BOURGEON CAPITAL MANAGEMENT LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 683 filers reported holding VANGUARD BD INDEX FDS in Q1 2023. The put-call ratio across all filers is 3.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
BOURGEON CAPITAL MANAGEMENT LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$208,832
-3.9%
2,8880.0%0.05%
-3.9%
Q2 2023$217,265
-2.0%
2,8880.0%0.05%
-3.8%
Q1 2023$221,626
+26.5%
2,888
+22.5%
0.05%
+23.3%
Q4 2022$175,247
+1360.4%
2,358
+1320.5%
0.04%
+1333.3%
Q3 2022$12,000
-7.7%
1660.0%0.00%0.0%
Q2 2022$13,000
+8.3%
166
+12.2%
0.00%0.0%
Q1 2022$12,000
-7.7%
1480.0%0.00%0.0%
Q4 2021$13,000
-27.8%
148
-28.2%
0.00%
-25.0%
Q3 2021$18,0000.0%206
+4.6%
0.00%0.0%
Q2 2021$18,000
+5.9%
197
+4.2%
0.00%0.0%
Q1 2021$17,000
+30.8%
189
+35.0%
0.00%
+33.3%
Q4 2020$13,0001400.00%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$105,980,32041.33%
GPWM LLC 222,881$16,564,51514.81%
BCM ADVISORS, LLC 652,823$50,443,63313.94%
Brewster Financial Planning LLC 170,690$12,685,68113.44%
Signify Wealth 177,839$13,216,99411.57%
Fullen Financial Group 262,996$20,20911.47%
Franklin, Parlapiano, Turner & Welch, LLC 442,402$32,879,30610.79%
OLIO Financial Planning 261,417$19,428,51510.56%
Burt Wealth Advisors 403,901$30,017,91110.05%
Sage Financial Management Group, Inc. 169,280$12,5818.79%
View complete list of VANGUARD BD INDEX FDS shareholders