Capstone Triton Financial Group, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 713 filers reported holding VANGUARD BD INDEX FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Capstone Triton Financial Group, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$599,903
-8.2%
8,010
-7.6%
0.42%
-9.3%
Q1 2024$653,843
-34.0%
8,672
-33.1%
0.46%
-35.7%
Q4 2023$990,446
+5.3%
12,967
-0.3%
0.72%
+5.1%
Q3 2023$940,230
-3.8%
13,003
+0.1%
0.69%
+2.2%
Q2 2023$977,122
-3.6%
12,988
-1.7%
0.67%
-11.9%
Q1 2023$1,013,982
+0.7%
13,213
-2.5%
0.76%
-5.6%
Q4 2022$1,007,125
-18.2%
13,551
-19.1%
0.81%
-23.3%
Q3 2022$1,231,000
-1.0%
16,750
+5.6%
1.05%
+12.1%
Q2 2022$1,243,000
-40.0%
15,863
-39.5%
0.94%
-35.0%
Q1 2022$2,070,000
-13.4%
26,202
-2.8%
1.44%
+0.6%
Q3 2021$2,389,000
+34.2%
26,959
+36.2%
1.44%
+31.2%
Q2 2021$1,780,000
+10.4%
19,789
+8.9%
1.10%
+2.8%
Q1 2021$1,612,000
+2.4%
18,165
+7.1%
1.06%
+10.5%
Q4 2020$1,574,00016,9530.96%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 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