Fermata 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
Fermata Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$5,921,576
+267.3%
81,883
+289.8%
1.67%
+71.3%
Q1 2023$1,612,126
-76.1%
21,008
-76.8%
0.97%
-51.2%
Q4 2022$6,733,585
+118.5%
90,601
+116.1%
2.00%
+98.9%
Q3 2022$3,082,000
-16.2%
41,931
-11.5%
1.00%
-21.8%
Q2 2022$3,679,000
-26.5%
47,376
-22.4%
1.28%
-31.6%
Q1 2022$5,003,000
-6.9%
61,071
-0.4%
1.88%
-4.6%
Q4 2021$5,372,000
+14.5%
61,299
+16.9%
1.97%
-5.1%
Q3 2021$4,693,000
+167.3%
52,455
+168.9%
2.07%
+102.9%
Q2 2021$1,756,00019,5091.02%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$133,302,00041.09%
Compass Ion Advisors, LLC 496,627$46,425,00029.49%
BCM ADVISORS, LLC 393,926$36,686,00013.53%
BANK OF STOCKTON 333,329$31,159,00013.02%
Keudell/Morrison Wealth Management 213,295$19,939,00012.82%
Burt Wealth Advisors 358,263$33,490,00012.52%
Milestone Advisory Partners 211,314$19,754,00012.29%
Verde Capital Management 228,432$21,354,00012.15%
Fullen Financial Group 156,297$14,611,00011.13%
Franklin, Parlapiano, Turner & Welch, LLC 292,870$27,378,00011.05%
View complete list of VANGUARD BD INDEX FDS shareholders