Resource Planning Group - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 698 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
Resource Planning Group ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$425,711
-7.6%
5,887
-3.9%
0.36%
-3.2%
Q2 2023$460,731
-40.1%
6,124
-38.9%
0.37%
-40.4%
Q1 2023$769,802
+7.9%
10,031
+4.5%
0.63%
+9.4%
Q4 2022$713,718
-2.6%
9,603
-3.7%
0.57%
-10.2%
Q3 2022$733,000
-12.2%
9,974
-7.3%
0.64%
-8.3%
Q2 2022$835,0000.0%10,754
+5.5%
0.70%
+15.8%
Q1 2022$835,000
-6.1%
10,189
+0.4%
0.60%
+0.7%
Q4 2021$889,000
+24.0%
10,150
+26.6%
0.60%
+32.2%
Q3 2021$717,000
-4.9%
8,016
-4.3%
0.45%
+3.2%
Q2 2021$754,000
-19.6%
8,377
-20.7%
0.44%
-28.9%
Q1 2021$938,000
-3.2%
10,570
+1.3%
0.62%
-10.7%
Q4 2020$969,000
-3.6%
10,431
-3.0%
0.69%
-9.7%
Q3 2020$1,005,000
+50.7%
10,750
+50.2%
0.76%
+52.9%
Q2 2020$667,000
+28.8%
7,156
+23.5%
0.50%
+10.6%
Q1 2020$518,000
+0.2%
5,796
-2.2%
0.45%
+52.4%
Q4 2019$517,000
-1.0%
5,9290.0%0.30%
-3.0%
Q3 2019$522,000
+1.8%
5,9290.0%0.30%
+1.0%
Q2 2019$513,0005,9290.30%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2023
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