Legacy Trust - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 801 filers reported holding VANGUARD BD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Legacy Trust ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$785,746
-20.3%
10,492
-19.7%
0.20%
-20.7%
Q1 2024$985,403
+44.7%
13,069
+46.5%
0.25%
+39.0%
Q4 2023$681,157
-8.0%
8,918
-12.9%
0.18%
-17.7%
Q3 2023$740,671
-6.3%
10,243
-2.5%
0.22%
-1.4%
Q2 2023$790,291
-2.0%
10,5050.0%0.22%
-9.2%
Q1 2023$806,154
+1.3%
10,505
-1.9%
0.24%
-2.4%
Q4 2022$795,59610,7050.25%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$119,684,00040.93%
Willow Creek Wealth Management Inc. 644,217$54,069,00027.26%
CMC Financial Group 166,031$13,935,00012.97%
Hapanowicz & Associates Financial Services, Inc 218,312$18,324,00012.28%
Franklin, Parlapiano, Turner & Welch, LLC 318,566$26,737,00010.55%
Diversified Portfolios, Inc. 210,753$17,689,0009.83%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 367,213$30,820,0008.47%
Beacon Capital Management, Inc. 2,014,643$169,089,0007.69%
Independence Advisors, LLC 306,238$25,703,0007.23%
FC Advisory LLC 120,106$10,080,0006.40%
View complete list of VANGUARD BD INDEX FDS shareholders