As of the latest SEC filings, VANGUARD INTERMEDIATE-TERM BOND ETF (BIV) is held by 12 institutional funds. The largest fund shareholder is LVIP Vanguard Bond Allocation Fund (N/A), holding an estimated $168,707,221.74 in market value, representing 11.15% of its portfolio.
Funds holding VANGUARD INTERMEDIATE-TERM BOND ETF (BIV)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BIV
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
-
LVIP Vanguard Bond Allocation Fund
|
ETF | Independent / Boutique | 11.15% | $168,707,221.74 | 2,185,893 | Mar 31, 2026 | May 18, 2026 |
|
LOWAX
Ladenburg Growth & Income Fund
|
MF | Independent / Boutique | 7.19% | $12,881,187.64 | 166,898 | Mar 31, 2026 | May 28, 2026 |
|
LNOAX
Ladenburg Income & Growth Fund
|
MF | Independent / Boutique | 11.10% | $6,443,449.48 | 83,486 | Mar 31, 2026 | May 28, 2026 |
|
LGWCX
Ladenburg Growth Fund
|
MF | Independent / Boutique | 4.01% | $5,375,664.18 | 69,651 | Mar 31, 2026 | May 28, 2026 |
|
TDSB
ETC Cabana Target Beta ETF
|
ETF | Independent / Boutique | 8.99% | $4,460,998.40 | 57,920 | Apr 30, 2026 | Jun 26, 2026 |
|
EVGLX
The E-Valuator Growth (70%-85%) RMS Fund
|
MF | Independent / Boutique | 1.07% | $2,691,652.50 | 34,875 | Mar 31, 2026 | May 26, 2026 |
|
EVMLX
The E-Valuator Moderate (50%-70%) RMS Fund
|
MF | Independent / Boutique | 1.70% | $2,464,511.76 | 31,932 | Mar 31, 2026 | May 26, 2026 |
|
EVCLX
The E-Valuator Conservative (15%-30%) RMS Fund
|
MF | Independent / Boutique | 3.52% | $1,695,335.88 | 21,966 | Mar 31, 2026 | May 26, 2026 |
|
LNCAX
Ladenburg Income Fund
|
MF | Independent / Boutique | 18.00% | $1,693,252.02 | 21,939 | Mar 31, 2026 | May 28, 2026 |
|
LAWCX
Ladenburg Aggressive Growth Fund
|
MF | Independent / Boutique | 1.91% | $1,260,812.48 | 16,336 | Mar 31, 2026 | May 28, 2026 |
|
EVVLX
The E-Valuator Very Conservative (0%-15%) RMS Fund
|
MF | Independent / Boutique | 4.63% | $993,152.24 | 12,868 | Mar 31, 2026 | May 26, 2026 |
|
EVTTX
The E-Valuator Conservative/Moderate (30%-50%) RMS Fund
|
MF | Independent / Boutique | 2.71% | $874,758.12 | 11,334 | Mar 31, 2026 | May 26, 2026 |
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