Everhart Financial Group, Inc. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 617 filers reported holding VANGUARD BD INDEX FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Everhart Financial Group, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$983,798
-72.8%
13,608
-1.3%
0.42%
-72.1%
Q2 2023$3,612,780
+251.5%
13,786
+2.9%
1.49%
+224.1%
Q1 2023$1,027,915
+122.8%
13,398
+115.8%
0.46%
+98.7%
Q4 2022$461,444
+19.5%
6,209
+18.4%
0.23%
+8.4%
Q3 2022$386,000
+2.1%
5,243
+7.7%
0.21%
-7.0%
Q2 2022$378,000
-9.4%
4,867
-4.3%
0.23%
-4.6%
Q1 2022$417,000
-2.1%
5,086
+4.5%
0.24%
-6.2%
Q4 2021$426,000
-72.2%
4,865
-71.6%
0.26%
-75.5%
Q3 2021$1,532,000
-1.7%
17,129
-1.1%
1.05%
-2.2%
Q2 2021$1,559,000
-19.9%
17,328
-21.0%
1.07%
-37.2%
Q1 2021$1,947,000
-35.8%
21,940
-32.8%
1.71%
-38.9%
Q4 2020$3,031,00032,6402.80%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$105,980,32041.33%
GPWM LLC 222,881$16,564,51514.81%
BCM ADVISORS, LLC 652,823$50,443,63313.94%
Brewster Financial Planning LLC 170,690$12,685,68113.44%
Signify Wealth 177,839$13,216,99411.57%
Fullen Financial Group 262,996$20,20911.47%
Franklin, Parlapiano, Turner & Welch, LLC 442,402$32,879,30610.79%
OLIO Financial Planning 261,417$19,428,51510.56%
Burt Wealth Advisors 403,901$30,017,91110.05%
Sage Financial Management Group, Inc. 169,280$12,5818.79%
View complete list of VANGUARD BD INDEX FDS shareholders