NewEdge Advisors, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 683 filers reported holding VANGUARD BD INDEX FDS in Q1 2023. The put-call ratio across all filers is 3.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$4,765,551
-4.8%
65,905
-0.9%
0.05%
-8.8%
Q2 2023$5,004,534
-2.9%
66,522
-0.8%
0.06%
-10.9%
Q1 2023$5,155,180
+101.0%
67,067
+9.6%
0.06%
-7.2%
Q4 2022$2,564,384
-43.7%
61,168
-1.4%
0.07%
-8.0%
Q3 2022$4,557,000
-15.0%
62,013
-10.1%
0.08%
-15.7%
Q2 2022$5,359,000
-2.6%
69,013
+2.7%
0.09%0.0%
Q1 2022$5,504,000
+3.4%
67,195
+10.6%
0.09%
+11.2%
Q4 2021$5,325,000
+59.4%
60,772
+62.7%
0.08%
-3.6%
Q3 2021$3,341,000
+4.4%
37,350
+5.0%
0.08%
-2.4%
Q2 2021$3,201,000
+6.3%
35,583
+4.8%
0.08%
-5.6%
Q1 2021$3,012,000
+31.7%
33,946
+37.9%
0.09%
+20.0%
Q4 2020$2,287,000
+5.7%
24,621
+6.4%
0.08%0.0%
Q3 2020$2,163,000
-5.3%
23,139
-5.5%
0.08%
-15.7%
Q2 2020$2,283,000
-3.7%
24,494
-7.7%
0.09%
-21.9%
Q1 2020$2,371,000
+11.3%
26,546
+8.6%
0.11%
+34.1%
Q4 2019$2,131,000
+6.4%
24,443
+7.4%
0.08%
-4.5%
Q3 2019$2,002,000
+19.9%
22,758
+17.9%
0.09%
-12.7%
Q2 2019$1,670,000
+14.0%
19,301
+10.5%
0.10%
+7.4%
Q1 2019$1,465,000
-3.7%
17,460
-6.8%
0.10%
-3.1%
Q4 2018$1,522,000
+42.4%
18,727
+41.0%
0.10%
+19.5%
Q3 2018$1,069,000
+106.4%
13,282
+106.9%
0.08%
+74.5%
Q2 2018$518,000
+128.2%
6,420
+130.9%
0.05%
+80.8%
Q1 2018$227,000
-13.0%
2,781
-10.9%
0.03%
-25.7%
Q4 2017$261,000
+13.5%
3,121
+14.9%
0.04%
-2.8%
Q3 2017$230,000
-99.7%
2,717
+192.8%
0.04%
+176.9%
Q2 2017$78,046,0009280.01%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 531,042$44,969,00043.99%
Diana Davis Spencer Foundation 1,240,000$105,003,00039.73%
PALLADIEM, LLC 199,865$16,925,00013.87%
Diversified Portfolios, Inc. 231,491$19,603,00011.63%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 380,435$32,215,00010.20%
Beacon Capital Management, Inc. 472,036$39,972,0004.87%
S. R. Schill & Associates 59,849$5,068,0004.64%
Pinkerton Retirement Specialists, LLC 64,461$5,459,0004.17%
MONROE BANK & TRUST/MI 110,596$9,365,0003.17%
Cranbrook Wealth Management, LLC 54,339$4,601,0002.85%
View complete list of VANGUARD BD INDEX FDS shareholders