Asset Management Group, Inc. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 698 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
Asset Management Group, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$10,931,564
-3.7%
151,176
+0.2%
2.40%
-0.2%
Q2 2023$11,355,534
-1.6%
150,944
+0.3%
2.41%
-6.3%
Q1 2023$11,543,762
+5.6%
150,427
+2.3%
2.57%
+0.2%
Q4 2022$10,933,099
-0.0%
147,108
-1.1%
2.57%
-5.9%
Q3 2022$10,935,000
-1.4%
148,815
+4.2%
2.73%
+2.6%
Q2 2022$11,092,000
-2.1%
142,852
+3.2%
2.66%
+12.2%
Q1 2022$11,335,000
-8.8%
138,399
-2.5%
2.37%
-3.0%
Q4 2021$12,433,000
-3.8%
141,892
-1.8%
2.44%
-7.8%
Q3 2021$12,918,000
+0.9%
144,427
+1.4%
2.65%
+0.1%
Q2 2021$12,809,000
-0.7%
142,383
-2.1%
2.65%
-5.2%
Q1 2021$12,901,000
+30.7%
145,401
+36.8%
2.79%
+16.4%
Q4 2020$9,869,000
+59.6%
106,288
+60.7%
2.40%
+32.8%
Q3 2020$6,182,000
-0.4%
66,128
-0.7%
1.81%
-7.9%
Q2 2020$6,206,000
+3.8%
66,598
-0.5%
1.96%
-13.0%
Q1 2020$5,978,000
+2.3%
66,918
-0.1%
2.26%
+27.5%
Q4 2019$5,843,000
+211.6%
66,993
+214.4%
1.77%
+175.0%
Q3 2019$1,875,000
+36.8%
21,305
+34.4%
0.64%
+32.0%
Q2 2019$1,371,000
+0.9%
15,847
-2.2%
0.49%
-1.2%
Q1 2019$1,359,000
+0.3%
16,198
-2.8%
0.49%
-11.3%
Q4 2018$1,355,000
-30.1%
16,664
-30.8%
0.56%
-15.2%
Q3 2018$1,939,000
-2.6%
24,094
-2.0%
0.66%
-5.6%
Q2 2018$1,991,000
+1.2%
24,585
+2.2%
0.70%
-1.4%
Q1 2018$1,968,000
+8.1%
24,064
+10.8%
0.70%
+7.5%
Q4 2017$1,821,000
-28.7%
21,724
-28.0%
0.66%
-31.5%
Q3 2017$2,554,000
+6.2%
30,172
+6.0%
0.96%
+3.0%
Q2 2017$2,406,000
+2.3%
28,464
+1.2%
0.93%
-0.1%
Q1 2017$2,352,000
+5.9%
28,135
+5.3%
0.93%
+2.2%
Q4 2016$2,220,000
-29.5%
26,722
-25.6%
0.91%
-30.4%
Q3 2016$3,149,000
-0.6%
35,918
-0.1%
1.31%
-4.7%
Q2 2016$3,168,000
-1.2%
35,971
-3.2%
1.37%
-3.4%
Q1 2016$3,207,000
+0.5%
37,175
-3.2%
1.42%
-1.8%
Q4 2015$3,191,000
+14.3%
38,418
+16.8%
1.45%
+10.7%
Q3 2015$2,792,000
+3.8%
32,904
+2.6%
1.31%
+7.8%
Q2 2015$2,690,000
+52.8%
32,077
+57.0%
1.21%
+48.5%
Q1 2015$1,761,000
+109.1%
20,425
+105.4%
0.82%
+92.7%
Q4 2014$842,0009,9460.42%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
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