StrongBox Wealth, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 640 filers reported holding VANGUARD BD INDEX FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q3 2022
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$133,302,00041.09%
Compass Ion Advisors, LLC 496,627$46,425,00029.49%
BCM ADVISORS, LLC 393,926$36,686,00013.53%
BANK OF STOCKTON 333,329$31,159,00013.02%
Keudell/Morrison Wealth Management 213,295$19,939,00012.82%
Burt Wealth Advisors 358,263$33,490,00012.52%
Milestone Advisory Partners 211,314$19,754,00012.29%
Verde Capital Management 228,432$21,354,00012.15%
Fullen Financial Group 156,297$14,611,00011.13%
Franklin, Parlapiano, Turner & Welch, LLC 292,870$27,378,00011.05%
View complete list of VANGUARD BD INDEX FDS shareholders