WealthCare Investment Partners, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 789 filers reported holding VANGUARD BD INDEX FDS in Q1 2024. The put-call ratio across all filers is 0.85 and the average weighting 1.0%.

Quarter-by-quarter ownership
WealthCare Investment Partners, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$349,118
+17.2%
4,662
+18.0%
0.16%
+12.5%
Q1 2024$297,972
+18.9%
3,952
+19.5%
0.14%
+5.1%
Q4 2023$250,606
+6.3%
3,307
+0.5%
0.14%
-4.2%
Q3 2023$235,677
-2.8%
3,292
+1.2%
0.14%
-1.4%
Q2 2023$242,391
-2.0%
3,254
+1.0%
0.14%
-3.3%
Q1 2023$247,324
-1.1%
3,223
-4.2%
0.15%
-11.8%
Q4 2022$250,091
-20.9%
3,365
-21.8%
0.17%
-34.9%
Q3 2022$316,000
+1.0%
4,304
+6.8%
0.26%
-2.6%
Q2 2022$313,000
-4.3%
4,031
-1.3%
0.27%
-7.9%
Q1 2022$327,000
-7.1%
4,085
+1.6%
0.29%
-14.4%
Q4 2021$352,0004,0200.34%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2024
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 595,681$52,217,00041.12%
Diana Davis Spencer Foundation 1,240,000$108,698,00040.00%
Diversified Portfolios, Inc. 210,205$18,427,00011.52%
Ken Stern & Associates, Inc. 178,136$15,615,00010.78%
Franklin, Parlapiano, Turner & Welch, LLC 237,888$20,853,00010.60%
Day & Ennis, LLC 109,810$9,626,00010.13%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 357,911$31,370,0009.66%
Independence Advisors, LLC 465,184$40,778,0009.58%
Coyle Financial Counsel LLC 74,564$6,486,0009.36%
RELIANCE TRUST CO 9,310$816,0008.51%
View complete list of VANGUARD BD INDEX FDS shareholders