CARY STREET PARTNERS ASSET 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
CARY STREET PARTNERS ASSET MANAGEMENT LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$448,452
+15.4%
45,392
+778.5%
0.08%
+16.7%
Q2 2023$388,713
-53.6%
5,167
-94.2%
0.07%
-54.7%
Q1 2023$838,592
-39.9%
89,372
+376.1%
0.16%
-43.8%
Q4 2022$1,394,986
+335.9%
18,770
+331.1%
0.28%
+267.5%
Q3 2022$320,000
+7.4%
4,354
+13.6%
0.08%
+10.0%
Q2 2022$298,000
-54.7%
3,832
-52.3%
0.07%
-46.6%
Q1 2022$658,000
-95.7%
8,039
-95.4%
0.13%
-96.0%
Q4 2021$15,279,000
+5096.9%
174,378
+5203.5%
3.27%
+3048.1%
Q3 2021$294,000
-98.1%
3,288
-98.1%
0.10%
-97.2%
Q2 2021$15,306,000
-1.3%
170,151
-25.8%
3.65%
-4.3%
Q1 2021$15,511,000
-26.2%
229,343
-18.4%
3.82%
-38.5%
Q4 2020$21,024,000280,9886.21%
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