Pinkerton Retirement Specialists, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 683 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
Pinkerton Retirement Specialists, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$20,244,617
-5.0%
279,970
-1.2%
4.40%
+4.5%
Q2 2023$21,314,261
-7.2%
283,321
-5.3%
4.21%
-1.9%
Q1 2023$22,956,788
+8.4%
299,150
+5.0%
4.29%
-6.3%
Q4 2022$21,172,579
-2.2%
284,884
-3.3%
4.58%
-45.0%
Q3 2022$21,638,000
-11.5%
294,473
-6.5%
8.34%
+12.6%
Q2 2022$24,462,000
-8.5%
315,032
-3.5%
7.40%
+24.2%
Q1 2022$26,739,000
-0.5%
326,487
+6.4%
5.96%
+26.8%
Q4 2021$26,886,000
+9.2%
306,852
+11.5%
4.70%
-1.3%
Q3 2021$24,620,000
+1.4%
275,265
+2.0%
4.76%
+1.8%
Q2 2021$24,270,000
+4.3%
269,789
+2.9%
4.68%
-4.2%
Q1 2021$23,268,000
+7.6%
262,230
+12.6%
4.88%
-6.0%
Q4 2020$21,626,000
+3.6%
232,912
+4.3%
5.19%
-8.8%
Q3 2020$20,876,000
+34.6%
223,324
+34.2%
5.69%
+15.5%
Q2 2020$15,510,000
+18814.6%
166,434
+16233.1%
4.93%
+14842.4%
Q3 2018$82,000
-1.2%
1,0190.0%0.03%
-8.3%
Q2 2018$83,0000.0%1,0190.0%0.04%
+2.9%
Q1 2018$83,000
-2.4%
1,0190.0%0.04%
-7.9%
Q4 2017$85,000
-5.6%
1,019
-3.8%
0.04%
-13.6%
Q3 2017$90,000
-98.2%
1,059
-98.2%
0.04%
-98.5%
Q2 2017$4,932,000
+5.8%
58,341
+4.6%
2.84%
+8.6%
Q1 2017$4,663,000
-1.3%
55,771
-1.9%
2.61%
+19.3%
Q4 2016$4,723,000
-1.5%
56,854
+3.9%
2.19%
+8.5%
Q3 2016$4,795,000
-7.3%
54,698
-6.9%
2.02%
-22.3%
Q2 2016$5,175,000
-11.9%
58,757
-13.7%
2.60%
-30.8%
Q1 2016$5,874,000
+1.4%
68,094
-2.3%
3.76%
+0.3%
Q4 2015$5,792,000
-6.6%
69,730
-5.7%
3.75%
-2.3%
Q2 2015$6,201,000
+0.8%
73,933
+3.6%
3.84%
-6.0%
Q1 2015$6,154,000
+12.7%
71,382
+10.7%
4.08%
-2.2%
Q4 2014$5,459,00064,4614.17%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$124,376,00040.65%
Willow Creek Wealth Management Inc. 609,578$53,167,00024.27%
ESL Trust Services, LLC 334,740$29,196,00013.48%
Strategic Wealth Investment Group, LLC 136,537$11,909,00012.35%
Franklin, Parlapiano, Turner & Welch, LLC 312,762$27,279,00010.28%
BANK OF STOCKTON 275,350$24,015,00010.18%
BCM ADVISORS, LLC 307,838$26,850,0009.76%
Diversified Portfolios, Inc. 205,499$17,924,0008.49%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 371,616$32,413,0007.96%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 198,362$17,301,0007.70%
View complete list of VANGUARD BD INDEX FDS shareholders