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

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 420 filers reported holding VANGUARD BD INDEX FDS in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$674
-66.9%
9
-66.7%
0.00%
Q1 2024$2,036
-1.3%
270.0%0.00%
Q4 2023$2,062
+5.6%
270.0%0.00%
Q3 2023$1,952
-3.9%
270.0%0.00%
Q2 2023$2,031
-2.0%
270.0%0.00%
Q1 2023$2,072
+3.2%
270.0%0.00%
Q4 2022$2,007
+0.4%
270.0%0.00%
Q3 2022$2,0000.0%270.0%0.00%
Q2 2022$2,0000.0%270.0%0.00%
Q1 2022$2,0000.0%270.0%0.00%
Q4 2021$2,0000.0%270.0%0.00%
Q3 2021$2,0000.0%270.0%0.00%
Q2 2021$2,0000.0%27
+50.0%
0.00%
Q1 2021$2,000
-97.9%
18
-98.3%
0.00%
-100.0%
Q4 2020$97,0000.0%1,050
+0.9%
0.02%
-13.0%
Q3 2020$97,0000.0%1,041
+0.3%
0.02%
+15.0%
Q2 2020$97,000
-27.1%
1,038
-30.1%
0.02%
-35.5%
Q1 2020$133,000
-36.7%
1,485
-38.4%
0.03%
-29.5%
Q4 2019$210,000
-0.9%
2,409
-0.1%
0.04%
-6.4%
Q3 2019$212,000
-94.3%
2,411
-94.4%
0.05%
-94.2%
Q2 2019$3,749,000
-16.2%
43,337
-18.7%
0.81%
-14.0%
Q1 2019$4,475,000
+0.9%
53,319
-2.3%
0.94%
-5.3%
Q4 2018$4,436,000
-6.1%
54,574
-7.0%
1.00%
+6.5%
Q3 2018$4,723,000
+12.4%
58,682
+13.1%
0.93%
+6.7%
Q2 2018$4,202,000
+23.4%
51,898
+24.6%
0.88%
+21.5%
Q1 2018$3,405,00041,6440.72%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2019
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 595,681$52,217,00041.12%
Diana Davis Spencer Foundation 1,240,000$108,698,00040.00%
Diversified Portfolios, Inc. 210,205$18,427,00011.52%
Ken Stern & Associates, Inc. 178,136$15,615,00010.78%
Franklin, Parlapiano, Turner & Welch, LLC 237,888$20,853,00010.60%
Day & Ennis, LLC 109,810$9,626,00010.13%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 357,911$31,370,0009.66%
Independence Advisors, LLC 465,184$40,778,0009.58%
Coyle Financial Counsel LLC 74,564$6,486,0009.36%
RELIANCE TRUST CO 9,310$816,0008.51%
View complete list of VANGUARD BD INDEX FDS shareholders