ECLECTIC ASSOCIATES INC /ADV - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 698 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
ECLECTIC ASSOCIATES INC /ADV ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$2,508,755
-14.1%
34,695
-10.6%
1.28%
-11.1%
Q2 2023$2,920,569
+1.3%
38,822
+3.4%
1.44%
-2.8%
Q1 2023$2,882,535
-56.5%
37,563
-57.8%
1.48%
-54.1%
Q4 2022$6,621,505
+237.5%
89,094
+233.6%
3.22%
+150.4%
Q3 2022$1,962,000
+14.8%
26,707
+21.3%
1.29%
+12.1%
Q2 2022$1,709,000
+10.0%
22,010
+16.0%
1.15%
+16.0%
Q1 2022$1,554,000
+21.9%
18,973
+30.4%
0.99%
+21.3%
Q4 2021$1,275,000
+9.1%
14,549
+11.3%
0.82%
-4.3%
Q3 2021$1,169,000
+6.8%
13,072
+7.4%
0.85%
+3.8%
Q2 2021$1,095,000
+19.7%
12,172
+18.0%
0.82%
+8.4%
Q1 2021$915,000
+0.8%
10,314
+5.4%
0.76%
-12.0%
Q4 2020$908,0009,7830.86%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 531,042$44,969,00043.99%
Diana Davis Spencer Foundation 1,240,000$105,003,00039.73%
PALLADIEM, LLC 199,865$16,925,00013.87%
Diversified Portfolios, Inc. 231,491$19,603,00011.63%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 380,435$32,215,00010.20%
Beacon Capital Management, Inc. 472,036$39,972,0004.87%
S. R. Schill & Associates 59,849$5,068,0004.64%
Pinkerton Retirement Specialists, LLC 64,461$5,459,0004.17%
MONROE BANK & TRUST/MI 110,596$9,365,0003.17%
Cranbrook Wealth Management, LLC 54,339$4,601,0002.85%
View complete list of VANGUARD BD INDEX FDS shareholders