Brookmont Capital Management - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 695 filers reported holding VANGUARD BD INDEX FDS in Q1 2023. The put-call ratio across all filers is 3.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
Brookmont Capital Management ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$368,537
+83.1%
4,921
+86.8%
0.20%
+78.8%
Q4 2023$201,261
-13.4%
2,635
-18.0%
0.11%
-22.1%
Q3 2023$232,404
-3.0%
3,214
+0.9%
0.14%
+0.7%
Q2 2023$239,608
-3.3%
3,185
-1.4%
0.14%
-7.7%
Q1 2023$247,793
+2.9%
3,229
-0.3%
0.16%
+5.4%
Q4 2022$240,722
-0.1%
3,239
-1.3%
0.15%
-11.4%
Q3 2022$241,000
-5.5%
3,283
+0.1%
0.17%
-5.1%
Q2 2022$255,000
-5.2%
3,2810.0%0.18%
+8.6%
Q1 2022$269,000
-6.3%
3,281
+0.0%
0.16%
+6.6%
Q4 2021$287,000
+40.7%
3,280
+43.9%
0.15%
+26.7%
Q3 2021$204,000
-0.5%
2,2790.0%0.12%
-3.2%
Q2 2021$205,000
+2.5%
2,279
+6.4%
0.12%
-22.5%
Q2 2020$200,000
-12.3%
2,142
-17.5%
0.16%
+23.1%
Q3 2019$228,000
+2.2%
2,595
+0.5%
0.13%
-3.0%
Q2 2019$223,000
+3.2%
2,582
+0.5%
0.13%
+0.8%
Q1 2019$216,000
-1.8%
2,569
-5.1%
0.13%
-11.3%
Q4 2018$220,000
+5.3%
2,706
+4.4%
0.15%
+20.0%
Q3 2018$209,000
-0.5%
2,5920.0%0.12%
-5.3%
Q2 2018$210,000
-0.9%
2,5920.0%0.13%
-5.7%
Q1 2018$212,000
-2.3%
2,5920.0%0.14%
+48.9%
Q4 2017$217,000
-0.9%
2,5920.0%0.09%
-21.7%
Q3 2017$219,000
-8.8%
2,592
-8.7%
0.12%
+31.9%
Q2 2017$240,000
+17.1%
2,840
+22.2%
0.09%
+21.3%
Q2 2016$205,0002,3250.08%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$119,684,00040.93%
Willow Creek Wealth Management Inc. 644,217$54,069,00027.26%
CMC Financial Group 166,031$13,935,00012.97%
Hapanowicz & Associates Financial Services, Inc 218,312$18,324,00012.28%
Franklin, Parlapiano, Turner & Welch, LLC 318,566$26,737,00010.55%
Diversified Portfolios, Inc. 210,753$17,689,0009.83%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 367,213$30,820,0008.47%
Beacon Capital Management, Inc. 2,014,643$169,089,0007.69%
Independence Advisors, LLC 306,238$25,703,0007.23%
FC Advisory LLC 120,106$10,080,0006.40%
View complete list of VANGUARD BD INDEX FDS shareholders