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 247 filers reported holding VANGUARD BD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.3%.

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 Q2 2021
NameSharesValueWeighting ↓
Safir Wealth Advisors, LLC 68,663$7,074,0006.00%
Karpus Management, Inc. 1,485,675$153,069,0004.54%
Bay Harbor Wealth Management, LLC 84,690$8,726,0003.72%
LINCOLN NATIONAL CORP 1,458,776$150,298,0003.22%
Wiser Wealth Management, Inc 49,578$5,108,0003.11%
NYL Investors LLC 250,800$25,840,0003.02%
HT Partners LLC 95,089$9,797,0003.01%
Human Investing LLC 97,210$10,016,0002.44%
Beacon Capital Management, Inc. 591,723$60,965,0002.28%
Center For Asset Management LLC 22,645$2,333,0002.01%
View complete list of VANGUARD BD INDEX FDS shareholders