Stock ownership · SEC 13F · Q4 2025
VANGUARD INTER-TERM
Institutional ownership of VANGUARD INTER-TERM (CUSIP 92206C706) - who holds it, how concentrated it is, and what moved last quarter.
- $4.6M
- Reported value
- 7
- Institutions
- 99%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, VANGUARD INTER-TERM ranks #576 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 7 institutions report $4.6M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 7
- institutions hold it
- $4.6M
- reported 13F value
- 99%
- held by top 5
- #576
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, VANGUARD INTER-TERM ranks #576 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 92206C706 · Q4 2025 $5M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-LIGHT #576/775
- HOLDERS-FOCUS 7 filers
- CONC-DOM 99% top-5
- PHOTO-FINISH NOVARTIS AG F
- ACTIVITY-MID 7 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: NOVARTIS AG F
Read with: Ownership concentration guide - VANGUARD INTER-TERM's top-five holders account for 99% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · VANGUARD INTER-TERM
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a VANGUARD INTER-TERM position has risen from 3 to 7 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | FLOYD FINANCIAL GROUP LLC | 30,855 | $1.9M | 40.4% |
| 2 | Nolet Wealth Management, LLC | 20,894 | $1.3M | 27.2% |
| 3 | Titan Investment Management LLC | 11,128 | $667K | 14.5% |
| 4 | Oak Grove Capital LLC | 8,500 | $509K | 11.1% |
| 5 | Ketron Financial | 4,779 | $286K | 6.2% |
| 6 | Anchor Investment Management, LLC | 339 | $20K | 0.4% |
| 7 | Strategic Investment Solutions, Inc. /IL | 173 | $10K | 0.2% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among VANGUARD INTER-TERM's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (7)
Complete exits (7)
Frequently Asked Questions
How many institutions hold VANGUARD INTER-TERM?▼
Where does VANGUARD INTER-TERM sit among tracked securities?▼
What is the total institutional value of VANGUARD INTER-TERM?▼
How concentrated is ownership of VANGUARD INTER-TERM?▼
Who is the largest institutional holder of VANGUARD INTER-TERM?▼
Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for VANGUARD INTER-TERM: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($4.6M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (7 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.