BOSTON FAMILY OFFICE 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
BOSTON FAMILY OFFICE LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$730
+8.3%
10,102
+12.8%
0.06%
+15.4%
Q2 2023$674
-8.4%
8,954
-6.6%
0.05%
-11.9%
Q1 2023$736
-9.8%
9,590
-12.6%
0.06%
-13.2%
Q4 2022$816
-99.9%
10,978
-33.0%
0.07%
-36.4%
Q3 2022$1,204,000
-7.1%
16,392
-1.8%
0.11%
-0.9%
Q2 2022$1,296,000
+70.3%
16,693
+79.6%
0.11%
+100.0%
Q1 2022$761,000
+10.3%
9,297
+18.1%
0.05%
+20.0%
Q4 2021$690,000
+4.4%
7,870
+6.5%
0.04%
-6.2%
Q3 2021$661,000
+3.0%
7,389
+3.6%
0.05%
+4.3%
Q2 2021$642,000
+7.2%
7,133
+4.6%
0.05%
+2.2%
Q1 2021$599,000
+15.0%
6,817
+21.5%
0.04%
+12.5%
Q4 2020$521,0005,6110.04%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
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