EVERETT HARRIS & CO /CA/ - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 698 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
EVERETT HARRIS & CO /CA/ ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2023$212,525
-33.6%
2,825
-32.3%
0.00%
-40.0%
Q1 2023$320,006
+3.2%
4,1700.0%0.01%0.0%
Q4 2022$310,000
-38.4%
4,170
-39.1%
0.01%
-44.4%
Q3 2022$503,000
-8.0%
6,845
-2.8%
0.01%0.0%
Q2 2022$547,000
-5.5%
7,045
-0.4%
0.01%
+12.5%
Q1 2022$579,000
-6.5%
7,0700.0%0.01%
-11.1%
Q4 2021$619,000
-2.8%
7,070
-0.7%
0.01%
-10.0%
Q3 2021$637,000
-3.9%
7,120
-3.4%
0.01%
-9.1%
Q2 2021$663,000
+1.4%
7,3700.0%0.01%0.0%
Q1 2021$654,000
-6.2%
7,370
-1.8%
0.01%
-8.3%
Q4 2020$697,000
-6.3%
7,505
-5.7%
0.01%
-20.0%
Q3 2020$744,000
+0.4%
7,9550.0%0.02%
-6.2%
Q2 2020$741,000
+4.2%
7,9550.0%0.02%
-11.1%
Q1 2020$711,000
+41.9%
7,955
+38.6%
0.02%
+63.6%
Q4 2019$501,000
-0.8%
5,7400.0%0.01%
-8.3%
Q3 2019$505,000
+1.6%
5,7400.0%0.01%0.0%
Q2 2019$497,000
+3.1%
5,7400.0%0.01%
-7.7%
Q1 2019$482,000
+7.3%
5,740
+3.9%
0.01%0.0%
Q4 2018$449,000
+0.9%
5,5250.0%0.01%
+18.2%
Q3 2018$445,000
-4.1%
5,525
-3.5%
0.01%
-15.4%
Q2 2018$464,000
-17.4%
5,725
-16.7%
0.01%
-18.8%
Q1 2018$562,000
-15.9%
6,875
-13.7%
0.02%
-15.8%
Q4 2017$668,000
-0.9%
7,9650.0%0.02%
-5.0%
Q3 2017$674,000
-3.9%
7,965
-3.9%
0.02%
-9.1%
Q2 2017$701,000
-11.6%
8,290
-12.6%
0.02%
-15.4%
Q1 2017$793,000
-2.1%
9,490
-2.7%
0.03%
-7.1%
Q4 2016$810,000
+36.8%
9,750
+44.4%
0.03%
+33.3%
Q3 2016$592,000
+4.8%
6,750
+5.1%
0.02%
+5.0%
Q2 2016$565,000
+20.2%
6,420
+17.9%
0.02%
+17.6%
Q1 2016$470,000
+1.5%
5,445
-2.3%
0.02%
+6.2%
Q4 2015$463,000
-11.6%
5,575
-9.7%
0.02%
-15.8%
Q3 2015$524,000
+1.2%
6,1750.0%0.02%
+5.6%
Q2 2015$518,000
-2.6%
6,1750.0%0.02%0.0%
Q1 2015$532,000
-10.6%
6,175
-12.1%
0.02%
-10.0%
Q4 2014$595,000
+4.9%
7,025
+4.5%
0.02%0.0%
Q3 2014$567,000
-0.5%
6,7250.0%0.02%
-4.8%
Q2 2014$570,000
-5.5%
6,725
-7.0%
0.02%
-4.5%
Q1 2014$603,000
-3.1%
7,235
-4.9%
0.02%
-4.3%
Q4 2013$622,000
-3.7%
7,610
-1.6%
0.02%
-11.5%
Q3 2013$646,000
-46.2%
7,735
-46.2%
0.03%
-48.0%
Q2 2013$1,201,00014,3900.05%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
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