True Link Financial Advisors, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 19 filers reported holding VANGUARD BD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
True Link Financial Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$92,555,932
+127.8%
1,279,988
+137.0%
11.10%
+126.2%
Q2 2023$40,622,319
+71.9%
539,975
+75.3%
4.91%
+65.9%
Q1 2023$23,631,469
+5370.0%
307,942
+5197.5%
2.96%
+4915.3%
Q4 2022$432,022
+2.4%
5,813
+1.2%
0.06%
-3.3%
Q3 2022$422,000
-16.3%
5,742
-11.5%
0.06%
-19.7%
Q2 2022$504,000
-98.8%
6,490
-98.8%
0.08%
-98.8%
Q1 2022$43,762,000
-5.8%
534,334
+0.8%
6.33%
+2.0%
Q4 2021$46,465,000
-19.7%
530,307
-18.0%
6.20%
-21.9%
Q3 2021$57,840,000
+4.4%
646,694
+5.0%
7.94%
-2.3%
Q2 2021$55,394,000
+0.4%
615,760
-1.0%
8.12%
+1.6%
Q1 2021$55,166,000
+26.9%
621,726
+32.7%
8.00%
+17.4%
Q4 2020$43,487,000468,3596.81%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2023
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