Burt Wealth Advisors - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 801 filers reported holding VANGUARD BD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Burt Wealth Advisors ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$27,254,470
-1.2%
363,927
-0.5%
7.18%
+2.7%
Q1 2024$27,572,004
+10.8%
365,676
+12.3%
6.99%
-1.5%
Q4 2023$24,878,756
-18.7%
325,723
-23.1%
7.10%
-24.5%
Q3 2023$30,618,046
-1.0%
423,428
+3.0%
9.40%
+0.9%
Q2 2023$30,920,883
+4.1%
411,018
+6.2%
9.32%
+1.0%
Q1 2023$29,692,360
-1.1%
386,922
-4.2%
9.23%
-8.2%
Q4 2022$30,017,911
-0.1%
403,901
-1.2%
10.05%
-16.6%
Q3 2022$30,041,000
+46.5%
408,827
+54.8%
12.06%
+69.1%
Q2 2022$20,512,000
-31.1%
264,156
-27.3%
7.13%
-20.2%
Q1 2022$29,769,000
+1.4%
363,479
+8.5%
8.93%
-6.9%
Q4 2021$29,366,000
-13.3%
335,150
-11.5%
9.59%
-11.1%
Q3 2021$33,853,000
-0.6%
378,495
-0.0%
10.79%
-12.3%
Q2 2021$34,060,000
+0.3%
378,611
-1.1%
12.30%
-1.7%
Q1 2021$33,955,000
-0.7%
382,675
+3.9%
12.52%
+6.3%
Q4 2020$34,186,000
+2.1%
368,182
+2.8%
11.78%
-6.0%
Q3 2020$33,490,000
+257515.4%
358,263
+238742.0%
12.52%
+89364.3%
Q2 2016$13,0000.0%1500.0%0.01%
+16.7%
Q1 2016$13,000
+8.3%
1500.0%0.01%
+20.0%
Q4 2015$12,0000.0%1500.0%0.01%
-33.3%
Q3 2015$12,000
-7.7%
1500.0%0.02%
+7.1%
Q2 2015$13,0001500.01%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2023
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