Wela Strategies, Inc. - 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
Wela Strategies, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q4 2023$3,410,944
+4.6%
44,647
-1.0%
1.83%
-6.0%
Q3 2023$3,259,452
-6.4%
45,076
-2.7%
1.95%
-27.3%
Q2 2023$3,483,652
+5.0%
46,306
+7.1%
2.68%
+50.8%
Q1 2023$3,318,892
+212649.5%
43,248
+106.0%
1.78%
+102.9%
Q4 2022$1,560
-99.9%
20,995
-4.9%
0.88%
-20.2%
Q3 2022$1,622,000
-11.2%
22,078
-6.1%
1.10%
+2.5%
Q2 2022$1,826,000
-8.1%
23,518
-3.0%
1.07%
+5.0%
Q1 2022$1,986,000
-3.7%
24,246
+3.0%
1.02%0.0%
Q4 2021$2,063,000
-10.9%
23,540
-9.1%
1.02%
-15.5%
Q3 2021$2,315,000
-1.6%
25,884
-1.0%
1.21%
+26.7%
Q2 2021$2,353,000
+1.1%
26,153
-0.3%
0.95%
-23.9%
Q1 2021$2,328,000
-37.1%
26,237
-34.1%
1.25%
-41.2%
Q4 2020$3,699,000
+6.6%
39,841
+7.3%
2.13%
-3.6%
Q3 2020$3,469,000
-5.3%
37,115
-5.5%
2.21%
-5.2%
Q2 2020$3,662,000
+13.9%
39,292
+9.1%
2.33%
-0.0%
Q1 2020$3,216,000
-8.8%
36,002
-11.0%
2.33%
+11.7%
Q4 2019$3,528,000
+4.3%
40,451
+5.2%
2.09%
-0.2%
Q3 2019$3,384,000
+17.0%
38,452
+15.0%
2.09%
+13.9%
Q2 2019$2,893,000
+4.0%
33,451
+1.0%
1.84%
-1.0%
Q1 2019$2,781,000
+81.8%
33,131
+76.0%
1.85%
+60.6%
Q4 2018$1,530,000
+0.1%
18,825
-0.9%
1.15%
+7.1%
Q3 2018$1,528,000
-1.2%
18,989
-0.6%
1.08%
-6.5%
Q2 2018$1,546,000
-2.5%
19,097
-1.6%
1.15%
-9.3%
Q1 2018$1,586,000
+12.2%
19,398
+15.0%
1.27%
+14.1%
Q4 2017$1,414,000
+0.6%
16,873
+1.7%
1.11%
-15.6%
Q3 2017$1,405,000
-11.7%
16,599
-12.8%
1.32%
-15.4%
Q1 2017$1,591,00019,0271.56%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 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