Kingsview Wealth Management, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 655 filers reported holding VANGUARD BD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.8%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$1,843,473
+40.3%
25,494
+45.9%
0.07%
+26.9%
Q2 2023$1,314,193
-1.4%
17,469
+0.5%
0.05%
-7.1%
Q1 2023$1,333,434
-4.9%
17,376
-7.9%
0.06%
-8.2%
Q4 2022$1,402,047
-49.2%
18,865
-49.8%
0.06%
-53.4%
Q3 2022$2,760,000
-19.9%
37,565
-15.3%
0.13%
-20.6%
Q2 2022$3,446,000
-8.0%
44,376
+3.9%
0.16%
+5.8%
Q4 2021$3,744,000
-13.1%
42,728
-11.3%
0.16%
-23.5%
Q3 2021$4,310,000
+40.9%
48,190
+41.5%
0.20%
+35.1%
Q2 2021$3,059,000
+5.2%
34,064
+3.8%
0.15%
-8.5%
Q1 2021$2,907,000
+8.4%
32,828
+13.7%
0.16%
-14.9%
Q4 2020$2,681,000
+209.9%
28,877
+211.9%
0.19%
+151.9%
Q3 2020$865,000
+0.7%
9,258
+0.4%
0.08%
-10.5%
Q2 2020$859,000
+2.0%
9,218
-2.2%
0.09%
-24.6%
Q1 2020$842,000
+5.4%
9,430
+3.0%
0.11%
+14.0%
Q4 2019$799,000
-3.0%
9,155
-2.2%
0.10%
-22.5%
Q3 2019$824,000
+6.0%
9,363
+4.2%
0.13%
-0.8%
Q2 2019$777,000
-6.0%
8,986
-8.8%
0.13%
+3.2%
Q1 2019$827,000
+4.3%
9,853
+0.9%
0.13%
-27.2%
Q4 2018$793,000
+2.7%
9,761
+1.8%
0.17%
+10.2%
Q3 2018$772,000
+0.4%
9,588
+1.0%
0.16%
-14.7%
Q2 2018$769,000
-15.7%
9,494
-14.9%
0.18%
-18.9%
Q1 2018$912,000
-19.2%
11,158
-17.1%
0.23%
-43.7%
Q4 2017$1,129,000
+5.0%
13,462
+6.0%
0.40%
-14.8%
Q3 2017$1,075,000
+61.2%
12,695
+60.8%
0.47%
+37.9%
Q2 2017$667,000
+200.5%
7,894
+197.0%
0.34%
+159.8%
Q1 2017$222,0002,6580.13%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 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