TCWP LLC - 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
TCWP LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2023$2,989,114
+11.5%
39,733
+13.7%
0.64%
+25.3%
Q1 2023$2,681,219
+5.6%
34,939
+2.6%
0.51%
-1.2%
Q4 2022$2,537,834
-4.3%
34,049
-5.7%
0.52%
-8.4%
Q3 2022$2,651,000
+33.2%
36,088
+40.8%
0.56%
+32.5%
Q2 2022$1,990,000
+10.1%
25,639
+16.2%
0.42%
+28.9%
Q1 2022$1,807,00022,0690.33%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 531,042$44,969,00043.99%
Diana Davis Spencer Foundation 1,240,000$105,003,00039.73%
PALLADIEM, LLC 199,865$16,925,00013.87%
Diversified Portfolios, Inc. 231,491$19,603,00011.63%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 380,435$32,215,00010.20%
Beacon Capital Management, Inc. 472,036$39,972,0004.87%
S. R. Schill & Associates 59,849$5,068,0004.64%
Pinkerton Retirement Specialists, LLC 64,461$5,459,0004.17%
MONROE BANK & TRUST/MI 110,596$9,365,0003.17%
Cranbrook Wealth Management, LLC 54,339$4,601,0002.85%
View complete list of VANGUARD BD INDEX FDS shareholders