BOSTON FAMILY OFFICE LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 646 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
BOSTON FAMILY OFFICE LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$3,825
+20.7%
51,076
+21.5%
0.28%
+21.1%
Q1 2024$3,170
+30.0%
42,045
+31.7%
0.23%
+24.6%
Q4 2023$2,438
+234.0%
31,913
+215.9%
0.18%
+205.0%
Q3 2023$730
+8.3%
10,102
+12.8%
0.06%
+15.4%
Q2 2023$674
-8.4%
8,954
-6.6%
0.05%
-11.9%
Q1 2023$736
-9.8%
9,590
-12.6%
0.06%
-13.2%
Q4 2022$816
-99.9%
10,978
-33.0%
0.07%
-36.4%
Q3 2022$1,204,000
-7.1%
16,392
-1.8%
0.11%
-0.9%
Q2 2022$1,296,000
+70.3%
16,693
+79.6%
0.11%
+100.0%
Q1 2022$761,000
+10.3%
9,297
+18.1%
0.05%
+20.0%
Q4 2021$690,000
+4.4%
7,870
+6.5%
0.04%
-6.2%
Q3 2021$661,000
+3.0%
7,389
+3.6%
0.05%
+4.3%
Q2 2021$642,000
+7.2%
7,133
+4.6%
0.05%
+2.2%
Q1 2021$599,000
+15.0%
6,817
+21.5%
0.04%
+12.5%
Q4 2020$521,0005,6110.04%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$119,684,00040.93%
Willow Creek Wealth Management Inc. 644,217$54,069,00027.26%
CMC Financial Group 166,031$13,935,00012.97%
Hapanowicz & Associates Financial Services, Inc 218,312$18,324,00012.28%
Franklin, Parlapiano, Turner & Welch, LLC 318,566$26,737,00010.55%
Diversified Portfolios, Inc. 210,753$17,689,0009.83%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 367,213$30,820,0008.47%
Beacon Capital Management, Inc. 2,014,643$169,089,0007.69%
Independence Advisors, LLC 306,238$25,703,0007.23%
FC Advisory LLC 120,106$10,080,0006.40%
View complete list of VANGUARD BD INDEX FDS shareholders