SOUNDMARK WEALTH MANAGEMENT, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 698 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
SOUNDMARK WEALTH MANAGEMENT, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$8,574,301
+25.0%
118,577
+30.1%
4.76%
+24.6%
Q2 2023$6,857,520
+11.3%
91,154
+13.5%
3.82%
+3.7%
Q1 2023$6,161,610
+5.9%
80,292
+2.6%
3.69%
-1.8%
Q4 2022$5,817,471
+213.8%
78,276
+210.2%
3.75%
+189.0%
Q3 2022$1,854,000
+10.1%
25,232
+16.3%
1.30%
+8.2%
Q2 2022$1,684,000
+21.3%
21,693
+28.0%
1.20%
+23.5%
Q1 2022$1,388,000
+29.7%
16,954
+38.8%
0.97%
+32.8%
Q4 2021$1,070,000
-48.6%
12,216
-47.5%
0.73%
-2.4%
Q3 2021$2,081,000
+29.8%
23,264
+28.8%
0.75%
-14.7%
Q1 2021$1,603,000
+25.0%
18,064
+30.9%
0.88%
+7.5%
Q4 2020$1,282,00013,8050.82%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 531,042$44,969,00043.99%
Diana Davis Spencer Foundation 1,240,000$105,003,00039.73%
PALLADIEM, LLC 199,865$16,925,00013.87%
Diversified Portfolios, Inc. 231,491$19,603,00011.63%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 380,435$32,215,00010.20%
Beacon Capital Management, Inc. 472,036$39,972,0004.87%
S. R. Schill & Associates 59,849$5,068,0004.64%
Pinkerton Retirement Specialists, LLC 64,461$5,459,0004.17%
MONROE BANK & TRUST/MI 110,596$9,365,0003.17%
Cranbrook Wealth Management, LLC 54,339$4,601,0002.85%
View complete list of VANGUARD BD INDEX FDS shareholders