MONETA GROUP INVESTMENT ADVISORS LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 695 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
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$1,723,699
+19.4%
23,016
+20.2%
0.03%
+16.7%
Q1 2024$1,443,649
+14.5%
19,147
+16.0%
0.02%
-4.0%
Q4 2023$1,260,499
+52.5%
16,503
+44.4%
0.02%
+31.6%
Q3 2023$826,578
-5.7%
11,431
-1.9%
0.02%0.0%
Q2 2023$876,346
-0.9%
11,649
+1.1%
0.02%
-9.5%
Q1 2023$884,538
+75.5%
11,526
+75.6%
0.02%
+50.0%
Q4 2022$503,985
+2.2%
6,565
-2.1%
0.01%
-26.3%
Q3 2022$493,000
+1.2%
6,709
+7.0%
0.02%
+11.8%
Q2 2022$487,000
-23.5%
6,272
-19.4%
0.02%
-32.0%
Q1 2022$637,000
-25.0%
7,778
-19.7%
0.02%
-28.6%
Q4 2021$849,000
+19.6%
9,690
+22.1%
0.04%
+6.1%
Q3 2021$710,000
+11.5%
7,938
+12.1%
0.03%
+13.8%
Q2 2021$637,000
-4.2%
7,081
-5.5%
0.03%
-17.1%
Q1 2021$665,000
+1.5%
7,495
+6.3%
0.04%
-25.5%
Q4 2020$655,000
+31.5%
7,054
+32.4%
0.05%
+9.3%
Q3 2020$498,000
-0.8%
5,327
-1.1%
0.04%
-10.4%
Q2 2020$502,000
+7.3%
5,387
+2.8%
0.05%
-2.0%
Q1 2020$468,000
+2.6%
5,239
+0.2%
0.05%
+28.9%
Q4 2019$456,000
-1.1%
5,228
-0.2%
0.04%
-11.6%
Q3 2019$461,000
-26.1%
5,239
-27.4%
0.04%
-29.5%
Q2 2019$624,000
+47.9%
7,214
+43.5%
0.06%
+38.6%
Q1 2019$422,000
+61.1%
5,028
+54.5%
0.04%
+63.0%
Q3 2018$262,000
+34.4%
3,255
-94.7%
0.03%
+28.6%
Q2 2018$195,000
+353.5%
61,956
+11746.3%
0.02%
+250.0%
Q1 2018$43,000
+514.3%
523
+553.8%
0.01%
+500.0%
Q4 2017$7,000800.00%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 595,681$52,217,00041.12%
Diana Davis Spencer Foundation 1,240,000$108,698,00040.00%
Diversified Portfolios, Inc. 210,205$18,427,00011.52%
Ken Stern & Associates, Inc. 178,136$15,615,00010.78%
Franklin, Parlapiano, Turner & Welch, LLC 237,888$20,853,00010.60%
Day & Ennis, LLC 109,810$9,626,00010.13%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 357,911$31,370,0009.66%
Independence Advisors, LLC 465,184$40,778,0009.58%
Coyle Financial Counsel LLC 74,564$6,486,0009.36%
RELIANCE TRUST CO 9,310$816,0008.51%
View complete list of VANGUARD BD INDEX FDS shareholders