CPWM, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 646 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
CPWM, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2022$737,000
-9.6%
10,027
-4.5%
0.07%
-5.5%
Q2 2022$815,000
+177.2%
10,499
+192.1%
0.07%
+247.6%
Q1 2022$294,000
-19.7%
3,594
-12.1%
0.02%
-27.6%
Q4 2021$366,000
+2.2%
4,087
+1.3%
0.03%
-6.5%
Q1 2021$358,000
-34.7%
4,036
-31.7%
0.03%
-38.0%
Q4 2020$548,000
+0.2%
5,905
+0.9%
0.05%
-12.3%
Q3 2020$547,000
-23.7%
5,853
-23.9%
0.06%
-30.5%
Q2 2020$717,000
+11.9%
7,689
+7.2%
0.08%
-12.8%
Q1 2020$641,000
+2.6%
7,171
+0.1%
0.09%
+23.7%
Q4 2019$625,000
-0.6%
7,164
+0.2%
0.08%
-8.4%
Q3 2019$629,000
+66.0%
7,150
+51.8%
0.08%
+53.7%
Q3 2018$379,000
-0.5%
4,711
+0.2%
0.05%
-6.9%
Q2 2018$381,0004,7000.06%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
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