Security record
BIV
Vanguard Intermediate-Term Bond ETF · Financial Services · Asset Management
62Tracked holders
-1Δ holders
142.48MShares held
$10.93BReported value
+3New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -1.6% ·
share flow +2.9% ·
net new positions -1.6%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 62 | -1 | 142.48M | $10.93B | +3 | −4 |
| Q1 2026 | 64 | +3 | 138.48M | $10.69B | +6 | −3 |
| Q4 2025 | 62 | -2 | 124.32M | $9.68B | — | −2 |
| Q3 2025 | 9 | 0 | 19.55M | $1.53B | +1 | −1 |
| Q2 2025 | 6 | +2 | 2.38M | $183.86M | +2 | — |
| Q1 2025 | 1 | -1 | 10.26K | $785,911 | — | −1 |
| Q4 2024 | 2 | 0 | 223.15K | $16.68M | — | — |
| Q3 2024 | 2 | +2 | 6.12K | $479,997 | +2 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 26.47M | -4.7% | $2.03B | 0.4% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | Envestnet Asset Management Inc | 24.24M | +2.9% | $1.86B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 12.82M | +6.2% | $983.48M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 11.25M | +8.6% | $862.75M | 0.1% | ▲ Add | 4 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 8.68M | +4.2% | $665.38M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 7.22M | +0.6% | $554.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Baird Financial Group, Inc. | 6.18M | +10.4% | $473.77M | 0.7% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 5.36M | +1.5% | $411.15M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 3.91M | -6.9% | $299.63M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 10 | Jones Financial Companies Lllp | 3.39M | +9.2% | $261.24M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 2.40M | -4.9% | $184.12M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Osaic Holdings, Inc. | 2.07M | +0.4% | $159.08M | 0.2% | ▲ Add | 3 | SEC ↗ ×5 |
| 13 | Royal Bank Of Canada | 2.06M | -1.4% | $157.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 14 | Mariner, LLC | 2.02M | +1.0% | $155.01M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | UBS Group AG | 1.84M | +8.1% | $141.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Cetera Investment Advisers | 1.79M | +5.2% | $137.54M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 1.53M | +1.8% | $117.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Fidelity (FMR) ✦ | 1.52M | +5.7% | $116.25M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | Fifth Third Bancorp | 1.47M | -1.7% | $112.88M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 20 | Creative Planning | 1.37M | +21.5% | $105.18M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Assetmark, Inc | 1.35M | +8390.1% | $103.28M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 22 | Cerity Partners LLC | 1.28M | +5.6% | $97.90M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 23 | Truist Financial Corp | 1.26M | +4.6% | $96.93M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | Commonwealth Equity Services, Llc | 1.21M | -2.0% | $92.65M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 1.15M | +5.6% | $88.05M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Wealth Enhancement Advisory… | 1.01M | +8.0% | $77.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 919.54K | +4.0% | $70.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 28 | Us Bancorp \De\ | 729.04K | +3.5% | $55.92M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 29 | Mml Investors Services, Llc | 714.80K | +25.4% | $54.82M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 666.62K | -30.0% | $51.35M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 31 | Stifel Financial Corp | 558.19K | +3.2% | $42.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 32 | Pnc Financial Services Group, Inc. | 543.85K | +8.5% | $41.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 33 | HighTower Advisors, LLC | 451.69K | -4.0% | $34.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Wealthfront Advisers LLC | 410.90K | -2.7% | $31.52M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 35 | Captrust Financial Advisors | 403.39K | +1.1% | $30.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Principal Financial Group Inc | 293.57K | +0.2% | $22.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Financial Engines Advisors L.L.C. | 291.96K | -3.1% | $22.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Lido Advisors, LLC | 245.43K | +0.9% | $18.82M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 39 | Citigroup Inc | 200.93K | +0.8% | $15.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | Citadel Advisors ✦ | 189.85K | +78.5% | $14.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Focus Partners Wealth | 162.62K | -5.7% | $12.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 160.38K | New | $12.30M | 0.0% | New | 1 | SEC ↗ |
| 43 | Blair William & Co/Il | 108.36K | -1.0% | $8.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Deutsche Bank Ag\ | 97.39K | -27.4% | $7.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Mercer Global Advisors Inc /Adv | 92.71K | +10.6% | $7.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Corient Private Wealth LP | 68.79K | -64.5% | $5.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | TD Waterhouse Canada Inc. | 65.11K | +4.0% | $4.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Barclays Plc | 55.09K | 0.0% | $4.23M | 0.0% | Held | 3 | SEC ↗ |
| 49 | Brown Advisory Inc | 46.61K | +0.2% | $3.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Renaissance Technologies ✦ | 40.54K | +200.3% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Hrt Financial Lp | 20.68K | +120.5% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Nuveen, LLC | 18.19K | New | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 53 | Cibc World Market Inc. | 17.38K | +3.1% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | National Bank Of Canada /Fi/ | 13.69K | +0.8% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 55 | Invesco Ltd. | 10.68K | +5.3% | $819,003 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Northern Trust Corp | 10.31K | -28.8% | $791,161 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | AQR Capital Management ✦ | 9.70K | -84.8% | $744,319 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Franklin Resources Inc | 4.76K | 0.0% | $365,476 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 59 | Fisher Asset Management ✦ | 3.52K | New | $270,137 | 0.0% | New | 1 | SEC ↗ |
| 60 | BlackRock ✦ (passive) | 1.57K | -53.1% | $120,342 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 61 | UBS AM, a distinct business unit of… | 32 | -98.6% | $2,454 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Russell Investments Group, Ltd. | 5 | +66.7% | $403 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $12.30M | 0.0% |
| Nuveen, LLC | $1.40M | 0.0% |
| Fisher Asset Management | $270,137 | 0.0% |
Exited
| Jane Street Group, Llc | $2.85M | was 0.0% |
| Empower Advisory Group, LLC | $218,342 | was 0.0% |
| Qube Research & Technologies… | $44,610 | was 0.0% |
| Bnp Paribas Financial Markets | $3,627 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 998 holders, 239.06M shares, $17.99B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
Get this via the API