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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Anchor Investment Management, Llc | Sell | -1,098 | -31.5% | 2,386 | $183.01K | Q2 2026 | Sep 15, 2026 |
| Talon Private Wealth, Llc | Sell | -18,309 | -99.5% | 86 | $6.61K | Q2 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Buy | +47,542 | +138.0% | 81,985 | $6.29M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +9,751 | +3.8% | 264,305 | $20.27M | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +83,523 | +78.6% | 189,849 | $14.56M | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Buy | +400 | — | 400 | $30.68K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -133,494 | -68.9% | 60,263 | $4.62M | Q2 2026 | Aug 27, 2026 |
| Dakota Wealth Management | Sell | -3,425 | -100.0% | 0 | $0.00 | Q2 2026 | Aug 26, 2026 |
| Clifford Swan Investment Counsel Llc | Buy | +3,948 | +141.9% | 6,730 | $516.19K | Q2 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Sell | -847 | -6.7% | 11,800 | $905.08K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +8,883 | +10.6% | 92,710 | $7.11M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +1,058 | +5.2% | 21,572 | $1.65M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -82 | -7.4% | 1,032 | $79.14K | Q2 2026 | Aug 19, 2026 |
| 49 Wealth Management, Llc | Sell | -560,174 | -81.4% | 128,358 | $9.85M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +33,511 | +26.2% | 161,201 | $12.36M | Q2 2026 | Aug 18, 2026 |
| Leo H. Evart, Inc. | Sell | -8,028 | -10.5% | 68,646 | $5.27M | Q2 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Buy | +298,068 | +8.1% | 3,995,262 | $306.40M | Q2 2026 | Aug 17, 2026 |
| Wny Asset Management, Llc | Buy | +83,788 | — | 83,788 | $6.43M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +5,254 | +8.3% | 68,762 | $5.27M | Q2 2026 | Aug 17, 2026 |
| Fsa Advisors, Inc. | Buy | +2,978 | — | 2,978 | $228.38K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +2,080 | +24.9% | 10,421 | $799.36K | Q2 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Buy | +1,471 | +15.3% | 11,112 | $852.32K | Q2 2026 | Aug 17, 2026 |
| Dearborn Partners Llc | Buy | +1,036 | +18.6% | 6,604 | $506.53K | Q2 2026 | Aug 17, 2026 |
| Redwood Investment Management, Llc | Sell | -230 | -7.3% | 2,941 | $226.00K | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Sell | -34 | -0.7% | 4,777 | $366.39K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +3,911,085 | — | 3,911,085 | $299.63M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -1,289,799 | -4.6% | 26,474,330 | $2.03B | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +891,246 | +8.6% | 11,248,421 | $862.75M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +284,527 | +9.2% | 3,393,708 | $261.24M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +160,380 | — | 160,380 | $12.30M | Q2 2026 | Aug 14, 2026 |
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.