Coe Capital Management, 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
Coe Capital Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q2 2021$1,142,000
+1.5%
12,691
+0.1%
1.08%
-4.8%
Q1 2021$1,125,000
+22.5%
12,677
+28.3%
1.13%
+12.5%
Q4 2020$918,000
-1.3%
9,884
-0.7%
1.00%
-19.6%
Q3 2020$930,000
+0.5%
9,954
+0.3%
1.25%
-9.1%
Q2 2020$925,000
+4.3%
9,9270.0%1.37%
-7.3%
Q1 2020$887,000
-17.3%
9,927
-19.3%
1.48%
+8.2%
Q4 2019$1,072,000
-12.6%
12,296
-11.7%
1.37%
+0.9%
Q3 2019$1,226,000
+2.7%
13,928
+0.9%
1.36%
+2.8%
Q2 2019$1,194,000
+127.0%
13,798
+120.1%
1.32%
+116.2%
Q1 2019$526,000
+54.3%
6,269
+49.4%
0.61%
+46.2%
Q4 2018$341,000
-13.9%
4,195
-14.6%
0.42%
+6.9%
Q3 2018$396,000
+18.6%
4,915
+19.3%
0.39%
+5.4%
Q2 2018$334,000
-0.9%
4,1200.0%0.37%
+1.6%
Q1 2018$337,000
+39.3%
4,120
+42.6%
0.36%
+42.6%
Q4 2017$242,000
-37.8%
2,890
-37.0%
0.26%
-36.6%
Q3 2017$389,000
+0.3%
4,5900.0%0.40%
-8.6%
Q2 2017$388,000
+88.3%
4,590
+85.5%
0.44%
+636.7%
Q1 2014$206,000
-15.9%
2,474
-17.5%
0.06%
-30.2%
Q4 2013$245,000
-7.2%
2,999
-5.1%
0.09%
-51.1%
Q3 2013$264,000
-32.8%
3,159
-32.8%
0.18%
+16.6%
Q2 2013$393,0004,7040.15%
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