Resource Planning Group - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 271 filers reported holding VANGUARD BD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.11 and the average weighting 0.3%.

Quarter-by-quarter ownership
Resource Planning Group ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$302,348
-14.8%
4,509
-4.9%
0.26%
-11.1%
Q2 2023$355,017
+1.0%
4,739
+3.3%
0.29%
+0.7%
Q1 2023$351,442
+12.3%
4,586
+6.2%
0.29%
+13.9%
Q4 2022$312,841
-46.2%
4,319
-46.5%
0.25%
-50.3%
Q3 2022$581,000
+45.2%
8,077
+60.9%
0.50%
+51.7%
Q2 2022$400,000
-22.3%
5,019
-10.7%
0.33%
-10.0%
Q1 2022$515,000
-44.2%
5,622
-37.3%
0.37%
-40.2%
Q4 2021$923,000
-2.7%
8,965
-3.4%
0.62%
+3.9%
Q3 2021$949,000
-3.9%
9,278
-3.3%
0.60%
+4.2%
Q2 2021$988,000
+44.0%
9,591
+37.3%
0.57%
+27.1%
Q1 2021$686,000
-33.7%
6,985
-25.9%
0.45%
-38.8%
Q4 2020$1,034,000
-2.9%
9,427
-1.0%
0.74%
-9.0%
Q3 2020$1,065,000
+59.4%
9,527
+59.3%
0.81%
+61.6%
Q2 2020$668,000
+48.8%
5,979
+42.0%
0.50%
+27.9%
Q1 2020$449,000
+3.7%
4,212
-2.3%
0.39%
+57.7%
Q4 2019$433,000
-4.2%
4,312
-2.1%
0.25%
-6.1%
Q3 2019$452,000
+5.9%
4,403
+0.0%
0.26%
+5.2%
Q2 2019$427,000
+5.4%
4,402
+0.0%
0.25%
-6.3%
Q1 2019$405,000
-11.6%
4,401
-15.9%
0.27%
-21.6%
Q4 2018$458,0005,2320.34%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 256,260$23,074,00022.70%
Barry Investment Advisors, LLC 150,603$13,560,0005.03%
Beacon Capital Management, Inc. 791,075$71,228,0003.68%
S. R. Schill & Associates 63,369$5,706,0003.64%
HT Partners LLC 58,275$5,247,0002.42%
IFC Holdings Incorporated/FL 301,042$27,091,0002.38%
KWMG, LLC 51,341$4,623,0001.78%
SignalPoint Asset Management, LLC 64,570$5,814,0001.62%
EVERGREEN CAPITAL MANAGEMENT LLC 86,075$7,750,0001.61%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 131,200$11,813,0001.47%
View complete list of VANGUARD BD INDEX FDS shareholders