Vanguard Intermediate-Term BBIVETF
13F holders, Q4 2024 (December 31)933holders +77
59new positions
43sold out
3famous investors
$74.43avg. 13F price*
At the end of Q4 2024, 933 institutions reported holding Vanguard Intermediate-Term B (BIV) in their 13F filings, up 77 from Q3 2024. 59 opened new positions and 43 sold out. The largest holders were Envestnet Asset Management Inc. ($1.3B), Wells Fargo & Company ($915.9M) and Northwestern Mutual Wealth Management Co. ($620.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $116.1M |
| Exits | 43 | $57.6M |
All 13F filers, Q3 2024 → Q4 2024: 19,421,497 shares bought and 4,533,289 shares sold, net +14,888,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 933 holders
| Envestnet Asset Management Inc. | 0.40% | Reduce -0.3% | 16,853,798 | $1.3B |
| Wells Fargo & Company | 0.22% | Add +58.5% | 12,256,214 | $915.9M |
| Northwestern Mutual Wealth Management Co. | 0.52% | Add +7.1% | 8,304,286 | $620.6M |
| Goldman Sachs Group Inc. | 0.11% | Add +4.8% | 7,731,180 | $577.8M |
| Bank of America Corp. | 0.04% | Add +1.1% | 6,275,941 | $469.0M |
| Morgan Stanley | 0.03% | Add +3.1% | 6,054,031 | $452.4M |
| EP Wealth Advisors, LLC | 2.79% | Add +50.6% | 4,575,308 | $341.9M |
| LPL Financial LLC | 0.14% | Add +17.3% | 4,536,942 | $339.0M |
| True Link Financial Advisors, LLC | 24.79% | Add +6.6% | 3,952,928 | $295.4M |
| Ameriprise Financial Inc. | 0.07% | Add +3.8% | 3,785,314 | $283.0M |
| Baird Financial Group, Inc. | 0.46% | Add +5.5% | 3,201,780 | $239.3M |
| Mather Group, Llc. | 2.82% | Add +7.2% | 2,909,578 | $217.4M |
| United Capital Financial Advisors, LLC | 1.68% | Add +2.5% | 2,666,492 | $199.3M |
| Envestnet Portfolio Solutions, Inc. | 0.55% | Add +4.0% | 2,240,007 | $167.4M |
| Tiaa Trust, National Association | 0.49% | Add +13.8% | 2,162,753 | $161.6M |
| Lincoln National Corp. | 4.79% | Add +6.3% | 1,994,238 | $149.0M |
| Osaic Holdings, Inc. | 0.33% | Add +55.9% | 2,596,169 | $144.8M |
| Royal Bank of Canada | 0.03% | Add +4.6% | 1,796,465 | $134.3M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Add +6.1% | 1,708,551 | $127.7M |
| FMR LLC | 0.01% | Reduce -9.1% | 1,690,417 | $126.3M |
| Mariner, LLC | 0.20% | Add +2.1% | 1,571,454 | $117.4M |
| Jones Financial Companies LLLP | 0.11% | Add +8.1% | 1,508,819 | $112.8M |
| Retirement Investment Advisors, Inc. | 11.34% | Add +4.6% | 1,438,817 | $107.5M |
| Diana Davis Spencer Foundation | 37.60% | No change | 1,426,000 | $106.6M |
| Raymond James Financial Inc. | 0.04% | — | 1,396,996 | $104.4M |
| Bank of New York Mellon Corp | 0.02% | Add +4.0% | 1,319,966 | $98.6M |
| Efficient Advisors, LLC | 6.16% | Add +5.6% | 1,280,746 | $95.7M |
| Comerica Bank | 0.37% | Add +9.8% | 1,229,131 | $91.9M |
| UBS Group AG | 0.02% | Reduce -6.0% | 1,159,173 | $86.6M |
| Cetera Investment Advisers | 0.16% | Add +4.0% | 1,015,368 | $75.9M |
| Peapack Gladstone Financial Corp. | 1.03% | Add +14.1% | 946,443 | $70.7M |
| American Trust | 5.27% | Reduce -7.2% | 926,492 | $69.2M |
| US Bancorp \de | 0.09% | Reduce -0.6% | 917,526 | $68.6M |
| Truist Financial Corp. | 0.11% | Add +3.4% | 914,204 | $68.3M |
| Commonwealth Equity Services, LLC | 0.10% | Add +1.4% | 909,750 | $68.0M |
| BCM Advisors, LLC | 15.15% | Add +13.7% | 899,033 | $67.8M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Reduce -0.3% | 852,848 | $63.7M |
| Beacon Capital Management, Inc. | 2.69% | Add +49.0% | 831,571 | $62.1M |
| Wit, LLC | 1.72% | Add +99889.3% | 710,924 | $53.8M |
| Cerity Partners LLC | 0.12% | Add +21.3% | 716,746 | $53.6M |
| Bank of Montreal | 0.03% | Add +13.1% | 710,749 | $53.1M |
| Reliant Wealth Planning | 23.06% | Add +4.2% | 657,918 | $49.2M |
| Sage Financial Management Group, Inc. | 17.70% | Add +14.3% | 639,562 | $47.8M |
| Cranbrook Wealth Management, LLC | 11.01% | Add +4.9% | 635,495 | $47.5M |
| Vanguard Group Inc. | 0.00% | Add +28.8% | 632,341 | $47.3M |
| MML Investors Services, LLC | 0.15% | Add +4.0% | 576,976 | $43.1M |
| Mfa Wealth Advisors, LLC | 10.49% | Add +17.6% | 548,621 | $41.0M |
| Cary Street Partners Financial LLC | 1.29% | — | 572,569 | $39.9M |
| Badgley Phelps Wealth Managers, LLC | 0.93% | Add +2.4% | 532,837 | $39.8M |
| Francis Financial, Inc. | 10.02% | Add +6.4% | 527,836 | $39.4M |
| Verus Financial Partners, Inc. | 4.41% | Add +1.1% | 530,891 | $39.2M |
| Discipline Wealth Solutions, LLC | 17.42% | Add +9.3% | 503,304 | $37.6M |
| Modera Wealth Management, LLC | 0.44% | Reduce -0.3% | 488,982 | $36.5M |
| Franklin, Parlapiano, Turner & Welch, LLC | 9.76% | Add +1.6% | 482,687 | $36.1M |
| Brighton Securities Corp. | 17.24% | — | 474,564 | $35.5M |
| Willow Creek Wealth Management Inc. | 3.60% | Add +7.3% | 472,548 | $35.3M |
| PNC Financial Services Group, Inc. | 0.02% | Add +1.7% | 463,502 | $34.6M |
| Cornerstone Planning Group LLC | 8.46% | Add +134.6% | 458,093 | $34.5M |
| Janney Montgomery Scott LLC | 0.10% | Add +4.6% | 460,272 | $34.4M |
| Farther Finance Advisors, LLC | 1.24% | Add +13.1% | 458,716 | $34.3M |
| HighTower Advisors, LLC | 0.05% | Add +5.2% | 440,844 | $32.9M |
| Cannon Financial Strategists, Inc. | 5.49% | Add +6.9% | 428,778 | $32.0M |
| Seneschal Advisors, LLC | 26.77% | — | 428,377 | $32.0M |
| Financial Engines Advisors L.L.C. | 0.07% | Add +68.8% | 427,277 | $31.9M |
| Moisand Fitzgerald Tamayo, LLC | 4.46% | Add +4.9% | 421,682 | $31.5M |
| Stifel Financial Corp. | 0.03% | Add +1.4% | 420,853 | $31.5M |
| Burt Wealth Advisors | 7.86% | Add +8.9% | 414,267 | $31.0M |
| Carolinas Wealth Consulting LLC | 5.95% | Reduce -0.4% | 405,187 | $30.3M |
| Financial Counselors Inc. | 0.44% | Add +60.8% | 402,647 | $30.1M |
| Cooper Financial Group | 3.60% | Add +10.2% | 400,349 | $29.9M |
| BetterWealth, LLC | 8.17% | New | 396,971 | $29.7M |
| Atria Wealth Solutions, Inc. | 0.32% | Add +12.4% | 395,106 | $29.5M |
| Avior Wealth Management, LLC | 1.08% | Add +4.7% | 394,938 | $29.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.6% | 379,627 | $28.4M |
| Rosenberg Matthew Hamilton | 7.36% | Add +3.6% | 378,967 | $28.3M |
| Wealthfront Advisers LLC | 0.08% | Add +116.3% | 378,178 | $28.3M |
| Private Advisor Group, LLC | 0.16% | Add +20.7% | 370,546 | $27.7M |
| Gordian Advisors LLC | 21.91% | Add +5.9% | 370,515 | $27.7M |
| SMI Advisory Services, LLC | 6.25% | Add +3.6% | 367,148 | $27.1M |
| Pinkerton Wealth, LLC | 3.87% | Add +3.6% | 357,093 | $26.7M |
| Roundview Capital LLC | 1.83% | Add +9.4% | 350,423 | $26.2M |
| Geneos Wealth Management Inc. | 0.91% | Reduce -1.3% | 347,765 | $26.0M |
| Townsquare Capital LLC | 0.29% | Add +7.5% | 341,747 | $25.5M |
| Strategic Advocates LLC | 8.52% | Add +7.1% | 337,808 | $25.2M |
| Creative Planning | 0.02% | Add +630.4% | 335,846 | $25.1M |
| First National Bank & Trust Co. of Newtown | 5.04% | Reduce -5.5% | 323,332 | $24.2M |
| Austin Private Wealth, LLC | 2.24% | Reduce -10.7% | 319,712 | $23.9M |
| Ballentine Capital Advisors, Inc | 11.98% | Reduce -0.0% | 309,459 | $23.1M |
| Williams Financial, LLC | 14.36% | Add +3.4% | 308,672 | $23.1M |
| Farmers & Merchants Trust Co of Chambersburg PA | 8.68% | Add +20.6% | 307,170 | $23.0M |
| Scott Capital Advisors, LLC | 6.60% | Add +4.6% | 311,032 | $22.9M |
| Brown Wealth Management, LLC | 8.06% | Add +8.4% | 304,414 | $22.7M |
| Thrivent Financial for Lutherans | 0.04% | Add +13.7% | 298,457 | $22.5M |
| Windward Private Wealth Management Inc. | 8.66% | Add +2.4% | 297,228 | $22.2M |
| Schiavi & Co LLC | 8.37% | Add +8.8% | 286,830 | $21.4M |
| Greystone Financial Group, LLC | 3.70% | Add +1.9% | 284,712 | $21.3M |
| FPC Investment Advisory, Inc. | 14.97% | Reduce -3.2% | 272,187 | $20.5M |
| Prime Capital Investment Advisors, LLC | 0.30% | Reduce -2.3% | 272,595 | $20.4M |
| Family Investment Center, Inc. | 5.11% | Add +65.7% | 269,533 | $20.1M |
| ForthRight Wealth Management, LLC | 6.65% | Add +6.5% | 267,151 | $20.0M |
"% of holder's portfolio" is BIV's weight in each manager's 13F, not the share of Vanguard Intermediate-Term B the manager owns.