Vanguard Intermediate-Term BBIVETF
13F holders, Q1 2024 (March 31)817holders
1famous investor
$75.39avg. 13F price*
At the end of Q1 2024, 817 institutions reported holding Vanguard Intermediate-Term B (BIV) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($1.2B), Goldman Sachs Group Inc. ($617.7M) and Wells Fargo & Company ($607.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Intermediate-Term B
- CUSIP
- 921937819
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $143.2M |
| Exits | 54 | $57.7M |
Ownership 817 holders
| Envestnet Asset Management Inc. | 0.46% | Add +2.5% | 16,493,462 | $1.2B |
| Goldman Sachs Group Inc. | 0.13% | Reduce -32.0% | 8,192,942 | $617.7M |
| Wells Fargo & Company | 0.16% | Add +5.2% | 8,052,237 | $607.1M |
| Northwestern Mutual Wealth Management Co. | 0.49% | Add +2.2% | 6,268,104 | $472.6M |
| Bank of America Corp. | 0.04% | Reduce -21.3% | 5,565,607 | $419.6M |
| Morgan Stanley | 0.03% | Reduce -2.5% | 5,025,224 | $378.9M |
| LPL Financial LLC | 0.15% | Reduce -5.2% | 3,733,088 | $281.5M |
| Ameriprise Financial Inc. | 0.06% | Add +10.0% | 2,878,614 | $216.7M |
| Baird Financial Group, Inc. | 0.44% | Add +21.8% | 2,778,750 | $209.5M |
| True Link Financial Advisors, LLC | 19.51% | Add +35.9% | 2,699,290 | $203.5M |
| Mather Group, Llc. | 3.15% | Reduce -0.6% | 2,610,051 | $199.4M |
| United Capital Financial Advisors, LLC | 1.60% | Add +0.2% | 2,577,927 | $194.4M |
| Envestnet Portfolio Solutions, Inc. | 0.60% | Reduce -2.0% | 2,128,419 | $160.5M |
| FMR LLC | 0.01% | Reduce -9.6% | 1,982,018 | $149.4M |
| Lincoln National Corp. | 2.20% | Add +5.3% | 1,873,521 | $141.3M |
| UBS Group AG | 0.05% | Add +14.1% | 1,828,393 | $137.9M |
| Royal Bank of Canada | 0.03% | Add +1.3% | 1,755,551 | $132.4M |
| EP Wealth Advisors, LLC | 1.41% | Add +48.2% | 1,600,959 | $120.7M |
| Tiaa Trust, National Association | 0.34% | Add +20.6% | 1,463,896 | $110.5M |
| Osaic Holdings, Inc. | 0.25% | Reduce -32.4% | 1,455,482 | $109.7M |
| Diana Davis Spencer Foundation | 41.29% | No change | 1,426,000 | $107.5M |
| Jones Financial Companies LLLP | 0.12% | Add +1.8% | 1,215,307 | $91.6M |
| Mariner, LLC | 0.19% | Add +4.4% | 1,200,625 | $90.5M |
| Bank of New York Mellon Corp | 0.02% | Add +3.7% | 1,200,517 | $90.5M |
| Efficient Advisors, LLC | 5.75% | Add +2.1% | 1,187,892 | $89.6M |
| Truist Financial Corp. | 0.12% | Add +7.8% | 1,029,047 | $77.6M |
| Comerica Bank | 0.33% | Add +11.9% | 1,018,203 | $76.8M |
| American Trust | 6.26% | Add +0.0% | 993,430 | $74.9M |
| US Bancorp \de | 0.10% | Reduce -1.2% | 988,061 | $74.5M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +5.2% | 979,469 | $73.9M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Add +0.5% | 954,501 | $72.0M |
| Cetera Investment Advisers | 0.15% | Add +137.5% | 839,802 | $63.3M |
| Commonwealth Equity Services, LLC | 0.09% | Add +6.7% | 745,232 | $56.2M |
| BCM Advisors, LLC | 14.05% | Add +0.9% | 756,060 | $55.5M |
| Brio Consultants, LLC | 8.61% | Add +9.6% | 677,073 | $51.1M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Add +21.2% | 674,511 | $50.9M |
| Amplius Wealth Advisors, LLC | 5.37% | Reduce -5.1% | 635,777 | $47.9M |
| Reliant Wealth Planning | 22.05% | Add +14.1% | 611,439 | $46.1M |
| Peapack Gladstone Financial Corp. | 0.69% | Add +21.3% | 587,880 | $44.3M |
| Burney Co./ | 1.52% | Add +143.2% | 528,816 | $39.9M |
| MML Investors Services, LLC | 0.16% | Add +1.1% | 526,659 | $39.7M |
| Verus Financial Partners, Inc. | 4.54% | Add +3945.6% | 514,119 | $38.8M |
| Badgley Phelps Wealth Managers, LLC | 0.95% | Add +2.4% | 504,688 | $38.1M |
| Cranbrook Wealth Management, LLC | 9.58% | Add +10.1% | 502,528 | $37.9M |
| Beacon Capital Management, Inc. | 1.55% | Reduce -47.2% | 495,879 | $37.0M |
| Cerity Partners LLC | 0.10% | Add +20.6% | 486,605 | $36.3M |
| Bank of Montreal | 0.01% | Add +9.0% | 478,175 | $36.1M |
| Raymond James & Associates | 0.02% | Add +19.5% | 477,282 | $36.0M |
| Franklin, Parlapiano, Turner & Welch, LLC | 9.62% | Add +0.3% | 464,063 | $35.0M |
| Cary Street Partners Investment Advisory LLC | 1.48% | Add +7.3% | 502,774 | $35.0M |
| Stifel Financial Corp. | 0.04% | Reduce -4.1% | 424,576 | $32.0M |
| PNC Financial Services Group, Inc. | 0.02% | Add +9.1% | 424,402 | $32.0M |
| Avantax Advisory Services, Inc. | 0.28% | Add +1.3% | 422,609 | $31.9M |
| Janney Montgomery Scott LLC | 0.09% | Add +1.9% | 416,782 | $31.4M |
| Financial Counselors Inc. | 0.53% | Reduce -43.4% | 415,466 | $31.3M |
| Francis Financial, Inc. | 10.08% | Add +13.4% | 413,116 | $31.1M |
| Carolinas Wealth Consulting LLC | 6.09% | Add +3.7% | 409,929 | $30.9M |
| Farther Finance Advisors, LLC | 1.84% | Add +53.3% | 404,881 | $30.2M |
| Willow Creek Wealth Management Inc. | 3.50% | Add +11.4% | 397,320 | $30.0M |
| Cannon Financial Strategists, Inc. | 5.82% | Add +2.1% | 392,407 | $29.6M |
| Modera Wealth Management, LLC | 0.44% | Add +4.3% | 384,922 | $29.0M |
| Discipline Wealth Solutions, LLC | 26.14% | Add +35.7% | 378,032 | $28.2M |
| Austin Private Wealth, LLC | 3.19% | Reduce -6.8% | 371,932 | $27.8M |
| Prime Capital Investment Advisors, LLC | 0.39% | Reduce -5.9% | 365,864 | $27.6M |
| Burt Wealth Advisors | 6.99% | Add +12.3% | 365,676 | $27.6M |
| Keudell/Morrison Wealth Management | 8.34% | Reduce -18.7% | 365,325 | $27.5M |
| OLIO Financial Planning | 11.33% | Reduce -0.1% | 351,857 | $26.9M |
| Bank of Stockton | 8.21% | Reduce -0.6% | 352,803 | $26.6M |
| First National Bank & Trust Co. of Newtown | 5.21% | Add +0.9% | 340,563 | $25.7M |
| SMI Advisory Services, LLC | 6.98% | Add +8.0% | 333,213 | $24.9M |
| Gordian Advisors LLC | 22.77% | Add +6.2% | 328,065 | $24.7M |
| Thrivent Financial for Lutherans | 0.05% | Add +3.4% | 327,438 | $24.7M |
| Pinkerton Wealth, LLC | 3.93% | Add +9.6% | 323,830 | $24.4M |
| Geneos Wealth Management Inc. | 1.12% | Add +3.1% | 323,028 | $24.4M |
| Moisand Fitzgerald Tamayo, LLC | 3.61% | Add +99.0% | 313,154 | $23.6M |
| Scott Capital Advisors, LLC | 7.16% | Add +12.3% | 315,475 | $23.5M |
| Roundview Capital LLC | 1.89% | Add +9.0% | 307,410 | $23.2M |
| Atria Wealth Solutions, Inc. | 0.26% | Reduce -11.2% | 304,147 | $22.9M |
| Cooper Financial Group | 3.76% | Add +17.7% | 303,615 | $22.9M |
| Ballentine Capital Advisors, Inc | 12.28% | Add +32.4% | 299,493 | $22.4M |
| Williams Financial, LLC | 14.58% | New | 290,431 | $21.9M |
| Capital Insight Partners, LLC | 4.09% | Add +3.8% | 290,085 | $21.9M |
| HighTower Advisors, LLC | 0.04% | Reduce -3.0% | 287,574 | $21.7M |
| Strategic Advocates LLC | 8.28% | Add +118.9% | 285,136 | $21.5M |
| Sage Financial Management Group, Inc. | 10.13% | Add +14.7% | 283,682 | $21.4M |
| Rosenberg Matthew Hamilton | 6.13% | Add +4.9% | 284,452 | $21.2M |
| Vanguard Group Inc. | 0.00% | Add +57.7% | 278,059 | $21.0M |
| Windward Private Wealth Management Inc. | 8.50% | Add +6.0% | 275,939 | $20.8M |
| Greystone Financial Group, LLC | 4.02% | New | 267,254 | $20.2M |
| Townsquare Capital LLC | 0.29% | Add +1480.3% | 265,949 | $20.1M |
| Diversified Portfolios, Inc. | 2.73% | Add +3.2% | 257,233 | $19.4M |
| Revisor Wealth Management LLC | 8.53% | Add +130.4% | 248,625 | $18.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.1% | 248,576 | $18.7M |
| Schiavi & Co LLC | 7.28% | Add +8.5% | 244,834 | $18.5M |
| Private Advisor Group, LLC | 0.13% | Add +16.2% | 239,059 | $18.0M |
| PFG Investments, LLC | 1.09% | Add +7142.6% | 238,426 | $18.0M |
| FPC Investment Advisory, Inc. | 17.37% | — | 240,025 | $17.6M |
| Consolidated Portfolio Review Corp | 4.62% | Reduce -1.4% | 233,534 | $17.6M |
| Brown Wealth Management, LLC | 7.10% | New | 227,767 | $17.2M |
| Jacobson & Schmitt Advisors, LLC | 4.01% | Add +10.6% | 224,706 | $16.9M |
"% of holder's portfolio" is BIV's weight in each manager's 13F, not the share of Vanguard Intermediate-Term B the manager owns.