BIV · VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF

$74.94 -0.02 (-0.03%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 513

Total Value: $14,759,479,478

Total Shares: 192,431,231

Showing 1–100 of 515 holdings by value · page 1 of 6

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 513 13F filers · Δ vs Mar 31, 2026

Top Holder

13.8%

+2.2 pts

Top 5

45.2%

+10.2 pts

Top 10

61.5%

+13.4 pts

HHI

548

Broadly held+196

Quarterly Activity

vs Mar 31, 2026

New

Increased

238

Decreased

166

Sold Out

542

Unchanged

Holder count: -498

Institutional value: -20.4%

Shares held: -20.0%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large EP Wealth Advisors, LLC	+1,938,104	12,178,869
Mega GOLDMAN SACHS GROUP INC	+891,246	11,248,421
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	+752,384	12,822,370
Mega ENVESTNET ASSET MANAGEMENT INC	+680,629	24,235,046
Large Baird Financial Group, Inc.	+580,427	6,176,904

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega WELLS FARGO & COMPANY/MN	−1,289,799	26,474,330
Small 49 WEALTH MANAGEMENT, LLC	−560,174	128,358
Mega AMERIPRISE FINANCIAL INC	−290,231	3,911,085
Mega JPMORGAN CHASE & CO	−285,687	666,617
Large Corient Private Wealth LLC	−133,494	60,263

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small ALONGSIDE, LLC	128,358	$9,845,058
Micro NI ACQUISITIONS COMPANY, LLC	75,804	$5,814,166
Micro TENET WEALTH PARTNERS, LLC	70,835	$5,433,044
Micro Blom & Howell Financial Planning, Inc.	63,985	$4,907,649
Small TritonPoint Partners, LLC	61,912	$4,748,650

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Micro True Link Financial Advisors, LLC	5,357,768	$413,512,534
Mid MATHER GROUP, LLC.	3,700,472	$285,602,428
Small Zhang Financial LLC	1,890,146	$145,881,468
Micro Retirement Investment Advisors, Inc.	1,716,738	$132,497,838
Small Efficient Advisors, LLC	1,414,410	$109,164,163

Filter: New 44 Increased 238 Reduced 166 Sold out 542 Unchanged 65

Showing 100 of 515

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

WELLS FARGO & COMPANY/MN

$2,030,581,109

13.76%

26,474,330

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	906,486	$69,527,476	3.4%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	5,316,697	$407,790,659	20.1%	Defined
WELLS FARGO CLEARING SERVICES, LLC	20,166,898	$1,546,801,076	76.2%	Defined
WELLS FARGO DELAWARE TRUST CO, N.A.	1,080	$82,836	0.0%	Defined
WELLS FARGO INVESTMENT INSTITUTE, INC.	83,169	$6,379,062	0.3%	Defined

ENVESTNET ASSET MANAGEMENT INC

$1,858,828,028

12.59%

24,235,046

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$983,475,779

6.66%

12,822,370

EP Wealth Advisors, LLC

$934,119,252

6.33%

12,178,869

GOLDMAN SACHS GROUP INC

$862,753,890

5.85%

11,248,421

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	4,099,740	$314,450,058	36.4%	Defined
GOLDMAN SACHS WEALTH SERVICES, L.P.	7,133,358	$547,128,558	63.4%	Defined
Goldman Sachs Trust Company, N.A.	15,323	$1,175,274	0.1%	Defined

MORGAN STANLEY

$665,379,555

4.51%

8,675,092

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	8,675,092	$665,379,555	100.0%	Defined

BANK OF AMERICA CORP /DE/

$554,156,885

3.75%

7,224,992

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	633,670	$48,602,489	8.8%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	3,666,937	$281,254,067	50.8%	Defined
BOFA SECURITIES, INC.	143,762	$11,026,545	2.0%	Defined
MANAGED ACCOUNT ADVISORS LLC	2,780,623	$213,273,784	38.5%	Defined

Baird Financial Group, Inc.

$473,768,536

3.21%

6,176,904

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	6,173,985	$473,544,649	100.0%	Defined
BAIRD TRUST Co	2,919	$223,887	0.0%	Defined

LPL Financial LLC

$411,146,361

2.79%

5,360,448

UNITED CAPITAL FINANCIAL ADVISORS, LLC

$306,436,595

2.08%

3,995,262

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
United Capital Financial Partners, LLC	3,995,262	$306,436,595	100.0%	Defined

AMERIPRISE FINANCIAL INC

$299,980,218

2.03%

3,911,085

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	2	$153	0.0%	Defined
Ameriprise Financial Services, LLC joint	3,878,070	$297,447,968	99.2%	Defined
Ameriprise Bank, FSB	33,013	$2,532,097	0.8%	Defined

JONES FINANCIAL COMPANIES LLLP

$260,297,403

1.76%

3,393,708

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	3,264,219	$250,365,597	96.2%	Sole
Edward Jones Trust Company	129,489	$9,931,806	3.8%	Sole

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

$186,795,103

1.27%

2,435,399

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	2,435,399	$186,795,103	100.0%	Defined

RAYMOND JAMES FINANCIAL INC

$184,121,877

1.25%

2,400,546

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	931,891	$71,476,039	38.8%	Defined
Raymond James Financial Services Advisors, Inc.	1,449,830	$111,201,961	60.4%	Defined
RAYMOND JAMES TRUST N.A.	18,825	$1,443,877	0.8%	Defined

LINCOLN NATIONAL CORP

$172,718,735

1.17%

2,251,874

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Lincoln Financial Investments Corp	2,251,874	$172,718,735	100.0%	Sole

OSAIC HOLDINGS, INC.

$159,063,143

1.08%

2,073,835

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	935,486	$71,751,776	45.1%	Defined
LADENBURG THALMANN ASSET MANAGEMENT	726,080	$55,690,336	35.0%	Sole
OSAIC INSTITUTIONS, INC.	1,295	$99,326	0.1%	Defined
CW Advisors, LLC	197,030	$15,112,201	9.5%	Sole
Osaic Advisory Services, LLC	213,944	$16,409,504	10.3%	Defined

ROYAL BANK OF CANADA

$157,825,894

1.07%

2,057,704

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	1,772,571	$135,956,195	86.1%	Defined
RBC Dominion Securities Inc.	182,783	$14,019,456	8.9%	Defined
RBC Phillips, Hager & North Investment Counsel Inc.	30,734	$2,357,297	1.5%	Defined
RBC Private Counsel (USA) Inc.	54,917	$4,212,133	2.7%	Defined
RBC Trust Co (Delaware) Ltd	15,433	$1,183,711	0.8%	Defined
CITY NATIONAL BANK	946	$72,558	0.0%	Defined
RBC Rochdale, LLC	320	$24,544	0.0%	Defined

Mariner, LLC

$155,009,702

1.05%

2,020,987

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Platform Solutions, LLC	4,068	$312,015	0.2%	Other
Held directly	2,016,919	$154,697,687	99.8%	Sole

UBS Group AG

$141,063,111

0.96%

1,839,154

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,839,011	$141,052,143	100.0%	Defined
UBS Securities LLC	143	$10,968	0.0%	Defined

Cetera Investment Advisers

$137,543,962

0.93%

1,793,272

Bank of New York Mellon Corp

$117,110,007

0.79%

1,526,858

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon, NA	1,967	$150,868	0.1%	Defined
BNY Mellon Advisors, Inc.	1,524,889	$116,958,986	99.9%	Defined
Held directly	2	$153	0.0%	Defined

FMR LLC

$116,254,803

0.79%

1,515,708

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	1,515,708	$116,254,803	100.0%	Defined

FIFTH THIRD BANCORP

$112,884,682

0.76%

1,471,769

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	1,471,769	$112,884,682	100.0%	Defined

Creative Planning

$105,177,559

0.71%

1,371,285

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	43,082	$3,304,389	3.1%	Defined
Held directly	1,328,203	$101,873,170	96.9%	Sole

Cerity Partners LLC

$97,896,658

0.66%

1,276,358

PEAPACK GLADSTONE FINANCIAL CORP

$96,755,591

0.66%

1,261,481

American Trust

$93,118,862

0.63%

1,214,066

Rockefeller Capital Management L.P.

$88,052,059

0.60%

1,148,006

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER & CO. LLC	274	$21,015	0.0%	Defined
ROCKEFELLER FINANCIAL LLC	1,147,732	$88,031,044	100.0%	Defined

CITIZENS FINANCIAL GROUP INC/RI

$80,574,116

0.55%

1,050,510

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citizens Bank, National Association	726,968	$55,758,445	69.2%	Defined
CITIZENS PRIVATE WEALTH, LLC	323,542	$24,815,671	30.8%	Defined

VANGUARD ADVISERS INC

$74,739,701

0.51%

974,442

BANK OF MONTREAL /CAN/

$70,528,487

0.48%

919,537

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Bank N.A.	53,336	$4,090,871	5.8%	Defined
BMO NESBITT BURNS INC.	1,116	$85,597	0.1%	Defined
BMO PRIVATE INVESTMENT COUNSEL INC.	859,533	$65,926,181	93.5%	Defined
BMO NESBITT BURNS SECURITIES LTD.	5,552	$425,838	0.6%	Defined

WIT, LLC

$66,051,969

0.45%

861,173

World Investment Advisors

$60,864,134

0.41%

793,535

Cranbrook Wealth Management, LLC

$56,037,633

0.38%

730,608

US BANCORP \DE\

$55,917,214

0.38%

729,038

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	695,479	$53,343,239	95.4%	Defined
U.S. BANCORP ADVISORS, LLC	33,559	$2,573,975	4.6%	Defined

MML INVESTORS SERVICES, LLC

$54,824,929

0.37%

714,797

Cannon Financial Strategists, Inc.

$53,426,228

0.36%

696,561

JPMORGAN CHASE & CO

$51,129,523

0.35%

666,617

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	257,299	$19,734,833	38.6%	Defined
J.P. Morgan Private Investments Inc.	70	$5,369	0.0%	Defined
55I, LLC	409,248	$31,389,321	61.4%	Other

Janney Montgomery Scott LLC

$49,682,731

0.34%

647,754

Reliant Wealth Planning

$48,464,122

0.33%

631,866

Francis Financial, Inc.

$48,083,690

0.33%

626,906

STIFEL FINANCIAL CORP

$42,813,018

0.29%

558,188

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	471,243	$36,144,338	84.4%	Defined
Stifel Independent Advisors, LLC	1,609	$123,410	0.3%	Defined
1919 Investment Counsel, LLC	49,214	$3,774,713	8.8%	Defined
Stifel Trust Company, N.A.	36,122	$2,770,557	6.5%	Defined

&PARTNERS

$42,535,135

0.29%

554,565

PNC FINANCIAL SERVICES GROUP, INC.

$41,712,987

0.28%

543,846

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	3,257	$249,811	0.6%	Defined
PNC Wealth Management LLC	540,589	$41,463,176	99.4%	Defined

Midwest Trust Co

$40,143,092

0.27%

523,378

Beacon Capital Management, Inc.

$39,996,442

0.27%

521,466

SHERMAN PORFOLIOS, LLC

$38,066,440

0.26%

496,303

Geneos Wealth Management Inc.

$35,691,271

0.24%

465,336

Gordian Advisors LLC

$34,659,196

0.23%

451,880

HighTower Advisors, LLC

$34,644,623

0.23%

451,690

Wescott Financial Advisory Group, LLC

$32,090,206

0.22%

418,386

Prime Capital Investment Advisors, LLC

$31,849,905

0.22%

415,253

Wealthfront Advisers LLC

$31,515,799

0.21%

410,897

Modera Wealth Management, LLC

$31,444,929

0.21%

409,973

CAPTRUST FINANCIAL ADVISORS

$30,940,243

0.21%

403,393

Seneschal Advisors, LLC

$30,359,240

0.21%

395,818

FPC INVESTMENT ADVISORY, INC.

$30,309,002

0.21%

395,163

ACORN CREEK CAPITAL LLC

$29,776,167

0.20%

388,216

BANK HAPOALIM BM

$29,375,333

0.20%

382,990

Schiavi & Co LLC

$27,910,056

0.19%

363,886

Thrivent Financial for Lutherans

$27,102,174

0.18%

353,353

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Thrivent Investment Management Inc.	135,571	$10,398,295	38.4%	Sole
Thrivent Advisor Network, LLC	217,782	$16,703,879	61.6%	Sole

NATIXIS ADVISORS, LLC

$26,124,403

0.18%

340,605

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Natixis Investment Managers, L.P.	340,605	$26,124,403	100.0%	Defined

Windward Private Wealth Management Inc.

$25,644,184

0.17%

334,344

ForthRight Wealth Management, LLC

$25,481,964

0.17%

332,229

MAI Capital Management

$25,474,600

0.17%

332,133

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EVOKE WEALTH, LLC	3,437	$263,617	1.0%	Defined
Held directly	328,696	$25,210,983	99.0%	Sole

Vestmark Advisory Solutions, Inc.

$24,677,303

0.17%

321,738

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
World Investment Advisors	305,017	$23,394,803	94.8%	Other
Held directly	16,721	$1,282,500	5.2%	Sole

Betterment LLC

$24,194,401

0.16%

315,442

Tandem Financial, LLC

$23,655,353

0.16%

308,414

Orion Porfolio Solutions, LLC

$23,487,994

0.16%

306,232

Kropog Financial Group, LLC

$23,381,381

0.16%

304,842

Focus Partners Advisor Solutions, LLC

$22,730,658

0.15%

296,358

PRINCIPAL FINANCIAL GROUP INC

$22,516,819

0.15%

293,570

Financial Engines Advisors L.L.C.

$22,393,332

0.15%

291,960

American Money Management, LLC

$22,127,183

0.15%

288,490

TRUSTMARK BANK TRUST DEPARTMENT

$21,216,370

0.14%

276,615

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

$20,654,465

0.14%

269,289

Parkside Financial Bank & Trust

$20,272,191

0.14%

264,305

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1 joint	262,517	$20,135,053	99.3%	Sole
Parkside Financial Bank & Trust	1,091	$83,679	0.4%	Defined
Held directly	697	$53,459	0.3%	Sole

GREAT VALLEY ADVISOR GROUP, INC.

$19,959,180

0.14%

260,224

M&T Bank Corp

$19,897,818

0.13%

259,424

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manufacturers & Traders Trust Company	44,801	$3,436,236	17.3%	Defined
Wilmington Trust Investment Advisors, Inc. joint	2,471	$189,525	1.0%	Defined
Wilmington Trust National Association joint	102,155	$7,835,288	39.4%	Defined
Wilmington Trust Company	109,997	$8,436,769	42.4%	Defined

RETIREMENT CAPITAL STRATEGIES

$19,823,421

0.13%

258,454

CreativeOne Wealth, LLC

$19,773,719

0.13%

257,806

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CreativeOne Securities joint	885	$67,879	0.3%	Other
Held directly	256,921	$19,705,840	99.7%	Sole

Lido Advisors, LLC

$18,824,327

0.13%

245,428

NewEdge Advisors, LLC

$17,426,163

0.12%

227,199

Smithfield Trust Co

$17,111,846

0.12%

223,101

BOKF, NA

$16,176,260

0.11%

210,903

CITIGROUP INC

$15,411,560

0.10%

200,933

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	119,696	$9,180,683	59.6%	Defined
Citigroup Financial Products Inc. joint	81,237	$6,230,877	40.4%	Defined

Savant Capital, LLC

$15,236,071

0.10%

198,645

Ameritas Advisory Services, LLC

$15,177,012

0.10%

197,875

Capital Analysts, LLC

$14,923,671

0.10%

194,572

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LINCOLN INVESTMENT PLANNING, LLC	182,625	$14,007,337	93.9%	Defined
Held directly	11,947	$916,334	6.1%	Defined

CITADEL ADVISORS LLC

$14,561,418

0.10%

189,849

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	189,849	$14,561,418	100.0%	Defined

Allworth Financial LP

$14,271,338

0.10%

186,067

Pinnacle Financial Partners, Inc.

$14,264,434

0.10%

185,977

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SYNOVUS TRUST CO NA	15,044	$1,153,874	8.1%	Defined
Synovus Securities, Inc.	98,220	$7,533,474	52.8%	Defined
Pinnacle Bank	72,713	$5,577,086	39.1%	Defined

MITCHELL MCLEOD PUGH & WILLIAMS INC

$14,028,506

0.10%

182,901

NISA INVESTMENT ADVISORS, LLC

$13,889,756

0.09%

181,092

Focus Partners Wealth

$12,472,954

0.08%

162,620

Beacon Pointe Advisors, LLC

$12,364,116

0.08%

161,201

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$12,301,146

0.08%

160,380

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	160,380	$12,301,146	100.0%	Other

Ameritas Investment Partners, Inc.

$12,296,620

0.08%

160,321

TD PRIVATE CLIENT WEALTH LLC

$12,278,672

0.08%

160,087

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	160,087	$12,278,672	100.0%	Defined

Mustard Seed Financial, LLC

$11,969,035

0.08%

156,050