777$366.39KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+3,911,0853,911,085$299.63MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-1,289,799-4.6%26,474,330$2.03BQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+891,246+8.6%11,248,421$862.75MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+284,527+9.2%3,393,708$261.24MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+160,380160,380$12.30MQ2 2026Aug 14, 2026
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Frequently asked questions about BIV activity

  • Which institutional owners are buying BIV?

    Institutional owners buying BIV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BIV activity?

    "Buy" means an investor increased their reported position in BIV compared to the prior reporting period. This reflects growing exposure to VANGUARD INTERMEDIATE-TERM B (BIV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BIV increasing?

    Institutional interest in BIV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.