HEADINVEST, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 264 filers reported holding VANGUARD BD INDEX FDS in Q4 2015. The put-call ratio across all filers is 1.00 and the average weighting 1.2%.

Quarter-by-quarter ownership
HEADINVEST, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$948,568
-5.7%
13,250
-2.6%
0.21%
-5.1%
Q2 2023$1,005,643
-6.5%
13,610
-2.9%
0.22%
-8.1%
Q1 2023$1,075,127
+3.3%
14,0100.0%0.24%
+1.3%
Q4 2022$1,041,223
-41.0%
14,010
-41.6%
0.23%
-44.9%
Q3 2022$1,764,000
-5.4%
24,0100.0%0.42%
+1.9%
Q2 2022$1,864,000
-16.3%
24,010
-11.8%
0.42%
-2.6%
Q1 2022$2,228,000
-17.3%
27,210
-11.5%
0.43%
-10.9%
Q4 2021$2,693,000
-21.8%
30,735
-20.2%
0.48%
-26.8%
Q3 2021$3,445,000
-6.1%
38,515
-5.6%
0.65%
-6.4%
Q2 2021$3,669,000
+0.7%
40,785
-0.7%
0.70%
-6.2%
Q1 2021$3,645,000
-4.9%
41,085
-0.5%
0.74%
-8.6%
Q4 2020$3,833,000
+172.8%
41,285
+154.2%
0.81%
+105.0%
Q2 2019$1,405,000
+8.1%
16,240
+4.8%
0.40%
+9.1%
Q1 2019$1,300,000
-34.3%
15,490
-36.4%
0.36%
+15.9%
Q4 2018$1,980,000
+98.8%
24,360
+96.8%
0.31%
+9.4%
Q3 2018$996,000
+0.6%
12,380
+1.2%
0.29%
-5.0%
Q2 2018$990,000
-1.0%
12,2300.0%0.30%
-5.9%
Q1 2018$1,000,000
-2.4%
12,2300.0%0.32%
+1.6%
Q4 2017$1,025,000
-0.8%
12,2300.0%0.32%
-2.2%
Q3 2017$1,033,000
+2.9%
12,230
+2.9%
0.32%
-2.4%
Q2 2017$1,004,000
+5.6%
11,880
+4.4%
0.33%
+3.4%
Q1 2017$951,000
+0.6%
11,380
+0.1%
0.32%
-8.8%
Q4 2016$945,000
-1.7%
11,373
+2.8%
0.35%
+2.9%
Q3 2016$961,000
-1.3%
11,0600.0%0.34%
-7.6%
Q2 2016$974,000
+4.7%
11,060
+2.5%
0.37%
+1.4%
Q1 2016$930,000
+23.2%
10,785
+18.7%
0.36%
+19.0%
Q4 2015$755,000
+37.3%
9,085
+40.1%
0.31%
+38.5%
Q3 2015$550,000
+11.3%
6,485
+10.1%
0.22%
+20.8%
Q2 2015$494,000
-2.8%
5,8900.0%0.18%
+0.5%
Q1 2015$508,0005,8900.18%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2015
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