Sage Financial Management Group, Inc. - 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
Sage Financial Management Group, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$17,185
+41.1%
237,657
+49.7%
10.34%
+5.4%
Q1 2023$12,179
-3.2%
158,708
-6.2%
9.81%
+11.6%
Q4 2022$12,581
-99.9%
169,280
+14.8%
8.79%
-7.9%
Q3 2022$10,832,000
-16.5%
147,409
-11.8%
9.55%
+5.1%
Q2 2022$12,976,000
-26.3%
167,113
-22.3%
9.08%
-24.8%
Q1 2022$17,615,000
-3.1%
215,075
+3.6%
12.08%
-0.4%
Q4 2021$18,186,000207,56112.12%
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