Creative Planning - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 638 filers reported holding VANGUARD BD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.61 and the average weighting 0.9%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$5,387,478
+140.2%
74,505
+149.9%
0.01%
+133.3%
Q2 2023$2,243,232
+9.6%
29,818
+11.8%
0.00%0.0%
Q1 2023$2,046,231
+35.7%
26,664
+31.4%
0.00%
+50.0%
Q4 2022$1,507,632
-26.3%
20,286
-27.1%
0.00%
-50.0%
Q3 2022$2,045,000
-6.3%
27,835
-1.0%
0.00%0.0%
Q2 2022$2,183,000
-23.8%
28,118
-19.6%
0.00%0.0%
Q1 2022$2,864,000
-6.0%
34,974
+0.6%
0.00%
-20.0%
Q4 2021$3,047,000
+7.6%
34,776
+9.9%
0.01%0.0%
Q3 2021$2,831,000
+1.4%
31,647
+2.0%
0.01%0.0%
Q2 2021$2,792,000
-4.8%
31,031
-6.1%
0.01%
-16.7%
Q1 2021$2,933,000
-14.9%
33,055
-10.9%
0.01%
-25.0%
Q4 2020$3,445,000
+3.4%
37,104
+4.1%
0.01%
-11.1%
Q3 2020$3,333,000
+77.2%
35,656
+76.7%
0.01%
+80.0%
Q2 2020$1,881,000
-11.1%
20,180
-14.8%
0.01%
-37.5%
Q1 2020$2,117,000
+5.4%
23,694
+2.9%
0.01%
+33.3%
Q4 2019$2,009,000
+28.5%
23,031
+29.6%
0.01%
+20.0%
Q3 2019$1,564,000
-18.0%
17,769
-19.4%
0.01%
-16.7%
Q2 2019$1,907,000
+22.0%
22,048
+18.4%
0.01%0.0%
Q1 2019$1,563,000
+17.9%
18,621
+14.2%
0.01%
+20.0%
Q4 2018$1,326,000
-22.0%
16,311
-22.7%
0.01%
-16.7%
Q3 2018$1,699,000
+10.4%
21,113
+11.1%
0.01%0.0%
Q2 2018$1,539,000
-3.0%
19,009
-2.0%
0.01%0.0%
Q1 2018$1,586,000
-9.6%
19,398
-7.3%
0.01%
-25.0%
Q4 2017$1,754,000
+18.6%
20,919
+19.8%
0.01%
+14.3%
Q3 2017$1,479,000
+5.9%
17,465
+5.8%
0.01%0.0%
Q2 2017$1,396,0000.0%16,509
-1.1%
0.01%
-12.5%
Q1 2017$1,396,000
-14.1%
16,692
-14.7%
0.01%
-20.0%
Q4 2016$1,626,000
-5.6%
19,575
-0.3%
0.01%
-9.1%
Q3 2016$1,722,000
+57.0%
19,642
+57.7%
0.01%
+37.5%
Q2 2016$1,097,000
-3.0%
12,457
-5.0%
0.01%
-11.1%
Q1 2016$1,131,000
+30.3%
13,114
+25.5%
0.01%
+28.6%
Q4 2015$868,000
+22.4%
10,447
+25.1%
0.01%
+16.7%
Q3 2015$709,000
-5.7%
8,353
-4.3%
0.01%
-14.3%
Q1 2015$752,000
-14.3%
8,727
-15.7%
0.01%
-22.2%
Q4 2014$877,000
+7.6%
10,352
+7.0%
0.01%0.0%
Q3 2014$815,000
-1.5%
9,674
-1.0%
0.01%
-18.2%
Q2 2014$827,000
-9.4%
9,767
-10.8%
0.01%
-21.4%
Q1 2014$913,000
+4.7%
10,950
+2.6%
0.01%
-6.7%
Q4 2013$872,000
-41.6%
10,676
-40.3%
0.02%
-50.0%
Q3 2013$1,493,000
+28.2%
17,883
+28.1%
0.03%
+11.1%
Q2 2013$1,165,00013,9560.03%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
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