Brio Consultants, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 788 filers reported holding VANGUARD BD INDEX FDS in Q2 2024. The put-call ratio across all filers is 2.24 and the average weighting 1.0%.

Quarter-by-quarter ownership
Brio Consultants, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$51,543,935
+1.0%
688,262
+1.7%
8.50%
-1.3%
Q1 2024$51,051,275
+8.2%
677,073
+9.6%
8.61%
+2.8%
Q4 2023$47,201,497
+6.6%
617,982
+0.9%
8.37%
+0.7%
Q3 2023$44,273,062
+12.0%
612,267
+16.5%
8.32%
+16.3%
Q2 2023$39,542,968
+3.8%
525,628
+5.9%
7.15%
+1.4%
Q1 2023$38,099,745
+6.9%
496,478
+3.6%
7.05%
-0.7%
Q4 2022$35,627,152
+4.9%
479,375
+1.6%
7.10%
-1.1%
Q3 2022$33,957,000
-22.1%
471,950
-15.4%
7.18%
-27.5%
Q2 2022$43,601,000
+448.9%
558,133
+475.5%
9.90%
+484.3%
Q1 2022$7,943,000
-50.3%
96,986
-46.8%
1.69%
-54.9%
Q4 2021$15,977,000
-9.6%
182,350
-7.7%
3.76%
-12.5%
Q3 2021$17,673,000
+12.8%
197,591
+13.5%
4.29%
+7.1%
Q2 2021$15,664,000
+5.9%
174,119
+4.5%
4.00%
-8.0%
Q1 2021$14,785,000
+8.3%
166,628
+13.3%
4.35%
-1.2%
Q4 2020$13,652,000
-7.8%
147,035
-7.2%
4.41%
-1.4%
Q3 2020$14,804,000
+10.9%
158,364
+10.6%
4.47%
+0.3%
Q2 2020$13,347,000
+431.3%
143,220
+409.2%
4.46%
+343.9%
Q1 2020$2,512,000
+9.5%
28,125
+6.9%
1.00%
+30.1%
Q4 2019$2,294,000
+9.2%
26,300
+10.2%
0.77%
-1.9%
Q3 2019$2,101,000
+115.9%
23,875
+112.2%
0.79%
+101.3%
Q2 2019$973,000
+354.7%
11,251
+341.9%
0.39%
+311.6%
Q1 2019$214,000
-37.6%
2,546
-39.6%
0.10%
-46.0%
Q4 2018$343,0004,2170.18%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,240,000$103,676,00039.86%
Stuart Chaussee & Associates, Inc. 472,245$39,484,00038.84%
Willow Creek Wealth Management Inc. 671,216$56,120,00038.74%
Hapanowicz & Associates Financial Services, Inc 163,703$13,731,00012.18%
Franklin, Parlapiano, Turner & Welch, LLC 269,524$22,535,00010.46%
Diversified Portfolios, Inc. 198,807$16,622,00010.04%
RELIANCE TRUST CO 9,709$811,0009.35%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 361,161$30,197,0008.92%
Independence Advisors, LLC 486,212$40,652,0008.52%
Day & Ennis, LLC 99,171$8,292,0007.86%
View complete list of VANGUARD BD INDEX FDS shareholders