Jackson, Grant Investment Advisers, 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
Jackson, Grant Investment Advisers, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q1 2023$53,718
+3.3%
7000.0%0.02%0.0%
Q4 2022$52,024
+2.0%
7000.0%0.02%
-7.4%
Q3 2022$51,000
-5.6%
7000.0%0.03%0.0%
Q2 2022$54,000
-5.3%
7000.0%0.03%
+12.5%
Q1 2022$57,000
-9.5%
7000.0%0.02%
-14.3%
Q3 2021$63,0000.0%7000.0%0.03%0.0%
Q2 2021$63,000
-25.0%
700
-26.3%
0.03%
-28.2%
Q1 2021$84,000
-4.5%
9500.0%0.04%
-13.3%
Q4 2020$88,0009500.04%
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