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 261 filers reported holding VANGUARD BD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
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 Q4 2020
NameSharesValueWeighting ↓
Coco Enterprises, LLC 72,630$7,963,0008.07%
NYL Investors LLC 206,900$22,685,0006.47%
Granby Capital Management, LLC 65,000$7,127,0006.30%
Safir Wealth Advisors, LLC 56,104$6,151,0005.71%
Beacon Capital Management, Inc. 1,029,169$112,838,0004.91%
Wiser Wealth Management, Inc 59,355$6,508,0004.88%
Provident Wealth Management, LLC 31,216$3,423,0003.98%
Bay Harbor Wealth Management, LLC 63,290$6,939,0003.15%
HT Partners LLC 81,618$8,949,0003.02%
Center For Asset Management LLC 23,943$2,625,0002.62%
View complete list of VANGUARD BD INDEX FDS shareholders