WEBSTERROGERS FINANCIAL ADVISORS, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 713 filers reported holding VANGUARD BD INDEX FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
WEBSTERROGERS FINANCIAL ADVISORS, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$1,013,073
-43.6%
13,527
-43.2%
0.36%
-43.4%
Q1 2024$1,795,151
-82.3%
23,808
-82.0%
0.64%
-84.9%
Q4 2023$10,115,041
-52.2%
132,430
-54.8%
4.22%
-54.7%
Q3 2023$21,179,156
+42.8%
292,893
+48.5%
9.31%
+44.2%
Q2 2023$14,834,495
+2.9%
197,188
+5.0%
6.46%
-2.6%
Q1 2023$14,417,529
+56.4%
187,875
+51.5%
6.63%
+48.6%
Q4 2022$9,216,637
+448.6%
124,013
+442.4%
4.46%
+405.4%
Q3 2022$1,680,000
+387.0%
22,863
+414.1%
0.88%
+422.5%
Q2 2022$345,000
-89.5%
4,447
-89.0%
0.17%
-90.0%
Q1 2022$3,301,00040,5861.69%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2023
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