StrongBox Wealth, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 679 filers reported holding VANGUARD BD INDEX FDS in Q4 2022. 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
Q2 2024$283,712
-29.7%
3,788
-29.3%
0.13%
-37.1%
Q1 2024$403,756
-10.3%
5,355
-9.2%
0.21%
-19.0%
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 Q4 2022
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