EverSource Wealth Advisors, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 709 filers reported holding VANGUARD BD INDEX FDS in Q4 2021. The put-call ratio across all filers is 2.56 and the average weighting 0.8%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$4,751,309
+19.5%
65,708
+24.3%
0.50%
+15.1%
Q2 2023$3,975,649
+8.7%
52,847
+10.9%
0.44%
-3.7%
Q1 2023$3,658,152
+26.7%
47,669
+22.7%
0.46%
+4.1%
Q4 2022$2,887,965
+62.5%
38,859
+60.6%
0.44%
+7.4%
Q3 2022$1,777,000
+147.1%
24,191
+161.0%
0.41%
+120.0%
Q2 2022$719,000
-13.6%
9,267
-8.8%
0.18%
-12.3%
Q1 2022$832,000
-17.0%
10,157
-11.2%
0.21%
-24.9%
Q4 2021$1,002,00011,4360.28%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$123,349,00040.90%
Willow Creek Wealth Management Inc. 627,242$54,256,00025.99%
Hapanowicz & Associates Financial Services, Inc 220,848$19,099,00012.60%
Franklin, Parlapiano, Turner & Welch, LLC 306,123$26,480,00010.37%
Diversified Portfolios, Inc. 209,575$18,128,0009.96%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 357,125$30,892,0008.47%
Enterprise Bank & Trust Co 161,366$13,958,0007.19%
Independence Advisors, LLC 312,851$27,062,0006.94%
FC Advisory LLC 119,691$10,305,0006.38%
Sensible Financial Planning & Management, LLC. 152,190$13,164,0005.63%
View complete list of VANGUARD BD INDEX FDS shareholders