ACORN FINANCIAL ADVISORY SERVICES INC /ADV - VANGUARD BD INDEX FDS ownership

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VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 668 filers reported holding VANGUARD BD INDEX FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

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Quarter-by-quarter ownership
ACORN FINANCIAL ADVISORY SERVICES INC /ADV ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$2,293,956
+102.1%
31,879
+111.3%
0.41%
+102.5%
Q2 2023$1,135,011
+99.2%
15,086
+103.3%
0.20%
+82.0%
Q1 2023$569,650
+38.3%
7,422
+33.9%
0.11%
+27.6%
Q4 2022$411,803
-12.0%
5,541
-13.3%
0.09%
-22.3%
Q3 2022$468,000
-3.7%
6,394
+2.5%
0.11%
-3.4%
Q2 2022$486,000
+100.0%
6,240
+110.7%
0.12%
+136.7%
Q1 2022$243,000
-90.2%
2,962
-89.5%
0.05%
-90.1%
Q4 2021$2,471,000
+14.4%
28,216
+16.9%
0.50%
-25.9%
Q3 2021$2,160,000
-7.8%
24,144
-7.3%
0.67%
-3.3%
Q2 2021$2,343,000
+28.2%
26,047
+26.5%
0.69%
+3.6%
Q1 2021$1,827,000
-4.7%
20,596
-0.3%
0.67%
-11.3%
Q4 2020$1,917,000
+21.6%
20,650
+22.4%
0.75%
-9.0%
Q3 2020$1,577,000
+37.4%
16,872
+37.0%
0.83%
+3.2%
Q2 2020$1,148,000
+38.3%
12,317
+32.6%
0.80%
-2.6%
Q1 2020$830,000
+256.2%
9,289
+247.5%
0.82%
+321.0%
Q4 2019$233,000–2,673–0.20%–
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Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$103,144,06041.53%
BCM ADVISORS, LLC 696,815$50,630,57815.01%
Echo Wealth Management, LLC 184,509$13,341,86714.37%
Brewster Financial Planning LLC 185,686$13,426,95513.44%
Retirement Investment Advisors, Inc. 1,819,376$131,559,07911.98%
Francis Financial, Inc. 314,679$22,754,45611.87%
FISCHER INVESTMENT STRATEGIES, LLC 160,607$11,613,47711.79%
Reliant Wealth Planning 304,106$21,989,90511.66%
OLIO Financial Planning 329,930$23,857,24011.20%
True Link Financial Advisors, LLC 1,279,988$92,555,93211.10%
View complete list of VANGUARD BD INDEX FDS shareholders