Fermata Advisors, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 801 filers reported holding VANGUARD BD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$253,041
-69.9%
3,379
-69.7%
0.06%
-69.3%
Q1 2024$839,492
-86.7%
11,134
-86.5%
0.19%
-87.4%
Q4 2023$6,296,254
+6.3%
82,433
+0.7%
1.50%
-10.0%
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$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