SVB WEALTH 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
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 Q3 2021
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$105,980,32041.33%
GPWM LLC 222,881$16,564,51514.81%
BCM ADVISORS, LLC 652,823$50,443,63313.94%
Brewster Financial Planning LLC 170,690$12,685,68113.44%
Signify Wealth 177,839$13,216,99411.57%
Fullen Financial Group 262,996$20,20911.47%
Franklin, Parlapiano, Turner & Welch, LLC 442,402$32,879,30610.79%
OLIO Financial Planning 261,417$19,428,51510.56%
Burt Wealth Advisors 403,901$30,017,91110.05%
Sage Financial Management Group, Inc. 169,280$12,5818.79%
View complete list of VANGUARD BD INDEX FDS shareholders