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$133,302,00041.09%
Compass Ion Advisors, LLC 496,627$46,425,00029.49%
BCM ADVISORS, LLC 393,926$36,686,00013.53%
BANK OF STOCKTON 333,329$31,159,00013.02%
Keudell/Morrison Wealth Management 213,295$19,939,00012.82%
Burt Wealth Advisors 358,263$33,490,00012.52%
Milestone Advisory Partners 211,314$19,754,00012.29%
Verde Capital Management 228,432$21,354,00012.15%
Fullen Financial Group 156,297$14,611,00011.13%
Franklin, Parlapiano, Turner & Welch, LLC 292,870$27,378,00011.05%
View complete list of VANGUARD BD INDEX FDS shareholders