Peninsula Wealth, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 679 filers reported holding VANGUARD BD INDEX FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Peninsula Wealth, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$628,825
+0.7%
8,2860.0%0.12%
-5.6%
Q1 2024$624,764
+34.0%
8,286
+35.8%
0.12%
+30.2%
Q4 2023$466,071
+7.4%
6,1020.0%0.10%
-5.9%
Q3 2023$434,157
-5.4%
6,1020.0%0.10%
-15.0%
Q2 2023$459,053
-2.0%
6,1020.0%0.12%
-11.1%
Q1 2023$468,267
+3.3%
6,1020.0%0.14%
-5.6%
Q4 2022$453,501
+1.2%
6,1020.0%0.14%
-9.5%
Q3 2022$448,000
-5.5%
6,1020.0%0.16%
-1.2%
Q2 2022$474,000
-5.2%
6,1020.0%0.16%
+12.7%
Q1 2022$500,000
-6.5%
6,1020.0%0.14%
-1.4%
Q4 2021$535,000
-27.5%
6,102
-22.7%
0.14%
-54.4%
Q3 2020$738,0007,8910.32%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2022
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