PHILLIPS FINANCIAL MANAGEMENT, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 10 filers reported holding VANGUARD BD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$38,627
-10.5%
5760.0%0.00%0.0%
Q2 2023$43,154
-2.2%
5760.0%0.00%0.0%
Q1 2023$44,145
+5.8%
5760.0%0.00%0.0%
Q4 2022$41,725
+81.4%
576
+76.7%
0.00%
+33.3%
Q3 2022$23,000
-96.8%
326
-95.9%
0.00%
-95.6%
Q1 2022$721,000
-42.6%
7,861
-30.2%
0.07%
-67.0%
Q2 2020$1,257,000
+3.8%
11,255
-2.3%
0.21%
-14.2%
Q1 2020$1,211,000
+4.8%
11,5190.0%0.24%
+26.3%
Q4 2019$1,156,000
-2.4%
11,519
-0.1%
0.19%
-8.7%
Q3 2019$1,184,000
+5.8%
11,5310.0%0.21%
+1.5%
Q2 2019$1,119,000
-13.8%
11,531
-19.2%
0.20%
-17.0%
Q1 2019$1,298,000
+3.9%
14,2720.0%0.25%
-7.5%
Q4 2018$1,249,000
+0.8%
14,2720.0%0.27%
+4.7%
Q3 2018$1,239,000
-1.6%
14,2720.0%0.26%
-4.1%
Q2 2018$1,259,000
-2.4%
14,2720.0%0.27%
-5.0%
Q1 2018$1,290,000
-4.2%
14,2720.0%0.28%
-1.4%
Q4 2017$1,347,000
-0.1%
14,272
-0.7%
0.28%
-3.7%
Q3 2017$1,348,000
+1.0%
14,3710.0%0.30%
-3.3%
Q2 2017$1,334,000
+1.4%
14,3710.0%0.30%
-4.4%
Q1 2017$1,316,000
+0.8%
14,3710.0%0.32%
-2.4%
Q4 2016$1,305,000
-5.3%
14,371
-0.2%
0.33%
-10.7%
Q3 2016$1,378,000
-3.4%
14,4000.0%0.37%
-4.2%
Q2 2016$1,427,000
+8.0%
14,400
+1.5%
0.38%
+4.4%
Q1 2016$1,321,000
+5.0%
14,1890.0%0.37%
-3.7%
Q4 2015$1,258,000
-0.9%
14,1890.0%0.38%
+2.7%
Q3 2015$1,270,000
+1.9%
14,1890.0%0.37%
+7.6%
Q2 2015$1,246,000
-9.0%
14,1890.0%0.34%
-8.3%
Q1 2015$1,369,000
-0.4%
14,1890.0%0.38%
-4.8%
Q4 2014$1,375,000
+3.3%
14,189
-1.6%
0.39%
-2.0%
Q3 2014$1,331,00014,4240.40%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Safir Wealth Advisors, LLC 68,663$7,074,0006.00%
Karpus Management, Inc. 1,485,675$153,069,0004.54%
Bay Harbor Wealth Management, LLC 84,690$8,726,0003.72%
LINCOLN NATIONAL CORP 1,458,776$150,298,0003.22%
Wiser Wealth Management, Inc 49,578$5,108,0003.11%
NYL Investors LLC 250,800$25,840,0003.02%
HT Partners LLC 95,089$9,797,0003.01%
Human Investing LLC 97,210$10,016,0002.44%
Beacon Capital Management, Inc. 591,723$60,965,0002.28%
Center For Asset Management LLC 22,645$2,333,0002.01%
View complete list of VANGUARD BD INDEX FDS shareholders