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BIV · VANGUARD INTERMEDIATE-TERM BOND INDEX FUND · Holdings ETF

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$73.38 -0.03 (-0.04%) At close · Oct 21
Volume · Oct 21 2.7M Avg daily vol (3M) 1.81M

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 →
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
Holders: 248
Total Value: $1,684,158,500
Total Shares: 23,114,996
Showing 1–100 of 248 holdings by value · page 1 of 3

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 248 13F filers · Δ vs Jun 30, 2026
Top Holder
5.5%
Dec 2023 → Sep 2026 · range 5.5% – 11.9%
−5.2 pts
Top 5
21.4%
Dec 2023 → Sep 2026 · range 21.4% – 35.1%
−13.7 pts
Top 10
35.0%
Dec 2023 → Sep 2026 · range 35.0% – 48.5%
−13.5 pts
HHI
198
Dec 2023 → Sep 2026 · range 198 – 352
Broadly held−143

Who Holds BIV

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 1,025 filers, like-for-like change +3.4%; actively managed books +3.1%; index-like books +6.3%.

Holder type Share Filers Change
Registered adviser 44.5% 697 +4.0%
Adviser 1.9% 8 -5.3%
Bank 19.6% 32 -1.3%
Insurer 1.0% 3 +2.7%
Broker-dealer 2.2% 1 +1.5%
Benefit plan 0.0% 1 0.0%
Non-US 0.0% 2 -26.9%
Holding company 9.5% 6 +6.0%
Exempt adviser 0.0% 0 -100.0%
Unknown 21.3% 275 +6.7%

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 21 holders with no observed 2026-03-31 13F and 16 holders with no observed 2026-06-30 13F.

Conviction and Crowding

1,025 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
312
30.4% of filers hold it in their top 10
Mar 31, 2026: 344
Holders above 5%
59
median weight 0.127%
Mar 31, 2026: 80
Crowding
—
no cover-page share count is dated within about a year of the quarter end
Private-fund advisers
—
of shares outstanding
Institutional ownership
—
no cover-page share count is dated within about a year of the quarter end
Top 10 holders
48.5%
of 13F shares, Herfindahl 0.034
Active holders
+3.1%
like-for-like share change of active filers
5% stakes on record
0
0 13D, 0 13G
How long holders have held it value-weighted 21.7 quarters
Under 1 year 4.62% 1 to 3 years 10.6% 3 years or more 84.8% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$76.91
estimated per share
Mar 31, 2026: $76.92
Quarter-end price
$76.70
implied by 13F values
Estimated gain or loss
-0.3%
price against the estimated cost
Estimated at a loss
54.3%
of costed 13F value

Estimated cost covers 18.6% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Fund Ownership of BIV by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 0 shares.

Fund type Shares
Index funds 0
Index ETFs 0
Active ETFs 21,543
Active funds 362,884
Unclassified 0
All registered funds 384,427
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Quarterly Activity

vs Jun 30, 2026
New
9
Increased
118
Decreased
90
Sold Out
21
Unchanged
31

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -780
Institutional value: -91.1%
Shares held: -90.7%

Top Buyers

vs Jun 30, 2026
Institution Added Now Holds Open
Allied Investment Advisors, LLC +741,376 896,849
Keudell/Morrison Wealth Management +150,808 159,401
LVW Advisors, LLC +127,373 622,152
Concurrent Investment Advisors, LLC +97,703 171,886
Discipline Wealth Solutions, LLC +66,226 884,674

Top Sellers

vs Jun 30, 2026
Institution Sold Now Holds Open
MFA WEALTH ADVISORS, LLC −507,885 92,561
MATHER GROUP, LLC. −361,976 1,268,129
Beacon Capital Management, Inc. −261,986 259,480
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC −136,737 877,832
ELEVATUS WELATH MANAGEMENT −102,046 14,968

Top New Positions

vs Jun 30, 2026
Institution Acquired Value (USD) Open
Archford Capital Strategies, LLC 3,814 $277,888
Uncommon Cents Investing LLC 3,645 $265,574
Refined Wealth Management 3,414 $248,744
PUREfi Wealth, LLC 2,884 $210,128
Robertson Stephens Wealth Management, LLC 2,874 $209,399

Top Sold-Out Positions

vs Jun 30, 2026
Institution Previously Held Last Value (USD) Open
Gemmer Asset Management LLC 219,824 $16,860,500
Wilkins Miller Wealth Management, LLC 47,601 $3,650,996
Mengis Capital Management, Inc. 5,965 $457,515
Valeo Financial Advisors, LLC 4,395 $337,096
Leverty Financial Group, LLC 4,358 $334,258
Filter: New 9 Increased 118 Reduced 90 Sold out 21 Unchanged 31
Holder type: Registered adviser 167 Adviser 1 Bank 4 Unknown 76
Showing 100 of 248
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MATHER GROUP, LLC. $92,395,878 5.49% 1,268,129
Family Investment Center, Inc. $73,929,074 4.39% 1,014,673
Allied Investment Advisors, LLC $65,344,418 3.88% 896,849
Discipline Wealth Solutions, LLC $64,457,347 3.83% 884,674
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $63,958,839 3.80% 877,832
Cannon Financial Strategists, Inc. $54,424,379 3.23% 746,972
Scott Capital Advisors, LLC $51,414,023 3.05% 705,655
LVW Advisors, LLC $45,329,994 2.69% 622,152
BetterWealth, LLC $39,689,464 2.36% 544,736
Farmers & Merchants Trust Co of Chambersburg PA $38,801,738 2.30% 532,552
Farther Finance Advisors, LLC $37,347,161 2.22% 512,588
Cornerstone Planning Group LLC $37,303,081 2.21% 511,983
BRIGHTON SECURITIES CORP. $33,820,227 2.01% 464,181
Avior Wealth Management, LLC $33,113,048 1.97% 454,475
SOUTHERN MICHIGAN BANK & TRUST $31,868,672 1.89% 437,396
Prime Capital Investment Advisors, LLC $30,151,143 1.79% 413,823
Ballentine Capital Advisors, Inc $30,029,686 1.78% 412,156
BROWN WEALTH MANAGEMENT, LLC $29,977,226 1.78% 411,436
Compass Planning Associates Inc $29,563,746 1.76% 405,761
Everhart Financial Group, Inc. $26,847,744 1.59% 368,484
Rosenberg Matthew Hamilton $24,307,116 1.44% 333,614
Clark Asset Management, LLC $22,320,442 1.33% 306,347
Brewster Financial Planning LLC $22,042,481 1.31% 302,532
FIRST MERCHANTS CORP $22,005,831 1.31% 302,029
Human Investing LLC $21,299,090 1.26% 292,329
Beacon Capital Management, Inc. $18,905,712 1.12% 259,480
CAMBRIDGE CAPITAL MANAGEMENT, LLC $17,603,486 1.05% 241,607
GAMMA Investing LLC $17,162,537 1.02% 235,555
Boyd Wealth Management, LLC $16,647,781 0.99% 228,490
Neumann Capital Management, LLC $16,372,443 0.97% 224,711
FIDUCIARY FINANCIAL GROUP, LLC $15,925,374 0.95% 218,575
DAVENPORT & Co LLC $15,715,829 0.93% 215,699
Apella Capital, LLC $14,589,704 0.87% 200,243
Vertrix Wealth Management, LLC $14,510,797 0.86% 199,160
Montecito Bank & Trust $14,227,808 0.84% 195,276
FC Advisory LLC $13,938,628 0.83% 191,307
City State Bank $13,681,067 0.81% 187,772
Concurrent Investment Advisors, LLC $12,523,613 0.74% 171,886
NISA INVESTMENT ADVISORS, LLC $12,488,131 0.74% 171,399
Conrad Siegel Investment Advisors, Inc. $12,327,984 0.73% 169,201
Retirement Planning Group, LLC $11,984,304 0.71% 164,484
Keudell/Morrison Wealth Management $11,613,956 0.69% 159,401
Clarity Asset Management, Inc. $10,960,985 0.65% 150,439
Safir Wealth Advisors, LLC $10,854,172 0.64% 148,973
MISSION WEALTH MANAGEMENT, LP $10,828,817 0.64% 148,625
Atria Investments, Inc $10,816,868 0.64% 148,461
Go Invest LLC $10,730,019 0.64% 147,269
IFG Advisors, LLC $10,272,167 0.61% 140,985
SigFig Wealth Management, LLC $10,128,268 0.60% 139,010
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $10,123,314 0.60% 138,942
Galvin, Gaustad & Stein, LLC $9,687,538 0.58% 132,961
BURNEY CO/ $9,632,966 0.57% 132,212
San Luis Wealth Advisors LLC $9,315,223 0.55% 127,851
Wealth Enhancement Trust Services, Inc. $9,132,636 0.54% 125,345
ORRSTOWN FINANCIAL SERVICES INC $8,236,094 0.49% 113,040
Consilium Wealth Advisory, LLC $8,008,989 0.48% 109,923
New Hampshire Trust $7,914,780 0.47% 108,630
Kroeger Financial Partners $7,823,342 0.46% 107,375
Bay Capital Advisors, LLC $7,703,560 0.46% 105,731
Intergy Private Wealth, LLC $7,422,029 0.44% 101,867
First Heartland Consultants, Inc. $7,111,063 0.42% 97,599
MFA WEALTH ADVISORS, LLC $6,743,994 0.40% 92,561
MassMutual Private Wealth & Trust, FSB $6,189,457 0.37% 84,950
Secure Asset Management, LLC $6,112,443 0.36% 83,893
IFC & Insurance Marketing, Inc. $5,859,984 0.35% 80,428
PARK NATIONAL CORP /OH/ $5,819,983 0.35% 79,879
Cornerstone National Bank & Trust Co $5,535,028 0.33% 75,968
TENET WEALTH PARTNERS, LLC $5,345,883 0.32% 73,372
PFG Advisors $5,336,484 0.32% 73,243
Planned Solutions, Inc. $5,251,675 0.31% 72,079
Ironwood Financial, llc $5,204,098 0.31% 71,426
CoreCap Advisors, LLC $4,763,295 0.28% 65,376
Integrated Advisors Network LLC $4,486,281 0.27% 61,574
TRITONPOINT WEALTH, LLC $4,378,813 0.26% 60,099
Professional Financial Advisors, LLC $4,361,836 0.26% 59,866
PHILLIPS FINANCIAL MANAGEMENT, LLC $4,238,484 0.25% 58,173
Family Legacy, Inc. $4,233,384 0.25% 58,103
ECLECTIC ASSOCIATES INC /ADV $4,151,781 0.25% 56,983
Hoxton Planning & Management, LLC $4,058,156 0.24% 55,698
WealthPlan Investment Management, LLC $3,938,228 0.23% 54,052
Uptown Financial Advisors LLC $3,902,600 0.23% 53,563
Chris Bulman Inc $3,523,072 0.21% 48,354
LexAurum Advisors, LLC $3,520,449 0.21% 48,318
Level Financial Advisors $3,481,177 0.21% 47,779
RS CRUM INC. $3,345,731 0.20% 45,920
Ridgewood Investments LLC $3,234,328 0.19% 44,391
Patriot Financial Group Insurance Agency, LLC $3,140,484 0.19% 43,103
Manuka Financial, LLC $2,996,877 0.18% 41,132
Pacific Park Financial, Inc. $2,734,290 0.16% 37,528
Calder Financial LLC $2,587,331 0.15% 35,511
STERLING INVESTMENT MANAGEMENT, LLC $2,584,417 0.15% 35,471
Warwick Investment Management, Inc. $2,527,731 0.15% 34,693
Retirement Wealth Solutions LLC $2,526,493 0.15% 34,676
Brindle & Bay Financial Advisors, LLC $2,486,493 0.15% 34,127
Cooper Financial Group $2,484,963 0.15% 34,106
BOURGEON CAPITAL MANAGEMENT LLC $2,302,303 0.14% 31,599
Covenant Asset Management, LLC $2,278,040 0.14% 31,266
Physician Wealth Solutions Inc. $2,175,891 0.13% 29,864
Wheelhouse Advisory Group LLC $2,160,954 0.13% 29,659
WALLER FINANCIAL PLANNING GROUP, INC $2,082,848 0.12% 28,587

Showing the top 100 of 248 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.