TriaGen 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
TriaGen Wealth Management LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$1,885,989
+2.0%
26,082
+6.2%
0.96%
+13.7%
Q2 2023$1,848,326
-2.3%
24,569
-0.4%
0.85%
-11.0%
Q1 2023$1,892,101
+21.6%
24,656
+17.7%
0.95%
+10.1%
Q4 2022$1,556,484
+5.5%
20,943
+4.3%
0.86%
+6.0%
Q3 2022$1,476,000
+80.9%
20,084
+91.1%
0.82%
+40.5%
Q2 2022$816,000
-1.3%
10,508
+4.1%
0.58%
+35.2%
Q1 2022$827,000
+3.8%
10,092
+11.0%
0.43%
+8.9%
Q4 2021$797,000
-1.7%
9,093
+0.3%
0.39%
-10.7%
Q3 2021$811,000
+2.3%
9,067
+4.2%
0.44%
+8.1%
Q2 2021$793,000
-7.5%
8,704
-9.9%
0.41%
-17.2%
Q1 2021$857,000
-6.7%
9,659
-2.4%
0.49%
-8.4%
Q4 2020$919,0009,8930.54%
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