Diversified Portfolios, Inc. - 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
Diversified Portfolios, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$18,182,131
-8.4%
251,447
-4.7%
3.43%
-14.0%
Q2 2023$19,854,925
+0.8%
263,923
+2.8%
3.98%
-9.1%
Q1 2023$19,700,844
-15.9%
256,722
-18.6%
4.38%
-18.4%
Q4 2022$23,430,254
-4.6%
315,262
-5.7%
5.37%
-18.8%
Q3 2022$24,563,000
-3.6%
334,277
+1.9%
6.61%
-6.9%
Q2 2022$25,484,000
+26.9%
328,188
+33.9%
7.10%
+47.5%
Q1 2022$20,078,000
-5.3%
245,149
+1.3%
4.81%
-5.6%
Q4 2021$21,208,000
-4.8%
242,048
-2.8%
5.10%
-17.2%
Q3 2021$22,266,000
+4.9%
248,954
+4.0%
6.16%
-11.8%
Q1 2021$21,233,000
+5.1%
239,296
+10.0%
6.98%
-3.3%
Q4 2020$20,207,000
+3.7%
217,632
+4.4%
7.23%
-14.3%
Q3 2020$19,494,000
+2.7%
208,532
+2.4%
8.43%
-7.1%
Q2 2020$18,975,000
+2.4%
203,613
-1.9%
9.08%
-11.7%
Q1 2020$18,539,000
+3.4%
207,531
+1.0%
10.28%
+21.1%
Q4 2019$17,924,000
-0.7%
205,499
+0.2%
8.49%
-7.0%
Q3 2019$18,046,000
-0.5%
205,072
-2.1%
9.13%
-8.4%
Q2 2019$18,128,000
+2.5%
209,575
-0.6%
9.96%
+1.3%
Q1 2019$17,689,000
+4.5%
210,753
+1.3%
9.83%
-6.3%
Q4 2018$16,920,000
-7.6%
208,147
-8.5%
10.49%
+3.6%
Q3 2018$18,312,000
-1.9%
227,533
-1.3%
10.12%
-4.9%
Q2 2018$18,675,000
-0.9%
230,639
+0.1%
10.65%
-1.7%
Q1 2018$18,846,000
-10.0%
230,474
-7.8%
10.84%
-5.3%
Q4 2017$20,944,000
+7.2%
249,842
+8.3%
11.44%
+3.2%
Q3 2017$19,533,000
+11.1%
230,722
+10.9%
11.08%
+6.2%
Q2 2017$17,580,000
+5.8%
207,976
+4.6%
10.44%
+3.9%
Q1 2017$16,622,000
+1.7%
198,807
+1.0%
10.04%
-0.4%
Q4 2016$16,347,000
-11.3%
196,789
-6.4%
10.08%
-12.4%
Q3 2016$18,427,000
+1.4%
210,205
+1.8%
11.52%
+1.7%
Q2 2016$18,177,000
+1.6%
206,389
-0.4%
11.33%
+0.7%
Q1 2016$17,883,000
+1.1%
207,293
-2.7%
11.25%
-0.3%
Q4 2015$17,687,000
-11.6%
212,943
-9.7%
11.29%
-14.9%
Q3 2015$20,001,000
-0.7%
235,746
-1.3%
13.26%
+4.5%
Q2 2015$20,139,000
+6.6%
238,891
+9.0%
12.69%
+6.2%
Q1 2015$18,891,000
-3.6%
219,122
-5.3%
11.95%
+2.7%
Q4 2014$19,603,000231,49111.63%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
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