Marcum Wealth, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 652 filers reported holding VANGUARD BD INDEX FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Marcum Wealth, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$630,798
+2.5%
8,423
+3.2%
0.06%
+1.6%
Q1 2024$615,189
-4.1%
8,159
-2.9%
0.06%
-8.8%
Q4 2023$641,821
-9.9%
8,403
-14.7%
0.07%
-20.9%
Q3 2023$712,543
-4.0%
9,854
-0.2%
0.09%
-1.1%
Q2 2023$742,595
-5.7%
9,871
-3.8%
0.09%
-11.2%
Q1 2023$787,506
-1.9%
10,262
-5.0%
0.10%
-7.5%
Q4 2022$802,730
-17.2%
10,801
-18.2%
0.11%
-27.9%
Q3 2022$970,000
-11.7%
13,203
-6.7%
0.15%
-10.9%
Q2 2022$1,099,000
-6.0%
14,157
-0.8%
0.16%
+2.5%
Q1 2022$1,169,000
-5.6%
14,271
+1.0%
0.16%
-6.4%
Q4 2021$1,238,000
-1.7%
14,130
+0.3%
0.17%
-13.1%
Q3 2021$1,260,000
-1.5%
14,085
-0.9%
0.20%
-4.8%
Q2 2021$1,279,000
-1.6%
14,219
-2.9%
0.21%
-2.8%
Q1 2021$1,300,000
+4.5%
14,651
+9.3%
0.21%
-26.7%
Q4 2020$1,244,000
-6.5%
13,403
-5.8%
0.29%
-28.4%
Q3 2020$1,330,000
-17.0%
14,233
-17.2%
0.41%
-17.2%
Q2 2020$1,602,000
+18.8%
17,194
+13.9%
0.49%
-5.6%
Q1 2020$1,349,000
+13.5%
15,099
+10.7%
0.52%
+17.0%
Q4 2019$1,189,00013,6370.45%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2022
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