Coe Capital Management, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 151 filers reported holding VANGUARD BD INDEX FDS in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Coe Capital Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2021$1,142,000
+1.5%
12,691
+0.1%
1.08%
-4.8%
Q1 2021$1,125,000
+22.5%
12,677
+28.3%
1.13%
+12.5%
Q4 2020$918,000
-1.3%
9,884
-0.7%
1.00%
-19.6%
Q3 2020$930,000
+0.5%
9,954
+0.3%
1.25%
-9.1%
Q2 2020$925,000
+4.3%
9,9270.0%1.37%
-7.3%
Q1 2020$887,000
-17.3%
9,927
-19.3%
1.48%
+8.2%
Q4 2019$1,072,000
-12.6%
12,296
-11.7%
1.37%
+0.9%
Q3 2019$1,226,000
+2.7%
13,928
+0.9%
1.36%
+2.8%
Q2 2019$1,194,000
+127.0%
13,798
+120.1%
1.32%
+116.2%
Q1 2019$526,000
+54.3%
6,269
+49.4%
0.61%
+46.2%
Q4 2018$341,000
-13.9%
4,195
-14.6%
0.42%
+6.9%
Q3 2018$396,000
+18.6%
4,915
+19.3%
0.39%
+5.4%
Q2 2018$334,000
-0.9%
4,1200.0%0.37%
+1.6%
Q1 2018$337,000
+39.3%
4,120
+42.6%
0.36%
+42.6%
Q4 2017$242,000
-37.8%
2,890
-37.0%
0.26%
-36.6%
Q3 2017$389,000
+0.3%
4,5900.0%0.40%
-8.6%
Q2 2017$388,000
+88.3%
4,590
+85.5%
0.44%
+636.7%
Q1 2014$206,000
-15.9%
2,474
-17.5%
0.06%
-30.2%
Q4 2013$245,000
-7.2%
2,999
-5.1%
0.09%
-51.1%
Q3 2013$264,000
-32.8%
3,159
-32.8%
0.18%
+16.6%
Q2 2013$393,0004,7040.15%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2013
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 595,681$52,217,00041.12%
Diana Davis Spencer Foundation 1,240,000$108,698,00040.00%
Diversified Portfolios, Inc. 210,205$18,427,00011.52%
Ken Stern & Associates, Inc. 178,136$15,615,00010.78%
Franklin, Parlapiano, Turner & Welch, LLC 237,888$20,853,00010.60%
Day & Ennis, LLC 109,810$9,626,00010.13%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 357,911$31,370,0009.66%
Independence Advisors, LLC 465,184$40,778,0009.58%
Coyle Financial Counsel LLC 74,564$6,486,0009.36%
RELIANCE TRUST CO 9,310$816,0008.51%
View complete list of VANGUARD BD INDEX FDS shareholders