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

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 701 filers reported holding VANGUARD BD INDEX FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$7,557,328
-2.8%
104,513
+1.2%
0.20%
+17.2%
Q2 2023$7,772,034
-7.9%
103,310
-6.0%
0.17%
-22.7%
Q1 2023$8,437,747
+6.8%
109,952
+3.4%
0.22%
+1.8%
Q4 2022$7,901,305
+8.8%
106,315
+7.6%
0.22%
+0.9%
Q3 2022$7,260,000
+4.6%
98,793
+10.5%
0.22%
-25.0%
Q2 2022$6,944,000
-5.7%
89,418
-0.5%
0.29%
+21.2%
Q1 2022$7,361,000
+0.7%
89,861
+7.7%
0.24%
+14.2%
Q4 2021$7,309,000
+0.5%
83,408
+2.5%
0.21%
-8.7%
Q3 2021$7,276,000
+5.1%
81,341
+5.7%
0.23%
+2.7%
Q2 2021$6,923,000
+10.3%
76,947
+8.8%
0.22%
+1.4%
Q1 2021$6,274,000
-17.8%
70,701
-13.9%
0.22%
-45.6%
Q4 2020$7,628,000
-53.9%
82,149
-53.6%
0.41%
-53.7%
Q3 2020$16,540,000
+6.2%
176,936
+5.9%
0.88%
-15.3%
Q2 2020$15,579,000
+19.5%
167,156
+14.5%
1.04%
-6.5%
Q1 2020$13,042,000
+87.5%
145,989
+83.1%
1.11%
+88.0%
Q4 2019$6,955,000
+4.3%
79,735
+5.2%
0.59%
-9.9%
Q3 2019$6,670,000
+6.8%
75,785
+5.0%
0.66%
-3.9%
Q2 2019$6,243,000
+12.1%
72,168
+8.8%
0.68%
-1.6%
Q1 2019$5,568,000
+1.7%
66,334
-1.5%
0.70%
-10.8%
Q4 2018$5,475,000
-4.6%
67,342
-5.6%
0.78%
+14.1%
Q3 2018$5,741,000
+9.1%
71,315
+9.8%
0.68%
-1.7%
Q2 2018$5,262,000
+4.0%
64,973
+5.0%
0.70%
-1.8%
Q1 2018$5,059,000
-9.6%
61,852
-7.3%
0.71%
-6.3%
Q4 2017$5,597,000
+0.1%
66,758
+1.1%
0.76%
-18.6%
Q3 2017$5,589,000
-18.7%
66,007
-18.9%
0.93%
-25.5%
Q2 2017$6,876,000
+1.8%
81,345
+0.7%
1.25%
-7.5%
Q1 2017$6,757,000
+2.6%
80,807
+1.9%
1.35%
+0.7%
Q4 2016$6,588,000
+23.9%
79,296
-2.6%
1.34%
+28.4%
Q3 2016$5,319,000
+26.0%
81,375
+43.5%
1.04%
+23.4%
Q2 2016$4,223,000
+33.3%
56,700
+54.5%
0.84%
+15.4%
Q1 2016$3,167,000
-5.2%
36,708
-8.7%
0.73%
+8.1%
Q4 2015$3,341,000
+594.6%
40,209
+610.8%
0.68%
+483.6%
Q3 2015$481,000
+85.7%
5,657
+84.1%
0.12%
+81.2%
Q2 2015$259,000
-54.3%
3,072
-53.3%
0.06%
-53.6%
Q1 2015$567,000
-86.5%
6,573
-25.4%
0.14%
+53.3%
Q4 2014$4,206,000
-97.9%
8,812
+275.6%
0.09%
+91.5%
Q2 2014$198,717,000
+107898.4%
2,346
+6.4%
0.05%
-16.1%
Q1 2014$184,000
-12.0%
2,204
-13.7%
0.06%
-16.4%
Q4 2013$209,000
-13.6%
2,554
-12.1%
0.07%
-19.3%
Q3 2013$242,000
-3.2%
2,904
-3.2%
0.08%
-2.4%
Q2 2013$250,0003,0000.08%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 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