BIV
Vanguard Intermediate-Term Bond ETF
1W: -0.4%
1M: -1.2%
3M: -2.6%
YTD: -1.4%
1Y: +1.9%
3Y: +8.8%
5Y: -1.4%
$76.30
+0.07 (+0.09%)
Weekly Expected Move ±0.6%
$75
$76
$76
$77
$77
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BIV
1,076
Institutional Holders
+21 vs prior quarter
0.0%
Ownership
+0.00pp
15B
Total Invested
98
New Positions
492
Increased
362
Reduced
123
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1173 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 25,526,720 | 1.9B | +1,249,895 | +5.1% | 12Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 23,554,417 | 1.8B | +6,716,649 | +39.9% | 13Q | SEC ↗ |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 12,069,986 | $921M | +825,494 | +7.3% | 13Q | SEC ↗ |
| 4 | True Link Financial Advisors, LLC | 10,715,536 | $818M | +5,489,995 | +105.1% | 13Q | SEC ↗ |
| 5 | GOLDMAN SACHS GROUP INC | 10,357,175 | $790M | -7,325,743 | -41.4% | 13Q | SEC ↗ |
| 6 | EP Wealth Advisors, LLC | 10,240,765 | $781M | +1,604,973 | +18.6% | 2Q | SEC ↗ |
| 7 | MORGAN STANLEY | 7,471,592 | $570M | +790,288 | +11.8% | 12Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 7,183,505 | $548M | +541,131 | +8.1% | 13Q | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 5,596,477 | $427M | +821,713 | +17.2% | 13Q | SEC ↗ |
| 10 | LPL Financial LLC | 5,283,152 | $403M | +127,653 | +2.5% | 13Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC | 4,201,316 | $321M | -10,767 | -0.3% | 13Q | SEC ↗ |
| 12 | MATHER GROUP, LLC. | 3,700,472 | $282M | +175,387 | +5.0% | 13Q | SEC ↗ |
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,697,194 | $282M | +159,004 | +4.5% | 13Q | SEC ↗ |
| 14 | JONES FINANCIAL COMPANIES LLLP | 3,109,181 | $237M | +648,675 | +26.4% | 13Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 2,523,280 | $193M | +279,712 | +12.5% | 6Q | SEC ↗ |
| 16 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S NEW | 2,304,912 | $176M | — | +0.0% | 1Q | SEC ↗ |
| 17 | LINCOLN NATIONAL CORP | 2,185,893 | $167M | +33,908 | +1.6% | 13Q | SEC ↗ |
| 18 | ROYAL BANK OF CANADA | 2,086,383 | $159M | +156,231 | +8.1% | 13Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 2,065,521 | $158M | -98,677 | -4.6% | 13Q | SEC ↗ |
| 20 | Mariner, LLC | 2,000,360 | $153M | +121,642 | +6.5% | 13Q | SEC ↗ |
| 21 | Zhang Financial LLC | 1,890,146 | $144M | +369,993 | +24.3% | 13Q | SEC ↗ |
| 22 | Retirement Investment Advisors, Inc. | 1,716,738 | $131M | — | +0.0% | 8Q | SEC ↗ |
| 23 | Cetera Investment Advisers | 1,704,946 | $130M | +136,539 | +8.7% | 13Q | SEC ↗ |
| 24 | UBS Group AG | 1,701,195 | $130M | -155,546 | -8.4% | 13Q | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 1,500,572 | $114M | +102,235 | +7.3% | 13Q | SEC ↗ |
| 26 | FIFTH THIRD BANCORP | 1,496,862 | $114M | +1,369,725 | +1077.4% | 13Q | SEC ↗ |
| 27 | FMR LLC | 1,434,660 | $109M | +39,416 | +2.8% | 13Q | SEC ↗ |
| 28 | Efficient Advisors, LLC | 1,414,410 | $108M | -1,329,572 | -48.5% | 13Q | SEC ↗ |
| 29 | COMERICA BANK | 1,364,610 | $104M | +33,975 | +2.6% | 10Q | SEC ↗ |
| 30 | BCM ADVISORS, LLC | 1,264,392 | $96M | -53,406 | -4.1% | 13Q | SEC ↗ |
| 31 | Beacon Capital Management, Inc. | 1,242,294 | $95M | +430,985 | +53.1% | 13Q | SEC ↗ |
| 32 | American Trust | 1,240,393 | $95M | +92,702 | +8.1% | 4Q | SEC ↗ |
| 33 | COMMONWEALTH EQUITY SERVICES, LLC | 1,232,952 | $94M | +45,872 | +3.9% | 13Q | SEC ↗ |
| 34 | PEAPACK GLADSTONE FINANCIAL CORP | 1,224,496 | $93M | +109,287 | +9.8% | 12Q | SEC ↗ |
| 35 | Cerity Partners LLC | 1,208,682 | $92M | +95,831 | +8.6% | 13Q | SEC ↗ |
| 36 | TRUIST FINANCIAL CORP | 1,208,391 | $92M | -15,739 | -1.3% | 13Q | SEC ↗ |
| 37 | Creative Planning | 1,128,425 | $86M | +76,991 | +7.3% | 13Q | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 1,087,410 | $83M | +445,094 | +69.3% | 13Q | SEC ↗ |
| 39 | Cambridge Investment Research Advisors | 1,050,401 | $80M | +115,682 | +12.4% | 13Q | SEC ↗ |
| 40 | Family Investment Center, Inc. | 966,958 | $74M | +21,185 | +2.2% | 10Q | SEC ↗ |
| 41 | JPMORGAN CHASE & CO | 952,304 | $73M | +377,646 | +65.7% | 13Q | SEC ↗ |
| 42 | Farmers & Merchants Trust Co of Chambe | 948,655 | $72M | +492,315 | +107.9% | 12Q | SEC ↗ |
| 43 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 939,709 | $72M | -557,301 | -37.2% | 11Q | SEC ↗ |
| 44 | BANK OF MONTREAL /CAN | 883,809 | $67M | -18,001 | -2.0% | 13Q | SEC ↗ |
| 45 | VANGUARD GROUP INC | 882,475 | $67M | +85,197 | +10.7% | 12Q | SEC ↗ |
| 46 | VANGUARD ADVISERS INC NEW | 880,949 | $67M | — | +0.0% | 1Q | SEC ↗ |
| 47 | WIT, LLC | 861,173 | $66M | +77,294 | +9.9% | 9Q | SEC ↗ |
| 48 | World Investment Advisors | 789,396 | $60M | -494,728 | -38.5% | 13Q | SEC ↗ |
| 49 | Private Advisor Group, LLC | 770,358 | $59M | +128,832 | +20.1% | 13Q | SEC ↗ |
| 50 | Discipline Wealth Solutions, LLC | 728,902 | $56M | +98,573 | +15.6% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 2,304,912 | $176M |
| VANGUARD ADVISERS INC | 880,949 | $67M |
| BANK HAPOALIM BM | 514,490 | $39M |
| SOUTHERN MICHIGAN BANK & TRUST | 433,773 | $33M |
| Tandem Financial, LLC | 304,306 | $23M |
| Leo H. Evart, Inc. | 153,348 | $12M |
| Vertrix Wealth Management, LLC | 145,845 | $11M |
| MISSION WEALTH MANAGEMENT, LP | 137,060 | $10M |
| Clarity Asset Management, Inc. | 136,446 | $10M |
| Fortis Advisors, LLC | 119,118 | $9M |
| Wealth Advisory Team LLC | 85,614 | $7M |
| WNY Asset Management, LLC | 82,765 | $6M |
| FISCHER INVESTMENT STRATEGIES, LLC | 80,609 | $6M |
| AQR CAPITAL MANAGEMENT LLC | 63,790 | $5M |
| TRITONPOINT WEALTH, LLC | 63,350 | $5M |
| LexAurum Advisors, LLC | 49,062 | $4M |
| Vanguard National Trust Co | 45,346 | $3M |
| INTEGRITY ALLIANCE, LLC. | 38,887 | $3M |
| JANE STREET GROUP, LLC | 36,952 | $3M |
| PARK AVENUE SECURITIES LLC | 33,310 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Diana Davis Spencer Foundation | 1,426,000 | $109M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 872,963 | $67M |
| SMI Advisory Services, LLC | 318,471 | $24M |
| Yeomans Consulting Group, Inc. | 243,563 | $19M |
| Consolidated Portfolio Review Corp | 239,523 | $18M |
| Penserra Capital Management LLC | 197,810 | $15M |
| CITADEL ADVISORS LLC | 146,882 | $11M |
| Destiny Wealth Partners, LLC | 113,101 | $9M |
| Refined Wealth Management | 98,070 | $7M |
| J.W. COLE ADVISORS, INC. | 97,827 | $7M |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | 90,035 | $7M |
| FLOW TRADERS U.S. LLC | 87,555 | $7M |
| WESTWOOD HOLDINGS GROUP INC | 83,634 | $6M |
| COUNTRY TRUST BANK | 77,000 | $6M |
| Westwood Wealth Management | 72,757 | $6M |
| Redhawk Wealth Advisors, Inc. | 66,582 | $5M |
| Capital Advisory Group Advisory Ser | 56,517 | $4M |
| Advisors Preferred, LLC | 51,732 | $4M |
| Integrated Investment Consultants, | 44,938 | $3M |
| Ballast, Inc. | 38,052 | $3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +6,716,649 | +39.9% | 23,554,417 |
| True Link Financial Advisors, LLC | +5,489,995 | +105.1% | 10,715,536 |
| EP Wealth Advisors, LLC | +1,604,973 | +18.6% | 10,240,765 |
| FIFTH THIRD BANCORP | +1,369,725 | +1077.4% | 1,496,862 |
| WELLS FARGO & COMPANY/MN | +1,249,895 | +5.1% | 25,526,720 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +825,494 | +7.3% | 12,069,986 |
| Baird Financial Group, Inc. | +821,713 | +17.2% | 5,596,477 |
| MORGAN STANLEY | +790,288 | +11.8% | 7,471,592 |
| JONES FINANCIAL COMPANIES LLLP | +648,675 | +26.4% | 3,109,181 |
| BANK OF AMERICA CORP /DE | +541,131 | +8.1% | 7,183,505 |
| Farmers & Merchants Trust Co of Cha | +492,315 | +107.9% | 948,655 |
| CITIZENS FINANCIAL GROUP INC/RI | +462,848 | +2523.6% | 481,189 |
| Rockefeller Capital Management L.P. | +445,094 | +69.3% | 1,087,410 |
| Beacon Capital Management, Inc. | +430,985 | +53.1% | 1,242,294 |
| JPMORGAN CHASE & CO | +377,646 | +65.7% | 952,304 |
| Zhang Financial LLC | +369,993 | +24.3% | 1,890,146 |
| 49 WEALTH MANAGEMENT, LLC | +366,967 | +114.1% | 688,532 |
| RAYMOND JAMES FINANCIAL INC | +279,712 | +12.5% | 2,523,280 |
| Valpey Financial Services, LLC | +230,972 | +7896.5% | 233,897 |
| EverSource Wealth Advisors, LLC | +192,976 | +163.0% | 311,333 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -7,325,743 | -41.4% | 10,357,175 |
| TIAA TRUST, NATIONAL ASSOCIATION | -2,490,751 | -98.4% | 41,114 |
| Envestnet Portfolio Solutions, Inc. | -1,796,360 | -79.9% | 450,631 |
| Efficient Advisors, LLC | -1,329,572 | -48.5% | 1,414,410 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -557,301 | -37.2% | 939,709 |
| World Investment Advisors | -494,728 | -38.5% | 789,396 |
| Cooper Financial Group | -490,190 | -93.4% | 34,515 |
| Strategic Advocates LLC | -348,615 | -95.9% | 14,767 |
| Heartwood Wealth Advisors LLC | -219,886 | -98.0% | 4,541 |
| US BANCORP \DE | -209,306 | -22.9% | 704,047 |
| Capital Analysts, LLC | -171,094 | -47.1% | 191,791 |
| Corient Private Wealth LLC | -168,940 | -46.6% | 193,757 |
| UBS Group AG | -155,546 | -8.4% | 1,701,195 |
| GREENUP STREET WEALTH MANAGEMENT LL | -153,526 | -33.1% | 310,158 |
| Greystone Financial Group, LLC | -150,867 | -39.8% | 228,154 |
| Frankly Finances, LLC | -139,254 | -47.0% | 156,920 |
| IFC & Insurance Marketing, Inc. | -119,958 | -59.9% | 80,290 |
| Fiduciary Wealth Partners, LLC | -103,519 | -81.1% | 24,049 |
| Pinnacle Financial Partners, Inc. | -103,506 | -35.9% | 184,814 |
| CITIGROUP INC | -101,431 | -36.7% | 175,132 |