Ballentine Partners, LLC - 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
Ballentine Partners, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$2,159,394
+17.3%
29,863
+22.0%
0.05%
+21.4%
Q2 2023$1,841,179
+1.8%
24,474
+3.9%
0.04%
-8.7%
Q1 2023$1,808,225
+1.1%
23,563
-2.0%
0.05%
-13.2%
Q4 2022$1,787,842
+47.5%
24,056
+45.9%
0.05%
+26.2%
Q3 2022$1,212,000
+11.1%
16,492
+17.4%
0.04%
+7.7%
Q2 2022$1,091,000
-20.6%
14,048
-16.3%
0.04%
-9.3%
Q1 2022$1,374,000
-6.5%
16,7760.0%0.04%
-2.3%
Q4 2021$1,470,000
-1.7%
16,776
+0.3%
0.04%
-13.7%
Q3 2021$1,495,000
-0.6%
16,7200.0%0.05%
-1.9%
Q2 2021$1,504,000
-0.5%
16,720
-1.9%
0.05%
-7.1%
Q1 2021$1,512,000
+0.5%
17,046
+5.2%
0.06%
-6.7%
Q4 2020$1,504,000
+13.5%
16,197
+14.3%
0.06%
+1.7%
Q3 2020$1,325,000
+1.1%
14,170
+0.8%
0.06%
-6.3%
Q2 2020$1,310,000
+4.3%
14,0610.0%0.06%
-13.7%
Q1 2020$1,256,000
+3.1%
14,061
+0.7%
0.07%
+32.7%
Q4 2019$1,218,000
+1.0%
13,970
+1.9%
0.06%
-3.5%
Q3 2019$1,206,000
+1.7%
13,7060.0%0.06%0.0%
Q2 2019$1,186,000
+11.2%
13,706
+7.8%
0.06%
+1.8%
Q1 2019$1,067,000
-56.1%
12,714
-57.5%
0.06%
-60.0%
Q4 2018$2,432,000
+1.5%
29,921
+0.6%
0.14%
+12.0%
Q3 2018$2,395,000
+1.0%
29,755
+1.6%
0.12%
-5.3%
Q2 2018$2,372,000
+5.8%
29,293
+6.8%
0.13%
+4.8%
Q1 2018$2,243,000
-2.2%
27,430
+0.3%
0.13%
+0.8%
Q4 2017$2,294,000
+16.7%
27,359
+17.9%
0.12%
+15.7%
Q3 2017$1,965,000
+4.8%
23,210
+4.7%
0.11%
-21.2%
Q2 2017$1,875,00022,1630.14%
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