Windsor Wealth Management, Inc. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 655 filers reported holding VANGUARD BD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.8%.

Quarter-by-quarter ownership
Windsor Wealth Management, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$290
-4.0%
4,0110.0%0.05%
-1.9%
Q2 2023$302
-10.9%
4,011
-8.9%
0.05%
-18.2%
Q1 2023$339
+1.5%
4,4020.0%0.07%
-4.3%
Q4 2022$334
-99.9%
4,4020.0%0.07%
-13.8%
Q3 2022$322,000
-6.1%
4,4020.0%0.08%
-9.1%
Q2 2022$343,000
+0.9%
4,402
+3.3%
0.09%
+39.7%
Q1 2022$340,000
-8.4%
4,2620.0%0.06%
-7.4%
Q4 2021$371,000
-2.9%
4,2620.0%0.07%
-15.0%
Q3 2021$382,000
-0.3%
4,2620.0%0.08%
-3.6%
Q2 2021$383,000
+1.3%
4,2620.0%0.08%
-7.8%
Q1 2021$378,000
-5.0%
4,262
-0.6%
0.09%
-10.9%
Q4 2020$398,000
-0.3%
4,2890.0%0.10%
-12.9%
Q3 2020$399,0004,2890.12%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2022
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