Shamrock Asset Management LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 474 filers reported holding VANGUARD BD INDEX FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Shamrock Asset Management LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2019$64,000
+1.6%
7250.0%0.05%
+11.1%
Q2 2019$63,000
+3.3%
7250.0%0.04%
-6.2%
Q1 2019$61,000
+3.4%
7250.0%0.05%
-46.1%
Q4 2018$59,000
+1.7%
7250.0%0.09%
+140.5%
Q3 2018$58,000
-1.7%
7250.0%0.04%
+2.8%
Q2 2018$59,000
+1.7%
7250.0%0.04%
+2.9%
Q1 2018$58,000
-4.9%
7250.0%0.04%
-2.8%
Q4 2017$61,0000.0%7250.0%0.04%
-7.7%
Q3 2017$61,0000.0%7250.0%0.04%
+2.6%
Q2 2017$61,0000.0%7250.0%0.04%0.0%
Q1 2017$61,000
+1.7%
7250.0%0.04%
+2.7%
Q4 2016$60,000
-6.2%
7250.0%0.04%0.0%
Q3 2016$64,0000.0%7250.0%0.04%0.0%
Q2 2016$64,000
+1.6%
7250.0%0.04%0.0%
Q1 2016$63,000
+5.0%
7250.0%0.04%
+8.8%
Q4 2015$60,000
-3.2%
7250.0%0.03%
+3.0%
Q3 2015$62,000
+1.6%
7250.0%0.03%
+17.9%
Q2 2015$61,000
-3.2%
7250.0%0.03%
+12.0%
Q1 2015$63,000
+3.3%
7250.0%0.02%
+4.2%
Q4 2014$61,0000.0%7250.0%0.02%
+4.3%
Q3 2014$61,0000.0%7250.0%0.02%
+21.1%
Q2 2014$61,000
+1.7%
7250.0%0.02%
-5.0%
Q1 2014$60,0007250.02%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2019
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