B. Riley Wealth Advisors, Inc. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 253 filers reported holding VANGUARD BD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.52 and the average weighting 0.3%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$7,235,715
-4.5%
107,899
+6.7%
0.20%
+15.3%
Q2 2023$7,575,398
-2.7%
101,113
-0.4%
0.17%
-17.9%
Q1 2023$7,782,569
+10.9%
101,547
+4.8%
0.21%
+5.1%
Q4 2022$7,017,713
+5.2%
96,876
+4.5%
0.20%
-2.5%
Q3 2022$6,673,000
-3.2%
92,727
+7.3%
0.20%
-30.3%
Q2 2022$6,891,000
-12.9%
86,430
+0.2%
0.29%
+12.0%
Q1 2022$7,912,000
-3.2%
86,284
+8.7%
0.26%
+10.2%
Q4 2021$8,170,000
+4.2%
79,367
+3.6%
0.24%
-5.6%
Q3 2021$7,839,000
+6.9%
76,603
+7.7%
0.25%
+4.6%
Q2 2021$7,331,000
+10.2%
71,143
+4.9%
0.24%
+1.3%
Q1 2021$6,655,000
-18.2%
67,800
-8.6%
0.24%
-46.0%
Q4 2020$8,133,000
-11.4%
74,174
-9.6%
0.44%
-11.0%
Q3 2020$9,177,000
+5.5%
82,040
+5.3%
0.49%
-15.8%
Q2 2020$8,697,000
+7.5%
77,883
+2.8%
0.58%
-15.8%
Q1 2020$8,087,000
+14.0%
75,767
+7.2%
0.69%
+14.4%
Q4 2019$7,091,000
+10.1%
70,657
+12.7%
0.60%
-4.9%
Q3 2019$6,438,000
+10.3%
62,701
+4.2%
0.63%
-0.9%
Q2 2019$5,839,000
+15.7%
60,145
+9.9%
0.64%
+1.6%
Q1 2019$5,047,000
+6.5%
54,747
+1.2%
0.63%
-6.5%
Q4 2018$4,738,000
-4.3%
54,122
-4.4%
0.67%
+14.2%
Q3 2018$4,953,000
+8.7%
56,635
+10.2%
0.59%
-2.0%
Q2 2018$4,556,000
+1.0%
51,382
+3.6%
0.60%
-4.6%
Q1 2018$4,510,000
+3.8%
49,596
+8.6%
0.63%
+7.5%
Q4 2017$4,343,000
+18.4%
45,663
+16.7%
0.59%
-3.6%
Q3 2017$3,668,000
+18.5%
39,114
+17.8%
0.61%
+8.6%
Q2 2017$3,095,000
+3.2%
33,212
-0.3%
0.56%
-6.2%
Q1 2017$3,000,000
+3.0%
33,304
+1.9%
0.60%
+1.0%
Q4 2016$2,914,000
-9.4%
32,676
+0.2%
0.59%
-6.2%
Q3 2016$3,215,000
+7.6%
32,605
+7.0%
0.63%
+5.5%
Q2 2016$2,988,000
+20.0%
30,465
+13.8%
0.60%
+3.8%
Q1 2016$2,490,000
+3.1%
26,769
-3.8%
0.58%
+17.8%
Q4 2015$2,416,000
+1018.5%
27,826
+1055.6%
0.49%
+840.4%
Q3 2015$216,000
+5300.0%
2,408
+5500.0%
0.05%
Q4 2014$4,000430.00%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 256,260$23,074,00022.70%
Barry Investment Advisors, LLC 150,603$13,560,0005.03%
Beacon Capital Management, Inc. 791,075$71,228,0003.68%
S. R. Schill & Associates 63,369$5,706,0003.64%
HT Partners LLC 58,275$5,247,0002.42%
IFC Holdings Incorporated/FL 301,042$27,091,0002.38%
KWMG, LLC 51,341$4,623,0001.78%
SignalPoint Asset Management, LLC 64,570$5,814,0001.62%
EVERGREEN CAPITAL MANAGEMENT LLC 86,075$7,750,0001.61%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 131,200$11,813,0001.47%
View complete list of VANGUARD BD INDEX FDS shareholders