PHILLIPS FINANCIAL MANAGEMENT, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 19 filers reported holding VANGUARD BD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$10,974,012
+0.1%
151,763
+4.1%
1.04%
+2.3%
Q2 2023$10,968,222
+10.5%
145,796
+12.7%
1.02%
+6.3%
Q1 2023$9,927,523
+4.9%
129,366
+1.6%
0.96%
-0.5%
Q4 2022$9,466,808
+41.6%
127,379
+40.0%
0.96%
+30.7%
Q3 2022$6,686,000
-12.8%
90,988
-7.8%
0.74%
-11.3%
Q2 2022$7,666,000
-28.0%
98,726
-24.1%
0.83%
-17.5%
Q1 2022$10,646,000
-6.5%
129,989
-0.0%
1.01%
-9.8%
Q4 2021$11,391,000
+6.4%
130,007
+8.6%
1.12%
+0.7%
Q3 2021$10,702,000
+6.0%
119,659
+6.6%
1.11%
+6.4%
Q2 2021$10,097,000
+4.0%
112,239
+2.5%
1.04%
-12.8%
Q1 2021$9,713,000
+4.8%
109,472
+9.7%
1.19%
-5.7%
Q4 2020$9,267,000
+7.5%
99,806
+8.2%
1.27%
-6.2%
Q3 2020$8,624,000
+4.9%
92,254
+4.5%
1.35%
+0.2%
Q2 2020$8,224,000
+1.9%
88,252
-2.6%
1.35%
-15.9%
Q1 2020$8,067,000
+6.2%
90,585
+4.0%
1.60%
+28.5%
Q4 2019$7,596,000
+2.2%
87,087
+3.1%
1.24%
-4.7%
Q3 2019$7,431,000
+21.5%
84,438
+19.1%
1.31%
+16.7%
Q2 2019$6,118,000
+2.8%
70,867
-0.7%
1.12%
-1.3%
Q1 2019$5,952,000
+2.9%
71,382
+0.3%
1.14%
-8.2%
Q4 2018$5,786,000
+9.9%
71,175
+8.4%
1.24%
+14.1%
Q3 2018$5,264,000
-8.2%
65,643
-7.7%
1.08%
-10.6%
Q2 2018$5,737,000
-2.0%
71,121
-0.9%
1.21%
-4.5%
Q1 2018$5,857,000
+4.7%
71,795
+7.2%
1.27%
+7.6%
Q4 2017$5,595,000
+0.4%
66,971
+1.8%
1.18%
-3.4%
Q3 2017$5,571,000
+3.1%
65,800
+3.0%
1.22%
-1.2%
Q2 2017$5,405,000
+2.3%
63,897
+2.0%
1.24%
-3.6%
Q1 2017$5,285,000
+6.1%
62,633
+5.0%
1.28%
+2.8%
Q4 2016$4,979,000
-5.0%
59,646
-1.3%
1.25%
-10.6%
Q3 2016$5,241,000
-2.8%
60,407
-1.6%
1.39%
-3.5%
Q2 2016$5,392,000
+2.4%
61,399
+0.2%
1.44%
-1.1%
Q1 2016$5,264,000
-2.6%
61,260
-4.5%
1.46%
-10.6%
Q4 2015$5,402,000
-2.0%
64,169
-1.2%
1.63%
+1.7%
Q3 2015$5,513,000
-4.7%
64,951
-6.0%
1.61%
+0.6%
Q2 2015$5,782,000
-5.6%
69,099
-2.4%
1.60%
-4.8%
Q1 2015$6,128,000
-1.7%
70,833
-2.8%
1.68%
-6.2%
Q4 2014$6,236,000
+0.2%
72,852
-0.3%
1.79%
-4.9%
Q3 2014$6,222,000
-12.0%
73,040
-12.8%
1.88%
-10.9%
Q2 2014$7,073,000
-1.0%
83,736
-2.2%
2.11%
-6.0%
Q1 2014$7,146,000
+2.1%
85,632
+0.3%
2.25%
-3.2%
Q4 2013$6,997,000
+5.7%
85,365
+7.4%
2.32%
-0.9%
Q3 2013$6,621,000
+0.7%
79,519
+1.5%
2.34%
-2.0%
Q2 2013$6,573,00078,3232.39%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 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