Mutual Advisors, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 789 filers reported holding VANGUARD BD INDEX FDS in Q1 2024. The put-call ratio across all filers is 0.85 and the average weighting 1.0%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$5,371,962
+18.5%
70,628
+17.5%
0.16%
+11.7%
Q1 2024$4,531,601
+10.8%
60,101
+12.2%
0.14%
+2.1%
Q4 2023$4,090,300
+6.1%
53,552
+0.4%
0.14%
-5.3%
Q3 2023$3,855,938
-5.2%
53,325
-1.4%
0.15%
-2.6%
Q2 2023$4,067,436
+3.4%
54,067
+5.5%
0.15%
-4.3%
Q1 2023$3,932,951
-3.3%
51,250
-6.4%
0.16%
-11.5%
Q4 2022$4,068,347
+10.7%
54,741
+9.4%
0.18%
-3.7%
Q3 2022$3,676,000
+109.7%
50,032
+121.6%
0.19%
+62.9%
Q2 2022$1,753,000
-10.5%
22,573
-5.6%
0.12%
+5.5%
Q1 2022$1,958,000
+2.8%
23,908
+10.0%
0.11%
+8.9%
Q4 2021$1,904,000
+7.0%
21,732
+9.2%
0.10%
-3.8%
Q3 2021$1,779,000
+2.1%
19,893
+2.7%
0.10%
+1.9%
Q2 2021$1,742,000
+6.7%
19,367
+5.2%
0.10%
-8.0%
Q1 2021$1,633,000
-30.0%
18,405
-26.7%
0.11%
-35.3%
Q4 2020$2,332,000
-2.9%
25,114
-2.2%
0.17%
-16.8%
Q3 2020$2,401,000
-8.4%
25,681
-8.7%
0.21%
-19.1%
Q2 2020$2,620,000
+21.9%
28,117
+16.9%
0.26%
-12.0%
Q1 2020$2,149,000
+158.6%
24,061
+152.7%
0.29%
+231.8%
Q4 2019$831,000
-67.1%
9,523
-66.8%
0.09%
-73.7%
Q3 2019$2,526,000
-31.9%
28,702
-33.0%
0.33%
-30.7%
Q2 2019$3,707,000
+918.4%
42,859
+887.3%
0.48%
+792.6%
Q1 2019$364,000
+32.8%
4,341
+29.0%
0.05%0.0%
Q4 2018$274,000
-7.1%
3,365
-8.1%
0.05%
+20.0%
Q3 2018$295,000
+4.2%
3,662
+4.6%
0.04%
-30.8%
Q2 2018$283,000
+5.2%
3,501
+6.5%
0.06%
-4.4%
Q1 2018$269,0003,2860.07%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2024
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