Aptus Capital Advisors, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 695 filers reported holding VANGUARD BD INDEX FDS in Q1 2023. The put-call ratio across all filers is 3.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$294,767
+2.0%
3,935
+2.6%
0.01%0.0%
Q1 2024$289,084
+173.1%
3,834
+176.6%
0.01%
+66.7%
Q4 2023$105,863
+14.7%
1,386
+8.6%
0.00%0.0%
Q3 2023$92,268
+1.4%
1,276
+5.5%
0.00%
+50.0%
Q2 2023$91,028
-87.7%
1,210
-87.5%
0.00%
-90.0%
Q1 2023$741,385
-5.0%
9,661
-8.0%
0.02%
-16.7%
Q4 2022$780,806
-10.3%
10,506
-11.3%
0.02%
+14.3%
Q3 2022$870,000
+1877.3%
11,840
+1969.9%
0.02%
+2000.0%
Q2 2022$44,000
-6.4%
5720.0%0.00%0.0%
Q1 2022$47,000
-58.0%
572
-55.2%
0.00%
-66.7%
Q4 2021$112,000
+96.5%
1,277
+100.2%
0.00%
+200.0%
Q3 2021$57,0000.0%6380.0%0.00%
-50.0%
Q2 2021$57,000
-52.1%
638
-50.0%
0.00%
-66.7%
Q3 2020$119,000
+98.3%
1,276
+95.7%
0.01%
+50.0%
Q2 2020$60,000
+7.1%
652
+2.2%
0.00%
-20.0%
Q1 2020$56,000
+1.8%
6380.0%0.01%
+25.0%
Q4 2019$55,0006380.00%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 595,681$52,217,00041.12%
Diana Davis Spencer Foundation 1,240,000$108,698,00040.00%
Diversified Portfolios, Inc. 210,205$18,427,00011.52%
Ken Stern & Associates, Inc. 178,136$15,615,00010.78%
Franklin, Parlapiano, Turner & Welch, LLC 237,888$20,853,00010.60%
Day & Ennis, LLC 109,810$9,626,00010.13%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 357,911$31,370,0009.66%
Independence Advisors, LLC 465,184$40,778,0009.58%
Coyle Financial Counsel LLC 74,564$6,486,0009.36%
RELIANCE TRUST CO 9,310$816,0008.51%
View complete list of VANGUARD BD INDEX FDS shareholders