Brewster Financial Planning LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 788 filers reported holding VANGUARD BD INDEX FDS in Q2 2024. The put-call ratio across all filers is 2.24 and the average weighting 1.0%.

Quarter-by-quarter ownership
Brewster Financial Planning LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$15,715,817
+5.2%
209,852
+5.9%
13.22%
+2.9%
Q1 2024$14,942,772
+3.7%
198,180
+5.1%
12.85%
-1.3%
Q4 2023$14,403,053
+7.3%
188,571
+1.6%
13.03%
-3.1%
Q3 2023$13,426,955
+3.4%
185,686
+7.6%
13.44%
+7.2%
Q2 2023$12,985,376
-3.2%
172,609
-1.2%
12.54%
-6.7%
Q1 2023$13,408,090
+5.7%
174,721
+2.4%
13.45%
+0.1%
Q4 2022$12,685,681
+4.1%
170,690
+2.9%
13.44%
-5.6%
Q3 2022$12,190,000
-2.8%
165,892
+2.7%
14.24%
+2.3%
Q2 2022$12,541,000
-4.2%
161,502
+1.1%
13.93%
+10.7%
Q1 2022$13,086,000
-3.9%
159,774
+2.8%
12.58%
+1.6%
Q4 2021$13,622,000155,46612.39%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 595,681$52,217,00041.12%
Diana Davis Spencer Foundation 1,240,000$108,698,00040.00%
Diversified Portfolios, Inc. 210,205$18,427,00011.52%
Ken Stern & Associates, Inc. 178,136$15,615,00010.78%
Franklin, Parlapiano, Turner & Welch, LLC 237,888$20,853,00010.60%
Day & Ennis, LLC 109,810$9,626,00010.13%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 357,911$31,370,0009.66%
Independence Advisors, LLC 465,184$40,778,0009.58%
Coyle Financial Counsel LLC 74,564$6,486,0009.36%
RELIANCE TRUST CO 9,310$816,0008.51%
View complete list of VANGUARD BD INDEX FDS shareholders