BIV Institutional Ownership & Shareholders
VANGUARD INTERMEDIATE-TERM B (BIV) is currently held by 984 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $17.81B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of BIV tracked by InsiderSet, reporting ownership valued at approximately $2.03B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.97B, representing an estimated loss of -3.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed BIV value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Envestnet Asset Management Inc, Ep Wealth Advisors, Llc, and several other long-term asset managers with concentrated positions in VANGUARD INTERMEDIATE-TERM B (BIV).
This page ranks the largest institutional BIV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
984
Total Reported Value
$17.81B
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$2.03B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
15
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.35% | 26,474,330 | $2,030,581,164 | $1,969,425,409 | -$61,155,755 | -3.01% | |
| Envestnet Asset Management Inc | 0.44% | 24,235,046 | $1,858,828,062 | $1,802,845,072 | -$55,982,990 | -3.01% | |
| Ep Wealth Advisors, Llc | 3.57% | 12,178,869 | $934,119,220 | $905,986,065 | -$28,133,155 | -3.01% | |
| Goldman Sachs Group Inc | 0.09% | 11,248,421 | $862,753,827 | $836,770,038 | -$25,983,789 | -3.01% | |
| Morgan Stanley | 0.04% | 8,675,092 | $665,379,635 | $645,340,094 | -$20,039,541 | -3.01% | |
| Bank Of America Corp | 0.04% | 7,224,992 | $554,156,883 | $537,467,155 | -$16,689,728 | -3.01% | |
| Baird Financial Group, Inc. | 0.65% | 6,176,904 | $473,768,537 | $459,499,889 | -$14,268,648 | -3.01% | |
| True Link Financial Advisors, Llc | 25.08% | 5,985,616 | $436,112,010 | $445,269,974 | +$9,157,964 | +2.10% | |
| Lpl Financial Llc | 0.09% | 5,360,448 | $411,146,343 | $398,763,727 | -$12,382,616 | -3.01% | |
| United Capital Financial Advisors, Llc | 1.69% | 3,995,262 | $306,396,617 | $297,207,540 | -$9,189,077 | -3.00% | |
| Ameriprise Financial Inc | 0.06% | 3,911,085 | $299,632,162 | $290,945,613 | -$8,686,549 | -2.90% | |
| Jones Financial Companies Lllp | 0.10% | 3,393,708 | $261,244,030 | $252,457,938 | -$8,786,092 | -3.36% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.64% | 2,435,399 | $186,795,103 | $181,169,332 | -$5,625,771 | -3.01% | |
| Raymond James Financial Inc | 0.05% | 2,400,546 | $184,121,860 | $178,576,617 | -$5,545,243 | -3.01% | |
| Lincoln National Corp | 4.42% | 2,251,874 | $172,718,736 | $167,516,907 | -$5,201,829 | -3.01% | |
| Osaic Holdings, Inc. | 0.19% | 2,073,835 | $159,084,972 | $154,272,586 | -$4,812,386 | -3.03% | |
| Royal Bank Of Canada | 0.03% | 2,057,704 | $157,826,000 | $153,072,601 | -$4,753,399 | -3.01% | |
| Mariner, Llc | 0.16% | 2,020,987 | $155,014,409 | $150,341,223 | -$4,673,186 | -3.01% | |
| Zhang Financial Llc | 4.29% | 1,914,897 | $146,872,690 | $142,449,188 | -$4,423,502 | -3.01% | |
| Retirement Investment Advisors, Inc. | 10.11% | 1,982,075 | $144,413,985 | $147,446,559 | +$3,032,574 | +2.10% | |
| Ubs Group Ag | 0.02% | 1,839,154 | $141,063,112 | $136,814,666 | -$4,248,446 | -3.01% | |
| Cetera Investment Advisers | 0.13% | 1,793,272 | $137,543,948 | $133,401,504 | -$4,142,444 | -3.01% | |
| Creative Planning | 0.07% | 1,837,343 | $133,868,816 | $136,679,946 | +$2,811,130 | +2.10% | |
| Bank Of New York Mellon Corp | 0.02% | 1,526,858 | $117,110,001 | $113,582,967 | -$3,527,034 | -3.01% | |
| Fmr Llc | 0.01% | 1,515,708 | $116,254,801 | $112,753,518 | -$3,501,283 | -3.01% | |
| Fifth Third Bancorp | 0.18% | 1,471,769 | $112,884,725 | $109,484,896 | -$3,399,829 | -3.01% | |
| Efficient Advisors, Llc | 7.75% | 1,414,410 | $109,164,141 | $105,217,960 | -$3,946,181 | -3.61% | |
| Truist Financial Corp | 0.12% | 1,355,844 | $98,786,823 | $100,861,235 | +$2,074,412 | +2.10% | |
| Cerity Partners Llc | 0.12% | 1,276,358 | $97,895,995 | $94,948,272 | -$2,947,723 | -3.01% | |
| Peapack Gladstone Financial Corp | 1.11% | 1,261,481 | $96,756,000 | $93,841,572 | -$2,914,428 | -3.01% | |
| Bcm Advisors, Llc | 18.63% | 1,267,115 | $95,679,854 | $94,260,685 | -$1,419,169 | -1.48% | |
| Assetmark, Inc | 0.16% | 1,311,947 | $95,588,433 | $97,595,737 | +$2,007,304 | +2.10% | |
| American Trust | 7.18% | 1,214,066 | $93,118,844 | $90,314,370 | -$2,804,474 | -3.01% | |
| Citizens Financial Group Inc/Ri | 1.08% | 1,275,891 | $92,961,405 | $94,913,531 | +$1,952,126 | +2.10% | |
| Mather Group, Llc. | 0.78% | 1,268,129 | $92,395,869 | $94,336,116 | +$1,940,247 | +2.10% | |
| Commonwealth Equity Services, Llc | 0.12% | 1,221,581 | $89,004,395 | $90,873,411 | +$1,869,016 | +2.10% | |
| Rockefeller Capital Management L.P. | 0.14% | 1,148,006 | $88,052,132 | $85,400,166 | -$2,651,966 | -3.01% | |
| Vanguard Advisers Inc | 0.25% | 974,442 | $74,739,587 | $72,488,740 | -$2,250,847 | -3.01% | |
| Family Investment Center, Inc. | 12.20% | 1,014,673 | $73,929,072 | $75,481,524 | +$1,552,452 | +2.10% | |
| Bank Of Montreal | 0.03% | 919,537 | $70,528,522 | $68,404,357 | -$2,124,165 | -3.01% | |
| Wit, Llc | 1.05% | 861,173 | $66,051,969 | $64,062,659 | -$1,989,310 | -3.01% | |
| Allied Investment Advisors, Llc | 6.17% | 896,849 | $65,344,418 | $66,716,597 | +$1,372,179 | +2.10% | |
| Discipline Wealth Solutions, Llc | 5.60% | 884,674 | $64,457,364 | $65,810,899 | +$1,353,535 | +2.10% | |
| Wealth Enhancement Advisory Services, Llc | 0.10% | 877,832 | $64,055,369 | $65,301,922 | +$1,246,553 | +1.95% | |
| World Investment Advisors | 1.01% | 793,535 | $61,227,543 | $59,031,069 | -$2,196,474 | -3.59% | |
| Us Bancorp \De\ | 0.06% | 729,038 | $55,917,582 | $54,233,137 | -$1,684,445 | -3.01% | |
| Mml Investors Services, Llc | 0.11% | 714,797 | $54,824,935 | $53,173,749 | -$1,651,186 | -3.01% | |
| Sage Financial Management Group, Inc. | 15.00% | 711,661 | $54,584,379 | $52,940,462 | -$1,643,917 | -3.01% | |
| Cannon Financial Strategists, Inc. | 6.15% | 746,972 | $54,424,376 | $55,567,247 | +$1,142,871 | +2.10% | |
| Cranbrook Wealth Management, Llc | 10.24% | 743,629 | $54,180,779 | $55,318,561 | +$1,137,782 | +2.10% |
Frequently asked questions about BIV
Who are the largest institutional holders of BIV?
The largest institutional holders of BIV reported in the latest SEC Form 13F filings include Wells Fargo & Company/Mn, Envestnet Asset Management Inc, Ep Wealth Advisors, Llc, Goldman Sachs Group Inc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported BIV position.
What is BIV institutional ownership?
This page tracks BIV positions reported by institutional investment managers through SEC Form 13F. VANGUARD INTERMEDIATE-TERM B (BIV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BIV?
InsiderSet currently tracks 984 institutional managers reporting BIV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BIV shareholders.
How much BIV stock do institutions own?
Institutional investment managers disclosed approximately $17.81B in BIV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BIV institutional ownership last updated?
The latest BIV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BIV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BIV position after the reporting date.
Are institutions buying or selling BIV?
Institutional buying and selling can be analyzed by comparing BIV positions across consecutive 13F reporting periods. InsiderSet's BIV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BIV ownership changes.
How has BIV institutional ownership changed over time?
InsiderSet tracks BIV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.