Ballentine Capital Advisors, Inc
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2011580
GREENVILLE, SC
Position in BIV
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$28,167,304
+$668,032 QoQ
Shares Held
364,956
+3.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
36.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,167,304 | 364,956 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $27,499,272 | 353,098 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $26,399,808 | 338,069 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $25,274,093 | 326,792 | Shares | Sole | 2025-09-03 | |
| 2025-03-31 | $25,083,106 | 327,584 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $23,125,871 | 309,459 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $24,260,217 | 309,560 | Shares | Sole | 2024-11-19 | |
| 2024-06-30 | $22,989,133 | 306,972 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $22,581,772 | 299,493 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $17,283,113 | 226,278 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||