Sigma Planning Corp - 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
Sigma Planning Corp ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$5,701,153
-10.9%
78,843
-7.3%
0.21%
-7.0%
Q2 2023$6,396,077
-11.6%
85,020
-9.9%
0.23%
-4.6%
Q1 2023$7,237,545
+22.7%
94,312
+18.8%
0.24%
+14.2%
Q4 2022$5,899,110
+16.8%
79,374
+15.5%
0.21%
+9.3%
Q3 2022$5,051,000
-14.0%
68,739
-9.1%
0.19%
-5.4%
Q2 2022$5,875,000
+2.8%
75,653
+8.4%
0.20%
+19.3%
Q1 2022$5,716,000
-3.2%
69,789
+3.5%
0.17%
+3.6%
Q4 2021$5,908,000
-20.3%
67,430
-18.7%
0.16%
-26.0%
Q3 2021$7,416,000
+14.9%
82,921
+15.6%
0.22%
+16.1%
Q2 2021$6,455,000
+11.9%
71,756
+10.4%
0.19%
+4.3%
Q1 2021$5,769,000
+84.0%
65,015
+92.5%
0.18%
+72.0%
Q4 2020$3,135,000
+22.3%
33,767
+23.1%
0.11%
+5.9%
Q3 2020$2,563,000
+11.2%
27,420
+10.9%
0.10%0.0%
Q2 2020$2,304,000
-3.5%
24,728
-7.5%
0.10%
-28.9%
Q1 2020$2,388,000
-14.5%
26,727
-16.6%
0.14%
+20.3%
Q4 2019$2,794,000
+224.1%
32,030
+227.1%
0.12%
+187.8%
Q3 2019$862,000
-1.1%
9,791
-2.9%
0.04%
-8.9%
Q2 2019$872,000
+21.4%
10,081
+17.9%
0.04%
+9.8%
Q1 2019$718,000
+7.0%
8,550
+3.6%
0.04%
-16.3%
Q4 2018$671,000
+12.4%
8,251
+11.3%
0.05%
+40.0%
Q3 2018$597,000
-21.2%
7,416
-20.8%
0.04%
-31.4%
Q2 2018$758,000
-5.0%
9,363
-4.0%
0.05%
-12.1%
Q1 2018$798,000
-22.1%
9,755
-20.2%
0.06%
-26.6%
Q4 2017$1,025,000
+3.4%
12,225
+4.5%
0.08%
-3.7%
Q3 2017$991,000
-4.7%
11,702
-4.8%
0.08%
-16.3%
Q2 2017$1,040,000
-0.9%
12,297
-2.0%
0.10%
-3.9%
Q1 2017$1,049,000
-15.0%
12,549
-15.5%
0.10%
-24.4%
Q4 2016$1,234,000
-21.6%
14,859
-17.2%
0.14%
-27.8%
Q3 2016$1,574,000
+18.5%
17,955
+19.1%
0.19%
+8.1%
Q2 2016$1,328,000
+42.2%
15,074
+39.2%
0.17%
+35.2%
Q1 2016$934,000
+75.6%
10,831
+69.2%
0.13%
+73.0%
Q4 2015$532,000
+9.0%
6,402
+11.3%
0.07%
-3.9%
Q3 2015$488,0000.0%5,751
-1.1%
0.08%
+14.9%
Q2 2015$488,000
-18.4%
5,815
-16.1%
0.07%
-15.2%
Q1 2015$598,000
+7.9%
6,934
+6.0%
0.08%
+8.2%
Q4 2014$554,0006,5440.07%
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