INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 173 filers reported holding VANGUARD BD INDEX FDS in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$2,109
-2.8%
300.0%0.00%
Q1 2024$2,170
-3.0%
300.0%0.00%
Q4 2023$2,237
+11.2%
300.0%0.00%
Q3 2023$2,012
-10.5%
300.0%0.00%
Q2 2023$2,248
-2.2%
300.0%0.00%
Q1 2023$2,299
+5.8%
300.0%0.00%
Q4 2022$2,173
+8.6%
300.0%0.00%
Q3 2022$2,0000.0%300.0%0.00%
Q2 2022$2,000
-33.3%
300.0%0.00%
Q1 2022$3,0000.0%300.0%0.00%
Q4 2021$3,0000.0%300.0%0.00%
Q3 2021$3,0000.0%300.0%0.00%
Q2 2021$3,0000.0%300.0%0.00%
-100.0%
Q1 2021$3,000
-57.1%
30
-55.2%
0.00%0.0%
Q4 2020$7,0000.0%670.0%0.00%
-50.0%
Q3 2020$7,0000.0%670.0%0.00%
+100.0%
Q2 2020$7,000
+133.3%
67
+123.3%
0.00%0.0%
Q1 2020$3,0000.0%300.0%0.00%0.0%
Q4 2019$3,0000.0%300.0%0.00%0.0%
Q3 2019$3,0000.0%300.0%0.00%0.0%
Q2 2019$3,0000.0%300.0%0.00%0.0%
Q1 2019$3,0000.0%300.0%0.00%0.0%
Q4 2018$3,0000.0%300.0%0.00%0.0%
Q3 2018$3,0000.0%300.0%0.00%0.0%
Q2 2018$3,0000.0%300.0%0.00%0.0%
Q1 2018$3,000300.00%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Carolina Wealth Advisors, LLC 287,191$22,010,31812.89%
Safir Wealth Advisors, LLC 73,339$5,620,7135.55%
Evolution Advisers, Inc. 83,696$6,4144.61%
Signify Wealth 65,107$4,989,8004.41%
Greystone Financial Group, LLC 206,219$15,804,6243.98%
Axiom Financial Strategies, LLC 92,007$7,051,4463.92%
Parker Financial LLC 55,902$4,293,7333.38%
Bay Harbor Wealth Management, LLC 90,509$6,936,6092.94%
HT Partners LLC 126,946$9,729,1412.87%
LINCOLN NATIONAL CORP 1,719,035$131,746,8562.77%
View complete list of VANGUARD BD INDEX FDS shareholders