WELCH & FORBES LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 299 filers reported holding VANGUARD BD INDEX FDS in Q2 2016. The put-call ratio across all filers is 0.16 and the average weighting 1.2%.

Quarter-by-quarter ownership
WELCH & FORBES LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$787,962
-20.1%
10,897
-16.9%
0.01%
-18.8%
Q2 2023$986,416
-5.0%
13,112
-3.1%
0.02%
-11.1%
Q1 2023$1,037,916
-11.0%
13,525
-13.8%
0.02%
-14.3%
Q4 2022$1,166,527
-78.0%
15,696
-78.3%
0.02%
-79.8%
Q3 2022$5,312,000
-6.5%
72,299
-1.3%
0.10%0.0%
Q2 2022$5,684,000
-5.2%
73,215
+0.1%
0.10%
+10.6%
Q1 2022$5,993,000
-6.1%
73,177
+0.5%
0.09%
-2.1%
Q4 2021$6,381,000
-1.5%
72,817
+0.6%
0.10%
-11.1%
Q3 2021$6,477,000
+1.4%
72,417
+2.0%
0.11%0.0%
Q2 2021$6,389,000
+2.9%
71,019
+1.5%
0.11%
-6.1%
Q1 2021$6,209,000
-7.2%
69,969
-2.9%
0.12%
-12.2%
Q4 2020$6,690,000
+1.4%
72,053
+2.1%
0.13%
-7.7%
Q3 2020$6,600,000
+7.4%
70,604
+7.1%
0.14%
-1.4%
Q2 2020$6,144,000
+4.7%
65,932
+0.4%
0.14%
-12.2%
Q1 2020$5,868,000
+2.2%
65,692
-0.2%
0.16%
+28.1%
Q4 2019$5,739,000
-1.0%
65,807
-0.1%
0.13%
-7.2%
Q3 2019$5,797,000
-0.5%
65,867
-2.2%
0.14%
-2.8%
Q2 2019$5,827,000
+2.4%
67,367
-0.6%
0.14%
-0.7%
Q1 2019$5,688,000
+1.6%
67,767
-1.6%
0.14%
-9.5%
Q4 2018$5,600,000
-22.6%
68,872
-23.4%
0.16%
-8.1%
Q3 2018$7,234,000
-4.3%
89,884
-3.7%
0.17%
-11.8%
Q2 2018$7,561,000
-6.0%
93,384
-5.1%
0.20%
-5.8%
Q1 2018$8,045,000
-10.3%
98,384
-8.0%
0.21%
-13.4%
Q4 2017$8,967,000
-3.1%
106,959
-2.1%
0.24%
-2.0%
Q3 2017$9,252,000
-0.5%
109,274
-0.7%
0.24%
-6.2%
Q2 2017$9,299,000
+0.2%
110,019
-0.8%
0.26%
-2.3%
Q1 2017$9,278,000
+0.8%
110,959
+0.1%
0.27%
-3.6%
Q4 2016$9,207,000
-13.2%
110,832
-8.4%
0.28%
-24.8%
Q3 2016$10,602,000
-1.0%
120,947
-0.5%
0.37%
+12.6%
Q2 2016$10,709,000
+3.0%
121,597
+0.9%
0.33%
+0.6%
Q1 2016$10,398,000
+2.9%
120,538
-0.9%
0.32%0.0%
Q4 2015$10,106,000
-4.1%
121,670
-2.0%
0.32%
-8.0%
Q3 2015$10,535,000
+0.7%
124,170
-0.5%
0.35%
+8.0%
Q2 2015$10,462,000
-5.1%
124,735
-2.5%
0.33%
-1.5%
Q1 2015$11,024,000
-1.6%
127,876
-3.4%
0.33%
+0.6%
Q4 2014$11,206,000
-1.9%
132,331
-2.4%
0.33%
-5.7%
Q3 2014$11,423,000
-2.6%
135,564
-2.1%
0.35%
-5.7%
Q2 2014$11,729,0000.0%138,485
-1.6%
0.37%
-0.5%
Q1 2014$11,729,000
-46.2%
140,744
-47.3%
0.37%
-46.2%
Q4 2013$21,821,000
-26.2%
267,082
-24.6%
0.69%
-30.6%
Q3 2013$29,587,000
-2.0%
354,335
-2.0%
1.00%
-7.7%
Q2 2013$30,187,000361,5591.08%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2016
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$103,144,06041.53%
BCM ADVISORS, LLC 696,815$50,630,57815.01%
Echo Wealth Management, LLC 184,509$13,341,86714.37%
Brewster Financial Planning LLC 185,686$13,426,95513.44%
Retirement Investment Advisors, Inc. 1,819,376$131,559,07911.98%
Francis Financial, Inc. 314,679$22,754,45611.87%
FISCHER INVESTMENT STRATEGIES, LLC 160,607$11,613,47711.79%
Reliant Wealth Planning 304,106$21,989,90511.66%
OLIO Financial Planning 329,930$23,857,24011.20%
True Link Financial Advisors, LLC 1,279,988$92,555,93211.10%
View complete list of VANGUARD BD INDEX FDS shareholders