Stock ownership · SEC 13F · Q4 2025
VANGUARD INTERMEDIATE
A breakdown of VANGUARD INTERMEDIATE's institutional base (CUSIP 92206C870): the holders, the concentration among them, and what changed last quarter.
- $6.4M
- Reported value
- 11
- Institutions
- 90%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, VANGUARD INTERMEDIATE ranks #525 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 11 institutions report $6.4M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.
- 11
- institutions hold it
- $6.4M
- reported 13F value
- 90%
- held by top 5
- #525
- 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 INTERMEDIATE ranks #525 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 92206C870 · Q4 2025 $6M reported
VALUE-LIGHT · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL
- VALUE-LIGHT #525/775
- HOLDERS-NARROW 11 filers
- CONC-DOM 90% top-5
- PHOTO-FINISH NUCOR
- ACTIVITY-QUIET 0 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: NUCOR CORP
Read with: Ownership concentration guide - VANGUARD INTERMEDIATE's top-five holders account for 90% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · VANGUARD INTERMEDIATE
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
VANGUARD INTERMEDIATE vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
11 Top 67% higher than 33% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · Q4 2025
Institutional ownership over time
The number of institutions reporting a VANGUARD INTERMEDIATE position has risen from 7 to 11 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Titan Investment Management LLC | 41,717 | $3.5M | 54.9% |
| 2 | Westshore Wealth, LLC | 9,055 | $758K | 11.9% |
| 3 | BDFS Capital LLC | 8,086 | $677K | 10.6% |
| 4 | ARWA LLC | 5,158 | $432K | 6.8% |
| 5 | TD Capital Management LLC | 4,100 | $343K | 5.4% |
| 6 | Financially in Tune, LLC | 3,753 | $314K | 4.9% |
| 7 | Tempo Wealth, LLC | 2,926 | $245K | 3.9% |
| 8 | MidFirst Bank | 669 | $56K | 0.9% |
| 9 | Anchor Investment Management, LLC | 367 | $31K | 0.5% |
| 10 | Strategic Investment Solutions, Inc. /IL | 105 | $9K | 0.1% |
| 11 | Bell Investment Advisors, Inc | 36 | $3K | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among VANGUARD INTERMEDIATE's reported holders for Q4 2025, by reported value:
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for VANGUARD INTERMEDIATE: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($6.4M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (11 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 2026-09-26.