Atria Investments, Inc - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 626 filers reported holding VANGUARD BD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.8%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$10,310,415
-18.4%
142,586
-15.1%
0.18%
-19.3%
Q2 2023$12,636,066
+77.8%
167,966
+81.4%
0.23%
+68.9%
Q1 2023$7,105,730
-1.4%
92,595
-4.5%
0.14%
-8.8%
Q4 2022$7,208,810
+4.0%
96,996
+2.8%
0.15%
-3.3%
Q3 2022$6,932,000
-30.1%
94,338
-26.1%
0.15%
-26.4%
Q2 2022$9,912,000
-49.3%
127,654
-46.5%
0.21%
-39.2%
Q1 2022$19,552,000
+7.9%
238,730
+15.5%
0.34%
+5.9%
Q4 2021$18,114,000
+11.2%
206,731
+13.5%
0.32%
+9.9%
Q3 2021$16,291,000
+28.4%
182,148
+29.2%
0.29%
+20.0%
Q2 2021$12,685,000
+40.9%
141,003
+39.0%
0.24%
+23.1%
Q1 2021$9,003,000
+5.1%
101,461
+10.0%
0.20%
-3.9%
Q4 2020$8,565,000
+5.5%
92,250
+6.2%
0.21%
-16.2%
Q3 2020$8,117,000
+15.9%
86,827
+15.5%
0.25%
+2.9%
Q2 2020$7,006,000
+31.6%
75,178
+23.2%
0.24%
+66.7%
Q4 2019$5,323,000
+7.9%
61,026
+8.9%
0.14%
-18.2%
Q3 2019$4,932,000
+10.8%
56,049
+10.8%
0.18%
+6.0%
Q2 2019$4,451,000
+6.6%
50,586
+1.7%
0.17%
-6.2%
Q1 2019$4,175,000
-23.1%
49,738
-25.6%
0.18%
-26.6%
Q4 2018$5,432,000
+113.7%
66,826
+111.5%
0.24%
+141.0%
Q3 2018$2,542,000
+7.0%
31,590
+7.7%
0.10%
-3.8%
Q2 2018$2,375,000
-32.0%
29,332
-31.3%
0.10%
-38.1%
Q1 2018$3,491,000
-4.9%
42,687
-2.5%
0.17%
-7.7%
Q4 2017$3,672,000
-17.1%
43,798
-16.3%
0.18%
-24.5%
Q3 2017$4,431,000
+46.7%
52,340
+46.4%
0.24%
+30.3%
Q2 2017$3,021,000
-36.8%
35,741
-37.5%
0.18%
-40.5%
Q1 2017$4,781,000
-22.7%
57,179
-23.2%
0.31%
-34.1%
Q4 2016$6,182,000
+6.1%
74,424
+11.9%
0.47%
-11.9%
Q3 2016$5,829,000
+163.8%
66,500
+165.7%
0.54%
+125.2%
Q2 2016$2,210,000
+87.3%
25,030
+83.1%
0.24%
+77.6%
Q1 2016$1,180,000
+15.7%
13,673
+12.6%
0.13%
+19.6%
Q4 2015$1,020,00012,1410.11%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2021
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