Atria Investments, Inc - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 249 filers reported holding VANGUARD BD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$5,668,589
-34.9%
84,530
-27.3%
0.10%
-35.7%
Q2 2023$8,708,050
+46.6%
116,231
+50.0%
0.16%
+40.2%
Q1 2023$5,938,620
+7.1%
77,487
+1.2%
0.11%
-1.8%
Q4 2022$5,544,215
-6.0%
76,535
-6.6%
0.11%
-12.3%
Q3 2022$5,898,000
-14.4%
81,977
-5.1%
0.13%
-9.7%
Q2 2022$6,890,000
-26.8%
86,427
-15.8%
0.14%
-12.7%
Q1 2022$9,414,000
-27.9%
102,670
-19.0%
0.16%
-29.2%
Q4 2021$13,050,000
+9.0%
126,801
+8.4%
0.23%
+7.9%
Q3 2021$11,975,000
+14.7%
117,028
+15.5%
0.22%
+7.5%
Q2 2021$10,436,000
+15.9%
101,288
+10.4%
0.20%
+1.0%
Q1 2021$9,005,000
+1.2%
91,758
+13.1%
0.20%
-7.4%
Q4 2020$8,896,000
+14.8%
81,139
+17.1%
0.22%
-8.5%
Q3 2020$7,751,000
+10.5%
69,306
+10.4%
0.24%
-2.1%
Q2 2020$7,012,000
+24.2%
62,800
+11.6%
0.24%
+56.9%
Q4 2019$5,648,000
+12.6%
56,290
+15.2%
0.15%
-14.5%
Q3 2019$5,016,000
+11.8%
48,851
+12.3%
0.18%
+7.2%
Q2 2019$4,487,000
+13.5%
43,506
+1.4%
0.17%0.0%
Q1 2019$3,954,000
-25.2%
42,912
-28.9%
0.17%
-28.6%
Q4 2018$5,285,000
+129.8%
60,390
+129.6%
0.23%
+157.1%
Q3 2018$2,300,000
+6.6%
26,307
+8.1%
0.09%
-4.2%
Q2 2018$2,157,000
-31.2%
24,335
-29.4%
0.10%
-37.1%
Q1 2018$3,136,000
-6.7%
34,493
-2.5%
0.15%
-9.6%
Q4 2017$3,362,000
-3.0%
35,360
-4.4%
0.17%
-11.6%
Q3 2017$3,467,000
+31.3%
36,976
+30.4%
0.19%
+16.7%
Q2 2017$2,641,000
-29.8%
28,353
-32.1%
0.16%
-33.9%
Q1 2017$3,760,000
+10.9%
41,760
+9.8%
0.24%
-5.4%
Q4 2016$3,390,000
-21.4%
38,031
-13.1%
0.26%
-34.6%
Q3 2016$4,315,000
+213.8%
43,761
+220.3%
0.40%
+167.6%
Q2 2016$1,375,000
+564.3%
13,663
+514.1%
0.15%
+516.7%
Q1 2016$207,0002,2250.02%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Carolina Wealth Advisors, LLC 317,519$21,292,82412.02%
FISCHER INVESTMENT STRATEGIES, LLC 155,459$10,425,11110.58%
ETF Portfolio Partners, Inc. 354,821$23,794,2838.78%
Koss-Olinger Consulting, LLC 642,481$43,085,0006.36%
Sterling Financial Group, Inc. 137,092$9,193,3915.77%
Safir Wealth Advisors, LLC 78,107$5,237,8795.07%
Evolution Advisers, Inc. 90,046$6,0384.37%
Axiom Financial Strategies, LLC 91,202$6,116,0374.10%
Second Half Financial Partners, LLC 118,762$7,964,1803.97%
Parker Financial LLC 67,690$4,539,2663.17%
View complete list of VANGUARD BD INDEX FDS shareholders