BIV institutional holders

Vanguard Intermediate-Term Bond ETF · 1,066 reporting institutions · $19B reported value

Funds that can replace BIV · BIV return decomposition

Institutional holdings

Institutions reporting BIV, largest first
InstitutionReported positionAdvisors at firmReport period
Wells Fargo & Company/mn$2B02026-06-30
Envestnet Pmc$1.9B602026-06-30
Northwestern Mutual Wealth Management Co$983.5M02026-06-30
Ep Wealth Advisors, LLC$934.1M3382026-06-30
Goldman Sachs Group Inc$862.8M02026-06-30
Morgan Stanley$665.4M23,1852026-06-30
Bank of America Corp /de$554.2M02026-06-30
Baird Financial Group, Inc.$473.8M02026-06-30
True Link Financial Advisors$437.7M62026-06-30
Lpl Financial LLC$411.1M23,4582026-06-30
United Capital Financial Advisors, LLC$306.4M1662026-06-30
Ameriprise Financial Inc$299.6M02026-06-30
Jones Financial Companies LLLP$261.2M02026-06-30
TIAA-CREF Individual & Institutional Services, LLC$186.8M1,7212026-06-30
Raymond James Financial Inc$184.1M02026-06-30
Lincoln National Corp$172.7M02026-06-30
Osaic Holdings, Inc.$159.1M02026-06-30
Royal Bank of Canada$157.8M02026-06-30
Mariner, LLC$155M02026-06-30
Zhang Financial LLC$146.9M202026-06-30
UBS Group AG$141.1M02026-06-30
Retirement Investment Advisors, Inc.$138.2M82026-06-30
Cetera Investment Advisers$137.5M10,3702026-06-30
Mather Group, Llc.$125M1102026-06-30
Bank of New York Mellon Corp$117.1M02026-06-30
Fmr LLC$116.3M02026-06-30
Fifth Third Bancorp$112.9M02026-06-30
Efficient Advisors, LLC$109.2M02026-03-31
Comerica Bank$106.3M02025-12-31
Creative Planning$105.2M1,1712026-06-30
Assetmark, Inc$103.3M2202026-06-30
Cerity Partners LLC$97.9M7772026-06-30
Truist Financial Corp$96.9M02026-06-30
Bcm Advisors, LLC$95.7M82026-06-30
American Trust$93.1M02026-06-30
Commonwealth Equity Services, LLC$92.6M2,8632026-06-30
Rockefeller Capital Management LP$88.1M3462026-06-30
Citizens Financial Group Inc/ri$80.6M02026-06-30
Family Investment Center, Inc.$79.7M122026-06-30
Wealth Enhancement Advisory Services, LLC$77.1M1,0262026-06-30
Vanguard Advisers Inc$74.7M2,4692026-06-30
Bank of Montreal /can$70.5M02026-06-30
Vanguard Group Inc$68.7M02025-12-31
Wit, LLC$66.1M02026-06-30
Discipline Wealth Solutions, Inc.$62.8M192026-06-30
World Investment Advisors$61.2M3592026-06-30
Cranbrook Wealth Management, LLC$56M52026-06-30
US Bancorp$55.9M02026-06-30
MML Investors Services, LLC$54.8M5,1202026-06-30
Sagevest Wealth Management$54.6M42026-06-30
Verus Financial Partners, Inc.$54.2M122026-06-30
Cannon Financial Strategists, Inc.$53.4M292026-06-30
Stephens Inc /ar$52.5M2432026-06-30
Scott Capital Advisors, LLC$51.9M62026-06-30
Jpmorgan Chase & Co$51.3M02026-06-30
Reliant Wealth Planning, LLC$48.5M62026-06-30
Francis Financial, Inc.$48.1M102026-06-30
Cornerstone Planning Group LLC$46.1M232026-06-30
Mfa Wealth Advisors, LLC$46.1M82026-06-30
Daymark Wealth Partners, LLC$44.2M372026-06-30
Stifel Financial Corp$42.8M02026-06-30
&partners$42.5M5552026-06-30
PNC Financial Services Group, Inc.$41.7M02026-06-30
Badgley Phelps Wealth Managers, LLC$40.2M282026-06-30
Midwest Trust Co$40.1M02026-06-30
Beacon Capital Management, Inc.$40M262026-06-30
Betterwealth, LLC$40M52026-06-30
Pinkerton Wealth, LLC$39.8M192026-06-30
True Freedom Investing, LLC$38.3M22026-06-30
Willow Creek Wealth Management Inc.$38.2M102025-09-30
Lvw Advisors, LLC$37.9M82026-06-30
Franklin, Parlapiano, Turner & Welch LLC$37.5M52026-06-30
Farther Finance Advisors, LLC$37.5M3342026-06-30
Envestnet Portfolio Solutions, Inc.$36.1M32026-06-30
Burt Wealth Advisors$35.8M02025-09-30
Geneos Wealth Management, Inc.$35.7M1932026-06-30
Gordian Advisors LLC$34.7M32026-06-30
Hightower Advisors, LLC$34.6M1,0462026-06-30
Avior Wealth Management, LLC$34.1M692026-06-30
Brighton Securities Corp.$34M222026-06-30
Cary Street Partners Financial LLC$33.5M02026-06-30
Southern Michigan Bank & Trust$33.3M02026-06-30
Greenup Street Wealth Management LLC$32.1M202026-06-30
Wescott Financial Advisory Group, LLC$32.1M232026-06-30
Grey Fox Wealth Advisors, LLC$32M112026-06-30
Prime Capital Financial$31.8M2652026-06-30
Wealthfront Advisers LLC$31.5M402026-06-30
Modera Wealth Management, LLC$31.4M1352026-06-30
Roundview Capital, LLC$31.3M52026-06-30
Ballentine Capital Advisors, Inc$31M02026-06-30
Captrust Financial Advisors$30.9M9622026-06-30
Seneschal Advisors, LLC$30.4M32026-06-30
Keyes, Stange & Wooten Wealth Management, LLC$30.3M62026-06-30
Fpc Investment Advisory, Inc.$30.1M32026-06-30
Compass Planning Associates Inc$29.9M32026-06-30
Christine Messmer, P.C.$29.9M22026-06-30
Brown Wealth Management, LLC$29.8M62026-06-30
Acorn Creek Capital LLC$29.8M52026-06-30
Lodestar Private Asset Management LLC$29.7M52026-06-30
Everhart Financial Group, Inc.$29.3M362026-06-30
Hoge Financial Services, LLC$28M62026-06-30
Schiavi & Co LLC$27.9M62026-06-30
Austin Asset$27.4M152026-06-30
Retirement Management Systems$26.6M52026-06-30
Rosenberg Matthew Hamilton$25.9M42026-06-30
Windward Private Wealth Management Inc.$25.6M52026-06-30
Forthright Wealth Management, LLC$25.5M72026-06-30
Mai Capital Management$25.5M3082026-06-30
Fonville Wealth Management LLC$25M122026-06-30
Vestmark Advisory Solutions, Inc.$24.7M82026-06-30
Tandem Financial, LLC$23.7M62026-06-30
Orion Porfolio Solutions, LLC$23.5M1992026-06-30
Kropog Financial Group, LLC$23.4M42026-06-30
Gamma Investing LLC$22.9M72026-06-30
Focus Partners Advisor Solutions, LLC$22.7M422026-06-30
Principal Financial Group Inc$22.5M02026-06-30
Edelman Financial Engines$22.4M7222026-06-30
First Merchants Corp$22.4M02026-06-30
Brewster Financial Planning LLC$22.3M32026-06-30
American Money Management, LLC$22.1M112026-06-30
Ashton Thomas Private Wealth, LLC$21.7M962026-06-30
Clark Asset Management, LLC$21.5M72026-06-30
Trustmark Bank Trust Department$21.2M02026-06-30
Bartlett & Co. Wealth Management LLC$21.2M322026-06-30
First National Bank & Trust Co of Newtown$20.3M02026-06-30
Human Investing LLC$20.3M162026-06-30
Great Valley Advisor Group, LLC$20M2052026-06-30
M&T Bank Corp$19.9M02026-06-30
Retirement Capital Strategies, Inc.$19.8M22026-06-30
Creativeone Wealth, LLC$19.8M2212026-06-30
Parkside Financial Bank & Trust$19.6M02026-03-31
Silver Coast Investments LLC$19.4M112026-06-30
Mba Advisors LLC$19.2M32026-06-30
Mgo One Seven LLC$19.1M1182026-06-30
Darrow Company, Inc.$19.1M42026-06-30
Lido Advisors, LLC$18.8M3202026-06-30
Cambridge Capital Management, LLC$17.7M42026-06-30
Newedge Advisors$17.4M6012026-06-30
Greystone Financial Group, LLC$17.2M42026-06-30
Gemmer Asset Management LLC$16.9M82026-06-30
Tumwater Wealth Management, LLC$16.8M32026-06-30
Neumann Capital Management, LLC$16.7M32026-06-30
Boyd Wealth Management, LLC$16.6M52026-06-30
Newsquare Capital, LLC$16.3M62026-06-30
Bokf, NA$16.2M02026-06-30
Fiduciary Financial Group, LLC$15.8M92026-06-30
Davenport & Co LLC$15.8M3392026-06-30
Certified Advisory Corp$15.5M172026-06-30
Citigroup Inc$15.4M02026-06-30
Savant Wealth Management$15.3M4052026-06-30
Apella Capital, LLC$15.3M1042026-06-30
Ameritas Advisory Services, LLC$15.2M5502026-06-30
Montecito Bank & Trust$15.2M02026-06-30
Kestra Advisory Services, LLC$15.1M1,4792026-06-30
Vertrix Wealth Management, LLC$15M62026-06-30
Associated Banc-Corp$14.9M02026-06-30
Brookstone Capital Management$14.7M3372026-06-30
Nwam LLC$14.6M622026-06-30
Citadel Advisors LLC$14.6M02026-06-30
City State Bank$14.4M02026-06-30
Allworth Financial, LP$14.3M3172026-06-30
Pinnacle Financial Partners, Inc.$14.3M02026-06-30
Bernardo Wealth Planning LLC$14.2M112026-06-30
Mitchell McLeod Pugh & Williams Inc$14M102026-06-30
Cornerstone Wealth Management, LLC$13.9M02026-06-30
Nisa Investment Advisors, LLC$13.9M822026-06-30
Fc Advisory LLC$13.8M52026-06-30
Pacific Capital Wealth Advisors, Inc.$13.5M52026-06-30
Mach-1 Financial Group, LLC$13.5M92026-06-30
Frankly Finances, LLC$13M12026-06-30
Conrad Siegel Investment Advisors$12.9M242026-06-30
Focus Partners Wealth$12.5M1,0482026-06-30
Beacon Pointe Advisors, LLC$12.4M4662026-06-30
Susquehanna International Group, LLP$12.3M02026-06-30
Ameritas Investment Partners, Inc.$12.3M72026-06-30
TD Private Client Wealth LLC$12.3M5352026-06-30
Mustard Seed Wealth Management$12M92026-06-30
Clarity Wealth Advisors, LLC$12M22026-06-30
Allied Investment Advisors, LLC$11.9M122026-06-30
Stephenson & Company, Inc.$11.9M32026-06-30
Rebel Financial LLC$11.9M72026-03-31
Sterling Financial Planning, Inc.$11.8M82026-06-30
Atria Investments, Inc$11.8M62026-06-30
Retirement Planning Group, LLC$11.8M02026-06-30
Sigma Planning Corp$11.4M4742026-06-30
Clarity Asset Management, Inc.$11.3M22026-06-30
Integrity Advisory Solutions, LLC$11.1M1272026-06-30
Fund Evaluation Group, LLC$11.1M22026-06-30
Safir Wealth Advisors, LLC$11M22026-06-30
Equity Wealth Partners, LLC$10.9M72026-06-30
Burney Co$10.7M372026-06-30
Hurlow Wealth Management Group, Inc.$10.5M112026-06-30
Seeds Investor LLC$10.4M32026-06-30
Waverly Advisors, LLC$10.4M2312026-06-30
Verde Capital Management$10.4M122026-06-30
Carl P. Sherr & Co., LLC$10.4M32026-06-30
Asset Management Group, Inc.$10.3M22026-06-30
Wealth Enhancement Trust Services, Inc.$10.3M02026-06-30
Ifg Advisors, LLC$10.2M82026-06-30
Galvin, Gaustad & Stein, LLC$10.2M82026-06-30
D.A. Davidson & Co.$10.1M6892026-06-30
Sigfig Wealth Management, LLC$10.1M42026-06-30
Mission Wealth Management, LP$10M1382026-06-30
Smart Money Group LLC$9.9M112026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$9.9M1032026-06-30
49 Wealth Management, LLC$9.8M1462026-06-30
Alongside, LLC$9.8M252026-06-30
San Luis Wealth Advisors$9.8M72026-06-30
Arax Advisory Partners$9.6M2322026-06-30
Joel Isaacson & Co., LLC$9.6M152026-06-30
Go Invest LLC$9.6M12026-06-30
Vci Wealth Management LLC$9.6M222026-06-30
Eversource Wealth Advisors, LLC$9.5M772026-06-30
Capital Group Private Client Services, Inc.$9.3M1062026-06-30
Naples Global Advisors, LLC$9.1M162026-06-30
Sanctuary Advisors, LLC$9M4012026-06-30
Patton Albertson Miller Group, LLC$9M182026-06-30
Elevatus Welath Management$9M52026-06-30
Kestra Private Wealth Services, LLC$9M2062026-06-30
Fifth Third Securities, Inc.$9M1,0142026-06-30
Merit Financial Group, LLC$8.9M2952026-06-30
J.W. Cole Advisors, Inc.$8.9M4992026-06-30
Fortis Advisors, LLC$8.8M32026-06-30
Stephen J. Garry & Associates, LLC$8.6M32026-06-30
Tillman Hartley LLC$8.5M32026-06-30
Avantax Planning Partners, Inc.$8.5M102026-06-30
Hohimer Wealth Management, LLC$8.4M132026-06-30
Continuum Advisory, LLC$8.3M402026-06-30
Blair William & Co/il$8.3M3292026-06-30
Prospera Financial Services, Inc.$8.1M2702026-06-30
Kroeger Financial Partners$8.1M22026-06-30
Private Advisor Group, LLC$8.1M9272026-06-30
Consilium Wealth Advisory, LLC$8.1M52026-06-30
Bay Capital Advisors, LLC$8M52026-06-30
Cutler Investment Counsel LLC$7.9M212026-06-30
Ma Private Wealth$7.9M52026-06-30
Integrated Wealth Concepts LLC$7.7M4802026-06-30
St. Louis Trust Co$7.7M02026-06-30
Hanover Advisors Inc$7.7M22026-06-30
Synovus Financial Corp$7.7M02025-09-30
Summit Financial, LLC$7.7M2292026-06-30
Parker Financial LLC$7.7M42026-06-30
Genesis Private Wealth, LLC$7.5M62026-06-30
Deutsche Bank AG$7.5M02026-06-30
Sovereign Financial Group, Inc.$7.4M232026-06-30
New Hampshire Trust$7.2M02026-06-30
Mutual Advisors, LLC$7.1M1532026-06-30
Mercer Global Advisors Inc /adv$7.1M02026-06-30
Snowden Capital Advisors LLC$7.1M1222026-06-30
Intergy Private Wealth, LLC$7.1M52026-06-30

The 250 largest of 1,066 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30