Symphony Financial, Ltd. Co. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 801 filers reported holding VANGUARD BD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Symphony Financial, Ltd. Co. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$212,774
-0.3%
2,8310.0%0.04%
-22.0%
Q1 2024$213,450
-0.6%
2,8310.0%0.05%
+8.7%
Q4 2023$214,665
-13.2%
2,831
-18.1%
0.05%
-24.6%
Q3 2023$247,432
-4.6%
3,4560.0%0.06%
-4.7%
Q2 2023$259,457
+1.3%
3,456
+3.0%
0.06%
-3.0%
Q1 2023$256,109
+0.5%
3,356
-1.1%
0.07%
-1.5%
Q4 2022$254,892
-1.6%
3,392
-3.7%
0.07%
-21.2%
Q3 2022$259,000
-5.5%
3,524
-0.8%
0.08%
+4.9%
Q2 2022$274,000
-2.5%
3,553
+1.3%
0.08%
+22.7%
Q1 2022$281,000
-11.6%
3,509
-3.9%
0.07%
-25.0%
Q4 2021$318,000
-1.9%
3,651
+0.9%
0.09%
-22.1%
Q3 2021$324,000
-6.9%
3,620
-6.3%
0.11%
-4.2%
Q2 2021$348,000
+13.0%
3,862
+11.2%
0.12%
+45.7%
Q1 2021$308,000
-1.6%
3,474
+3.1%
0.08%
-27.7%
Q4 2020$313,000
+13.0%
3,369
+13.6%
0.11%
-0.9%
Q3 2020$277,000
+0.4%
2,965
+0.2%
0.11%
-15.0%
Q2 2020$276,000
+26.6%
2,959
+20.6%
0.13%
-11.3%
Q1 2020$218,0002,4530.15%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$119,684,00040.93%
Willow Creek Wealth Management Inc. 644,217$54,069,00027.26%
CMC Financial Group 166,031$13,935,00012.97%
Hapanowicz & Associates Financial Services, Inc 218,312$18,324,00012.28%
Franklin, Parlapiano, Turner & Welch, LLC 318,566$26,737,00010.55%
Diversified Portfolios, Inc. 210,753$17,689,0009.83%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 367,213$30,820,0008.47%
Beacon Capital Management, Inc. 2,014,643$169,089,0007.69%
Independence Advisors, LLC 306,238$25,703,0007.23%
FC Advisory LLC 120,106$10,080,0006.40%
View complete list of VANGUARD BD INDEX FDS shareholders