Spire Wealth Management - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 695 filers reported holding VANGUARD BD INDEX FDS in Q1 2023. The put-call ratio across all filers is 3.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$3,215,056
+517.6%
42,930
+521.8%
0.11%
+1155.6%
Q1 2024$520,532
-75.9%
6,904
-75.8%
0.01%
-87.3%
Q4 2023$2,157,308
+15.1%
28,562
+10.2%
0.07%0.0%
Q3 2023$1,874,545
-0.5%
25,924
+3.5%
0.07%
+1.4%
Q2 2023$1,883,479
+24.5%
25,036
+27.0%
0.07%
+18.6%
Q1 2023$1,512,629
+763854.0%
19,711
+639.9%
0.06%
+436.4%
Q4 2022$198
-99.9%
2,664
-6.8%
0.01%
-15.4%
Q3 2022$210,000
-77.6%
2,857
-76.4%
0.01%
-66.7%
Q2 2022$939,000
+44.5%
12,096
+52.4%
0.04%
+129.4%
Q1 2022$650,000
-68.5%
7,937
-66.3%
0.02%
-63.0%
Q4 2021$2,061,000
-1.2%
23,527
+0.9%
0.05%
-16.4%
Q3 2021$2,086,000
+51.4%
23,321
+52.2%
0.06%
+48.6%
Q2 2021$1,378,000
-5.5%
15,321
-6.8%
0.04%
-5.1%
Q1 2021$1,458,00016,4350.04%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$119,684,00040.93%
Willow Creek Wealth Management Inc. 644,217$54,069,00027.26%
CMC Financial Group 166,031$13,935,00012.97%
Hapanowicz & Associates Financial Services, Inc 218,312$18,324,00012.28%
Franklin, Parlapiano, Turner & Welch, LLC 318,566$26,737,00010.55%
Diversified Portfolios, Inc. 210,753$17,689,0009.83%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 367,213$30,820,0008.47%
Beacon Capital Management, Inc. 2,014,643$169,089,0007.69%
Independence Advisors, LLC 306,238$25,703,0007.23%
FC Advisory LLC 120,106$10,080,0006.40%
View complete list of VANGUARD BD INDEX FDS shareholders