Neumann Capital Management, 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
Neumann Capital Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$8,023,048
-23.4%
110,954
-20.3%
3.50%
-19.3%
Q2 2023$10,471,528
+13.7%
139,194
+16.0%
4.34%
+7.1%
Q1 2023$9,209,069
+27.0%
120,004
+23.0%
4.05%
+18.9%
Q4 2022$7,252,406
+14.3%
97,583
+13.0%
3.40%
+4.3%
Q3 2022$6,345,000
+2095.5%
86,354
+2671.3%
3.26%
+2135.6%
Q4 2020$289,000
-1.4%
3,116
-0.4%
0.15%
-13.1%
Q3 2020$293,000
+38.2%
3,129
+37.7%
0.17%
+29.2%
Q2 2020$212,0002,2730.13%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$123,349,00040.90%
Willow Creek Wealth Management Inc. 627,242$54,256,00025.99%
Hapanowicz & Associates Financial Services, Inc 220,848$19,099,00012.60%
Franklin, Parlapiano, Turner & Welch, LLC 306,123$26,480,00010.37%
Diversified Portfolios, Inc. 209,575$18,128,0009.96%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 357,125$30,892,0008.47%
Enterprise Bank & Trust Co 161,366$13,958,0007.19%
Independence Advisors, LLC 312,851$27,062,0006.94%
FC Advisory LLC 119,691$10,305,0006.38%
Sensible Financial Planning & Management, LLC. 152,190$13,164,0005.63%
View complete list of VANGUARD BD INDEX FDS shareholders