VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 679 filers reported holding VANGUARD BD INDEX FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $297,688 | +2.8% | 3,975 | +3.5% | 0.23% | +1.3% |
Q1 2024 | $289,536 | -15.6% | 3,840 | -14.5% | 0.22% | -21.8% |
Q4 2023 | $342,946 | +7.7% | 4,490 | +1.9% | 0.28% | -3.7% |
Q3 2023 | $318,526 | -3.9% | 4,405 | 0.0% | 0.30% | -2.0% |
Q2 2023 | $331,388 | -2.0% | 4,405 | 0.0% | 0.30% | -7.9% |
Q1 2023 | $338,040 | -28.7% | 4,405 | -31.0% | 0.33% | -32.8% |
Q4 2022 | $474,162 | – | 6,380 | – | 0.49% | – |
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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% |