9258 Wealth Management, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 624 filers reported holding VANGUARD BD INDEX FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$389,389
-3.9%
5,3850.0%0.08%0.0%
Q2 2023$405,114
-10.1%
5,385
-8.3%
0.08%
-16.5%
Q1 2023$450,771
+1.1%
5,874
-2.1%
0.09%
-6.2%
Q4 2022$446,069
+1.1%
6,002
-0.1%
0.10%
-14.2%
Q3 2022$441,000
-25.1%
6,008
-20.8%
0.11%
-25.2%
Q2 2022$589,000
-23.1%
7,586
-18.9%
0.15%
-15.2%
Q1 2022$766,000
-14.9%
9,349
-9.0%
0.18%
-13.6%
Q4 2021$900,000
+28.6%
10,270
+31.3%
0.21%
+10.2%
Q3 2021$700,000
+44.9%
7,823
+45.8%
0.19%
+43.8%
Q2 2021$483,0005,3640.13%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2021
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