HERON FINANCIAL GROUP, 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
HERON FINANCIAL GROUP, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2023$982,429
-2.1%
13,059
-0.2%
0.53%
-4.3%
Q1 2023$1,003,682
+12.0%
13,079
+7.3%
0.55%
-0.2%
Q3 2022$896,000
-22.2%
12,187
-17.8%
0.55%
-20.6%
Q2 2022$1,151,000
+33.4%
14,827
+40.8%
0.70%
+55.5%
Q1 2022$863,000
-3.0%
10,532
+1.3%
0.45%
-6.3%
Q4 2021$890,000
-3.1%
10,396
+1.3%
0.48%
-6.3%
Q3 2021$918,000
+0.1%
10,266
+0.7%
0.51%
-2.5%
Q2 2021$917,000
+1.9%
10,198
+0.3%
0.52%
-4.0%
Q1 2021$900,000
-10.9%
10,167
-7.2%
0.55%
-21.8%
Q4 2020$1,010,000
-6.0%
10,960
-5.2%
0.70%
-18.9%
Q3 2020$1,075,000
-3.0%
11,556
-2.7%
0.86%
-13.2%
Q2 2020$1,108,000
+1.7%
11,881
-1.2%
0.99%
-11.4%
Q1 2020$1,090,000
-5.1%
12,020
-6.9%
1.12%
+17.9%
Q4 2019$1,148,00012,9090.95%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 531,042$44,969,00043.99%
Diana Davis Spencer Foundation 1,240,000$105,003,00039.73%
PALLADIEM, LLC 199,865$16,925,00013.87%
Diversified Portfolios, Inc. 231,491$19,603,00011.63%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 380,435$32,215,00010.20%
Beacon Capital Management, Inc. 472,036$39,972,0004.87%
S. R. Schill & Associates 59,849$5,068,0004.64%
Pinkerton Retirement Specialists, LLC 64,461$5,459,0004.17%
MONROE BANK & TRUST/MI 110,596$9,365,0003.17%
Cranbrook Wealth Management, LLC 54,339$4,601,0002.85%
View complete list of VANGUARD BD INDEX FDS shareholders