StrongBox Wealth, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 624 filers reported holding VANGUARD BD INDEX FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
StrongBox Wealth, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q4 2023$450,341
-22.9%
5,896
-27.0%
0.26%
-29.3%
Q3 2023$584,173
+3.4%
8,079
+7.6%
0.37%
+4.5%
Q2 2023$564,868
-36.1%
7,509
-34.9%
0.36%
-40.1%
Q1 2023$884,637
-18.7%
11,528
-21.3%
0.59%
-22.9%
Q4 2022$1,088,528
-42.1%
14,647
-42.8%
0.77%
-43.5%
Q3 2022$1,881,000
-20.1%
25,601
-15.5%
1.36%
-10.4%
Q2 2022$2,353,000
-13.4%
30,297
-8.7%
1.52%
-1.9%
Q1 2022$2,718,000
-36.9%
33,191
-32.5%
1.55%
-27.9%
Q4 2021$4,306,000
-2.0%
49,148
+0.1%
2.15%
-12.7%
Q3 2021$4,393,000
+10.6%
49,113
+11.2%
2.46%
+8.3%
Q2 2021$3,973,000
-1.5%
44,162
-2.8%
2.28%
-8.9%
Q1 2021$4,033,000
-3.8%
45,451
+0.7%
2.50%
-8.0%
Q4 2020$4,191,000
+11.5%
45,135
+12.3%
2.72%
-1.3%
Q3 2020$3,759,000
-0.9%
40,209
-1.2%
2.75%
-20.4%
Q2 2020$3,793,000
+9.6%
40,702
+5.1%
3.46%
-11.9%
Q1 2020$3,461,00038,7393.93%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2021
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