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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $326,000 | – | 3,512 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Diana Davis Spencer Foundation | 1,426,000 | $124,376,000 | 40.65% |
Willow Creek Wealth Management Inc. | 609,578 | $53,167,000 | 24.27% |
ESL Trust Services, LLC | 334,740 | $29,196,000 | 13.48% |
Strategic Wealth Investment Group, LLC | 136,537 | $11,909,000 | 12.35% |
Franklin, Parlapiano, Turner & Welch, LLC | 312,762 | $27,279,000 | 10.28% |
BANK OF STOCKTON | 275,350 | $24,015,000 | 10.18% |
BCM ADVISORS, LLC | 307,838 | $26,850,000 | 9.76% |
Diversified Portfolios, Inc. | 205,499 | $17,924,000 | 8.49% |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 371,616 | $32,413,000 | 7.96% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 198,362 | $17,301,000 | 7.70% |