Smallwood Wealth Investment Management, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 801 filers reported holding VANGUARD BD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Smallwood Wealth Investment Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$3,164,394
-3.6%
42,254
-3.0%
2.44%
-4.0%
Q1 2024$3,283,172
-3.7%
43,543
-2.5%
2.54%
-9.8%
Q4 2023$3,410,233
+3.3%
44,648
-2.2%
2.82%
-6.0%
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$4,186,00056,9693.76%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$119,684,00040.93%
Willow Creek Wealth Management Inc. 644,217$54,069,00027.26%
CMC Financial Group 166,031$13,935,00012.97%
Hapanowicz & Associates Financial Services, Inc 218,312$18,324,00012.28%
Franklin, Parlapiano, Turner & Welch, LLC 318,566$26,737,00010.55%
Diversified Portfolios, Inc. 210,753$17,689,0009.83%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 367,213$30,820,0008.47%
Beacon Capital Management, Inc. 2,014,643$169,089,0007.69%
Independence Advisors, LLC 306,238$25,703,0007.23%
FC Advisory LLC 120,106$10,080,0006.40%
View complete list of VANGUARD BD INDEX FDS shareholders