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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $4,186,000 | – | 56,969 | – | 3.76% | – |
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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% |