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Vanguard Intermediate-Term Bond ETF (BIV) Institutional Ownership

Vanguard Intermediate-Term Bond ETF logo
$74.97 +0.24 (+0.32%)
(As of 12/20/2024 05:31 PM ET)

Institutional Ownership Changes (13F Filings) for Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

Number of
Institutional Buyers
(last 12 months)
573
Total
Institutional Inflows
(last 12 months)
$3.83B
Number of
Institutional Sellers
(last 12 months)
359
Total
Institutional Outflows
(last 12 months)
$960.47M
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BIV Institutional Buying and Selling by Quarter

Vanguard Intermediate-Term Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 B. Riley Wealth Advisors Inc.67,264$5.25M0.1%-3.3%0.029%
12/9/2024 Forthright Family Wealth Advisory LLC5,101$391K0.2%-90.7%0.002%
12/2/2024 Beaird Harris Wealth Management LLC25,484$2.00M0.2%+13.5%0.011%
11/26/2024 Peapack Gladstone Financial Corp829,589$65.02M0.9%+13.1%0.358%
11/25/2024 Synovus Financial Corp178,309$13.97M0.2%+106.1%0.077%
11/25/2024 Wilmington Savings Fund Society FSB2,307$181K0.0%N/A0.001%
11/25/2024 World Investment Advisors LLC17,452$1.37M0.0%+13.8%0.008%
11/25/2024 Sanctuary Advisors LLC164,746$12.42M0.1%-7.6%0.071%
11/21/2024 Anchor Investment Management LLC4,163$326K0.0%-34.2%0.002%
11/19/2024 Invst LLC51,935$4.07M0.5%-13.3%0.022%
11/19/2024 Ballentine Capital Advisors Inc309,560$24.26M12.2%+0.8%0.133%
11/19/2024 Discipline Wealth Solutions LLC460,661$36.10M19.1%+9.0%0.199%
11/19/2024 M&T Bank Corp139,759$10.95M0.0%+1.4%0.060%
11/19/2024 Hohimer Wealth Management LLC18,746$1.47M0.3%+33.3%0.008%
11/18/2024 Soltis Investment Advisors LLC3,526$276K0.0%-11.8%0.002%
11/18/2024 TD Private Client Wealth LLC160,406$12.57M0.4%+23.9%0.069%
11/18/2024 Asset Allocation Strategies LLC9,494$744K0.2%N/A0.004%
11/15/2024 Prestige Wealth Management Group LLC531$42K0.0%-63.9%0.000%
11/15/2024 M&T Bank Corp139,759$10.95M0.0%+1.4%0.060%
11/15/2024 Guardian Wealth Management Inc.1,987$156K0.1%-7.5%0.001%
11/15/2024 Nabity Jensen Investment Management Inc29,291$2.30M1.8%N/A0.013%
11/15/2024 Continuum Advisory LLC83,030$6.24M0.8%+1.6%0.036%
11/15/2024 Drucker Wealth 3.0 LLC13,210$1.04M0.2%-12.3%0.006%
11/15/2024 Cape Cod Five Cents Savings Bank84,927$6.36M0.6%-49.3%0.037%
11/15/2024 Glass Jacobson Investment Advisors llc11,102$870K0.3%-1.6%0.005%
11/15/2024 MML Investors Services LLC554,997$43.50M0.2%+1.7%0.239%
11/15/2024 Legacy Investment Solutions LLC1,585$119K0.1%N/A0.001%
11/15/2024 Headinvest LLC15,970$1.25M0.2%+13.7%0.007%
11/15/2024 Orion Portfolio Solutions LLC243,693$19.10M0.4%+5.0%0.105%
11/15/2024 National Bank of Canada FI7,185$563K0.0%-13.9%0.003%
11/15/2024 EP Wealth Advisors LLC3,037,989$238.09M2.0%+38.5%1.309%
11/15/2024 Jane Street Group LLC80,329$6.30M0.0%+104.2%0.035%
11/15/2024 Stifel Financial Corp415,056$32.53M0.0%-1.6%0.179%
11/15/2024 SageView Advisory Group LLC40,421$3.17M0.2%-8.7%0.017%
11/15/2024 Red Wave Investments LLC53,629$4.20M1.5%-4.7%0.023%
11/15/2024 Redwood Investment Management LLC4,912$385K0.0%+3.1%0.002%
11/15/2024 Retirement Investment Advisors Inc.1,375,741$107.82M11.8%+7.5%0.593%
11/15/2024 IHT Wealth Management LLC7,329$574K0.0%+35.1%0.003%
11/15/2024 Integrated Wealth Concepts LLC22,052$1.73M0.0%+7.9%0.010%
11/15/2024 HighTower Advisors LLC419,108$32.86M0.0%+7.6%0.181%
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11/15/2024 Hilltop Holdings Inc.8,791$689K0.0%N/A0.004%
11/15/2024 Ascent Group LLC23,925$1.88M0.1%-7.9%0.010%
11/15/2024 Benjamin Edwards Inc.3,147$247K0.0%+58.1%0.001%
11/15/2024 Aureus Asset Management LLC38,101$2.99M0.2%-1.2%0.016%
11/14/2024 Semmax Financial Advisors Inc.29,901$2.25M0.6%+4.5%0.013%
11/14/2024 Edgestream Partners L.P.2,700$212K0.0%N/A0.001%
11/14/2024 Captrust Financial Advisors69,737$5.47M0.0%-1.9%0.030%
11/14/2024 Rockefeller Capital Management L.P.131,658$10.32M0.0%+2.9%0.057%
11/14/2024 Financial Counselors Inc.250,412$19.63M0.3%-15.2%0.108%
11/14/2024 CreativeOne Wealth LLC217,730$17.06M0.6%+12.3%0.094%
11/13/2024 Freedom Investment Management Inc.22,565$1.77M0.1%-18.1%0.010%
11/13/2024 RS Crum Inc.37,497$2.94M0.7%+14.1%0.016%
11/13/2024 Hardy Reed LLC40,633$3.18M0.3%+146.6%0.018%
11/13/2024 Townsquare Capital LLC317,858$24.91M0.3%+15.1%0.137%
11/13/2024 FMR LLC1,859,538$145.73M0.0%-7.1%0.801%
11/13/2024 D.A. Davidson & CO.61,610$4.83M0.0%+10.6%0.027%
11/13/2024 Elios Financial Group Inc.10,744$842K0.4%N/A0.005%
11/13/2024 Bank of Montreal Can628,426$49.37M0.0%+15.3%0.271%
11/13/2024 Associated Banc Corp93,084$7.30M0.2%-0.9%0.040%
11/13/2024 Private Trust Co. NA3,131$245K0.0%+21.9%0.001%
11/13/2024 Boston Family Office LLC49,764$3.90M0.3%-2.6%0.021%
11/13/2024 Pacific Financial Group Inc.12,352$968K0.7%-6.3%0.005%
11/13/2024 Concentric Wealth Management LLC103,943$8.15M2.0%+3.8%0.045%
11/13/2024Fisher Asset Management LLC2,605$204K0.0%N/A0.001%
11/12/2024Larson Financial Group LLC85,701$6.72M0.4%-4.0%0.037%
11/12/2024 Wescott Financial Advisory Group LLC181,344$14.21M1.5%+26.1%0.078%
11/12/2024 Penserra Capital Management LLC176,422$13.83M0.3%-3.7%0.076%
11/12/2024 StoneX Group Inc.40,694$3.19M0.3%+1.8%0.018%
11/12/2024 Jim Saulnier & Associates LLC38,117$2.99M3.0%N/A0.016%
11/12/2024 Kingsview Wealth Management LLC27,099$2.12M0.0%+26.4%0.012%
11/12/2024 Alesco Advisors LLC2,910$228K0.0%-6.9%0.001%
11/12/2024 Cerity Partners LLC590,705$46.29M0.1%+12.4%0.255%
11/12/2024 Great Valley Advisor Group Inc.30,274$2.37M0.1%+300.7%0.013%
11/12/2024 Keyes Stange & Wooten Wealth Management LLC141,069$11.06M6.6%+393.2%0.061%
11/12/2024 Certified Advisory Corp193,813$15.19M1.7%+43.3%0.084%
11/12/2024 Flagstar Advisors Inc.4,883$383K0.1%-6.8%0.002%
11/12/2024 Meridian Wealth Management LLC22,985$1.80M0.1%N/A0.010%
11/12/2024 Nwam LLC103,541$8.12M0.5%+11.5%0.045%
11/12/2024 Studio Investment Management LLC77,534$6.08M1.3%-0.6%0.033%
11/12/2024 Asset Management Group Inc.153,255$12.01M2.1%+0.7%0.066%
11/12/2024 Citigroup Inc.153,994$12.07M0.0%-1.6%0.066%
11/12/2024 First County Bank CT8,207$643K0.3%-25.2%0.004%
11/12/2024 Charles Schwab Investment Management Inc.108,773$8.53M0.0%-5.6%0.047%
11/12/2024 Smithfield Trust Co251,981$19.75M1.0%+7.2%0.109%
11/9/2024 LPL Financial LLC3,868,222$303.15M0.1%+3.7%1.667%
11/9/2024 Trustmark National Bank Trust Department5,800$455K0.0%+75.8%0.002%
11/8/2024 EverSource Wealth Advisors LLC98,463$7.72M0.5%+2.4%0.042%
11/8/2024 Moors & Cabot Inc.3,174$249K0.0%-4.0%0.001%
11/8/2024 Silver Oak Advisory Group Inc.72,161$5.66M2.9%+6.0%0.031%
11/8/2024 First Horizon Advisors Inc.61,553$4.82M0.1%-4.8%0.027%
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11/8/2024 Avior Wealth Management LLC377,050$29.55M1.2%+3.3%0.162%
11/8/2024 PNC Financial Services Group Inc.455,803$35.72M0.0%+1.9%0.196%
11/8/2024 Vance Wealth Inc.4,398$345K0.1%+8.2%0.002%
11/8/2024 Summit Wealth Group LLC5,824$456K0.1%-5.3%0.003%
11/8/2024 Prospera Financial Services Inc52,813$4.14M0.1%+33.1%0.023%
11/7/2024 Pathstone Holdings LLC28,820$2.26M0.0%+9.2%0.012%
11/7/2024 St. Louis Trust Co43,134$3.38M0.5%+21.5%0.019%
11/7/2024 Meeder Advisory Services Inc.247,800$19.42M1.3%+8.4%0.107%
11/7/2024 MidAtlantic Capital Management Inc.33,482$2.62M1.9%N/A0.014%
11/7/2024 Phillips Financial Management LLC189,112$14.82M1.1%-5.0%0.081%
(Data available from 1/1/2016 forward)

BIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BIV shares?

During the previous two years, 908 institutional investors and hedge funds held shares of Vanguard Intermediate-Term Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.24B), Wells Fargo & Company MN ($584.80M), Northwestern Mutual Wealth Management Co. ($527.15M), United Capital Financial Advisers LLC ($420.42M), Bank of America Corp DE ($378.82M), Morgan Stanley ($361.37M), and LPL Financial LLC ($303.15M).Learn more on BIV's institutional investors.

Which institutional investors have been buying Vanguard Intermediate-Term Bond ETF stock?

Of the 791 institutional investors that purchased Vanguard Intermediate-Term Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Williams Financial LLC ($18.24M), True Link Financial Advisors LLC ($3.70M), EP Wealth Advisors LLC ($3.01M), Retirement Investment Advisors Inc. ($2.45M), Beacon Capital Management Inc. ($2.31M), Envestnet Portfolio Solutions Inc. ($2.17M), and Northwestern Mutual Wealth Management Co. ($1.94M).

How much institutional buying is happening at Vanguard Intermediate-Term Bond ETF?

Institutional investors have bought a total of 89,323,002 shares in the last 24 months. This purchase volume represents approximately $6.72B in transactions.

Which Vanguard Intermediate-Term Bond ETF major shareholders have been selling company stock?

Of the 549 institutional investors that sold Vanguard Intermediate-Term Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($4.93M), Beacon Capital Management Inc. ($1.83M), Efficient Advisors LLC ($1.50M), Merit Financial Group LLC ($928.05K), Retirement Investment Advisors Inc. ($753.61K), Osaic Holdings Inc. ($698.37K), and Baird Financial Group Inc. ($568.94K).

How much institutional selling is happening at Vanguard Intermediate-Term Bond ETF?

Institutional investors have sold a total of 26,019,987 shares in the last 24 months. This volume of shares sold represents approximately $1.95B in transactions.



This page (NYSEARCA:BIV) was last updated on 12/21/2024 by MarketBeat.com Staff
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