Avantax Planning Partners, Inc. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 638 filers reported holding VANGUARD BD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.61 and the average weighting 0.9%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$215,484
+4.1%
2,980
+33.6%
0.01%
-18.2%
Q4 2020$207,000
-0.5%
2,230
+0.3%
0.01%0.0%
Q3 2020$208,000
+0.5%
2,224
+0.1%
0.01%
-8.3%
Q2 2020$207,000
+65.6%
2,222
+42.8%
0.01%
+20.0%
Q3 2018$125,000
-55.4%
1,556
-54.6%
0.01%
-58.3%
Q1 2018$280,000
-58.6%
3,427
-57.2%
0.02%
-54.7%
Q3 2017$677,000
+27.5%
8,000
+27.4%
0.05%
+17.8%
Q2 2017$531,000
+18.8%
6,278
+17.5%
0.04%
+12.5%
Q1 2017$447,000
+19.2%
5,344
+18.4%
0.04%0.0%
Q4 2016$375,0004,5120.04%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 531,042$44,969,00043.99%
Diana Davis Spencer Foundation 1,240,000$105,003,00039.73%
PALLADIEM, LLC 199,865$16,925,00013.87%
Diversified Portfolios, Inc. 231,491$19,603,00011.63%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 380,435$32,215,00010.20%
Beacon Capital Management, Inc. 472,036$39,972,0004.87%
S. R. Schill & Associates 59,849$5,068,0004.64%
Pinkerton Retirement Specialists, LLC 64,461$5,459,0004.17%
MONROE BANK & TRUST/MI 110,596$9,365,0003.17%
Cranbrook Wealth Management, LLC 54,339$4,601,0002.85%
View complete list of VANGUARD BD INDEX FDS shareholders