TrueWealth Financial Partners - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 655 filers reported holding VANGUARD BD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.8%.

Quarter-by-quarter ownership
TrueWealth Financial Partners ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$6,805,672
+0.6%
94,118
+4.7%
5.60%
+0.1%
Q2 2023$6,762,579
+0.9%
89,892
+3.0%
5.59%
-3.2%
Q1 2023$6,700,636
+17.4%
87,316
+13.7%
5.78%
+4.4%
Q4 2022$5,708,594
+7.3%
76,811
+6.1%
5.54%
-4.2%
Q3 2022$5,321,000
+2.4%
72,421
+8.2%
5.78%
+6.1%
Q2 2022$5,195,000
-0.4%
66,903
+5.0%
5.45%
+8.6%
Q1 2022$5,217,000
-4.1%
63,695
+2.6%
5.02%
-5.6%
Q4 2021$5,439,00062,0775.32%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2022
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