Kowal Investment Group, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 638 filers reported holding VANGUARD BD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.61 and the average weighting 0.9%.

Quarter-by-quarter ownership
Kowal Investment Group, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q1 2023$201,029
+0.5%
2,620
+1.9%
0.06%
-13.6%
Q2 2022$200,000
-4.3%
2,571
+0.6%
0.07%
+3.1%
Q1 2022$209,000
-6.3%
2,556
+0.3%
0.06%
-3.0%
Q4 2021$223,000
-3.5%
2,548
-1.2%
0.07%
-9.6%
Q3 2021$231,0000.0%2,580
+0.5%
0.07%
-12.0%
Q2 2021$231,000
+2.2%
2,566
+0.9%
0.08%
-8.8%
Q1 2021$226,000
-5.4%
2,544
-2.1%
0.09%
-18.0%
Q4 2020$239,0002,5980.11%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
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