VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 19 filers reported holding VANGUARD BD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,362,704 | -70.4% | 46,504 | -69.2% | 4.52% | -53.9% |
| Q2 2023 | $11,372,594 | -15.9% | 151,171 | -14.2% | 9.80% | -17.9% |
| Q1 2023 | $13,519,439 | +2.3% | 176,172 | -0.9% | 11.94% | +3.2% |
| Q4 2022 | $13,216,994 | +5.1% | 177,839 | +3.9% | 11.57% | -13.5% |
| Q3 2022 | $12,575,000 | – | 171,137 | – | 13.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Diana Davis Spencer Foundation | 1,426,000 | $133,302,000 | 41.09% |
| Compass Ion Advisors, LLC | 496,627 | $46,425,000 | 29.49% |
| BCM ADVISORS, LLC | 393,926 | $36,686,000 | 13.53% |
| BANK OF STOCKTON | 333,329 | $31,159,000 | 13.02% |
| Keudell/Morrison Wealth Management | 213,295 | $19,939,000 | 12.82% |
| Burt Wealth Advisors | 358,263 | $33,490,000 | 12.52% |
| Milestone Advisory Partners | 211,314 | $19,754,000 | 12.29% |
| Verde Capital Management | 228,432 | $21,354,000 | 12.15% |
| Fullen Financial Group | 156,297 | $14,611,000 | 11.13% |
| Franklin, Parlapiano, Turner & Welch, LLC | 292,870 | $27,378,000 | 11.05% |