OLIO Financial Planning - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 698 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
OLIO Financial Planning ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$23,857,240
+2.5%
329,930
+6.6%
11.20%
+1.5%
Q2 2023$23,279,233
+5.1%
309,440
+7.2%
11.03%
-3.7%
Q1 2023$22,158,733
+14.1%
288,750
+10.5%
11.46%
+8.6%
Q4 2022$19,428,515
+15.2%
261,417
+13.9%
10.56%
+5.4%
Q3 2022$16,865,000
-0.7%
229,515
+5.0%
10.01%
+5.0%
Q2 2022$16,981,000
+21.2%
218,681
+27.8%
9.53%
+19.0%
Q1 2022$14,014,000
+3.2%
171,108
+10.4%
8.01%
-0.7%
Q4 2021$13,579,000154,9728.07%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$123,349,00040.90%
Willow Creek Wealth Management Inc. 627,242$54,256,00025.99%
Hapanowicz & Associates Financial Services, Inc 220,848$19,099,00012.60%
Franklin, Parlapiano, Turner & Welch, LLC 306,123$26,480,00010.37%
Diversified Portfolios, Inc. 209,575$18,128,0009.96%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 357,125$30,892,0008.47%
Enterprise Bank & Trust Co 161,366$13,958,0007.19%
Independence Advisors, LLC 312,851$27,062,0006.94%
FC Advisory LLC 119,691$10,305,0006.38%
Sensible Financial Planning & Management, LLC. 152,190$13,164,0005.63%
View complete list of VANGUARD BD INDEX FDS shareholders