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 | $8,511,401 | +13.3% | 113,652 | +14.1% | 5.49% | +4.2% |
| Q1 2024 | $7,513,683 | +3.4% | 99,651 | +4.7% | 5.27% | -4.5% |
| Q4 2023 | $7,266,565 | +6.8% | 95,137 | +1.1% | 5.52% | -1.4% |
| 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 | $5,439,000 | – | 62,077 | – | 5.32% | – |
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% |