Keudell/Morrison Wealth Management - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 695 filers reported holding VANGUARD BD INDEX FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Keudell/Morrison Wealth Management ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$33,861,158
-4.2%
468,278
-0.4%
10.32%
+1.3%
Q2 2023$35,358,201
+1.9%
470,001
+3.9%
10.19%
-0.3%
Q1 2023$34,698,158
+36.9%
452,152
+31.1%
10.22%
+7.8%
Q3 2022$25,342,000
-1.2%
344,882
+4.4%
9.48%
+1.8%
Q2 2022$25,648,000
+45.3%
330,308
+53.3%
9.32%
+26.3%
Q1 2022$17,650,000
+7163.4%
215,508
+7753.8%
7.38%
+5134.0%
Q1 2021$243,000
-27.0%
2,744
-23.5%
0.14%
-33.2%
Q4 2020$333,000
-98.3%
3,589
-98.3%
0.21%
-98.4%
Q3 2020$19,939,000213,29512.82%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$123,349,00040.90%
Willow Creek Wealth Management Inc. 627,242$54,256,00025.99%
Hapanowicz & Associates Financial Services, Inc 220,848$19,099,00012.60%
Franklin, Parlapiano, Turner & Welch, LLC 306,123$26,480,00010.37%
Diversified Portfolios, Inc. 209,575$18,128,0009.96%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 357,125$30,892,0008.47%
Enterprise Bank & Trust Co 161,366$13,958,0007.19%
Independence Advisors, LLC 312,851$27,062,0006.94%
FC Advisory LLC 119,691$10,305,0006.38%
Sensible Financial Planning & Management, LLC. 152,190$13,164,0005.63%
View complete list of VANGUARD BD INDEX FDS shareholders