CAPITAL PERFORMANCE ADVISORS LLP - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 718 filers reported holding VANGUARD BD INDEX FDS in Q4 2021. The put-call ratio across all filers is 2.56 and the average weighting 0.8%.

Quarter-by-quarter ownership
CAPITAL PERFORMANCE ADVISORS LLP ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$1,786,801
-50.4%
23,859
-50.1%
0.68%
-50.7%
Q1 2024$3,602,156
+101.2%
47,774
+103.8%
1.38%
+77.9%
Q4 2023$1,790,424
+7.5%
23,441
+1.7%
0.77%
-8.7%
Q3 2023$1,666,022
-1.6%
23,040
+2.3%
0.85%
+1.4%
Q2 2023$1,693,503
+3.6%
22,511
+5.7%
0.84%
-4.9%
Q1 2023$1,634,409
+7.2%
21,298
+3.8%
0.88%
+0.3%
Q4 2022$1,525,121
+4.1%
20,521
+2.9%
0.88%
-7.3%
Q3 2022$1,465,000
-4.4%
19,933
+1.0%
0.94%
+0.3%
Q2 2022$1,532,000
+3.4%
19,733
+9.0%
0.94%
+11.3%
Q1 2022$1,482,000
-4.3%
18,097
-0.0%
0.85%
-9.8%
Q4 2021$1,549,00018,0990.94%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2021
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