Allen Mooney & Barnes Investment Advisors 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
Allen Mooney & Barnes Investment Advisors LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$522,021
+45.4%
6,970
+42.9%
0.09%
+34.8%
Q1 2024$358,935
-3.3%
4,877
+0.4%
0.07%
-2.8%
Q4 2023$371,016
+5.9%
4,857
+0.3%
0.07%
-5.3%
Q3 2023$350,283
-0.7%
4,844
+3.3%
0.08%
-3.8%
Q2 2023$352,723
-1.3%
4,688
+0.7%
0.08%
-8.2%
Q1 2023$357,222
+3.1%
4,654
-0.2%
0.08%
+2.4%
Q4 2022$346,520
+2.0%
4,663
+0.9%
0.08%
-8.8%
Q3 2022$339,726
-4.9%
4,623
+0.5%
0.09%0.0%
Q2 2022$357,0434,5980.09%
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