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 171 filers reported holding VANGUARD BD INDEX FDS in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q2 2019
NameSharesValueWeighting ↓
CABANA LLC 31,957$2,910,00011.45%
Safir Wealth Advisors, LLC 69,522$6,374,0005.32%
Evolution Advisers, Inc. 76,246$6,990,0005.17%
Karpus Management, Inc. 1,621,176$148,646,0004.52%
Bay Harbor Wealth Management, LLC 99,362$9,111,0003.68%
NYL Investors LLC 253,800$23,271,0003.20%
LINCOLN NATIONAL CORP 1,534,198$140,671,0002.91%
HT Partners LLC 87,310$8,005,0002.47%
H&H Retirement Design & Management INC 35,784$3,116,0002.12%
Semmax Financial Advisors Inc. 40,426$3,707,0001.46%
View complete list of VANGUARD BD INDEX FDS shareholders