BerganKDV Wealth Management, 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
BerganKDV Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2023$6,708,576
-0.4%
89,174
+1.6%
0.67%
-3.3%
Q1 2023$6,732,646
+13.5%
87,733
+9.9%
0.69%
+7.9%
Q4 2022$5,930,900
+50.7%
79,802
+49.0%
0.64%
+36.5%
Q3 2022$3,936,000
+22.5%
53,564
+29.5%
0.47%
+28.0%
Q2 2022$3,212,000
+28.0%
41,361
+35.0%
0.37%
+37.3%
Q1 2022$2,509,000
+5.3%
30,636
+12.7%
0.27%
+7.6%
Q4 2021$2,382,000
+4.6%
27,181
+6.7%
0.25%
-3.5%
Q3 2021$2,277,000
+12.8%
25,463
+13.5%
0.26%
+7.5%
Q2 2021$2,019,000
+5.1%
22,442
+3.7%
0.24%
-2.8%
Q1 2021$1,921,000
-18.0%
21,651
-14.2%
0.25%
-24.9%
Q4 2020$2,342,000
+1.0%
25,225
+1.7%
0.33%
-10.4%
Q3 2020$2,319,000
+10.1%
24,806
+9.8%
0.37%
+1.7%
Q2 2020$2,106,000
+31.5%
22,595
+26.0%
0.36%
+10.1%
Q1 2020$1,602,000
-16.3%
17,931
-18.2%
0.33%
-3.8%
Q4 2019$1,913,000
+10.5%
21,930
+11.4%
0.34%
-0.3%
Q3 2019$1,732,000
+3.3%
19,678
+1.5%
0.34%
+3.0%
Q2 2019$1,677,000
-31.8%
19,383
-33.8%
0.33%
-34.0%
Q1 2019$2,459,000
+16.3%
29,299
+12.6%
0.50%
+1.6%
Q4 2018$2,115,000
+4.5%
26,019
+3.5%
0.50%
+13.5%
Q3 2018$2,023,000
+4.8%
25,135
+5.5%
0.44%
+0.9%
Q2 2018$1,930,000
+4.8%
23,833
+5.8%
0.43%
-14.3%
Q1 2018$1,842,000
+1.9%
22,531
+4.5%
0.50%
+16.9%
Q4 2017$1,808,000
-2.6%
21,566
-1.6%
0.43%
-7.1%
Q3 2017$1,856,000
+12.8%
21,920
+12.6%
0.46%
-0.6%
Q2 2017$1,645,000
+8.5%
19,464
+7.3%
0.47%
+3.8%
Q1 2017$1,516,000
+4.7%
18,135
+4.0%
0.45%
-6.6%
Q4 2016$1,448,000
+3.5%
17,433
+9.2%
0.48%
-0.4%
Q3 2016$1,399,000
-49.9%
15,961
-50.1%
0.48%
-30.6%
Q2 2016$2,790,000
+102.0%
32,007
+99.9%
0.70%
-15.9%
Q1 2016$1,381,00016,0080.83%
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