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 295 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.

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 Q3 2023
NameSharesValueWeighting ↓
Coco Enterprises, LLC 72,630$7,963,0008.07%
NYL Investors LLC 206,900$22,685,0006.47%
Granby Capital Management, LLC 65,000$7,127,0006.30%
Safir Wealth Advisors, LLC 56,104$6,151,0005.71%
Beacon Capital Management, Inc. 1,029,169$112,838,0004.91%
Wiser Wealth Management, Inc 59,355$6,508,0004.88%
Provident Wealth Management, LLC 31,216$3,423,0003.98%
Bay Harbor Wealth Management, LLC 63,290$6,939,0003.15%
HT Partners LLC 81,618$8,949,0003.02%
Center For Asset Management LLC 23,943$2,625,0002.62%
View complete list of VANGUARD BD INDEX FDS shareholders