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Vanguard Intermediate-Term Bond ETF shares owned by Ballentine Partners

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

Historical chart of Ballentine Partners investment in Vanguard Intermediate-Term Bond ETF

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All positions including Vanguard Intermediate-Term Bond ETF held by Ballentine Partners 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 Ballentine Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 26k 78.09
2025-06-30 $2.1M 27k 77.34
2025-03-31 $2.1M 28k 76.57
2024-12-31 $2.2M 30k 74.73
2024-09-30 $2.2M 29k 78.37
2024-06-30 $2.3M 30k 74.89
2024-03-31 $2.3M 30k 75.40
2023-12-31 $2.2M 29k 76.38
2023-09-30 $2.2M 30k 72.31
2023-06-30 $1.8M 25k 75.23
2023-03-31 $1.8M 24k 76.74
2022-12-31 $1.8M 24k 74.32
2022-09-30 $1.2M 17k 73.49
2022-06-30 $1.1M 14k 77.66
2022-03-31 $1.4M 17k 81.90
2021-12-31 $1.5M 17k 87.63
2021-09-30 $1.5M 17k 89.41
2021-06-30 $1.5M 17k 89.95
2021-03-31 $1.5M 17k 88.70
2020-12-31 $1.5M 16k 92.86
2020-09-30 $1.3M 14k 93.51
2020-06-30 $1.3M 14k 93.17
2020-03-31 $1.3M 14k 89.33
2019-12-31 $1.2M 14k 87.19
2019-09-30 $1.2M 14k 87.99
2019-06-30 $1.2M 14k 86.53
2019-03-31 $1.1M 13k 83.92
2018-12-31 $2.4M 30k 81.28
2018-09-30 $2.4M 30k 80.49
2018-06-30 $2.4M 29k 80.97
2018-03-31 $2.2M 27k 81.77
2017-12-31 $2.3M 27k 83.85
2017-09-30 $2.0M 23k 84.66
2017-06-30 $1.9M 22k 84.60

More positions owned by Ballentine Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Glb Infrastr Etf (IGF)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Large Cap Etf (VV)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Ballentine Partners

Top funds holding Vanguard Intermediate-Term Bond ETF

Wells Fargo & Company
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Goldman Sachs Group
Morgan Stanley
EP Wealth Advisors
LPL Financial
True Link Financial Advisors
Baird Financial
Ameriprise Financial
United Capital Financial Advisers
Mather Group
Tiaa Trust, National Association
Envestnet Portfolio Solutions
Raymond James Financial

View all funds holding Vanguard Intermediate-Term Bond ETF