Creative Planning - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 247 filers reported holding VANGUARD BD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.53 and the average weighting 0.3%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$1,841,035
+783.0%
27,454
+886.5%
0.00%
Q2 2023$208,504
-59.0%
2,783
-58.1%
0.00%
-100.0%
Q1 2023$508,738
+124.1%
6,638
+111.8%
0.00%
Q4 2022$227,029
-5.4%
3,134
-6.2%
0.00%
Q3 2022$240,000
-23.6%
3,342
-15.1%
0.00%
-100.0%
Q2 2022$314,000
-20.3%
3,935
-8.4%
0.00%0.0%
Q1 2022$394,000
-7.7%
4,298
+3.6%
0.00%0.0%
Q4 2021$427,000
+6.5%
4,148
+5.8%
0.00%0.0%
Q3 2021$401,000
-2.0%
3,921
-1.3%
0.00%0.0%
Q2 2021$409,000
+3.3%
3,971
-1.5%
0.00%0.0%
Q1 2021$396,000
+20.0%
4,033
+34.1%
0.00%0.0%
Q4 2020$330,000
-3.5%
3,008
-1.5%
0.00%0.0%
Q3 2020$342,000
-55.3%
3,054
-55.4%
0.00%
-50.0%
Q2 2020$765,000
+53.6%
6,854
+46.9%
0.00%0.0%
Q1 2020$498,000
-10.3%
4,667
-15.6%
0.00%0.0%
Q4 2019$555,000
+26.7%
5,530
+29.6%
0.00%
+100.0%
Q3 2019$438,000
+28.4%
4,268
+21.6%
0.00%0.0%
Q2 2019$341,000
+9.6%
3,510
+3.9%
0.00%0.0%
Q1 2019$311,000
-11.9%
3,377
-16.2%
0.00%0.0%
Q4 2018$353,000
-1.1%
4,032
-1.4%
0.00%0.0%
Q3 2018$357,000
+9.2%
4,088
+10.9%
0.00%0.0%
Q2 2018$327,000
-16.2%
3,687
-14.0%
0.00%
-50.0%
Q1 2018$390,000
-16.7%
4,287
-13.0%
0.00%0.0%
Q4 2017$468,000
+17.0%
4,925
+15.3%
0.00%0.0%
Q3 2017$400,000
+1.5%
4,270
+0.9%
0.00%0.0%
Q2 2017$394,000
-8.2%
4,233
-11.2%
0.00%0.0%
Q1 2017$429,000
-19.8%
4,769
-20.5%
0.00%
-33.3%
Q4 2016$535,000
-51.8%
5,998
-46.7%
0.00%
-57.1%
Q3 2016$1,110,000
+655.1%
11,255
+649.8%
0.01%
+600.0%
Q2 2016$147,000
+2.1%
1,501
-2.7%
0.00%0.0%
Q1 2016$144,000
-43.5%
1,543
-47.3%
0.00%
-50.0%
Q4 2015$255,000
+80.9%
2,928
+85.8%
0.00%
+100.0%
Q3 2015$141,000
-42.7%
1,576
-38.2%
0.00%
-50.0%
Q1 2015$246,000
-28.1%
2,549
-29.7%
0.00%
-50.0%
Q4 2014$342,000
+19.2%
3,627
+14.0%
0.00%
+33.3%
Q3 2014$287,000
+80.5%
3,182
+79.9%
0.00%
+50.0%
Q2 2014$159,000
+57.4%
1,769
+51.7%
0.00%0.0%
Q1 2014$101,000
-2.9%
1,166
-8.1%
0.00%0.0%
Q4 2013$104,000
-17.5%
1,269
-16.2%
0.00%0.0%
Q3 2013$126,000
-9.4%
1,515
-7.3%
0.00%
-33.3%
Q2 2013$139,0001,6340.00%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2022
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