Sand Hill Global Advisors, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 640 filers reported holding VANGUARD BD INDEX FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Sand Hill Global Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$17,452,112
-44.9%
241,351
-42.7%
0.96%
-38.8%
Q2 2023$31,669,265
+5.7%
420,966
+7.8%
1.57%
-2.2%
Q1 2023$29,968,200
+4.5%
390,516
+1.2%
1.61%
-0.6%
Q4 2022$28,666,196
-1.4%
385,713
-2.5%
1.62%
-11.6%
Q3 2022$29,083,000
+0.8%
395,801
+6.5%
1.83%
+11.4%
Q2 2022$28,861,000
+0.4%
371,675
+5.9%
1.64%
+3.3%
Q1 2022$28,747,000
-2.3%
350,997
+4.5%
1.59%
-3.6%
Q4 2021$29,430,000
-2.8%
335,876
-0.8%
1.65%
-10.2%
Q3 2021$30,274,000
+1.3%
338,480
+1.9%
1.84%
+0.7%
Q2 2021$29,878,000
-5.0%
332,129
-6.3%
1.82%
-10.8%
Q1 2021$31,444,000
-46.2%
354,381
-43.7%
2.04%
-47.6%
Q4 2020$58,463,000
+0.8%
629,655
+1.5%
3.91%
-11.3%
Q3 2020$57,998,000
+227.4%
620,430
+226.4%
4.41%
+211.4%
Q2 2020$17,714,000190,0861.42%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$123,349,00040.90%
Willow Creek Wealth Management Inc. 627,242$54,256,00025.99%
Hapanowicz & Associates Financial Services, Inc 220,848$19,099,00012.60%
Franklin, Parlapiano, Turner & Welch, LLC 306,123$26,480,00010.37%
Diversified Portfolios, Inc. 209,575$18,128,0009.96%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 357,125$30,892,0008.47%
Enterprise Bank & Trust Co 161,366$13,958,0007.19%
Independence Advisors, LLC 312,851$27,062,0006.94%
FC Advisory LLC 119,691$10,305,0006.38%
Sensible Financial Planning & Management, LLC. 152,190$13,164,0005.63%
View complete list of VANGUARD BD INDEX FDS shareholders