Simplicity Solutions, LLC - 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
Simplicity Solutions, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$673,712
-78.3%
9,317
-77.4%
0.02%
-74.1%
Q2 2023$3,105,871
+362.4%
41,285
+371.7%
0.08%
+372.2%
Q1 2023$671,628
-89.7%
8,752
-87.6%
0.02%
-81.4%
Q4 2020$6,549,000
-22.0%
70,536
-21.5%
0.10%
-37.0%
Q3 2020$8,398,000
+0.8%
89,836
+0.5%
0.15%
-6.7%
Q2 2020$8,329,000
+39.5%
89,379
+33.7%
0.16%
-10.3%
Q1 2020$5,971,000
+78.3%
66,846
+74.1%
0.18%
+80.4%
Q4 2019$3,349,000
+45.7%
38,398
+47.0%
0.10%
+9.7%
Q3 2019$2,298,000
+31.1%
26,118
+28.9%
0.09%
+24.0%
Q2 2019$1,753,000
+57.9%
20,263
+53.3%
0.08%
+13.6%
Q1 2019$1,110,000
-5.7%
13,221
-8.6%
0.07%
-56.6%
Q4 2018$1,177,000
+232.5%
14,463
+228.8%
0.15%
+660.0%
Q3 2018$354,000
+43.9%
4,399
+45.0%
0.02%
+11.1%
Q2 2018$246,000
-96.5%
3,033
-96.4%
0.02%
-97.8%
Q4 2015$6,944,000
+2104.4%
83,601
+2184.8%
0.82%
+120.1%
Q1 2015$315,000
-41.6%
3,659
-42.5%
0.37%
-41.6%
Q4 2014$539,0006,3600.64%
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