AVANTAX ADVISORY SERVICES, 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
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$25,510,183
+3.2%
352,789
+7.4%
0.29%
+1.1%
Q2 2023$24,715,842
+29.5%
328,537
+32.1%
0.28%
+20.9%
Q1 2023$19,089,257
+589.4%
248,752
+567.7%
0.23%
+532.4%
Q4 2022$2,768,862
-1.5%
37,256
-2.6%
0.04%
-14.0%
Q3 2022$2,811,000
+3.0%
38,249
+8.8%
0.04%
+4.9%
Q2 2022$2,730,000
-32.9%
35,156
-29.2%
0.04%
-26.8%
Q1 2022$4,071,000
-74.3%
49,627
-72.5%
0.06%
-76.5%
Q4 2021$15,818,000
-10.3%
180,530
-8.4%
0.24%
-19.0%
Q3 2021$17,630,000
+3.0%
197,169
+3.6%
0.29%
-5.5%
Q2 2021$17,110,000
+8.0%
190,314
+6.5%
0.31%
-8.5%
Q1 2021$15,838,000
+5.2%
178,652
+10.2%
0.34%
-5.0%
Q4 2020$15,055,000
-3.9%
162,166
-3.3%
0.36%
+42.6%
Q3 2020$15,660,000
+89.2%
167,647
+88.7%
0.25%
+5.0%
Q2 2020$8,277,000
+581.8%
88,821
+553.8%
0.24%
+563.9%
Q1 2020$1,214,000
+49.9%
13,586
+46.2%
0.04%
+89.5%
Q4 2019$810,000
+305.0%
9,293
+302.8%
0.02%
+111.1%
Q2 2019$200,000
-43.0%
2,307
-46.3%
0.01%
-84.7%
Q4 2018$351,0004,2970.06%
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