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 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
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 Q2 2022
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$103,144,06041.53%
BCM ADVISORS, LLC 696,815$50,630,57815.01%
Echo Wealth Management, LLC 184,509$13,341,86714.37%
Brewster Financial Planning LLC 185,686$13,426,95513.44%
Retirement Investment Advisors, Inc. 1,819,376$131,559,07911.98%
Francis Financial, Inc. 314,679$22,754,45611.87%
FISCHER INVESTMENT STRATEGIES, LLC 160,607$11,613,47711.79%
Reliant Wealth Planning 304,106$21,989,90511.66%
OLIO Financial Planning 329,930$23,857,24011.20%
True Link Financial Advisors, LLC 1,279,988$92,555,93211.10%
View complete list of VANGUARD BD INDEX FDS shareholders