Vanguard Intermediate-Term Bond ETF (BIV) Institutional Ownership

$74.04
-0.19 (-0.26%)
(As of 05/10/2024 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)
$3.03B
Number of
Institutional Sellers
(last 12 months)
376
Total
Institutional Outflows
(last 12 months)
$1.29B
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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
5/11/2024ESL Trust Services LLC45,776$3.45M0.9%+19.7%0.020%
5/11/2024Jacobi Capital Management LLC4,226$319K0.0%N/A0.002%
5/11/2024Edgestream Partners L.P.14,254$1.08M0.1%N/A0.006%
5/10/2024Osaic Holdings Inc.1,455,482$109.75M0.2%-32.4%0.627%
5/10/2024Blue Barn Wealth LLC20,379$1.54M0.9%+1.5%0.009%
5/10/2024TIAA Trust National Association1,463,896$110.47M0.3%+20.6%0.631%
5/10/2024Vanguard Group Inc.278,059$20.97M0.0%+57.7%0.120%
5/10/2024Pinkerton Retirement Specialists LLC323,830$24.42M3.9%+9.6%0.140%
5/10/2024 Kelman Lazarov Inc.53,835$4.06M0.8%-6.5%0.023%
5/10/2024 Motco10,203$769K0.0%+8.3%0.004%
5/10/2024 Nwam LLC90,915$6.85M0.6%+3.0%0.039%
5/9/2024 Private Portfolio Partners LLC5,776$435K0.1%+63.5%0.002%
5/9/2024 Blair William & Co. IL50,557$3.81M0.0%-46.9%0.022%
5/9/2024 Orion Portfolio Solutions LLC214,996$16.21M0.2%+5.0%0.093%
5/9/2024 Kingsview Wealth Management LLC20,180$1.52M0.0%-11.2%0.009%
5/9/2024 SageView Advisory Group LLC18,300$1.38M0.1%-64.3%0.008%
5/9/2024 Private Management Group Inc.5,449$411K0.0%N/A0.002%
5/9/2024 Jacobson & Schmitt Advisors LLC224,706$16.94M4.0%+10.6%0.097%
5/9/2024 Koshinski Asset Management Inc.9,054$683K0.1%+35.6%0.004%
5/8/2024 FPC Investment Advisory Inc.240,025$17.62M17.4%N/A0.103%
5/8/2024 Sheets Smith Wealth Management36,252$2.73M0.3%-6.5%0.016%
5/8/2024 TSA Wealth Managment LLC3,584$270K0.1%N/A0.002%
5/8/2024 Bleakley Financial Group LLC18,737$1.41M0.0%-34.9%0.008%
5/8/2024 Neumann Capital Management LLC90,307$6.81M2.4%+9.7%0.039%
5/8/2024 Avantax Advisory Services Inc.422,609$31.87M0.3%+1.3%0.182%
5/8/2024 US Bancorp DE988,061$74.50M0.1%-1.2%0.426%
5/8/2024 Addison Capital Co3,062$231K0.1%-8.7%0.001%
5/8/2024 Hohimer Wealth Management LLC14,972$1.13M0.3%+103.5%0.006%
5/8/2024 Mycio Wealth Partners LLC14,849$1.12M0.3%N/A0.006%
5/8/2024 Cornerstone Planning Group LLC171,340$12.70M3.9%+6.6%0.074%
5/8/2024 Watershed Private Wealth LLC2,841$214K0.1%-20.4%0.001%
5/8/2024 Verus Financial Partners Inc.514,119$38.77M4.5%+3,945.6%0.222%
5/7/2024 Meeder Advisory Services Inc.178,072$13.43M1.4%+9.8%0.077%
5/7/2024 Meeder Asset Management Inc.31,424$2.37M0.1%+14.2%0.014%
5/7/2024 White Lighthouse Investment Management Inc.43,544$3.28M0.7%+13.2%0.019%
5/7/2024 Concurrent Investment Advisors LLC42,315$3.19M0.1%+18.4%0.018%
5/7/2024 Atomi Financial Group Inc.4,173$315K0.0%-8.4%0.002%
5/7/2024 Keudell Morrison Wealth Management365,325$27.55M8.3%-18.7%0.157%
5/7/2024 Smithfield Trust Co205,391$15.49M0.8%+17.6%0.089%
5/7/2024 Bernardo Wealth Planning LLC50,005$3.77M1.0%-1.8%0.022%
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5/7/2024 Windward Private Wealth Management Inc.275,939$20.81M8.5%+6.0%0.119%
5/7/2024 PFG Advisors4,031$304K0.0%-8.3%0.002%
5/6/2024 Envestnet Portfolio Solutions Inc.2,128,419$160.48M0.6%-2.0%0.917%
5/6/2024 Advisory Alpha LLC43,316$3.27M0.1%-0.5%0.019%
5/4/2024 Evolution Advisers Inc.69,446$5.24M2.9%+4.4%0.030%
5/4/2024 Geneos Wealth Management Inc.323,028$24.36M1.1%+3.1%0.139%
5/4/2024 Silver Oak Advisory Group Inc.71,847$5.42M3.0%+5.0%0.031%
5/4/2024 Joseph P. Lucia & Associates LLC34,944$2.64M1.4%+83.8%0.015%
5/4/2024 Richardson Financial Services Inc.1,700$128K0.1%N/A0.001%
5/3/2024 Investments & Financial Planning LLC28,452$2.15M1.5%+5.7%0.012%
5/3/2024 Avidian Wealth Solutions LLC12,475$941K0.0%+12.4%0.005%
5/3/2024 Larson Financial Group LLC98,718$7.44M0.6%+5.2%0.043%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors36,642$2.76M0.3%-39.2%0.016%
5/3/2024 Easterly Investment Partners LLC16,692$1.26M0.1%+4.3%0.007%
5/3/2024 Liberty Wealth Management LLC3,639$274K0.1%+60,550.0%0.002%
5/3/2024 Absolute Capital Management LLC5,141$388K0.2%+4.5%0.002%
5/3/2024 Franklin Parlapiano Turner & Welch LLC464,063$34.99M9.6%+0.3%0.200%
5/3/2024 Integrity Financial Corp WA10,522$793K0.5%-7.3%0.005%
5/2/2024 Mutual Advisors LLC60,101$4.53M0.1%+12.2%0.026%
5/2/2024 Smart Money Group LLC30,239$2.22M0.9%+7.7%0.013%
5/2/2024 Salomon & Ludwin LLC330$25K0.0%N/A0.000%
5/2/2024 Poplar Forest Capital LLC14,077$1.06M0.1%+1.7%0.006%
5/2/2024 Financial Counselors Inc.415,466$31.33M0.5%-43.4%0.179%
5/2/2024 Lwmg LLC3,521$266K0.1%-30.3%0.002%
5/2/2024 GSB Wealth Management LLC6,054$456K0.1%-10.3%0.003%
5/2/2024 Vantage Financial Partners LLC5,626$424K0.1%+16.1%0.002%
5/2/2024 Lincoln National Corp1,873,521$141.26M2.2%+5.3%0.807%
5/2/2024 Life Planning Partners Inc24,682$1.86M1.9%-3.3%0.011%
5/2/2024 Mitchell Mcleod Pugh & Williams Inc.28,658$2.16M0.5%+26.5%0.012%
5/2/2024 Darrow Company Inc.172,644$13.02M8.5%+9.9%0.074%
5/2/2024 Palisade Asset Management LLC1,178$89K0.0%N/A0.001%
5/2/2024 Hanlon Investment Management Inc.25,245$1.90M0.6%+5.2%0.011%
5/1/2024 StoneX Group Inc.39,143$2.95M0.3%-2.6%0.017%
5/1/2024 Connecticut Wealth Management LLC97,127$7.32M0.4%-3.2%0.042%
5/1/2024 Janney Montgomery Scott LLC416,782$31.43M0.1%+1.9%0.180%
5/1/2024 Concourse Financial Group Securities Inc.75,439$5.69M0.4%+12.0%0.033%
5/1/2024 Prosperity Consulting Group LLC5,258$396K0.0%+68.6%0.002%
5/1/2024 Avior Wealth Management LLC55,866$4.21M0.2%-13.8%0.024%
4/30/2024 Private Advisor Group LLC239,059$18.03M0.1%+16.2%0.103%
4/30/2024 Consolidated Portfolio Review Corp233,534$17.61M4.6%-1.4%0.101%
4/30/2024 J.W. Cole Advisors Inc.32,884$2.47M0.1%+28.2%0.014%
4/30/2024 Stephenson & Company Inc.130,374$9.83M7.2%+6.6%0.056%
4/30/2024 Granite Harbor Advisors Inc.48,725$3.67M2.5%+1.0%0.021%
4/30/2024 Norden Group LLC15,000$1.13M0.1%N/A0.006%
4/30/2024 MA Private Wealth160,977$12.14M2.5%+139.3%0.069%
4/30/2024 RF&L Wealth Management LLC3,840$290K0.2%-14.5%0.002%
4/30/2024 Delta Financial Group Inc.10,544$795K0.2%+25.8%0.005%
4/30/2024 Joel Isaacson & Co. LLC34,390$2.59M0.1%+79.5%0.015%
4/30/2024 Naples Global Advisors LLC37,305$2.81M0.3%+8.3%0.016%
4/30/2024 Perigon Wealth Management LLC107,626$8.12M0.2%+2.9%0.046%
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4/30/2024 Mayflower Financial Advisors LLC17,888$1.35M0.1%+14.7%0.008%
4/30/2024 Townsend Asset Management Corp NC ADV849$64K0.0%+190.8%0.000%
4/29/2024Commonwealth Equity Services LLC745,232$56.19M0.1%+6.7%0.321%
4/29/2024 Benjamin Edwards Inc.1,888$142K0.0%-21.6%0.001%
4/29/2024 Benjamin F. Edwards & Company Inc.960$72K0.0%-23.6%0.000%
4/29/2024 Forthright Family Wealth Advisory LLC62,371$4.70M3.2%-4.4%0.027%
4/29/2024 Brio Consultants LLC677,073$51.05M8.6%+9.6%0.292%
4/29/2024 First National Bank & Trust Co. of Newtown340,563$25.68M5.2%+0.9%0.147%
4/27/2024 Fonville Wealth Management LLC51,125$3.86M1.7%+43.6%0.022%
4/27/2024 Capital Performance Advisors LLP47,774$3.60M1.4%+103.8%0.021%
(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, 884 institutional investors and hedge funds held shares of Vanguard Intermediate-Term Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.23B), Wells Fargo & Company MN ($584.80M), United Capital Financial Advisers LLC ($420.42M), Bank of America Corp DE ($378.82M), Northwestern Mutual Wealth Management Co. ($370.35M), Morgan Stanley ($361.37M), and LPL Financial LLC ($293.79M).Learn more on BIV's institutional investors.

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

Of the 757 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: Envestnet Asset Management Inc. ($5.60M), United Capital Financial Advisers LLC ($5.32M), True Link Financial Advisors LLC ($2.70M), Beacon Capital Management Inc. ($2.31M), Envestnet Portfolio Solutions Inc. ($2.17M), Wells Fargo & Company MN ($1.75M), and Efficient Advisors LLC ($1.56M).

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

Institutional investors have bought a total of 74,958,879 shares in the last 24 months. This purchase volume represents approximately $5.62B in transactions.

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

Of the 562 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. ($5.21M), Beacon Capital Management Inc. ($1.83M), Efficient Advisors LLC ($1.50M), Wells Fargo & Company MN ($1.10M), Bank of America Corp DE ($997.92K), Baird Financial Group Inc. ($979.66K), and Merit Financial Group LLC ($931.22K).

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

Institutional investors have sold a total of 31,223,804 shares in the last 24 months. This volume of shares sold represents approximately $2.36B in transactions.


This page (NYSEARCA:BIV) was last updated on 5/11/2024 by MarketBeat.com Staff

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