FIRST NATIONAL BANK & TRUST CO OF NEWTOWN - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 638 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
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$25,833,328
-5.8%
357,261
-2.0%
5.90%
+0.8%
Q2 2023$27,422,545
-3.0%
364,567
-1.1%
5.85%
-6.4%
Q1 2023$28,274,746
+1.6%
368,451
-1.6%
6.26%
-0.6%
Q4 2022$27,819,069
+0.5%
374,368
-0.6%
6.29%
-6.3%
Q3 2022$27,670,000
-5.9%
376,615
-0.5%
6.71%
-0.1%
Q2 2022$29,402,000
-6.0%
378,650
-0.8%
6.72%
+6.4%
Q1 2022$31,269,000
-9.4%
381,800
-3.1%
6.32%
-4.8%
Q4 2021$34,524,000
+2.5%
394,019
+4.6%
6.64%
-5.4%
Q3 2021$33,692,000
+0.9%
376,709
+1.5%
7.02%
+1.6%
Q2 2021$33,384,000
+0.7%
371,103
-0.7%
6.90%
-4.3%
Q1 2021$33,158,000
-6.5%
373,699
-2.2%
7.22%
-8.3%
Q4 2020$35,462,000
-0.7%
381,933
-0.1%
7.87%
-8.8%
Q3 2020$35,727,000
+1.8%
382,197
+1.5%
8.63%
-3.5%
Q2 2020$35,096,000
+2.8%
376,611
-1.5%
8.94%
-8.9%
Q1 2020$34,139,000
+5.3%
382,173
+2.8%
9.82%
+23.2%
Q4 2019$32,413,000
+0.1%
371,616
+0.9%
7.96%
-9.0%
Q3 2019$32,395,000
+4.9%
368,131
+3.1%
8.76%
+3.3%
Q2 2019$30,892,000
+0.2%
357,125
-2.7%
8.47%
+0.0%
Q1 2019$30,820,000
+2.4%
367,213
-0.8%
8.47%
-5.7%
Q4 2018$30,095,000
-0.4%
370,219
-1.4%
8.98%
+12.0%
Q3 2018$30,222,000
-1.7%
375,575
-1.0%
8.02%
-4.7%
Q2 2018$30,732,000
-1.3%
379,547
-0.3%
8.42%
-1.9%
Q1 2018$31,140,000
-0.6%
380,827
+1.9%
8.58%
+2.0%
Q4 2017$31,329,000
+0.9%
373,727
+1.9%
8.41%
-3.6%
Q3 2017$31,056,000
+1.8%
366,875
+1.6%
8.73%
-1.9%
Q2 2017$30,515,000
+1.1%
360,993
-0.0%
8.90%
-0.3%
Q1 2017$30,197,000
+1.8%
361,161
+1.1%
8.92%
-2.0%
Q4 2016$29,669,000
-5.4%
357,211
-0.2%
9.10%
-5.8%
Q3 2016$31,370,000
+3.6%
357,911
+1.6%
9.66%
+0.3%
Q2 2016$30,282,000
-0.4%
352,159
-0.1%
9.64%
-0.5%
Q1 2016$30,408,000
+4.4%
352,474
+0.5%
9.69%
+0.6%
Q4 2015$29,122,000
-7.1%
350,616
-5.1%
9.63%
-9.6%
Q3 2015$31,358,000
-0.4%
369,606
-1.5%
10.65%
+4.0%
Q2 2015$31,484,000
-7.2%
375,398
-4.6%
10.25%
-3.6%
Q1 2015$33,937,000
+5.3%
393,660
+3.5%
10.63%
+4.2%
Q4 2014$32,215,000
+3.7%
380,435
+3.2%
10.20%
-1.3%
Q3 2014$31,067,000
+3.3%
368,696
+3.3%
10.34%
+1.8%
Q2 2014$30,065,000
+2.3%
356,981
+1.2%
10.16%
-0.6%
Q1 2014$29,384,000
+1.6%
352,616
-0.3%
10.22%
-0.2%
Q4 2013$28,909,000
-2.1%
353,846
+0.0%
10.24%
-7.2%
Q3 2013$29,543,000
-3.1%
353,812
-3.1%
11.04%
-5.7%
Q2 2013$30,481,000365,08711.70%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
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