Vanguard Intermediate-Term BBIVETF
13F holders, Q3 2024 (September 30)856holders +28
73new positions
52sold out
2famous investors
$78.69avg. 13F price*
At the end of Q3 2024, 856 institutions reported holding Vanguard Intermediate-Term B (BIV) in their 13F filings, up 28 from Q2 2024. 73 opened new positions and 52 sold out. The largest holders were Envestnet Asset Management Inc. ($1.3B), Northwestern Mutual Wealth Management Co. ($607.5M) and Wells Fargo & Company ($605.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard Intermediate-Term B
- CUSIP
- 921937819
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $141.0M |
| Exits | 52 | $33.8M |
All 13F filers, Q2 2024 → Q3 2024: 12,649,479 shares bought and 5,103,850 shares sold, net +7,545,629 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 856 holders
| Envestnet Asset Management Inc. | 0.43% | Add +2.5% | 16,910,184 | $1.3B |
| Northwestern Mutual Wealth Management Co. | 0.54% | Add +10.1% | 7,751,287 | $607.5M |
| Wells Fargo & Company | 0.15% | Add +0.3% | 7,730,221 | $605.8M |
| Goldman Sachs Group Inc. | 0.11% | Reduce -14.7% | 7,377,283 | $578.2M |
| Bank of America Corp. | 0.04% | Reduce -1.2% | 6,208,215 | $486.5M |
| Morgan Stanley | 0.03% | Add +14.2% | 5,869,348 | $460.0M |
| LPL Financial LLC | 0.14% | Add +3.8% | 3,868,222 | $303.2M |
| True Link Financial Advisors, LLC | 24.67% | Add +31.8% | 3,707,227 | $290.5M |
| Ameriprise Financial Inc. | 0.07% | Add +23.4% | 3,647,726 | $285.6M |
| EP Wealth Advisors, LLC | 2.05% | Add +38.5% | 3,037,989 | $238.1M |
| Baird Financial Group, Inc. | 0.46% | Add +3.7% | 3,035,983 | $237.9M |
| Mather Group, Llc. | 2.73% | Reduce -6.3% | 2,715,315 | $212.8M |
| United Capital Financial Advisors, LLC | 1.68% | Reduce -1.8% | 2,602,727 | $204.0M |
| Envestnet Portfolio Solutions, Inc. | 0.55% | Add +1.8% | 2,154,873 | $168.9M |
| Tiaa Trust, National Association | 0.44% | Add +8.9% | 1,900,749 | $149.0M |
| Lincoln National Corp. | 4.71% | Add +0.0% | 1,876,676 | $147.1M |
| FMR LLC | 0.01% | Reduce -7.1% | 1,859,538 | $145.7M |
| Royal Bank of Canada | 0.03% | Add +4.5% | 1,717,793 | $134.6M |
| Osaic Holdings, Inc. | 0.29% | Add +3.0% | 1,665,580 | $130.6M |
| Wealth Enhancement Advisory Services, LLC | 0.27% | Add +59.0% | 1,610,345 | $126.2M |
| Mariner, LLC | 0.21% | Add +7.6% | 1,539,654 | $120.7M |
| Diana Davis Spencer Foundation | 37.73% | No change | 1,426,000 | $111.8M |
| Jones Financial Companies LLLP | 0.11% | Add +8.7% | 1,396,181 | $109.6M |
| Retirement Investment Advisors, Inc. | 11.78% | Add +7.5% | 1,375,741 | $107.8M |
| Bank of New York Mellon Corp | 0.02% | Add +3.5% | 1,269,788 | $99.5M |
| UBS Group AG | 0.03% | Reduce -31.1% | 1,233,169 | $96.6M |
| Efficient Advisors, LLC | 5.96% | Reduce -2.1% | 1,212,837 | $95.1M |
| Comerica Bank | 0.35% | Add +4.8% | 1,119,902 | $87.8M |
| American Trust | 6.45% | Add +0.0% | 997,915 | $78.2M |
| Cetera Investment Advisers | 0.17% | Add +12.6% | 976,734 | $76.5M |
| US Bancorp \de | 0.09% | Add +0.6% | 922,588 | $72.3M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +10.1% | 912,133 | $71.5M |
| Commonwealth Equity Services, LLC | 0.11% | Add +9.4% | 897,429 | $70.3M |
| Truist Financial Corp. | 0.11% | Add +11.0% | 883,821 | $69.3M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Reduce -1.1% | 855,100 | $67.0M |
| Peapack Gladstone Financial Corp. | 0.94% | Add +13.1% | 829,589 | $65.0M |
| BCM Advisors, LLC | 13.74% | Add +1.4% | 790,476 | $59.8M |
| Wit, LLC | 1.72% | — | 711 | $59.5M |
| Amplius Wealth Advisors, LLC | 5.95% | Add +0.4% | 696,075 | $54.5M |
| Reliant Wealth Planning | 21.42% | Add +1.6% | 631,290 | $49.5M |
| Bank of Montreal | 0.02% | Add +15.3% | 628,426 | $49.4M |
| Raymond James & Associates | 0.03% | Add +15.6% | 617,865 | $48.4M |
| Cranbrook Wealth Management, LLC | 10.83% | Add +6.3% | 605,773 | $47.5M |
| Cerity Partners LLC | 0.10% | Add +12.4% | 590,705 | $46.3M |
| Sage Financial Management Group, Inc. | 17.00% | New | 559,501 | $43.8M |
| Beacon Capital Management, Inc. | 1.82% | Add +23.2% | 558,197 | $43.7M |
| MML Investors Services, LLC | 0.16% | Add +1.7% | 554,997 | $43.5M |
| Verus Financial Partners, Inc. | 4.51% | Add +1.3% | 525,128 | $41.2M |
| Badgley Phelps Wealth Managers, LLC | 0.95% | Add +1.8% | 520,277 | $40.8M |
| Cary Street Partners Investment Advisory LLC | 1.44% | Add +2.9% | 539,759 | $39.2M |
| Francis Financial, Inc. | 10.29% | Add +14.7% | 496,200 | $38.9M |
| Vanguard Group Inc. | 0.00% | Add +23.6% | 490,944 | $38.5M |
| Modera Wealth Management, LLC | 0.49% | Add +0.4% | 490,391 | $38.4M |
| Franklin, Parlapiano, Turner & Welch, LLC | 9.62% | Add +0.6% | 474,956 | $37.2M |
| Mfa Wealth Advisors, LLC | 8.01% | Add +155.2% | 466,407 | $36.6M |
| Discipline Wealth Solutions, LLC | 19.06% | Add +9.0% | 460,661 | $36.1M |
| PNC Financial Services Group, Inc. | 0.02% | Add +1.9% | 455,803 | $35.7M |
| Willow Creek Wealth Management Inc. | 3.63% | Add +1.9% | 440,174 | $34.5M |
| Janney Montgomery Scott LLC | 0.10% | Add +2.2% | 440,169 | $34.5M |
| HighTower Advisors, LLC | 0.05% | Add +7.6% | 419,108 | $32.9M |
| JPMorgan Chase & Co. | 0.00% | Add +53.0% | 415,162 | $32.5M |
| Stifel Financial Corp. | 0.03% | Reduce -1.6% | 415,056 | $32.5M |
| Carolinas Wealth Consulting LLC | 5.79% | Reduce 0.0% | 406,866 | $31.9M |
| Farther Finance Advisors, LLC | 1.19% | Reduce -1.4% | 405,699 | $31.8M |
| Moisand Fitzgerald Tamayo, LLC | 4.32% | Add +8.0% | 402,017 | $31.5M |
| Cannon Financial Strategists, Inc. | 5.49% | Reduce -2.7% | 401,112 | $31.4M |
| Burt Wealth Advisors | 7.34% | Add +4.6% | 380,522 | $29.8M |
| Avior Wealth Management, LLC | 1.18% | Add +3.3% | 377,050 | $29.5M |
| Rosenberg Matthew Hamilton | 7.50% | Add +6.6% | 365,628 | $28.7M |
| Cooper Financial Group | 3.70% | Add +6.5% | 363,298 | $28.5M |
| Austin Private Wealth, LLC | 2.76% | Reduce -1.9% | 358,103 | $28.1M |
| Geneos Wealth Management Inc. | 1.05% | Add +6.7% | 352,226 | $27.6M |
| Atria Wealth Solutions, Inc. | 0.30% | Add +11.3% | 351,513 | $27.5M |
| Gordian Advisors LLC | 21.87% | Add +10.1% | 349,826 | $27.4M |
| SMI Advisory Services, LLC | 6.07% | Add +1.9% | 354,455 | $27.4M |
| Pinkerton Wealth, LLC | 3.93% | Add +4.0% | 344,587 | $27.0M |
| OLIO Financial Planning | 11.33% | Add +0.1% | 351,857 | $26.9M |
| First National Bank & Trust Co. of Newtown | 5.14% | Add +1.3% | 342,332 | $26.8M |
| Roundview Capital LLC | 1.82% | Add +2.8% | 320,362 | $25.1M |
| Townsquare Capital LLC | 0.30% | Add +15.1% | 317,858 | $24.9M |
| Strategic Advocates LLC | 8.85% | Add +6.2% | 315,492 | $24.7M |
| Ballentine Capital Advisors, Inc | 12.17% | Add +0.8% | 309,560 | $24.3M |
| Private Advisor Group, LLC | 0.15% | Add +8.3% | 306,894 | $24.1M |
| Williams Financial, LLC | 14.62% | Add +2.4% | 298,515 | $23.4M |
| Scott Capital Advisors, LLC | 6.61% | Add +2.6% | 297,392 | $23.3M |
| Windward Private Wealth Management Inc. | 8.72% | Add +0.9% | 290,326 | $22.8M |
| Brown Wealth Management, LLC | 7.94% | Add +16.8% | 280,906 | $22.0M |
| Greystone Financial Group, LLC | 3.91% | Add +1.8% | 279,500 | $21.9M |
| Prime Capital Investment Advisors, LLC | 0.31% | Reduce -3.4% | 279,109 | $21.9M |
| FPC Investment Advisory, Inc. | 18.38% | Add +16.6% | 281,255 | $21.7M |
| LVW Advisors, LLC | 2.72% | Add +9535.2% | 271,519 | $21.3M |
| Schiavi & Co LLC | 7.50% | Add +4.0% | 263,640 | $20.7M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -9.6% | 262,613 | $20.6M |
| Yeomans Consulting Group, Inc. | 7.51% | New | 256,235 | $20.1M |
| Farmers & Merchants Trust Co of Chambersburg PA | 7.69% | Add +13.8% | 254,753 | $20.0M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +280.7% | 253,161 | $19.8M |
| Smithfield Trust Co | 0.97% | Add +7.2% | 251,981 | $19.7M |
| ForthRight Wealth Management, LLC | 6.55% | Add +14.3% | 250,916 | $19.7M |
| Financial Counselors Inc. | 0.29% | Reduce -15.2% | 250,412 | $19.6M |
| Meeder Advisory Services, Inc. | 1.26% | Add +8.4% | 247,800 | $19.4M |
"% of holder's portfolio" is BIV's weight in each manager's 13F, not the share of Vanguard Intermediate-Term B the manager owns.