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 19 filers reported holding VANGUARD BD INDEX FDS in Q4 2023. The put-call ratio across all filers is - 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 2023
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$103,144,06041.53%
BCM ADVISORS, LLC 696,815$50,630,57815.01%
Echo Wealth Management, LLC 184,509$13,341,86714.37%
Brewster Financial Planning LLC 185,686$13,426,95513.44%
Retirement Investment Advisors, Inc. 1,819,376$131,559,07911.98%
Francis Financial, Inc. 314,679$22,754,45611.87%
FISCHER INVESTMENT STRATEGIES, LLC 160,607$11,613,47711.79%
Reliant Wealth Planning 304,106$21,989,90511.66%
OLIO Financial Planning 329,930$23,857,24011.20%
True Link Financial Advisors, LLC 1,279,988$92,555,93211.10%
View complete list of VANGUARD BD INDEX FDS shareholders