Highland Private Wealth Management - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 668 filers reported holding VANGUARD BD INDEX FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Highland Private Wealth Management ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2022$22,264,000
-22.3%
302,990
-17.9%
3.59%
-18.5%
Q2 2022$28,658,000
-3.3%
369,064
+2.0%
4.41%
+11.5%
Q1 2022$29,638,000
-3.6%
361,886
+3.2%
3.95%
+1.6%
Q4 2021$30,729,000
+7.0%
350,712
+9.2%
3.89%
-4.1%
Q3 2021$28,717,000
+12.1%
321,071
+12.7%
4.06%
+6.9%
Q2 2021$25,623,000
+8.8%
284,830
+7.4%
3.80%
-2.0%
Q1 2021$23,540,000
-47.9%
265,297
-45.5%
3.87%
-0.8%
Q4 2020$45,214,000
+119.6%
486,954
+121.1%
3.90%
-3.4%
Q3 2020$20,591,000
+23.5%
220,275
+23.1%
4.04%
+12.7%
Q2 2020$16,674,000
-38.3%
178,927
-40.8%
3.59%
-2.9%
Q1 2020$27,008,000
+121.4%
302,332
+116.2%
3.69%
+26.3%
Q4 2019$12,197,000
-33.1%
139,838
-32.5%
2.92%
+15.1%
Q3 2019$18,220,000
+6.2%
207,056
+4.4%
2.54%
+3.6%
Q2 2019$17,164,000
+10.0%
198,416
+6.7%
2.45%
+0.4%
Q1 2019$15,606,000
+113.9%
185,926
+107.2%
2.44%
-10.7%
Q4 2018$7,295,000
+6.6%
89,746
+5.6%
2.73%
+20.2%
Q3 2018$6,841,000
-49.7%
85,000
-49.4%
2.28%
-6.3%
Q2 2018$13,604,000
+42.6%
168,020
+47.6%
2.43%
+26.8%
Q4 2017$9,542,000
+37.8%
113,820
+39.1%
1.92%
+28.9%
Q3 2017$6,926,00081,8001.49%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2022
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