Ballentine Partners, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1374889
Waltham, MA
Position in BIV
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,525,968
+$1,463,395 QoQ
Shares Held
45,685
+72.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,525,968 | 45,685 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,062,573 | 26,484 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,061,185 | 26,395 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,056,702 | 26,593 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,128,033 | 27,792 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,206,104 | 29,521 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,248,200 | 28,687 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,275,382 | 30,383 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,257,174 | 29,936 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $2,246,946 | 29,418 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,159,393 | 29,863 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,841,179 | 24,474 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,808,224 | 23,563 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,787,841 | 24,056 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,211,832 | 16,492 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,090,827 | 14,048 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,373,954 | 16,776 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,469,913 | 16,776 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,495,436 | 16,720 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,504,131 | 16,720 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,512,491 | 17,046 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,503,891 | 16,197 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,324,611 | 14,170 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $1,310,344 | 14,061 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,256,069 | 14,061 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||