Aureus Asset Management, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 655 filers reported holding VANGUARD BD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.8%.

Quarter-by-quarter ownership
Aureus Asset Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$2,127,918
-7.9%
29,428
-4.2%
0.17%
-1.2%
Q2 2023$2,311,420
-7.8%
30,725
-5.9%
0.17%
-12.6%
Q1 2023$2,506,076
-2.0%
32,657
-5.1%
0.20%
-10.4%
Q4 2022$2,557,999
-1.5%
34,419
-2.7%
0.22%
-2.2%
Q3 2022$2,598,000
+30.7%
35,363
+38.2%
0.23%
+41.2%
Q2 2022$1,987,000
-0.7%
25,593
+4.7%
0.16%
+20.3%
Q1 2022$2,002,000
-26.5%
24,441
-21.4%
0.13%
-20.8%
Q4 2021$2,723,000
-2.0%
31,080
+0.1%
0.17%
-8.2%
Q3 2021$2,778,000
+0.8%
31,057
+1.4%
0.18%
+3.4%
Q2 2021$2,756,000
+3.8%
30,635
+2.4%
0.18%
-14.1%
Q1 2021$2,654,000
+1.8%
29,906
+6.5%
0.21%
-6.4%
Q4 2020$2,608,000
-10.9%
28,083
-10.3%
0.22%
-20.6%
Q3 2020$2,926,000
+0.3%
31,3050.0%0.28%
-12.9%
Q2 2020$2,917,000
+4.3%
31,3050.0%0.32%
-18.0%
Q1 2020$2,796,000
-1.2%
31,305
-3.5%
0.39%
+22.8%
Q4 2019$2,829,000
-0.9%
32,4400.0%0.32%
-11.0%
Q3 2019$2,855,000
+1.4%
32,440
-0.4%
0.36%
+2.3%
Q2 2019$2,816,000
+62.3%
32,554
+57.5%
0.35%
+50.9%
Q1 2019$1,735,000
+159.7%
20,669
+151.5%
0.23%
+119.0%
Q4 2018$668,000
+2.0%
8,218
+0.9%
0.10%
+26.5%
Q3 2018$655,000
+0.5%
8,142
+1.1%
0.08%
-7.8%
Q2 2018$652,000
-0.9%
8,053
+0.1%
0.09%
-9.1%
Q1 2018$658,000
+160.1%
8,044
+166.6%
0.10%
+153.8%
Q4 2017$253,000
-0.8%
3,0170.0%0.04%
-2.5%
Q3 2017$255,0000.0%3,0170.0%0.04%
-7.0%
Q2 2017$255,000
-0.4%
3,017
-1.3%
0.04%
-2.3%
Q1 2017$256,0003,0570.04%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$105,980,32041.33%
GPWM LLC 222,881$16,564,51514.81%
BCM ADVISORS, LLC 652,823$50,443,63313.94%
Brewster Financial Planning LLC 170,690$12,685,68113.44%
Signify Wealth 177,839$13,216,99411.57%
Fullen Financial Group 262,996$20,20911.47%
Franklin, Parlapiano, Turner & Welch, LLC 442,402$32,879,30610.79%
OLIO Financial Planning 261,417$19,428,51510.56%
Burt Wealth Advisors 403,901$30,017,91110.05%
Sage Financial Management Group, Inc. 169,280$12,5818.79%
View complete list of VANGUARD BD INDEX FDS shareholders