VANGUARD INTERMEDIATE-TERM B (BIV) Institutional Shareholders
VANGUARD INTERMEDIATE-TERM B (BIV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $17.05B in BIV holdings during the latest filing period.
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 $2.00B, representing an estimated loss of -1.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% 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
1,003
Total Reported Value
$17.05B
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$2.03B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| 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 | $1,999,870,888 | -$30,710,276 | -1.51% | |
| Envestnet Asset Management Inc | 0.44% | 24,235,046 | $1,858,828,062 | $1,830,715,375 | -$28,112,687 | -1.51% | |
| Ep Wealth Advisors, Llc | 3.57% | 12,178,869 | $934,119,220 | $919,991,764 | -$14,127,456 | -1.51% | |
| Goldman Sachs Group Inc | 0.09% | 11,248,421 | $862,753,827 | $849,705,722 | -$13,048,105 | -1.51% | |
| Morgan Stanley | 0.04% | 8,675,092 | $665,379,635 | $655,316,450 | -$10,063,185 | -1.51% | |
| Bank Of America Corp | 0.04% | 7,224,992 | $554,156,883 | $545,775,896 | -$8,380,987 | -1.51% | |
| Baird Financial Group, Inc. | 0.65% | 6,176,904 | $473,768,537 | $466,603,328 | -$7,165,209 | -1.51% | |
| Lpl Financial Llc | 0.09% | 5,360,448 | $411,146,343 | $404,928,242 | -$6,218,101 | -1.51% | |
| United Capital Financial Advisors, Llc | 1.69% | 3,995,262 | $306,396,617 | $301,802,091 | -$4,594,526 | -1.50% | |
| Ameriprise Financial Inc | 0.06% | 3,911,085 | $299,632,162 | $295,443,361 | -$4,188,801 | -1.40% | |
| Jones Financial Companies Lllp | 0.10% | 3,393,708 | $261,244,030 | $256,360,702 | -$4,883,328 | -1.87% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.64% | 2,435,399 | $186,795,103 | $183,970,040 | -$2,825,063 | -1.51% | |
| Raymond James Financial Inc | 0.05% | 2,400,546 | $184,121,860 | $181,337,245 | -$2,784,615 | -1.51% | |
| Lincoln National Corp | 4.42% | 2,251,874 | $172,718,736 | $170,106,562 | -$2,612,174 | -1.51% | |
| Osaic Holdings, Inc. | 0.19% | 2,073,835 | $159,084,972 | $156,657,496 | -$2,427,476 | -1.53% | |
| Royal Bank Of Canada | 0.03% | 2,057,704 | $157,826,000 | $155,438,960 | -$2,387,040 | -1.51% | |
| Mariner, Llc | 0.16% | 2,020,987 | $155,014,409 | $152,665,358 | -$2,349,051 | -1.52% | |
| Zhang Financial Llc | 4.29% | 1,914,897 | $146,872,690 | $144,651,319 | -$2,221,371 | -1.51% | |
| Ubs Group Ag | 0.02% | 1,839,154 | $141,063,112 | $138,929,693 | -$2,133,419 | -1.51% | |
| Retirement Investment Advisors, Inc. | 9.85% | 1,825,373 | $138,217,244 | $137,888,676 | -$328,568 | -0.24% | |
| Cetera Investment Advisers | 0.13% | 1,793,272 | $137,543,948 | $135,463,767 | -$2,080,181 | -1.51% | |
| Mather Group, Llc. | 1.09% | 1,630,105 | $125,029,090 | $123,138,132 | -$1,890,958 | -1.51% | |
| Bank Of New York Mellon Corp | 0.02% | 1,526,858 | $117,110,001 | $115,338,853 | -$1,771,148 | -1.51% | |
| Fmr Llc | 0.01% | 1,515,708 | $116,254,801 | $114,496,582 | -$1,758,219 | -1.51% | |
| Fifth Third Bancorp | 0.18% | 1,471,769 | $112,884,725 | $111,177,430 | -$1,707,295 | -1.51% | |
| Efficient Advisors, Llc | 7.75% | 1,414,410 | $109,164,141 | $106,844,531 | -$2,319,610 | -2.12% | |
| Assetmark, Inc | 0.18% | 1,346,530 | $103,278,871 | $101,716,876 | -$1,561,995 | -1.51% | |
| Cerity Partners Llc | 0.12% | 1,276,358 | $97,895,995 | $96,416,083 | -$1,479,912 | -1.51% | |
| Truist Financial Corp | 0.12% | 1,263,804 | $96,933,731 | $95,467,754 | -$1,465,977 | -1.51% | |
| Bcm Advisors, Llc | 18.63% | 1,267,115 | $95,679,854 | $95,717,867 | +$38,013 | +0.04% | |
| American Trust | 7.18% | 1,214,066 | $93,118,844 | $91,710,546 | -$1,408,298 | -1.51% | |
| Commonwealth Equity Services, Llc | 0.12% | 1,207,949 | $92,649,676 | $91,248,467 | -$1,401,209 | -1.51% | |
| Rockefeller Capital Management L.P. | 0.14% | 1,148,006 | $88,052,132 | $86,720,373 | -$1,331,759 | -1.51% | |
| Citizens Financial Group Inc/Ri | 0.97% | 1,050,510 | $80,574,151 | $79,355,525 | -$1,218,626 | -1.51% | |
| Family Investment Center, Inc. | 13.23% | 1,038,714 | $79,669,379 | $78,464,456 | -$1,204,923 | -1.51% | |
| Wealth Enhancement Advisory Services, Llc | 0.13% | 1,014,569 | $77,127,538 | $76,640,542 | -$486,996 | -0.63% | |
| Vanguard Advisers Inc | 0.25% | 974,442 | $74,739,587 | $73,609,349 | -$1,130,238 | -1.51% | |
| Bank Of Montreal | 0.03% | 919,537 | $70,528,522 | $69,461,825 | -$1,066,697 | -1.51% | |
| Wit, Llc | 1.05% | 861,173 | $66,051,969 | $65,053,008 | -$998,961 | -1.51% | |
| Discipline Wealth Solutions, Llc | 5.48% | 818,448 | $62,774,958 | $61,825,562 | -$949,396 | -1.51% | |
| World Investment Advisors | 1.01% | 793,535 | $61,227,543 | $59,943,634 | -$1,283,909 | -2.10% | |
| Cranbrook Wealth Management, Llc | 10.49% | 730,608 | $56,037,633 | $55,190,128 | -$847,505 | -1.51% | |
| Us Bancorp \De\ | 0.06% | 729,038 | $55,917,582 | $55,071,531 | -$846,051 | -1.51% | |
| Mml Investors Services, Llc | 0.11% | 714,797 | $54,824,935 | $53,995,765 | -$829,170 | -1.51% | |
| Sage Financial Management Group, Inc. | 15.00% | 711,661 | $54,584,379 | $53,758,872 | -$825,507 | -1.51% | |
| Verus Financial Partners, Inc. | 4.64% | 706,952 | $54,223,227 | $53,403,154 | -$820,073 | -1.51% | |
| Cannon Financial Strategists, Inc. | 6.08% | 696,561 | $53,426,208 | $52,618,218 | -$807,990 | -1.51% | |
| Stephens Inc | 0.59% | 683,912 | $52,456,041 | $51,662,712 | -$793,329 | -1.51% | |
| Scott Capital Advisors, Llc | 8.14% | 677,229 | $51,943,483 | $51,157,879 | -$785,604 | -1.51% | |
| Jpmorgan Chase & Co | 0.00% | 666,617 | $51,349,575 | $50,356,248 | -$993,327 | -1.93% |
Frequently asked questions about BIV
Who owns the most BIV stock?
The largest holders of BIV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD INTERMEDIATE-TERM B (BIV).
Is BIV widely held by superinvestors?
Many widely followed stocks like BIV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BIV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.