WealthPLAN Partners, LLC - 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
WealthPLAN Partners, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2023$10,758
-2.0%
1430.0%0.00%
+100.0%
Q1 2023$10,974
-97.0%
143
-96.9%
0.00%
-96.2%
Q1 2022$368,000
-6.1%
4,683
+2.4%
0.03%0.0%
Q4 2021$392,000
-8.8%
4,574
-5.6%
0.03%
-10.3%
Q3 2021$430,000
-64.0%
4,844
-63.4%
0.03%
-65.5%
Q2 2021$1,195,000
+10.4%
13,223
+8.9%
0.08%0.0%
Q1 2021$1,082,000
+0.5%
12,137
+3.6%
0.08%
-8.7%
Q4 2020$1,077,000
+17.1%
11,718
+18.4%
0.09%
+2.2%
Q3 2020$920,000
+42.9%
9,895
+43.4%
0.09%
+34.3%
Q2 2020$644,000
-0.6%
6,900
-9.9%
0.07%
-63.2%
Q3 2017$648,000
+33.1%
7,654
+32.7%
0.18%
+30.0%
Q2 2017$487,000
-95.0%
5,766
+4870.7%
0.14%
+311.8%
Q1 2017$9,730,000
-64.2%
116
-62.8%
0.03%
+277.8%
Q3 2016$27,178,000
-1.1%
312
-6.0%
0.01%
+125.0%
Q2 2016$27,480,000
+127.7%
332
-23.7%
0.00%
+100.0%
Q4 2015$12,068,0004350.00%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
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