SONATA CAPITAL GROUP INC - 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
SONATA CAPITAL GROUP INC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$539
-3.9%
7,4510.0%0.29%
-0.7%
Q2 2023$561
-7.6%
7,451
-5.9%
0.29%
-11.6%
Q1 2023$607
+2.4%
7,914
-0.8%
0.33%
-0.6%
Q4 2022$593
-99.9%
7,979
-0.8%
0.33%
+1.2%
Q3 2022$591,000
-5.4%
8,0450.0%0.33%
+0.3%
Q2 2022$625,000
-5.2%
8,0450.0%0.32%
+11.7%
Q1 2022$659,000
-10.9%
8,045
-4.7%
0.29%
-6.1%
Q4 2021$740,000
-2.0%
8,4450.0%0.31%
-8.3%
Q3 2021$755,000
-0.7%
8,4450.0%0.34%
-2.3%
Q2 2021$760,000
-8.3%
8,445
-9.6%
0.35%
-13.1%
Q1 2021$829,000
-6.0%
9,345
-1.6%
0.40%
-8.7%
Q4 2020$882,000
-4.9%
9,495
-4.3%
0.44%
-19.4%
Q3 2020$927,000
+0.3%
9,9200.0%0.54%
-7.7%
Q2 2020$924,000
+3.1%
9,920
-1.1%
0.59%
-13.1%
Q1 2020$896,000
+5.0%
10,030
+2.6%
0.67%
+30.9%
Q4 2019$853,000
+0.1%
9,780
+1.0%
0.52%
-10.7%
Q3 2019$852,000
+21.0%
9,685
+19.1%
0.58%
+18.5%
Q2 2019$704,000
+7.0%
8,135
+3.8%
0.49%
-0.6%
Q1 2019$658,000
+9.1%
7,835
+5.7%
0.49%
-0.2%
Q4 2018$603,000
-25.9%
7,415
-26.7%
0.49%
-11.1%
Q3 2018$814,000
+21.3%
10,115
+22.0%
0.55%
+14.5%
Q2 2018$671,000
+9.6%
8,290
+10.7%
0.48%
+7.3%
Q1 2018$612,000
+12.5%
7,490
+15.4%
0.45%
+14.2%
Q4 2017$544,000
-0.9%
6,4900.0%0.39%
-3.7%
Q3 2017$549,0006,4900.41%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
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