J.W. COLE ADVISORS, INC. - VANGUARD BD INDEX FDS ownership

Back to all holdings Add to watchlist

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%.

Links
Filings
External links
Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$475,885
-13.5%
6,581
-10.0%
0.04%
-10.3%
Q2 2023$550,322
-34.5%
7,315
-33.2%
0.04%
-35.0%
Q1 2023$839,834
-7.2%
10,944
-10.1%
0.06%
-14.3%
Q4 2022$905,028
+24.8%
12,177
+23.4%
0.07%
+14.8%
Q3 2022$725,000
-26.4%
9,868
-22.2%
0.06%
-22.8%
Q2 2022$985,000
-52.6%
12,682
-50.0%
0.08%
-43.2%
Q1 2022$2,078,000
-13.5%
25,368
-7.4%
0.14%
-10.9%
Q4 2021$2,401,000
-80.2%
27,400
-80.3%
0.16%
-82.0%
Q3 2021$12,118,000
+495.5%
138,984
+514.5%
0.87%
+441.2%
Q2 2021$2,035,000
+33.0%
22,618
+31.2%
0.16%
+8.8%
Q1 2021$1,530,000
+5.2%
17,240
+10.1%
0.15%
-2.6%
Q4 2020$1,454,000
-64.6%
15,656
-64.3%
0.15%
-51.9%
Q3 2020$4,102,000
+81.7%
43,885
+81.1%
0.31%
-7.4%
Q2 2020$2,258,000
-4.3%
24,229
-10.4%
0.34%
+14.1%
Q4 2019$2,359,000–27,043–0.30%–
 Download
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 531,042$44,969,00043.99%
Diana Davis Spencer Foundation 1,240,000$105,003,00039.73%
PALLADIEM, LLC 199,865$16,925,00013.87%
Diversified Portfolios, Inc. 231,491$19,603,00011.63%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 380,435$32,215,00010.20%
Beacon Capital Management, Inc. 472,036$39,972,0004.87%
S. R. Schill & Associates 59,849$5,068,0004.64%
Pinkerton Retirement Specialists, LLC 64,461$5,459,0004.17%
MONROE BANK & TRUST/MI 110,596$9,365,0003.17%
Cranbrook Wealth Management, LLC 54,339$4,601,0002.85%
View complete list of VANGUARD BD INDEX FDS shareholders