Stokes Capital Advisors, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 698 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
Stokes Capital Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$1,592,484
-10.4%
22,023
-6.8%
0.56%
-7.2%
Q2 2023$1,777,008
-34.7%
23,621
-33.4%
0.60%
-35.2%
Q1 2023$2,720,203
+1.6%
35,447
-1.6%
0.92%
+0.2%
Q4 2022$2,677,750
-0.1%
36,030
-1.2%
0.92%
-7.5%
Q3 2022$2,680,000
-17.9%
36,473
-13.2%
1.00%
-12.6%
Q2 2022$3,264,000
-69.8%
42,030
-68.1%
1.14%
-63.7%
Q1 2022$10,798,000
+19.4%
131,848
+27.7%
3.15%
+16.9%
Q4 2021$9,045,000
-7.6%
103,229
-5.6%
2.69%
-14.7%
Q3 2021$9,784,000
+2.4%
109,391
+3.0%
3.16%
+0.8%
Q2 2021$9,551,000
+4.6%
106,167
+3.2%
3.13%
-16.4%
Q1 2021$9,132,000
-31.8%
102,916
-28.6%
3.74%
-35.8%
Q4 2020$13,387,000
+0.9%
144,176
+1.6%
5.83%
-8.6%
Q3 2020$13,266,000
+30.2%
141,910
+29.8%
6.38%
+18.2%
Q2 2020$10,191,000109,3595.39%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
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