CGC Financial Services, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 789 filers reported holding VANGUARD BD INDEX FDS in Q1 2024. The put-call ratio across all filers is 0.85 and the average weighting 1.0%.

Quarter-by-quarter ownership
CGC Financial Services, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$1,270,734
+7.2%
16,968
+7.9%
0.55%
-11.1%
Q1 2024$1,185,816
+17.1%
15,727
+18.6%
0.62%
+33.8%
Q4 2023$1,012,646
-0.8%
13,258
-6.1%
0.46%
-35.0%
Q3 2023$1,021,017
-2.9%
14,120
+1.0%
0.71%
+4.5%
Q2 2023$1,051,26413,9740.68%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2024
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 595,681$52,217,00041.12%
Diana Davis Spencer Foundation 1,240,000$108,698,00040.00%
Diversified Portfolios, Inc. 210,205$18,427,00011.52%
Ken Stern & Associates, Inc. 178,136$15,615,00010.78%
Franklin, Parlapiano, Turner & Welch, LLC 237,888$20,853,00010.60%
Day & Ennis, LLC 109,810$9,626,00010.13%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 357,911$31,370,0009.66%
Independence Advisors, LLC 465,184$40,778,0009.58%
Coyle Financial Counsel LLC 74,564$6,486,0009.36%
RELIANCE TRUST CO 9,310$816,0008.51%
View complete list of VANGUARD BD INDEX FDS shareholders