AVANTAX ADVISORY SERVICES, INC. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 309 filers reported holding VANGUARD BD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2024$3,032,138
+14.1%
43,138
+17.4%
0.02%
-8.3%
Q1 2024$2,656,838
-57.6%
36,732
-56.3%
0.02%
-61.3%
Q4 2023$6,266,438
+217.1%
84,023
+185.2%
0.06%
+181.8%
Q3 2023$1,975,945
-30.6%
29,465
-22.5%
0.02%
-33.3%
Q2 2023$2,848,578
+32.1%
38,022
+35.1%
0.03%
+26.9%
Q1 2023$2,156,586
+5.9%
28,139
+0.1%
0.03%
-3.7%
Q4 2022$2,035,529
+1.9%
28,100
+1.2%
0.03%
-12.9%
Q3 2022$1,998,000
-14.1%
27,775
-4.8%
0.03%
-11.4%
Q2 2022$2,325,000
-11.7%
29,162
+1.5%
0.04%
-2.8%
Q1 2022$2,632,000
-9.0%
28,740
+2.2%
0.04%
-18.2%
Q4 2021$2,893,000
+10.8%
28,118
+10.2%
0.04%0.0%
Q3 2021$2,612,000
+10.1%
25,517
+10.7%
0.04%
+2.3%
Q2 2021$2,372,000
+9.5%
23,046
+4.7%
0.04%
-8.5%
Q1 2021$2,166,000
+3.1%
22,013
+14.6%
0.05%
-6.0%
Q4 2020$2,101,000
-11.0%
19,212
-9.0%
0.05%
+31.6%
Q3 2020$2,361,000
+224.8%
21,111
+222.9%
0.04%
+81.0%
Q2 2020$727,000
+246.2%
6,538
+186.5%
0.02%
+90.9%
Q1 2019$210,000
-49.3%
2,282
-51.4%
0.01%
-84.3%
Q4 2018$414,0004,6970.07%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Carolina Wealth Advisors, LLC 287,191$22,010,31812.89%
Safir Wealth Advisors, LLC 73,339$5,620,7135.55%
Evolution Advisers, Inc. 83,696$6,4144.61%
Signify Wealth 65,107$4,989,8004.41%
Greystone Financial Group, LLC 206,219$15,804,6243.98%
Axiom Financial Strategies, LLC 92,007$7,051,4463.92%
Parker Financial LLC 55,902$4,293,7333.38%
Bay Harbor Wealth Management, LLC 90,509$6,936,6092.94%
HT Partners LLC 126,946$9,729,1412.87%
LINCOLN NATIONAL CORP 1,719,035$131,746,8562.77%
View complete list of VANGUARD BD INDEX FDS shareholders