Compass Advisory Group 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
Compass Advisory Group LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$461,885
-3.5%
6,388
+0.4%
0.24%
-4.0%
Q2 2023$478,607
-1.1%
6,362
+0.8%
0.25%
-11.0%
Q1 2023$484,148
+1.3%
6,309
+1.0%
0.28%
+3.3%
Q4 2022$477,834
+2.8%
6,248
-1.2%
0.27%
+5.0%
Q3 2022$465,000
+26.4%
6,323
+33.3%
0.26%
+30.5%
Q2 2022$368,000
+4.2%
4,744
+9.9%
0.20%
+8.7%
Q1 2022$353,000
-6.4%
4,315
+0.3%
0.18%
-9.8%
Q4 2021$377,000
-24.4%
4,301
-22.9%
0.20%
-30.6%
Q3 2021$499,000
+35.6%
5,582
+36.6%
0.29%
+28.9%
Q2 2021$368,000
-50.6%
4,087
-51.3%
0.23%
-54.1%
Q1 2021$745,000
-17.9%
8,397
-14.0%
0.50%
-28.4%
Q4 2020$907,0009,7670.69%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2021
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