SAX WEALTH ADVISORS, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 624 filers reported holding VANGUARD BD INDEX FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
SAX WEALTH ADVISORS, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$513,571
-14.5%
7,102
-11.0%
0.10%
-15.8%
Q2 2023$600,653
-0.5%
7,984
+1.5%
0.12%
-8.4%
Q1 2023$603,549
+6.4%
7,865
+3.1%
0.13%0.0%
Q4 2022$567,135
-26.3%
7,631
-27.1%
0.13%
-33.8%
Q3 2022$769,000
-15.5%
10,466
-10.7%
0.20%
-14.3%
Q2 2022$910,000
-10.4%
11,722
-5.5%
0.23%
-6.1%
Q1 2022$1,016,000
-12.3%
12,407
-6.1%
0.25%
+2.1%
Q4 2021$1,158,000
-2.1%
13,216
-0.1%
0.24%
-14.2%
Q3 2021$1,183,000
+33.4%
13,229
+34.2%
0.28%
-7.6%
Q2 2021$887,000
+31.0%
9,861
+29.3%
0.30%
+22.6%
Q1 2021$677,000
+4.0%
7,628
+8.8%
0.25%
-17.1%
Q4 2020$651,0007,0130.30%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$123,349,00040.90%
Willow Creek Wealth Management Inc. 627,242$54,256,00025.99%
Hapanowicz & Associates Financial Services, Inc 220,848$19,099,00012.60%
Franklin, Parlapiano, Turner & Welch, LLC 306,123$26,480,00010.37%
Diversified Portfolios, Inc. 209,575$18,128,0009.96%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 357,125$30,892,0008.47%
Enterprise Bank & Trust Co 161,366$13,958,0007.19%
Independence Advisors, LLC 312,851$27,062,0006.94%
FC Advisory LLC 119,691$10,305,0006.38%
Sensible Financial Planning & Management, LLC. 152,190$13,164,0005.63%
View complete list of VANGUARD BD INDEX FDS shareholders