VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 695 filers reported holding VANGUARD BD INDEX FDS in Q1 2023. The put-call ratio across all filers is 3.22 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $322,292 | +11.9% | 4,304 | +12.7% | 0.12% | +7.2% |
| Q1 2024 | $288,002 | -5.0% | 3,820 | -3.8% | 0.11% | -5.9% |
| Q4 2023 | $303,242 | +4.2% | 3,970 | -1.3% | 0.12% | -4.1% |
| Q3 2023 | $290,975 | -5.0% | 4,024 | -1.2% | 0.12% | -2.4% |
| Q2 2023 | $306,368 | -6.2% | 4,072 | -4.3% | 0.13% | -8.0% |
| Q1 2023 | $326,544 | -2.5% | 4,255 | -5.6% | 0.14% | -6.2% |
| Q4 2022 | $334,867 | -13.2% | 4,506 | -14.2% | 0.15% | -20.2% |
| Q3 2022 | $386,000 | -8.1% | 5,250 | -3.0% | 0.18% | -6.2% |
| Q2 2022 | $420,000 | -17.0% | 5,410 | -6.4% | 0.20% | -14.1% |
| Q1 2022 | $506,000 | 0.0% | 5,778 | 0.0% | 0.23% | 0.0% |
| Q4 2021 | $506,000 | +13.7% | 5,778 | +16.1% | 0.23% | -9.2% |
| Q3 2021 | $445,000 | -15.4% | 4,978 | -14.9% | 0.25% | -18.6% |
| Q2 2021 | $526,000 | +4.8% | 5,848 | +3.9% | 0.31% | -5.8% |
| Q1 2021 | $502,000 | – | 5,628 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Willow Creek Wealth Management Inc. | 595,681 | $52,217,000 | 41.12% |
| Diana Davis Spencer Foundation | 1,240,000 | $108,698,000 | 40.00% |
| Diversified Portfolios, Inc. | 210,205 | $18,427,000 | 11.52% |
| Ken Stern & Associates, Inc. | 178,136 | $15,615,000 | 10.78% |
| Franklin, Parlapiano, Turner & Welch, LLC | 237,888 | $20,853,000 | 10.60% |
| Day & Ennis, LLC | 109,810 | $9,626,000 | 10.13% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 357,911 | $31,370,000 | 9.66% |
| Independence Advisors, LLC | 465,184 | $40,778,000 | 9.58% |
| Coyle Financial Counsel LLC | 74,564 | $6,486,000 | 9.36% |
| RELIANCE TRUST CO | 9,310 | $816,000 | 8.51% |