Valmark Advisers, Inc. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 638 filers reported holding VANGUARD BD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.61 and the average weighting 0.9%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$1,512,390
+6.5%
20,915
+10.8%
0.03%
+6.9%
Q2 2023$1,420,357
+7.4%
18,880
+9.6%
0.03%
+3.6%
Q1 2023$1,322,180
+32.4%
17,229
+28.2%
0.03%
+21.7%
Q4 2022$998,907
+14.7%
13,441
+13.4%
0.02%
+27.8%
Q3 2022$871,000
-2.1%
11,851
+3.3%
0.02%
+5.9%
Q2 2022$890,000
-44.6%
11,467
-41.6%
0.02%
-39.3%
Q1 2022$1,607,000
+135.6%
19,625
+152.3%
0.03%
+133.3%
Q4 2021$682,000
-6.6%
7,779
-4.6%
0.01%
-7.7%
Q3 2021$730,000
+7.0%
8,158
+7.7%
0.01%
+8.3%
Q2 2021$682,000
-65.0%
7,577
-65.5%
0.01%
-68.4%
Q1 2021$1,951,000
+52.7%
21,993
+59.8%
0.04%
+46.2%
Q4 2020$1,278,000
-1.5%
13,766
-0.8%
0.03%
-10.3%
Q3 2020$1,297,000
+40.4%
13,878
+40.0%
0.03%
+31.8%
Q2 2020$924,0009,9150.02%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
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