Clearstead Advisors, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 638 filers reported holding VANGUARD BD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.61 and the average weighting 0.9%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$31,384
+92.2%
434
+100.0%
0.00%0.0%
Q2 2023$16,325
-2.0%
2170.0%0.00%0.0%
Q1 2023$16,653
+177.6%
217
+233.8%
0.00%
Q4 2021$6,000
-50.0%
65
-50.0%
0.00%
-100.0%
Q3 2021$12,0000.0%1300.0%0.00%0.0%
Q2 2021$12,000
-25.0%
130
-25.7%
0.00%0.0%
Q1 2021$16,000
-66.0%
175
-65.7%
0.00%
-75.0%
Q4 2020$47,000
-42.7%
510
-41.7%
0.00%
-55.6%
Q3 2020$82,000
+26.2%
875
+25.0%
0.01%
+12.5%
Q2 2020$65,000
+3.2%
7000.0%0.01%
-11.1%
Q1 2020$63,000
-87.4%
700
-88.7%
0.01%
-87.0%
Q3 2018$500,0006,2150.07%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
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