WALLER FINANCIAL PLANNING GROUP, INC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 405 filers reported holding VANGUARD BD INDEX FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
WALLER FINANCIAL PLANNING GROUP, INC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$2,951,864
-1.9%
39,416
-1.2%
0.79%
-1.1%
Q1 2024$3,009,289
-6.3%
39,911
-5.1%
0.80%
-5.1%
Q4 2023$3,212,696
+9.2%
42,062
+3.4%
0.84%
-1.3%
Q3 2023$2,941,381
-4.8%
40,677
-0.9%
0.86%
+0.5%
Q2 2023$3,089,047
+1.9%
41,061
+3.9%
0.85%
-0.9%
Q1 2023$3,032,717
+17.7%
39,519
+14.0%
0.86%
+15.1%
Q4 2022$2,576,131
-22.2%
34,663
-23.1%
0.75%
-26.3%
Q3 2022$3,312,000
+14.4%
45,069
+20.9%
1.01%
+19.6%
Q2 2022$2,894,000
-37.8%
37,268
-34.4%
0.85%
-31.3%
Q1 2022$4,655,000
-37.8%
56,832
-33.4%
1.23%
-34.2%
Q4 2021$7,482,000
+23.9%
85,387
+26.5%
1.87%
+16.8%
Q3 2021$6,039,000
+5.3%
67,521
+5.9%
1.60%
+4.5%
Q2 2021$5,733,000
+0.5%
63,730
-0.9%
1.54%
-6.3%
Q1 2021$5,707,000
+0.7%
64,319
+5.3%
1.64%
-7.2%
Q4 2020$5,669,000
+19.9%
61,059
+20.7%
1.77%
+2.0%
Q3 2020$4,728,000
+11.5%
50,577
+11.1%
1.73%
+5.0%
Q2 2020$4,241,000
+52.9%
45,504
+46.6%
1.65%
+14.2%
Q1 2020$2,773,000
+231.3%
31,044
+223.3%
1.45%
+244.5%
Q4 2019$837,000
+5.5%
9,601
+5.8%
0.42%0.0%
Q3 2019$793,000
+10.6%
9,072
+8.6%
0.42%
+5.3%
Q2 2019$717,000
-5.3%
8,357
-8.1%
0.40%
-8.9%
Q1 2019$757,000
+1.9%
9,094
-0.4%
0.44%
-14.6%
Q4 2018$743,0009,1340.51%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 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