Lion Street Advisors, LLC - 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
Lion Street Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$481,932
-46.1%
6,665
-33.7%
0.16%
-47.8%
Q2 2023$893,538
+36.5%
10,058
+17.9%
0.30%
+48.3%
Q1 2023$654,822
-24.9%
8,533
-13.0%
0.20%
-55.5%
Q4 2022$871,698
+28.8%
9,812
+6.5%
0.46%
+34.9%
Q3 2022$677,000
-22.5%
9,211
-6.1%
0.34%
-26.0%
Q2 2022$873,000
+2.0%
9,812
-6.3%
0.46%
+4.3%
Q1 2022$856,000
-4.4%
10,469
+2.3%
0.44%0.0%
Q4 2021$895,000
+1.8%
10,233
+4.3%
0.44%
-7.6%
Q3 2021$879,000
-99.0%
9,812
+881.2%
0.47%
-85.5%
Q2 2021$89,960,000
+2856.3%
1,000
-96.9%
3.26%
-56.0%
Q4 2020$3,043,000
-11.2%
32,701
-10.4%
7.42%
+6.7%
Q3 2020$3,426,000
+207.0%
36,506
+204.8%
6.96%
-10.9%
Q2 2020$1,116,000
+3.3%
11,976
-1.0%
7.80%
+32.6%
Q1 2020$1,080,000
+1.1%
12,094
-1.3%
5.89%
+14.8%
Q4 2019$1,068,00012,2515.13%
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