Gradient Investments LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 718 filers reported holding VANGUARD BD INDEX FDS in Q4 2021. The put-call ratio across all filers is 2.56 and the average weighting 0.8%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$28,159
-0.7%
3760.0%0.00%0.0%
Q1 2024$28,359
-71.2%
376
-70.8%
0.00%
-50.0%
Q4 2023$98,309
+23.6%
1,287
+17.0%
0.00%0.0%
Q3 2023$79,549
-18.2%
1,100
-14.9%
0.00%
-33.3%
Q2 2023$97,277
+135.2%
1,293
+139.9%
0.00%
+200.0%
Q1 2023$41,363
-84.9%
539
-85.4%
0.00%
-88.9%
Q4 2022$273,869
+602.2%
3,685
+587.5%
0.01%
+800.0%
Q3 2022$39,000
-72.7%
536
-70.8%
0.00%
-75.0%
Q2 2022$143,000
+393.1%
1,837
+424.9%
0.00%
+300.0%
Q1 2022$29,000
-6.5%
3500.0%0.00%0.0%
Q4 2021$31,0000.0%3500.0%0.00%0.0%
Q3 2021$31,000
+29.2%
350
+32.6%
0.00%0.0%
Q2 2021$24,000
-38.5%
264
-39.7%
0.00%0.0%
Q1 2021$39,000
+25.8%
438
+31.5%
0.00%0.0%
Q4 2020$31,0000.0%3330.0%0.00%0.0%
Q3 2020$31,0000.0%3330.0%0.00%0.0%
Q2 2020$31,000
+3.3%
3330.0%0.00%
-50.0%
Q1 2020$30,000
+3.4%
3330.0%0.00%
+100.0%
Q4 2019$29,000
+222.2%
333
+233.0%
0.00%
Q3 2019$9,0000.0%1000.0%0.00%
Q2 2019$9,000
+12.5%
1000.0%0.00%
-100.0%
Q1 2019$8,0000.0%1000.0%0.00%
Q4 2018$8,0000.0%1000.0%0.00%
Q3 2018$8,000
-61.9%
100
-61.1%
0.00%
-100.0%
Q2 2018$21,000
+162.5%
257
+157.0%
0.00%
Q1 2018$8,000
-77.1%
100
-75.9%
0.00%
-100.0%
Q4 2017$35,000
-57.8%
415
-57.7%
0.00%
-66.7%
Q2 2017$83,000
-30.8%
982
-31.9%
0.01%
-33.3%
Q1 2017$120,000
+31.9%
1,441
+32.2%
0.01%
+12.5%
Q4 2016$91,000
-18.0%
1,090
-13.8%
0.01%
-27.3%
Q3 2016$111,000
-22.9%
1,265
-22.5%
0.01%
-31.2%
Q2 2016$144,000
-31.4%
1,632
-32.9%
0.02%
-38.5%
Q1 2016$210,000
-98.3%
2,432
-98.4%
0.03%
-98.4%
Q4 2015$12,470,000
-10.8%
150,138
-8.9%
1.66%
-16.2%
Q3 2015$13,979,000
+14.3%
164,764
+13.0%
1.98%
+18.5%
Q2 2015$12,226,000
+83.1%
145,777
+88.2%
1.67%
+67.7%
Q1 2015$6,678,000
+0.7%
77,463
-1.1%
1.00%
-8.6%
Q4 2014$6,633,000
-3.9%
78,334
-4.4%
1.09%
-12.5%
Q3 2014$6,903,000
+11.6%
81,926
+12.2%
1.25%
+2.9%
Q2 2014$6,184,000
+21.8%
73,018
+19.8%
1.21%
+3.1%
Q1 2014$5,079,000
+16.6%
60,947
+14.3%
1.18%
+1.5%
Q4 2013$4,356,000
-14.1%
53,322
-12.2%
1.16%
-27.5%
Q3 2013$5,072,000
+0.2%
60,743
+0.2%
1.60%
-15.9%
Q2 2013$5,064,00060,6501.90%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2021
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