Lee Financial Group Hawaii, Inc. - 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
Lee Financial Group Hawaii, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q1 2022$1,032,000
-7.2%
12,598
-0.7%
0.70%
-13.0%
Q4 2021$1,112,000
-11.9%
12,688
-10.1%
0.81%
-12.9%
Q3 2021$1,262,000
+6.0%
14,108
+6.5%
0.93%
+8.2%
Q2 2021$1,191,000
-92.0%
13,245
-92.1%
0.86%
-93.0%
Q1 2021$14,838,000
+594.0%
167,231
+626.2%
12.17%
+575.8%
Q4 2020$2,138,000
-50.1%
23,028
-49.8%
1.80%
-49.4%
Q3 2020$4,287,000
+15.5%
45,859
+15.2%
3.56%
+11.5%
Q2 2020$3,711,000
+5.1%
39,819
+0.7%
3.19%
-21.2%
Q1 2020$3,531,000
-0.8%
39,531
-3.1%
4.05%
+44.2%
Q4 2019$3,559,000
+2.6%
40,806
+3.5%
2.81%
-9.2%
Q3 2019$3,470,000
+6.5%
39,430
+4.7%
3.10%
+11.1%
Q2 2019$3,259,000
+1116.0%
37,677
+1079.2%
2.78%
+1018.5%
Q1 2019$268,000
+29.5%
3,195
+25.2%
0.25%
+12.2%
Q4 2018$207,000
-94.4%
2,552
-94.2%
0.22%
-93.5%
Q4 2017$3,674,00043,8293.41%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,240,000$103,676,00039.86%
Stuart Chaussee & Associates, Inc. 472,245$39,484,00038.84%
Willow Creek Wealth Management Inc. 671,216$56,120,00038.74%
Hapanowicz & Associates Financial Services, Inc 163,703$13,731,00012.18%
Franklin, Parlapiano, Turner & Welch, LLC 269,524$22,535,00010.46%
Diversified Portfolios, Inc. 198,807$16,622,00010.04%
RELIANCE TRUST CO 9,709$811,0009.35%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 361,161$30,197,0008.92%
Independence Advisors, LLC 486,212$40,652,0008.52%
Day & Ennis, LLC 99,171$8,292,0007.86%
View complete list of VANGUARD BD INDEX FDS shareholders