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 638 filers reported holding VANGUARD BD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.61 and the average weighting 0.9%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
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 Q4 2020
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$103,144,06041.53%
BCM ADVISORS, LLC 696,815$50,630,57815.01%
Echo Wealth Management, LLC 184,509$13,341,86714.37%
Brewster Financial Planning LLC 185,686$13,426,95513.44%
Retirement Investment Advisors, Inc. 1,819,376$131,559,07911.98%
Francis Financial, Inc. 314,679$22,754,45611.87%
FISCHER INVESTMENT STRATEGIES, LLC 160,607$11,613,47711.79%
Reliant Wealth Planning 304,106$21,989,90511.66%
OLIO Financial Planning 329,930$23,857,24011.20%
True Link Financial Advisors, LLC 1,279,988$92,555,93211.10%
View complete list of VANGUARD BD INDEX FDS shareholders