Mosaic Family Wealth, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 384 filers reported holding VANGUARD BD INDEX FDS in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q4 2021$225,000
-1.7%
2,572
+0.3%
0.06%
-6.3%
Q3 2021$229,000
-0.9%
2,5650.0%0.06%
-6.0%
Q2 2021$231,000
+1.3%
2,5650.0%0.07%
+1.5%
Q1 2021$228,000
-11.6%
2,565
-7.8%
0.07%
-23.3%
Q4 2020$258,000
+9.8%
2,781
+10.5%
0.09%
-2.3%
Q3 2020$235,000
+0.4%
2,5160.0%0.09%
-9.3%
Q2 2020$234,000
+4.0%
2,5160.0%0.10%
-14.9%
Q1 2020$225,000
+2.7%
2,5160.0%0.11%
+29.5%
Q4 2019$219,000
-0.9%
2,5160.0%0.09%
-3.3%
Q3 2019$221,000
+1.4%
2,5160.0%0.09%0.0%
Q2 2019$218,000
-3.5%
2,516
-6.5%
0.09%0.0%
Q1 2019$226,000
+3.2%
2,6910.0%0.09%
+1.1%
Q4 2018$219,000
+2.3%
2,6910.0%0.09%
+2.3%
Q3 2018$214,000
-17.4%
2,691
-15.9%
0.09%
-10.2%
Q2 2018$259,000
-1.1%
3,2010.0%0.10%
+1.0%
Q1 2018$262,000
-2.2%
3,2010.0%0.10%0.0%
Q4 2017$268,000
-1.1%
3,2010.0%0.10%
-7.6%
Q3 2017$271,000
+17.3%
3,201
+17.3%
0.10%
+9.4%
Q2 2017$231,000
-2.9%
2,729
-4.0%
0.10%
-6.8%
Q1 2017$238,000
+0.8%
2,8440.0%0.10%
-5.5%
Q4 2016$236,000
-11.6%
2,844
-6.6%
0.11%
-12.1%
Q3 2016$267,000
-0.7%
3,0440.0%0.12%
-4.6%
Q2 2016$269,0000.0%3,044
-2.4%
0.13%
+0.8%
Q1 2016$269,000
+19.6%
3,119
+14.7%
0.13%
+29.0%
Q4 2015$225,0002,7190.10%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2018
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$123,349,00040.90%
Willow Creek Wealth Management Inc. 627,242$54,256,00025.99%
Hapanowicz & Associates Financial Services, Inc 220,848$19,099,00012.60%
Franklin, Parlapiano, Turner & Welch, LLC 306,123$26,480,00010.37%
Diversified Portfolios, Inc. 209,575$18,128,0009.96%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 357,125$30,892,0008.47%
Enterprise Bank & Trust Co 161,366$13,958,0007.19%
Independence Advisors, LLC 312,851$27,062,0006.94%
FC Advisory LLC 119,691$10,305,0006.38%
Sensible Financial Planning & Management, LLC. 152,190$13,164,0005.63%
View complete list of VANGUARD BD INDEX FDS shareholders