SVB WEALTH LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 638 filers reported holding VANGUARD BD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.61 and the average weighting 0.9%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$311,295
-45.2%
4,305
-43.0%
0.01%
-30.0%
Q2 2023$568,287
-64.0%
7,554
-63.3%
0.01%
-54.5%
Q1 2023$1,579,232
+3.1%
20,579
-0.1%
0.02%
+4.8%
Q4 2022$1,531,438
-35.0%
20,606
-35.7%
0.02%
-38.2%
Q3 2022$2,355,000
-27.7%
32,043
-23.6%
0.03%
-32.0%
Q2 2022$3,257,000
+2.2%
41,941
+7.8%
0.05%
+16.3%
Q1 2022$3,186,000
-13.1%
38,914
-7.0%
0.04%
-28.3%
Q4 2021$3,666,000
-1.4%
41,846
+0.7%
0.06%
+25.0%
Q3 2021$3,717,000
-4.6%
41,564
-4.1%
0.05%
-2.0%
Q2 2021$3,896,000
+2.1%
43,319
+0.7%
0.05%
-7.5%
Q1 2021$3,817,000
-16.4%
43,014
-12.5%
0.05%
-20.9%
Q4 2020$4,564,000
-7.8%
49,156
-7.2%
0.07%
-18.3%
Q3 2020$4,951,000
-25.6%
52,956
-25.8%
0.08%
-33.9%
Q2 2020$6,654,000
+100.3%
71,413
+92.0%
0.12%
+53.1%
Q1 2020$3,322,000
-52.0%
37,192
-53.2%
0.08%
-35.7%
Q4 2019$6,925,000
+5.9%
79,395
+6.8%
0.13%
-3.1%
Q3 2019$6,539,000
+369.8%
74,314
+361.6%
0.13%
+176.6%
Q2 2019$1,392,00016,0980.05%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
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