Independence Advisors, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 550 filers reported holding VANGUARD BD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.14 and the average weighting 1.0%.

Quarter-by-quarter ownership
Independence Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2020$28,340,000
+1.2%
303,165
+0.9%
6.08%
-5.2%
Q2 2020$28,001,000
+0.6%
300,470
-3.6%
6.41%
-16.5%
Q1 2020$27,838,000
-49.7%
311,633
-50.8%
7.68%
+15.0%
Q4 2019$55,296,000
+100.1%
633,994
+101.9%
6.68%
-0.8%
Q3 2019$27,637,000
+2.1%
314,060
+0.4%
6.73%
-3.0%
Q2 2019$27,062,000
+5.3%
312,851
+2.2%
6.94%
-4.0%
Q1 2019$25,703,000
+3.0%
306,238
-0.3%
7.23%
-12.9%
Q4 2018$24,958,000
+4.8%
307,027
+3.7%
8.30%
+17.0%
Q3 2018$23,826,000
+2.8%
296,050
+3.4%
7.09%
-4.3%
Q2 2018$23,187,000
-48.9%
286,364
-48.4%
7.41%
-1.0%
Q1 2018$45,416,000
+100.3%
555,424
+105.3%
7.49%
-2.1%
Q4 2017$22,676,000
-47.5%
270,498
-47.0%
7.65%
-11.0%
Q3 2017$43,174,000
+2.8%
509,958
+2.6%
8.60%
+2.9%
Q2 2017$42,012,000
+3.3%
497,004
+2.2%
8.36%
-1.9%
Q1 2017$40,652,000
+4.3%
486,212
+3.7%
8.52%
-0.6%
Q4 2016$38,958,000
-4.5%
468,970
+0.8%
8.57%
-10.5%
Q3 2016$40,778,000
+1.1%
465,184
+1.6%
9.58%
-9.5%
Q2 2016$40,324,000457,85810.60%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$133,302,00041.09%
Compass Ion Advisors, LLC 496,627$46,425,00029.49%
BCM ADVISORS, LLC 393,926$36,686,00013.53%
BANK OF STOCKTON 333,329$31,159,00013.02%
Keudell/Morrison Wealth Management 213,295$19,939,00012.82%
Burt Wealth Advisors 358,263$33,490,00012.52%
Milestone Advisory Partners 211,314$19,754,00012.29%
Verde Capital Management 228,432$21,354,00012.15%
Fullen Financial Group 156,297$14,611,00011.13%
Franklin, Parlapiano, Turner & Welch, LLC 292,870$27,378,00011.05%
View complete list of VANGUARD BD INDEX FDS shareholders