Vanguard Intermediate-Term BBIVETF
13F holders, Q2 2024 (June 30)828holders +11
69new positions
66sold out
$74.81avg. 13F price*
At the end of Q2 2024, 828 institutions reported holding Vanguard Intermediate-Term B (BIV) in their 13F filings, up 11 from Q1 2024. 69 opened new positions and 66 sold out. The largest holders were Envestnet Asset Management Inc. ($1.2B), Goldman Sachs Group Inc. ($647.9M) and Wells Fargo & Company ($577.4M).
- Company
- Vanguard Intermediate-Term B
- CUSIP
- 921937819
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $50.7M |
| Exits | 66 | $69.5M |
All 13F filers, Q1 2024 → Q2 2024: 9,107,878 shares bought and 4,494,487 shares sold, net +4,613,391 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 828 holders
| Envestnet Asset Management Inc. | 0.43% | Add +0.1% | 16,506,501 | $1.2B |
| Goldman Sachs Group Inc. | 0.13% | Add +5.6% | 8,651,968 | $647.9M |
| Wells Fargo & Company | 0.15% | Reduce -4.3% | 7,709,642 | $577.4M |
| Northwestern Mutual Wealth Management Co. | 0.52% | Add +12.3% | 7,038,111 | $527.2M |
| Bank of America Corp. | 0.05% | Add +12.9% | 6,285,190 | $470.7M |
| Morgan Stanley | 0.03% | Add +2.3% | 5,141,044 | $385.0M |
| LPL Financial LLC | 0.14% | Reduce -0.1% | 3,728,442 | $279.2M |
| Ameriprise Financial Inc. | 0.06% | Add +2.7% | 2,956,876 | $221.5M |
| Baird Financial Group, Inc. | 0.46% | Add +5.4% | 2,928,404 | $219.3M |
| Mather Group, Llc. | 2.69% | Add +11.0% | 2,898,162 | $218.5M |
| True Link Financial Advisors, LLC | 19.54% | Add +4.2% | 2,812,708 | $210.6M |
| United Capital Financial Advisors, LLC | 1.71% | Add +2.8% | 2,649,938 | $198.5M |
| EP Wealth Advisors, LLC | 1.74% | Add +37.0% | 2,193,072 | $164.2M |
| Envestnet Portfolio Solutions, Inc. | 0.55% | Reduce -0.6% | 2,116,318 | $158.5M |
| FMR LLC | 0.01% | Add +1.0% | 2,001,927 | $149.9M |
| Lincoln National Corp. | 4.75% | Add +0.1% | 1,876,371 | $140.5M |
| UBS Group AG | 0.04% | Reduce -2.1% | 1,789,786 | $134.0M |
| Tiaa Trust, National Association | 0.40% | Add +19.2% | 1,745,267 | $130.7M |
| Royal Bank of Canada | 0.03% | Reduce -6.3% | 1,644,148 | $123.1M |
| Osaic Holdings, Inc. | 0.29% | Add +11.1% | 1,617,319 | $121.1M |
| Mariner, LLC | 0.21% | Add +19.2% | 1,430,804 | $107.2M |
| Diana Davis Spencer Foundation | 37.81% | No change | 1,426,000 | $106.8M |
| Jones Financial Companies LLLP | 0.11% | Add +5.7% | 1,284,145 | $96.2M |
| Retirement Investment Advisors, Inc. | 11.63% | — | 1,279,259 | $95.8M |
| Efficient Advisors, LLC | 6.02% | Add +4.3% | 1,239,314 | $92.8M |
| Bank of New York Mellon Corp | 0.02% | Add +2.2% | 1,226,612 | $91.9M |
| Comerica Bank | 0.33% | Add +5.0% | 1,068,843 | $80.0M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Add +3.4% | 1,012,575 | $75.8M |
| American Trust | 6.12% | Add +0.5% | 997,892 | $74.7M |
| US Bancorp \de | 0.09% | Reduce -7.2% | 917,344 | $68.7M |
| Cetera Investment Advisers | 0.15% | Add +3.3% | 867,445 | $65.0M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Reduce -9.4% | 864,644 | $64.8M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +22.8% | 828,443 | $62.0M |
| Commonwealth Equity Services, LLC | 0.10% | Add +10.1% | 820,501 | $61.4M |
| BCM Advisors, LLC | 14.18% | Add +3.1% | 779,574 | $59.8M |
| Truist Financial Corp. | 0.09% | Reduce -22.6% | 796,167 | $59.6M |
| Peapack Gladstone Financial Corp. | 0.84% | Add +24.8% | 733,823 | $55.0M |
| Amplius Wealth Advisors, LLC | 5.78% | Add +9.1% | 693,318 | $51.9M |
| Brio Consultants, LLC | 8.50% | Add +1.6% | 688,262 | $51.5M |
| Reliant Wealth Planning | 21.46% | Add +1.6% | 621,030 | $46.5M |
| Cranbrook Wealth Management, LLC | 10.50% | Add +13.4% | 569,704 | $42.7M |
| Bank of Montreal | 0.01% | Add +14.0% | 544,952 | $41.1M |
| MML Investors Services, LLC | 0.17% | Add +3.6% | 545,815 | $40.9M |
| Raymond James & Associates | 0.03% | Add +12.0% | 534,395 | $40.0M |
| Cerity Partners LLC | 0.11% | Add +8.0% | 525,720 | $39.4M |
| Verus Financial Partners, Inc. | 4.51% | Add +0.8% | 518,192 | $38.8M |
| Badgley Phelps Wealth Managers, LLC | 0.95% | Add +1.3% | 511,217 | $38.3M |
| Modera Wealth Management, LLC | 0.54% | Add +26.9% | 488,383 | $36.6M |
| Cary Street Partners Investment Advisory LLC | 1.46% | Add +4.4% | 524,731 | $36.4M |
| Franklin, Parlapiano, Turner & Welch, LLC | 9.81% | Add +1.8% | 472,353 | $35.4M |
| Beacon Capital Management, Inc. | 1.46% | Reduce -8.6% | 453,091 | $33.9M |
| PNC Financial Services Group, Inc. | 0.02% | Add +5.5% | 447,513 | $33.5M |
| Francis Financial, Inc. | 9.85% | Add +4.8% | 432,728 | $32.4M |
| Willow Creek Wealth Management Inc. | 3.68% | Add +8.7% | 431,890 | $32.3M |
| Janney Montgomery Scott LLC | 0.10% | Add +3.3% | 430,642 | $32.3M |
| Discipline Wealth Solutions, LLC | 25.00% | Add +11.8% | 422,756 | $31.7M |
| Stifel Financial Corp. | 0.04% | Reduce -0.7% | 421,629 | $31.6M |
| Cannon Financial Strategists, Inc. | 5.89% | Add +5.1% | 412,258 | $30.9M |
| Farther Finance Advisors, LLC | 1.48% | Add +1.6% | 411,526 | $30.6M |
| Carolinas Wealth Consulting LLC | 5.88% | Reduce -0.8% | 406,874 | $30.5M |
| Vanguard Group Inc. | 0.00% | Add +42.9% | 397,216 | $29.7M |
| HighTower Advisors, LLC | 0.05% | Add +35.4% | 389,503 | $29.2M |
| Moisand Fitzgerald Tamayo, LLC | 4.17% | Add +18.8% | 372,126 | $27.9M |
| Avior Wealth Management, LLC | 1.18% | Add +553.7% | 365,171 | $27.3M |
| Burney Co./ | 1.04% | Reduce -30.9% | 365,160 | $27.3M |
| Austin Private Wealth, LLC | 2.94% | Reduce -1.9% | 364,980 | $27.3M |
| Burt Wealth Advisors | 7.18% | Reduce -0.5% | 363,927 | $27.3M |
| OLIO Financial Planning | 11.34% | Reduce -0.1% | 351,399 | $26.9M |
| SMI Advisory Services, LLC | 6.47% | Add +4.4% | 347,790 | $26.2M |
| Cooper Financial Group | 3.75% | Add +12.3% | 341,026 | $25.5M |
| Rosenberg Matthew Hamilton | 7.52% | Add +20.6% | 342,979 | $25.5M |
| First National Bank & Trust Co. of Newtown | 5.14% | Reduce -0.8% | 337,858 | $25.3M |
| Pinkerton Wealth, LLC | 3.81% | Add +2.3% | 331,358 | $24.8M |
| Geneos Wealth Management Inc. | 1.10% | Add +2.1% | 329,988 | $24.7M |
| Gordian Advisors LLC | 22.93% | Reduce -3.1% | 317,758 | $23.8M |
| Atria Wealth Solutions, Inc. | 0.26% | Add +3.8% | 315,716 | $23.6M |
| Roundview Capital LLC | 1.84% | Add +1.4% | 311,582 | $23.3M |
| Ballentine Capital Advisors, Inc | 12.22% | Add +2.5% | 306,972 | $23.0M |
| Strategic Advocates LLC | 8.83% | Add +4.2% | 297,103 | $22.3M |
| Financial Counselors Inc. | 0.36% | Reduce -28.9% | 295,302 | $22.1M |
| Bank of Stockton | 6.98% | Reduce -16.6% | 294,089 | $22.0M |
| Williams Financial, LLC | 14.53% | Add +0.3% | 291,424 | $21.8M |
| Scott Capital Advisors, LLC | 6.44% | Reduce -8.1% | 289,850 | $21.8M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -11.3% | 290,490 | $21.8M |
| Prime Capital Investment Advisors, LLC | 0.32% | Reduce -21.1% | 288,788 | $21.6M |
| Windward Private Wealth Management Inc. | 8.72% | Add +4.3% | 287,743 | $21.5M |
| Private Advisor Group, LLC | 0.14% | Add +18.6% | 283,456 | $21.2M |
| Townsquare Capital LLC | 0.28% | Add +3.9% | 276,275 | $20.7M |
| Greystone Financial Group, LLC | 4.02% | Add +2.8% | 274,688 | $20.6M |
| JPMorgan Chase & Co. | 0.00% | Add +9.1% | 271,301 | $20.3M |
| Keudell/Morrison Wealth Management | 5.75% | Reduce -28.2% | 262,418 | $19.7M |
| Schiavi & Co LLC | 7.45% | Add +3.5% | 253,426 | $19.0M |
| Capital Insight Partners, LLC | 3.54% | Reduce -13.6% | 250,631 | $18.8M |
| Avantax Advisory Services, Inc. | 0.13% | Reduce -42.0% | 245,272 | $18.4M |
| FPC Investment Advisory, Inc. | 16.50% | Add +0.5% | 241,118 | $18.3M |
| Diversified Portfolios, Inc. | 2.39% | Reduce -5.9% | 242,110 | $18.1M |
| Brown Wealth Management, LLC | 7.26% | Add +5.5% | 240,414 | $18.0M |
| Smithfield Trust Co | 0.92% | Add +14.5% | 235,154 | $17.6M |
| Consolidated Portfolio Review Corp | 4.10% | Add +0.6% | 234,847 | $17.6M |
| Orion Porfolio Solutions, LLC | 0.18% | Add +8.0% | 232,089 | $17.4M |
"% of holder's portfolio" is BIV's weight in each manager's 13F, not the share of Vanguard Intermediate-Term B the manager owns.