Castle Rock Wealth Management, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 381 filers reported holding VANGUARD BD INDEX FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q1 2021$1,382,000
-39.7%
15,465
-37.8%
0.56%
-41.5%
Q4 2020$2,291,000
+4.8%
24,877
+5.8%
0.95%
-33.6%
Q3 2020$2,187,000
+30.3%
23,509
+32.2%
1.43%
+45.8%
Q2 2020$1,678,000
+11.5%
17,788
+7.8%
0.98%
-24.3%
Q1 2020$1,505,000
+568.9%
16,495
+494.0%
1.30%
+322.8%
Q2 2018$225,000
+11.4%
2,777
+12.4%
0.31%
-8.1%
Q1 2018$202,000
-37.5%
2,471
-35.9%
0.33%
-46.9%
Q4 2017$323,0003,8530.63%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2018
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