Joel Isaacson & Co., 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
Joel Isaacson & Co., LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$464,289
+28.6%
6,421
+33.8%
0.03%
+33.3%
Q2 2023$360,954
-2.0%
4,7980.0%0.02%
-7.7%
Q1 2023$368,199
+3.3%
4,7980.0%0.03%
-3.7%
Q4 2022$356,587
-31.4%
4,798
-32.3%
0.03%
-40.0%
Q3 2022$520,000
-4.6%
7,083
+0.9%
0.04%
-2.2%
Q2 2022$545,000
-2.0%
7,0190.0%0.05%
+12.2%
Q1 2022$556,000
-23.1%
7,019
-14.9%
0.04%
-18.0%
Q4 2021$723,000
-2.0%
8,2480.0%0.05%
-10.7%
Q3 2021$738,000
-0.5%
8,2480.0%0.06%
-3.4%
Q2 2021$742,000
+1.4%
8,2480.0%0.06%
-9.4%
Q1 2021$732,000
-4.4%
8,2480.0%0.06%
-14.7%
Q4 2020$766,000
-0.6%
8,2480.0%0.08%
-25.0%
Q3 2020$771,000
+14.2%
8,248
+13.8%
0.10%
+4.2%
Q2 2020$675,000
+4.3%
7,2480.0%0.10%
-15.0%
Q1 2020$647,000
+2.4%
7,2480.0%0.11%
+36.1%
Q4 2019$632,000
+3.3%
7,248
+4.3%
0.08%
-4.6%
Q3 2019$612,000
+1.8%
6,9500.0%0.09%0.0%
Q2 2019$601,000
+14.5%
6,950
+11.2%
0.09%
+13.0%
Q1 2019$525,000
+11.9%
6,250
+8.7%
0.08%
+4.1%
Q4 2018$469,000
+6.8%
5,750
+5.5%
0.07%
+7.2%
Q3 2018$439,000
-0.5%
5,4500.0%0.07%
-6.8%
Q2 2018$441,000
+8.9%
5,450
+10.1%
0.07%
+4.2%
Q1 2018$405,000
-23.9%
4,950
-22.0%
0.07%
-22.8%
Q4 2017$532,000
+6.6%
6,350
+7.6%
0.09%
+1.1%
Q3 2017$499,000
+0.8%
5,900
+0.8%
0.09%
-3.2%
Q2 2017$495,000
-9.7%
5,855
-10.7%
0.09%
-13.0%
Q1 2017$548,000
+10.7%
6,555
+10.1%
0.11%
+8.0%
Q4 2016$495,000
-5.2%
5,9550.0%0.10%
-6.5%
Q3 2016$522,000
-0.4%
5,9550.0%0.11%
-4.5%
Q2 2016$524,000
+22.7%
5,955
+20.2%
0.11%
+19.1%
Q1 2016$427,000
+29.8%
4,955
+25.3%
0.09%
+16.0%
Q4 2015$329,000
+31.1%
3,955
+33.8%
0.08%
+20.9%
Q3 2015$251,000
+15.1%
2,955
+13.7%
0.07%
+19.6%
Q2 2015$218,000
+134.4%
2,600
+141.9%
0.06%
+143.5%
Q1 2015$93,000
+2225.0%
1,075
+2050.0%
0.02%
+666.7%
Q4 2012$4,000500.00%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 531,042$44,969,00043.99%
Diana Davis Spencer Foundation 1,240,000$105,003,00039.73%
PALLADIEM, LLC 199,865$16,925,00013.87%
Diversified Portfolios, Inc. 231,491$19,603,00011.63%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 380,435$32,215,00010.20%
Beacon Capital Management, Inc. 472,036$39,972,0004.87%
S. R. Schill & Associates 59,849$5,068,0004.64%
Pinkerton Retirement Specialists, LLC 64,461$5,459,0004.17%
MONROE BANK & TRUST/MI 110,596$9,365,0003.17%
Cranbrook Wealth Management, LLC 54,339$4,601,0002.85%
View complete list of VANGUARD BD INDEX FDS shareholders