GeoWealth Management, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 626 filers reported holding VANGUARD BD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.8%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$2
-50.0%
21
-58.8%
0.00%
Q2 2023$4
-20.0%
51
-22.7%
0.00%
-100.0%
Q4 2022$5
-100.0%
66
-90.2%
0.00%
-80.0%
Q1 2022$56,000
-65.6%
675
-62.7%
0.01%
-61.5%
Q3 2021$163,000
-97.1%
1,812
-97.2%
0.01%
-99.0%
Q3 2019$5,611,00063,7631.26%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$123,349,00040.90%
Willow Creek Wealth Management Inc. 627,242$54,256,00025.99%
Hapanowicz & Associates Financial Services, Inc 220,848$19,099,00012.60%
Franklin, Parlapiano, Turner & Welch, LLC 306,123$26,480,00010.37%
Diversified Portfolios, Inc. 209,575$18,128,0009.96%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 357,125$30,892,0008.47%
Enterprise Bank & Trust Co 161,366$13,958,0007.19%
Independence Advisors, LLC 312,851$27,062,0006.94%
FC Advisory LLC 119,691$10,305,0006.38%
Sensible Financial Planning & Management, LLC. 152,190$13,164,0005.63%
View complete list of VANGUARD BD INDEX FDS shareholders