IHT Wealth Management, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 638 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
IHT Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$466,309
-3.5%
6,449
+0.4%
0.02%
-4.0%
Q2 2023$483,172
-7.3%
6,423
-5.4%
0.02%
-16.7%
Q1 2023$521,205
-6.9%
6,792
-9.8%
0.03%
-14.3%
Q4 2022$559,831
+2.2%
7,533
+1.0%
0.04%
-16.7%
Q3 2022$548,000
+109.2%
7,461
+121.4%
0.04%
+82.6%
Q2 2022$262,000
-5.8%
3,370
-0.6%
0.02%
+9.5%
Q1 2022$278,000
-8.6%
3,391
-2.3%
0.02%
-4.5%
Q4 2021$304,000
-50.6%
3,470
-49.5%
0.02%
-56.0%
Q3 2021$615,000
-56.6%
6,877
-56.4%
0.05%
-44.4%
Q2 2021$1,418,000
-2.8%
15,760
-4.1%
0.09%
-14.3%
Q1 2021$1,459,000
-5.7%
16,440
-1.4%
0.10%
-18.6%
Q4 2020$1,548,000
+17.6%
16,671
+18.4%
0.13%
-2.3%
Q3 2020$1,316,000
+308.7%
14,075
+307.5%
0.13%
+200.0%
Q2 2020$322,000
-74.4%
3,454
-75.5%
0.04%
-75.7%
Q1 2020$1,260,000
+2.7%
14,108
+0.3%
0.18%
+24.8%
Q4 2019$1,227,000
-6.3%
14,064
-5.4%
0.14%
-18.5%
Q3 2019$1,309,000
-18.9%
14,872
-20.3%
0.18%
-23.9%
Q2 2019$1,614,000
-18.3%
18,660
-20.7%
0.23%
-28.9%
Q1 2019$1,975,000
-6.8%
23,527
-9.7%
0.33%
-19.4%
Q4 2018$2,118,000
+23.4%
26,056
+22.2%
0.41%
+10.0%
Q3 2018$1,716,000
-1.8%
21,325
-1.2%
0.37%
-17.0%
Q2 2018$1,748,000
+10.6%
21,591
+11.5%
0.45%
+5.2%
Q1 2018$1,581,000
-1.4%
19,368
+0.8%
0.42%0.0%
Q4 2017$1,604,000
+0.4%
19,205
+1.5%
0.42%
-37.5%
Q3 2017$1,598,000
+407.3%
18,922
+731.0%
0.68%
+344.4%
Q2 2017$315,000
+136.8%
2,277
+48.0%
0.15%
+71.9%
Q1 2017$133,000
-91.6%
1,539
-91.9%
0.09%
-92.6%
Q4 2016$1,584,00019,0781.20%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 531,042$44,969,00043.99%
Diana Davis Spencer Foundation 1,240,000$105,003,00039.73%
PALLADIEM, LLC 199,865$16,925,00013.87%
Diversified Portfolios, Inc. 231,491$19,603,00011.63%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 380,435$32,215,00010.20%
Beacon Capital Management, Inc. 472,036$39,972,0004.87%
S. R. Schill & Associates 59,849$5,068,0004.64%
Pinkerton Retirement Specialists, LLC 64,461$5,459,0004.17%
MONROE BANK & TRUST/MI 110,596$9,365,0003.17%
Cranbrook Wealth Management, LLC 54,339$4,601,0002.85%
View complete list of VANGUARD BD INDEX FDS shareholders