ASSETMARK, INC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 698 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$335,952
-6.8%
4,646
-3.0%
0.00%0.0%
Q2 2023$360,427
-8.3%
4,791
-6.5%
0.00%
-50.0%
Q1 2023$393,062
+2.8%
5,122
-0.4%
0.00%0.0%
Q4 2022$382,228
-8.6%
5,143
-9.6%
0.00%0.0%
Q3 2022$418,000
-10.7%
5,691
-5.5%
0.00%0.0%
Q2 2022$468,000
-6.2%
6,025
-1.1%
0.00%0.0%
Q1 2022$499,000
-0.4%
6,091
+6.6%
0.00%0.0%
Q4 2021$501,000
-4.6%
5,713
-2.6%
0.00%0.0%
Q3 2021$525,000
-6.9%
5,865
-6.5%
0.00%
-33.3%
Q2 2021$564,000
-1.7%
6,271
-3.1%
0.00%0.0%
Q1 2021$574,000
-7.6%
6,471
-3.3%
0.00%0.0%
Q4 2020$621,000
+8.6%
6,691
+9.3%
0.00%
-25.0%
Q3 2020$572,000
+1687.5%
6,120
+1586.0%
0.00%
Q4 2019$32,000
+966.7%
363
+937.1%
0.00%
Q4 2016$3,000
+200.0%
35
+250.0%
0.00%
Q3 2016$1,0000.0%100.0%0.00%
Q2 2016$1,0000.0%100.0%0.00%
Q1 2016$1,000
-99.5%
10
-99.6%
0.00%
-100.0%
Q4 2014$214,000
-23.0%
2,522
-23.5%
0.01%
-16.7%
Q3 2014$278,000
-16.3%
3,295
-15.9%
0.01%
-14.3%
Q2 2014$332,000
-24.4%
3,919
-25.7%
0.01%
-36.4%
Q1 2014$439,000
-12.7%
5,273
-14.3%
0.01%
-8.3%
Q4 2013$503,000
-30.7%
6,155
-29.2%
0.01%
-33.3%
Q3 2013$726,0008,6970.02%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$123,349,00040.90%
Willow Creek Wealth Management Inc. 627,242$54,256,00025.99%
Hapanowicz & Associates Financial Services, Inc 220,848$19,099,00012.60%
Franklin, Parlapiano, Turner & Welch, LLC 306,123$26,480,00010.37%
Diversified Portfolios, Inc. 209,575$18,128,0009.96%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 357,125$30,892,0008.47%
Enterprise Bank & Trust Co 161,366$13,958,0007.19%
Independence Advisors, LLC 312,851$27,062,0006.94%
FC Advisory LLC 119,691$10,305,0006.38%
Sensible Financial Planning & Management, LLC. 152,190$13,164,0005.63%
View complete list of VANGUARD BD INDEX FDS shareholders