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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,299,898 | -1.4% | 114,782 | +2.6% | 2.42% | +1.2% |
| Q2 2023 | $8,418,197 | -1.5% | 111,899 | +0.5% | 2.39% | -12.5% |
| Q1 2023 | $8,542,761 | +6.0% | 111,321 | +1.5% | 2.74% | -5.8% |
| Q4 2022 | $8,058,401 | +0.0% | 109,668 | 0.0% | 2.90% | +0.2% |
| Q3 2022 | $8,058,000 | -6.4% | 109,668 | -1.1% | 2.90% | -5.7% |
| Q2 2022 | $8,613,000 | -5.2% | 110,923 | +0.0% | 3.07% | +6.6% |
| Q1 2022 | $9,081,000 | -2.7% | 110,883 | +4.1% | 2.88% | -1.1% |
| Q4 2021 | $9,337,000 | – | 106,565 | – | 2.91% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Diana Davis Spencer Foundation | 1,426,000 | $124,376,000 | 40.65% |
| Willow Creek Wealth Management Inc. | 609,578 | $53,167,000 | 24.27% |
| ESL Trust Services, LLC | 334,740 | $29,196,000 | 13.48% |
| Strategic Wealth Investment Group, LLC | 136,537 | $11,909,000 | 12.35% |
| Franklin, Parlapiano, Turner & Welch, LLC | 312,762 | $27,279,000 | 10.28% |
| BANK OF STOCKTON | 275,350 | $24,015,000 | 10.18% |
| BCM ADVISORS, LLC | 307,838 | $26,850,000 | 9.76% |
| Diversified Portfolios, Inc. | 205,499 | $17,924,000 | 8.49% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 371,616 | $32,413,000 | 7.96% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 198,362 | $17,301,000 | 7.70% |