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Vanguard Intermediate-Term Bond ETF shares owned by Ballast Advisors

Quarter-by-quarter ownership of Vanguard Intermediate-Term Bond ETF (BIV) shares owned by Ballast Advisors from 13F filings

Historical chart of Ballast Advisors investment in Vanguard Intermediate-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Intermediate-Term Bond ETF held by Ballast Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Intermediate-Term Bond ETF by Ballast Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4k 18 77.17
2020-03-31 $65k 727 89.41

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Schwab U.s. Large-cap Value Etf Etf (SCHV)
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Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Ishares Core Us Etf (AGG)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Enterprise Products Partners (EPD)
Microsoft Corporation (MSFT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Taiwan Semiconductor Mfg (TSM)
Berkshire Hathaway (BRK.B)
NVIDIA Corporation (NVDA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Uber Technologies (UBER)

View all positions for Ballast Advisors

Top funds holding Vanguard Intermediate-Term Bond ETF

Wells Fargo & Company
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
EP Wealth Advisors
Morgan Stanley
Bank of America Corporation
Baird Financial
True Link Financial Advisors
LPL Financial
Ameriprise Financial
Mather Group
United Capital Financial Advisers
Jones Financial Companies, L.L
Raymond James Financial

View all funds holding Vanguard Intermediate-Term Bond ETF