VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 19 filers reported holding VANGUARD BD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,236,860 | -3.0% | 58,593 | +0.9% | 2.12% | -0.9% |
| Q2 2023 | $4,368,519 | +8.2% | 58,069 | +10.4% | 2.14% | -5.4% |
| Q1 2023 | $4,037,692 | +6.2% | 52,615 | +2.9% | 2.26% | -4.9% |
| Q4 2022 | $3,801,298 | +8.5% | 51,148 | +7.3% | 2.38% | -4.3% |
| Q3 2022 | $3,502,000 | +1.8% | 47,664 | +7.6% | 2.48% | -8.4% |
| Q2 2022 | $3,441,000 | -27.0% | 44,311 | -23.0% | 2.71% | -17.4% |
| Q1 2022 | $4,711,000 | +32.6% | 57,517 | +41.9% | 3.29% | +18.4% |
| Q4 2021 | $3,552,000 | – | 40,537 | – | 2.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Diana Davis Spencer Foundation | 1,426,000 | $133,302,000 | 41.09% |
| Compass Ion Advisors, LLC | 496,627 | $46,425,000 | 29.49% |
| BCM ADVISORS, LLC | 393,926 | $36,686,000 | 13.53% |
| BANK OF STOCKTON | 333,329 | $31,159,000 | 13.02% |
| Keudell/Morrison Wealth Management | 213,295 | $19,939,000 | 12.82% |
| Burt Wealth Advisors | 358,263 | $33,490,000 | 12.52% |
| Milestone Advisory Partners | 211,314 | $19,754,000 | 12.29% |
| Verde Capital Management | 228,432 | $21,354,000 | 12.15% |
| Fullen Financial Group | 156,297 | $14,611,000 | 11.13% |
| Franklin, Parlapiano, Turner & Welch, LLC | 292,870 | $27,378,000 | 11.05% |