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 | $3,300,225 | -4.1% | 45,640 | -0.2% | 3.00% | -2.1% |
| Q2 2023 | $3,441,246 | -20.8% | 45,743 | -19.2% | 3.07% | -25.5% |
| Q1 2023 | $4,346,630 | +3.2% | 56,641 | -0.1% | 4.12% | +15.5% |
| Q4 2022 | $4,212,309 | +0.6% | 56,678 | -0.5% | 3.56% | -5.2% |
| Q3 2022 | $4,186,000 | – | 56,969 | – | 3.76% | – |
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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% |