LIBERTY WEALTH MANAGEMENT LLC - 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
LIBERTY WEALTH MANAGEMENT LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$240
-99.9%
3,322
-3.1%
0.06%
-6.2%
Q2 2023$258,070
-0.5%
3,430
+1.4%
0.06%
+18.5%
Q1 2023$259,461
+4.2%
3,381
-0.4%
0.05%
-18.2%
Q3 2022$249,000
-0.4%
3,396
+5.1%
0.07%
-34.7%
Q2 2022$250,000
-5.3%
3,232
-2.3%
0.10%
+6.3%
Q1 2022$264,000
-4.0%
3,309
+5.4%
0.10%
+691.7%
Q4 2021$275,000
-29.3%
3,140
-28.3%
0.01%
-91.4%
Q3 2021$389,000
+44.1%
4,377
+45.7%
0.14%
+32.4%
Q2 2021$270,000
+70.9%
3,005
+74.4%
0.10%
+36.4%
Q1 2021$158,0000.0%1,7230.0%0.08%0.0%
Q4 2020$158,000
+6.8%
1,723
+8.8%
0.08%
-11.5%
Q3 2020$148,000
+24.4%
1,583
+24.1%
0.09%
+3.6%
Q2 2020$119,000
-3.3%
1,276
-7.6%
0.08%
-21.5%
Q1 2020$123,000
+0.8%
1,381
-1.0%
0.11%
+11.5%
Q4 2019$122,000
+1.7%
1,395
+2.0%
0.10%
-15.8%
Q3 2019$120,000
-5.5%
1,368
-6.6%
0.11%
+2.7%
Q2 2019$127,000
+7.6%
1,464
+3.3%
0.11%
+24.7%
Q1 2019$118,000
-8.5%
1,417
-11.2%
0.09%
-7.3%
Q4 2018$129,0001,5950.10%
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