PATHSTONE FAMILY OFFICE, 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
PATHSTONE FAMILY OFFICE, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$2,159,600
+297.5%
70,902
+881.9%
0.02%
+100.0%
Q2 2023$543,236
-2.0%
7,2210.0%0.01%
-11.1%
Q1 2023$554,140
-49.2%
7,221
-50.8%
0.01%0.0%
Q4 2022$1,090,424
+1229.8%
14,672
+1557.9%
0.01%
+200.0%
Q4 2020$82,000
+530.8%
885
+514.6%
0.00%
+200.0%
Q3 2020$13,0000.0%1440.0%0.00%
-50.0%
Q2 2020$13,0000.0%1440.0%0.00%0.0%
Q1 2020$13,000
-31.6%
144
-34.5%
0.00%0.0%
Q3 2019$19,000
-9.5%
220
-10.2%
0.00%0.0%
Q2 2019$21,0000.0%2450.0%0.00%
-33.3%
Q1 2019$21,000
+5.0%
2450.0%0.00%
-50.0%
Q4 2018$20,0000.0%2450.0%0.01%0.0%
Q3 2018$20,000
+150.0%
245
+145.0%
0.01%
-73.9%
Q2 2014$8,0000.0%1000.0%0.02%
+9.5%
Q1 2014$8,0000.0%1000.0%0.02%
+23.5%
Q4 2013$8,0001000.02%
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