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 Q3 2022. The put-call ratio across all filers is 0.53 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 Q3 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 220,398$17,996,0005.38%
LINCOLN NATIONAL CORP 151,233$12,366,0001.86%
Twele Capital Management, Inc. 61,055$4,985,0001.57%
IFC Holdings Incorporated/FL 82,289$6,711,0001.42%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 450,570$36,789,0001.12%
SignalPoint Asset Management, LLC 29,773$2,431,0001.10%
GOULD ASSET MANAGEMENT LLC /CA/ 20,430$1,668,0000.97%
Rotella Capital Management, Inc. 5,500$450,0000.89%
SII INVESTMENTS INC/WI 53,965$4,421,0000.79%
NATIONAL PLANNING CORP 68,262$5,573,0000.50%
View complete list of VANGUARD BD INDEX FDS shareholders