Venturi Wealth Management, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 348 filers reported holding VANGUARD BD INDEX FDS in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$5,682
-3.9%
780.0%0.00%
Q2 2023$5,912
-2.0%
780.0%0.00%
Q1 2023$6,030
-97.5%
78
-97.4%
0.00%
-100.0%
Q2 2018$245,000
-45.7%
3,030
-45.0%
0.05%
-47.1%
Q1 2018$451,000
-23.3%
5,513
-21.4%
0.09%
-23.0%
Q4 2017$588,000
-9.1%
7,018
-8.4%
0.11%
-17.5%
Q3 2017$647,0000.0%7,6600.0%0.14%
-6.8%
Q2 2017$647,000
+2.9%
7,660
+3.2%
0.15%
+1.4%
Q1 2017$629,000
+2.1%
7,4200.0%0.14%
-16.2%
Q4 2016$616,000
-16.4%
7,420
-11.7%
0.17%
-29.4%
Q3 2016$737,000
-67.9%
8,404
-67.7%
0.24%
-68.5%
Q2 2016$2,294,000
-13.6%
26,049
-15.3%
0.78%
-21.4%
Q1 2016$2,654,000
+4.9%
30,759
+1.0%
0.99%
-13.8%
Q4 2015$2,530,00030,4641.15%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2017
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$123,349,00040.90%
Willow Creek Wealth Management Inc. 627,242$54,256,00025.99%
Hapanowicz & Associates Financial Services, Inc 220,848$19,099,00012.60%
Franklin, Parlapiano, Turner & Welch, LLC 306,123$26,480,00010.37%
Diversified Portfolios, Inc. 209,575$18,128,0009.96%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 357,125$30,892,0008.47%
Enterprise Bank & Trust Co 161,366$13,958,0007.19%
Independence Advisors, LLC 312,851$27,062,0006.94%
FC Advisory LLC 119,691$10,305,0006.38%
Sensible Financial Planning & Management, LLC. 152,190$13,164,0005.63%
View complete list of VANGUARD BD INDEX FDS shareholders