CAPTRUST FINANCIAL ADVISORS - 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
CAPTRUST FINANCIAL ADVISORS ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$4,581,539
-9.4%
63,360
-5.8%
0.02%
-10.0%
Q2 2023$5,059,474
-5.6%
67,253
-3.7%
0.02%
-16.7%
Q1 2023$5,357,406
+13.8%
69,812
+10.2%
0.02%0.0%
Q4 2022$4,707,183
-9.7%
63,337
-10.7%
0.02%
-20.0%
Q3 2022$5,215,000
+95.7%
70,965
+106.7%
0.03%
+76.5%
Q2 2022$2,665,000
+16.3%
34,326
+22.7%
0.02%
+13.3%
Q1 2022$2,291,000
-25.1%
27,972
-19.9%
0.02%
-28.6%
Q4 2021$3,059,000
+8.3%
34,912
+10.5%
0.02%
-8.7%
Q3 2021$2,825,000
-2.4%
31,590
-1.8%
0.02%
-14.8%
Q2 2021$2,894,000
-0.4%
32,167
-1.8%
0.03%
-12.9%
Q1 2021$2,905,000
-6.5%
32,742
-2.1%
0.03%
-24.4%
Q4 2020$3,106,000
+20.2%
33,456
+21.1%
0.04%
-4.7%
Q3 2020$2,584,000
+5.2%
27,626
+4.8%
0.04%
+7.5%
Q2 2020$2,457,000
+17.4%
26,353
+12.4%
0.04%
-13.0%
Q1 2020$2,093,000
+10.0%
23,450
+7.7%
0.05%
+53.3%
Q4 2019$1,903,000
+2.5%
21,772
+3.2%
0.03%
-53.8%
Q3 2019$1,857,000
+2.0%
21,103
+0.3%
0.06%
-3.0%
Q2 2019$1,820,000
-6.7%
21,038
-9.5%
0.07%
-15.2%
Q1 2019$1,951,000
+2.4%
23,245
-0.8%
0.08%
-22.5%
Q4 2018$1,905,000
-0.5%
23,438
-1.5%
0.10%
+18.6%
Q3 2018$1,915,000
-9.4%
23,799
-8.8%
0.09%
-26.5%
Q2 2018$2,114,000
+31.4%
26,104
+32.7%
0.12%
+18.2%
Q1 2018$1,609,000
-27.8%
19,671
-26.1%
0.10%
-26.7%
Q4 2017$2,230,000
-44.8%
26,604
-45.3%
0.14%
-21.5%
Q3 2017$4,040,000
+1851.7%
48,666
+1883.9%
0.17%
+561.5%
Q2 2017$207,000
+23.2%
2,453
+25.6%
0.03%
+44.4%
Q1 2016$168,0001,9530.02%
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