Kelly Financial Services LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 788 filers reported holding VANGUARD BD INDEX FDS in Q2 2024. The put-call ratio across all filers is 2.24 and the average weighting 1.0%.

Quarter-by-quarter ownership
Kelly Financial Services LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$430,014
+2.0%
5,742
+2.7%
0.15%
-4.3%
Q1 2024$421,665
-8.3%
5,592
-7.1%
0.16%
-13.4%
Q4 2023$459,742
+1.3%
6,019
-4.1%
0.19%
-10.6%
Q3 2023$453,659
-29.2%
6,274
-26.3%
0.21%
-31.4%
Q2 2023$640,630
-5.4%
8,516
-3.5%
0.30%
-11.4%
Q1 2023$677,206
+22.3%
8,825
+18.4%
0.34%
+17.1%
Q4 2022$553,896
+0.4%
7,453
-0.8%
0.29%
-9.3%
Q3 2022$551,927
-6.2%
7,511
-0.9%
0.32%
+4.5%
Q2 2022$588,372
+33.3%
7,577
+40.6%
0.31%
+54.8%
Q1 2022$441,453
-8.3%
5,390
-1.9%
0.20%
-10.0%
Q4 2021$481,577
+6.5%
5,496
+8.7%
0.22%
-13.3%
Q3 2021$452,339
+17398.6%
5,057
-97.8%
0.26%
+155.0%
Q2 2021$2,585
-15.7%
232,568
+664380.0%
0.10%
+4900.0%
Q4 2019$3,066350.00%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 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