Dakota Wealth Management - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 698 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$1,252,627
-27.8%
17,323
-24.9%
0.06%
-32.9%
Q2 2023$1,736,008
-12.9%
23,076
-11.1%
0.08%
-38.3%
Q1 2023$1,992,401
-15.9%
25,963
-18.5%
0.13%
-20.8%
Q4 2022$2,368,430
-1.9%
31,868
-3.0%
0.17%
-13.8%
Q3 2022$2,415,000
+640.8%
32,863
+835.7%
0.20%
+364.3%
Q4 2020$326,0003,5120.04%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$124,376,00040.65%
Willow Creek Wealth Management Inc. 609,578$53,167,00024.27%
ESL Trust Services, LLC 334,740$29,196,00013.48%
Strategic Wealth Investment Group, LLC 136,537$11,909,00012.35%
Franklin, Parlapiano, Turner & Welch, LLC 312,762$27,279,00010.28%
BANK OF STOCKTON 275,350$24,015,00010.18%
BCM ADVISORS, LLC 307,838$26,850,0009.76%
Diversified Portfolios, Inc. 205,499$17,924,0008.49%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 371,616$32,413,0007.96%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 198,362$17,301,0007.70%
View complete list of VANGUARD BD INDEX FDS shareholders