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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $1,051,264 | – | 13,974 | – | 0.68% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Willow Creek Wealth Management Inc. | 595,681 | $52,217,000 | 41.12% |
Diana Davis Spencer Foundation | 1,240,000 | $108,698,000 | 40.00% |
Diversified Portfolios, Inc. | 210,205 | $18,427,000 | 11.52% |
Ken Stern & Associates, Inc. | 178,136 | $15,615,000 | 10.78% |
Franklin, Parlapiano, Turner & Welch, LLC | 237,888 | $20,853,000 | 10.60% |
Day & Ennis, LLC | 109,810 | $9,626,000 | 10.13% |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 357,911 | $31,370,000 | 9.66% |
Independence Advisors, LLC | 465,184 | $40,778,000 | 9.58% |
Coyle Financial Counsel LLC | 74,564 | $6,486,000 | 9.36% |
RELIANCE TRUST CO | 9,310 | $816,000 | 8.51% |