Legacy Bridge, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 801 filers reported holding VANGUARD BD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Legacy Bridge, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$3,745
-0.7%
500.0%0.00%0.0%
Q1 2024$3,770
-1.3%
500.0%0.00%0.0%
Q4 2023$3,819
+5.6%
500.0%0.00%
-33.3%
Q3 2023$3,616
-3.9%
500.0%0.00%0.0%
Q2 2023$3,762
-2.0%
500.0%0.00%0.0%
Q1 2023$3,837
+3.3%
500.0%0.00%0.0%
Q4 2022$3,716
-7.1%
500.0%0.00%0.0%
Q3 2022$4,0000.0%500.0%0.00%0.0%
Q2 2022$4,0000.0%500.0%0.00%
+50.0%
Q1 2022$4,0000.0%500.0%0.00%0.0%
Q4 2021$4,0000.0%500.0%0.00%0.0%
Q3 2021$4,0000.0%500.0%0.00%0.0%
Q2 2021$4,0000.0%500.0%0.00%
-33.3%
Q1 2021$4,000
-20.0%
500.0%0.00%
-25.0%
Q4 2020$5,0000.0%500.0%0.00%
-20.0%
Q3 2020$5,0000.0%500.0%0.01%
-16.7%
Q2 2020$5,000
+25.0%
500.0%0.01%
+20.0%
Q1 2020$4,0000.0%500.0%0.01%
+66.7%
Q4 2019$4,0000.0%500.0%0.00%
-25.0%
Q3 2019$4,0000.0%500.0%0.00%0.0%
Q2 2019$4,0000.0%500.0%0.00%0.0%
Q1 2019$4,0000.0%500.0%0.00%
-20.0%
Q4 2018$4,000500.01%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$119,684,00040.93%
Willow Creek Wealth Management Inc. 644,217$54,069,00027.26%
CMC Financial Group 166,031$13,935,00012.97%
Hapanowicz & Associates Financial Services, Inc 218,312$18,324,00012.28%
Franklin, Parlapiano, Turner & Welch, LLC 318,566$26,737,00010.55%
Diversified Portfolios, Inc. 210,753$17,689,0009.83%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 367,213$30,820,0008.47%
Beacon Capital Management, Inc. 2,014,643$169,089,0007.69%
Independence Advisors, LLC 306,238$25,703,0007.23%
FC Advisory LLC 120,106$10,080,0006.40%
View complete list of VANGUARD BD INDEX FDS shareholders