VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 701 filers reported holding VANGUARD BD INDEX FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,175 | -4.9% | 168,371 | -1.1% | 0.04% | -2.5% |
Q2 2023 | $12,804 | +6.8% | 170,196 | +8.9% | 0.04% | +2.6% |
Q1 2023 | $11,991 | +4.7% | 156,254 | +1.4% | 0.04% | 0.0% |
Q4 2022 | $11,455 | -99.9% | 154,130 | +5.8% | 0.04% | -2.5% |
Q3 2022 | $11,315,000 | 0.0% | 145,713 | 0.0% | 0.04% | 0.0% |
Q2 2022 | $11,315,000 | -0.3% | 145,713 | +5.2% | 0.04% | +11.1% |
Q1 2022 | $11,349,000 | -5.7% | 138,571 | +0.9% | 0.04% | -2.7% |
Q4 2021 | $12,034,000 | +3.2% | 137,338 | +5.4% | 0.04% | -5.1% |
Q3 2021 | $11,657,000 | +27.9% | 130,337 | +28.6% | 0.04% | +25.8% |
Q2 2021 | $9,117,000 | +13.5% | 101,345 | +12.0% | 0.03% | +3.3% |
Q1 2021 | $8,030,000 | +7.7% | 90,497 | +12.7% | 0.03% | -3.2% |
Q4 2020 | $7,455,000 | +9.3% | 80,288 | +10.0% | 0.03% | -6.1% |
Q3 2020 | $6,823,000 | +23.1% | 72,994 | +22.8% | 0.03% | +13.8% |
Q2 2020 | $5,541,000 | +25.0% | 59,459 | +19.8% | 0.03% | +3.6% |
Q1 2020 | $4,434,000 | +15.3% | 49,637 | +12.6% | 0.03% | +40.0% |
Q4 2019 | $3,845,000 | +34.7% | 44,086 | +33.6% | 0.02% | +25.0% |
Q3 2019 | $2,855,000 | 0.0% | 33,008 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $2,855,000 | +32.2% | 33,008 | +28.3% | 0.02% | +23.1% |
Q1 2019 | $2,159,000 | +18.6% | 25,726 | +14.9% | 0.01% | 0.0% |
Q4 2018 | $1,821,000 | +17.9% | 22,399 | +16.7% | 0.01% | +30.0% |
Q3 2018 | $1,544,000 | +5.8% | 19,190 | +6.5% | 0.01% | 0.0% |
Q2 2018 | $1,459,000 | +1.8% | 18,013 | +1.5% | 0.01% | 0.0% |
Q1 2018 | $1,433,000 | +20.7% | 17,748 | +25.3% | 0.01% | 0.0% |
Q4 2017 | $1,187,000 | +30.9% | 14,164 | +32.3% | 0.01% | +25.0% |
Q3 2017 | $907,000 | +28.7% | 10,710 | +28.4% | 0.01% | +14.3% |
Q2 2017 | $705,000 | +68.7% | 8,340 | +66.8% | 0.01% | +40.0% |
Q1 2017 | $418,000 | +99.0% | 5,001 | +97.6% | 0.01% | +66.7% |
Q4 2016 | $210,000 | – | 2,531 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Diana Davis Spencer Foundation | 1,426,000 | $133,302,000 | 41.09% |
Compass Ion Advisors, LLC | 496,627 | $46,425,000 | 29.49% |
BCM ADVISORS, LLC | 393,926 | $36,686,000 | 13.53% |
BANK OF STOCKTON | 333,329 | $31,159,000 | 13.02% |
Keudell/Morrison Wealth Management | 213,295 | $19,939,000 | 12.82% |
Burt Wealth Advisors | 358,263 | $33,490,000 | 12.52% |
Milestone Advisory Partners | 211,314 | $19,754,000 | 12.29% |
Verde Capital Management | 228,432 | $21,354,000 | 12.15% |
Fullen Financial Group | 156,297 | $14,611,000 | 11.13% |
Franklin, Parlapiano, Turner & Welch, LLC | 292,870 | $27,378,000 | 11.05% |