Carmichael Hill & Associates, Inc. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 789 filers reported holding VANGUARD BD INDEX FDS in Q1 2024. The put-call ratio across all filers is 0.85 and the average weighting 1.0%.

Quarter-by-quarter ownership
Carmichael Hill & Associates, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$832,057
+1.2%
11,110
+1.9%
0.33%
+0.3%
Q1 2024$822,217
+3.6%
10,905
+5.0%
0.32%
-1.2%
Q4 2023$793,493
+47.8%
10,389
+39.9%
0.33%
+33.2%
Q3 2023$536,983
+2.9%
7,426
+7.0%
0.25%
+6.0%
Q2 2023$521,946
-12.6%
6,938
-10.9%
0.23%
-19.1%
Q1 2023$597,498
+6.1%
7,786
+2.7%
0.29%
-0.3%
Q4 2022$563,197
-2.1%
7,578
-3.1%
0.29%
-6.8%
Q3 2022$575,000
-1.4%
7,821
+4.1%
0.31%
+1.3%
Q2 2022$583,000
-1.4%
7,514
+4.1%
0.31%
+12.5%
Q1 2022$591,000
+15.4%
7,216
+23.4%
0.27%
+18.3%
Q4 2021$512,000
+27.7%
5,847
+30.5%
0.23%
+15.6%
Q3 2021$401,000
+82.3%
4,481
+82.9%
0.20%
+77.7%
Q2 2021$220,000
+14.6%
2,450
+13.4%
0.11%
+5.7%
Q1 2021$192,000
+37.1%
2,160
+43.1%
0.11%
+29.3%
Q4 2020$140,000
+1900.0%
1,509
+1859.7%
0.08%
+1540.0%
Q3 2020$7,0000.0%770.0%0.01%0.0%
Q2 2020$7,0000.0%770.0%0.01%
-16.7%
Q1 2020$7,000770.01%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2024
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