CARY STREET PARTNERS INVESTMENT ADVISORY LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 396 filers reported holding VANGUARD BD INDEX FDS in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
CARY STREET PARTNERS INVESTMENT ADVISORY LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$27,527,907
+27.9%
419,883
+46.7%
1.48%
+6.9%
Q2 2023$21,525,749
+249.8%
286,133
+256.8%
1.38%
+213.1%
Q1 2023$6,154,346
+38.2%
80,197
+33.8%
0.44%
+34.8%
Q4 2022$4,453,004
-19.9%
59,917
-20.8%
0.33%
-28.4%
Q3 2022$5,557,000
-6.9%
75,622
-1.6%
0.46%
-9.5%
Q2 2022$5,970,000
-12.8%
76,884
-8.1%
0.51%
-73.1%
Q1 2022$6,848,000
-7.2%
83,616
-0.7%
1.88%
-8.1%
Q4 2021$7,382,000
+2.6%
84,245
+4.7%
2.05%
-13.2%
Q3 2021$7,195,000
+15.9%
80,444
+16.5%
2.36%
+17.5%
Q2 2021$6,210,000
+6.4%
69,029
+4.9%
2.01%
-16.5%
Q1 2021$5,839,000
-3.8%
65,804
+0.7%
2.40%
+105.6%
Q4 2020$6,068,000
+10.7%
65,358
+11.5%
1.17%
+0.9%
Q3 2020$5,480,000
+23.1%
58,627
+22.8%
1.16%
-81.6%
Q2 2020$4,450,000
+2.9%
47,754
-3.6%
6.31%
+33.2%
Q4 2019$4,323,000
+2.8%
49,562
-4.2%
4.74%
+15.9%
Q4 2018$4,204,00051,7274.09%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2019
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