GREAT VALLEY ADVISOR GROUP, INC. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 789 filers reported holding VANGUARD BD INDEX FDS in Q1 2024. The put-call ratio across all filers is 0.85 and the average weighting 1.0%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$565,880
+2.1%
7,556
+2.8%
0.02%
-5.9%
Q1 2024$554,176
-7.4%
7,350
-6.2%
0.02%
-19.0%
Q4 2023$598,250
-19.6%
7,833
-23.9%
0.02%
-32.3%
Q3 2023$744,169
-15.0%
10,295
-11.6%
0.03%
-16.2%
Q2 2023$875,569
-20.0%
11,641
-18.4%
0.04%
-27.5%
Q1 2023$1,094,320
-13.4%
14,263
-16.1%
0.05%
-21.5%
Q4 2022$1,263,508
-0.0%
17,002
-1.1%
0.06%
-8.5%
Q3 2022$1,264,000
-1.8%
17,197
+3.8%
0.07%0.0%
Q2 2022$1,287,000
-50.9%
16,569
-47.1%
0.07%
-53.6%
Q1 2022$2,620,000
+18.0%
31,325
+23.9%
0.15%
+11.7%
Q4 2021$2,221,000
-0.5%
25,277
+1.2%
0.14%
-11.0%
Q3 2021$2,233,000
+7.0%
24,969
+7.4%
0.15%0.0%
Q2 2021$2,087,000
+213.8%
23,243
+209.8%
0.15%
+140.6%
Q1 2021$665,000
-23.3%
7,502
-19.6%
0.06%
-28.9%
Q4 2020$867,000
+11.9%
9,332
+12.1%
0.09%
-5.3%
Q3 2020$775,000
+0.3%
8,322
+0.2%
0.10%
-25.2%
Q2 2020$773,000
+69.1%
8,303
+62.5%
0.13%
+5.0%
Q1 2020$457,000
-59.7%
5,111
-60.7%
0.12%
-52.2%
Q4 2019$1,134,000
+19.5%
13,003
+20.6%
0.25%
+10.5%
Q3 2019$949,000
+2.9%
10,781
+1.1%
0.23%
-1.3%
Q2 2019$922,000
+3.0%
10,6620.0%0.23%
-18.6%
Q1 2019$895,000
-5.7%
10,662
-8.5%
0.28%
-19.5%
Q4 2018$949,00011,6500.35%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2024
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 595,681$52,217,00041.12%
Diana Davis Spencer Foundation 1,240,000$108,698,00040.00%
Diversified Portfolios, Inc. 210,205$18,427,00011.52%
Ken Stern & Associates, Inc. 178,136$15,615,00010.78%
Franklin, Parlapiano, Turner & Welch, LLC 237,888$20,853,00010.60%
Day & Ennis, LLC 109,810$9,626,00010.13%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 357,911$31,370,0009.66%
Independence Advisors, LLC 465,184$40,778,0009.58%
Coyle Financial Counsel LLC 74,564$6,486,0009.36%
RELIANCE TRUST CO 9,310$816,0008.51%
View complete list of VANGUARD BD INDEX FDS shareholders