VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 695 filers reported holding VANGUARD BD INDEX FDS in Q1 2023. The put-call ratio across all filers is 3.22 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $222,815 | +2.1% | 2,961 | 0.0% | 0.11% | -7.5% |
Q1 2024 | $218,166 | -15.4% | 2,961 | -13.2% | 0.12% | -29.4% |
Q4 2023 | $257,750 | -4.3% | 3,413 | -9.3% | 0.17% | -16.7% |
Q3 2023 | $269,393 | +14.2% | 3,763 | +19.4% | 0.20% | +22.2% |
Q2 2023 | $235,927 | -11.0% | 3,152 | -7.9% | 0.17% | -15.7% |
Q1 2023 | $264,956 | +1.6% | 3,421 | 0.0% | 0.20% | +0.5% |
Q4 2022 | $260,817 | -15.9% | 3,421 | -18.8% | 0.20% | -26.8% |
Q3 2022 | $310,000 | +14.0% | 4,214 | +20.4% | 0.27% | +26.9% |
Q2 2022 | $272,000 | -0.4% | 3,499 | 0.0% | 0.21% | +2.9% |
Q1 2022 | $273,000 | -3.2% | 3,499 | +6.0% | 0.21% | -6.8% |
Q4 2021 | $282,000 | – | 3,300 | – | 0.22% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Diana Davis Spencer Foundation | 1,426,000 | $119,684,000 | 40.93% |
Willow Creek Wealth Management Inc. | 644,217 | $54,069,000 | 27.26% |
CMC Financial Group | 166,031 | $13,935,000 | 12.97% |
Hapanowicz & Associates Financial Services, Inc | 218,312 | $18,324,000 | 12.28% |
Franklin, Parlapiano, Turner & Welch, LLC | 318,566 | $26,737,000 | 10.55% |
Diversified Portfolios, Inc. | 210,753 | $17,689,000 | 9.83% |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 367,213 | $30,820,000 | 8.47% |
Beacon Capital Management, Inc. | 2,014,643 | $169,089,000 | 7.69% |
Independence Advisors, LLC | 306,238 | $25,703,000 | 7.23% |
FC Advisory LLC | 120,106 | $10,080,000 | 6.40% |