J.W. COLE ADVISORS, INC. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 274 filers reported holding VANGUARD BD INDEX FDS in Q1 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$326,619
-11.4%
4,871
-1.0%
0.02%
-7.7%
Q2 2023$368,723
-1.5%
4,922
+0.8%
0.03%
-3.7%
Q1 2023$374,370
-5.2%
4,885
-10.4%
0.03%
-10.0%
Q4 2022$394,730
-22.4%
5,449
-23.0%
0.03%
-28.6%
Q3 2022$509,000
-32.5%
7,079
-25.2%
0.04%
-30.0%
Q2 2022$754,000
-60.1%
9,463
-54.1%
0.06%
-52.8%
Q1 2022$1,890,000
-18.8%
20,618
-8.8%
0.13%
-15.9%
Q4 2021$2,327,000
+32.6%
22,605
+32.7%
0.15%
+9.4%
Q2 2021$1,755,000
+39.6%
17,033
+33.0%
0.14%
+14.0%
Q1 2021$1,257,000
+8.5%
12,808
+21.1%
0.12%
+0.8%
Q4 2020$1,159,000
-48.4%
10,575
-47.3%
0.12%
-30.2%
Q3 2020$2,244,000
-0.2%
20,061
-0.3%
0.17%
-49.1%
Q2 2020$2,248,000
+39.8%
20,131
+25.6%
0.34%
+66.5%
Q4 2019$1,608,00016,0280.20%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Carolina Wealth Advisors, LLC 317,519$21,292,82412.02%
FISCHER INVESTMENT STRATEGIES, LLC 155,459$10,425,11110.58%
ETF Portfolio Partners, Inc. 354,821$23,794,2838.78%
Koss-Olinger Consulting, LLC 642,481$43,085,0006.36%
Sterling Financial Group, Inc. 137,092$9,193,3915.77%
Safir Wealth Advisors, LLC 78,107$5,237,8795.07%
Evolution Advisers, Inc. 90,046$6,0384.37%
Axiom Financial Strategies, LLC 91,202$6,116,0374.10%
Second Half Financial Partners, LLC 118,762$7,964,1803.97%
Parker Financial LLC 67,690$4,539,2663.17%
View complete list of VANGUARD BD INDEX FDS shareholders