Golden State Wealth Management, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 638 filers reported holding VANGUARD BD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.61 and the average weighting 0.9%.

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q1 2022$624,000
-6.3%
7,621
+0.3%
0.12%
+6.1%
Q4 2021$666,000
-7.6%
7,601
-5.8%
0.12%
-26.8%
Q3 2021$721,000
+5.9%
8,065
+6.6%
0.16%
+4.7%
Q2 2021$681,000
-4.2%
7,565
-5.6%
0.15%
-35.9%
Q1 2021$711,000
-9.3%
8,016
-5.1%
0.23%
+3.1%
Q4 2020$784,000
-5.5%
8,447
-4.8%
0.23%
-18.1%
Q3 2020$830,000
+8.8%
8,876
+3.9%
0.28%
-17.6%
Q1 2020$763,000
+0.7%
8,539
-0.9%
0.34%
+34.4%
Q3 2019$758,000
+2.4%
8,618
+0.6%
0.25%
+6.4%
Q2 2019$740,000
+8.2%
8,565
+5.1%
0.24%
+3.1%
Q1 2019$684,0008,1480.23%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
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