Laidlaw Wealth Management LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 709 filers reported holding VANGUARD BD INDEX FDS in Q4 2021. The put-call ratio across all filers is 2.56 and the average weighting 0.8%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2023$993,190
-3.6%
13,202
-1.7%
0.19%
-7.6%
Q1 2023$1,030,138
+0.5%
13,424
-2.6%
0.21%
-4.5%
Q4 2022$1,024,631
-5.7%
13,787
-6.7%
0.22%
-13.4%
Q3 2022$1,086,000
-11.7%
14,780
-6.7%
0.25%
+1.2%
Q2 2022$1,230,000
+44.4%
15,844
+52.2%
0.25%
+76.8%
Q1 2022$852,000
-29.0%
10,409
-24.0%
0.14%
-26.0%
Q4 2021$1,200,000
-33.3%
13,692
-29.3%
0.19%
-49.3%
Q4 2020$1,798,000
+57.7%
19,370
+58.8%
0.38%
-25.1%
Q3 2020$1,140,000
+0.4%
12,199
+0.0%
0.51%
-14.7%
Q2 2020$1,136,000
+2.7%
12,194
-1.5%
0.59%
-18.1%
Q1 2020$1,106,000
-12.2%
12,380
-14.2%
0.72%
-9.0%
Q4 2019$1,259,00014,4300.80%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2021
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