VANGUARD INTERMEDIATE-TERM B - Security Detail

Security Name:	VANGUARD INTERMEDIATE-TERM B
Ticker:	BIV
Security Type:	OTHER
Exchange:	US
CUSIP:	921937819

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$12.51B	-	807	-
2024-09-30	$12.28B	-1.8%	833	+3.2%
2024-12-31	$11.27B	-8.2%	635	-23.8%

Institution	Value	Shares	% of Portfolio
DIANA DAVIS SPENCER FOUNDATION	$106.6M	1,426K	37.6%
SENESCHAL ADVISORS, LLC	$32.0M	428K	26.8%
RELIANT WEALTH PLANNING	$49.2M	657K	23.1%
GORDIAN ADVISORS LLC	$27.7M	370K	21.9%
DISCIPLINE WEALTH SOLUTIONS, LLC	$37.6M	503K	17.4%
BCM ADVISORS, LLC	$67.8M	899K	15.2%
FPC INVESTMENT ADVISORY, INC.	$20.5M	272K	15.0%
CONQUIS FINANCIAL LLC	$12.3M	164K	12.6%
BALLENTINE CAPITAL ADVISORS, INC	$23.1M	309K	12.0%
RETIREMENT INVESTMENT ADVISORS, INC.	$107.5M	1,438K	11.3%
MFA WEALTH ADVISORS, LLC	$41.0M	548K	10.5%
HOGE FINANCIAL SERVICES, LLC	$14.1M	188K	10.3%
FRANCIS FINANCIAL, INC.	$39.4M	527K	10.0%
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA	$23.0M	307K	8.7%
WINDWARD PRIVATE WEALTH MANAGEMENT INC.	$22.2M	297K	8.7%
CORNERSTONE PLANNING GROUP LLC	$34.5M	458K	8.5%
SCHIAVI & CO LLC	$21.4M	286K	8.4%
DARROW COMPANY, INC.	$14.3M	191K	8.3%
BROWN WEALTH MANAGEMENT, LLC	$22.7M	304K	8.1%
BURT WEALTH ADVISORS	$31.0M	414K	7.9%
COMPASS PLANNING ASSOCIATES INC	$7.4M	98K	7.5%
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC	$12.1M	161K	7.1%
STEPHEN J. GARRY & ASSOCIATES, LLC	$7.5M	101K	7.0%
TUMWATER WEALTH MANAGEMENT, LLC	$13.2M	176K	6.9%
SILVER COAST INVESTMENTS LLC	$16.7M	223K	6.3%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
NACP	US	IMPACT SHARES NAACP MINORITY	0.083	2	24
VTES	US	VANGUARD SH TERM TAX-EX BOND	0.054	6	111
BSV	US	VANGUARD SHORT-TERM BOND ETF	0.049	43	869
BLV	US	VANGUARD LONG-TERM BOND ETF	0.039	11	282
DFIC	US	DIMENSIONAL INTERNATIONAL CO	0.037	12	322
BNDX	US	VANGUARD TOTAL INTL BOND ETF	0.036	24	664
DFEM	US	DIMENSIONAL EMERGING MARKETS	0.035	10	288
AVRE	US	AVANTIS REAL ESTATE ETF	0.034	3	88
DFIS	US	DIMENSIONAL INTERNATIONAL SM	0.034	6	176
NUBD	US	NUVEEN ESG US AGGREGATE BOND	0.032	3	95
DFAI	US	DIMENSIONAL INTERNATIONAL CO	0.032	13	412
CMF	US	ISHARES CALIFORNIA MUNI BOND	0.032	7	222
VLU	US	SPDR S&P 1500 VALUE TILT ETF	0.031	2	64
DFAX	US	DIMENSIONAL WORLD EX US CORE	0.031	12	386
DFLV	US	DIM US LARGE CAP VALUE ETF	0.030	6	197
HFXI	US	NYLI FTSE INT EQ CUR NEU-USD	0.030	2	67
DUSB	US	DIMENSION ULTRASHORT FI ETF	0.030	2	67
DFSD	US	DIMENSIONAL SHORT DURATION	0.030	7	235
EVTR	US	EATON VANCE TOTAL RETURN	0.029	2	68
DFGR	US	DIM GLOBAL REAL ESTATE ETF	0.029	5	171
AVDV	US	AVANTIS INTL S/C VALUE ETF	0.029	9	308
DFAR	US	DIMENSIONAL US REAL EST ETF	0.029	5	174
DFUV	US	DIMENSIONAL US MARKETWIDE VA	0.028	13	468
DFSV	US	DIMENSIONAL US SMALL CAP VAL	0.027	8	293
DFAS	US	DIMENSIONAL US SMALL CAP ETF	0.027	14	514