Gradient Investments LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 255 filers reported holding VANGUARD BD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q1 2024$9,399
-21.2%
130
-18.8%
0.00%
Q4 2023$11,933
+2.3%
160
-8.0%
0.00%
Q3 2023$11,668
+8.2%
174
+20.8%
0.00%
Q2 2023$10,788
+28.0%
144
+30.9%
0.00%
Q1 2023$8,430
-18.6%
110
-23.1%
0.00%
Q4 2022$10,359
+29.5%
143
+30.0%
0.00%
Q3 2022$8,000
-11.1%
1100.0%0.00%
Q2 2022$9,000
-10.0%
1100.0%0.00%
Q1 2022$10,000
-16.7%
110
-4.3%
0.00%
Q4 2021$12,000
+9.1%
115
+4.5%
0.00%
Q3 2021$11,000
-26.7%
110
-25.7%
0.00%
Q2 2021$15,000
-53.1%
148
-54.5%
0.00%
-100.0%
Q1 2021$32,000
+52.4%
325
+72.9%
0.00%0.0%
Q4 2020$21,0000.0%1880.0%0.00%0.0%
Q3 2020$21,0000.0%1880.0%0.00%0.0%
Q2 2020$21,000
+5.0%
1880.0%0.00%0.0%
Q1 2020$20,000
+5.3%
1880.0%0.00%0.0%
Q4 2019$19,000
+533.3%
188
+469.7%
0.00%
Q2 2017$3,000
-72.7%
33
-69.2%
0.00%
-100.0%
Q3 2016$11,0001070.00%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
CABANA LLC 31,957$2,910,00011.45%
Safir Wealth Advisors, LLC 69,522$6,374,0005.32%
Evolution Advisers, Inc. 76,246$6,990,0005.17%
Karpus Management, Inc. 1,621,176$148,646,0004.52%
Bay Harbor Wealth Management, LLC 99,362$9,111,0003.68%
NYL Investors LLC 253,800$23,271,0003.20%
LINCOLN NATIONAL CORP 1,534,198$140,671,0002.91%
HT Partners LLC 87,310$8,005,0002.47%
H&H Retirement Design & Management INC 35,784$3,116,0002.12%
Semmax Financial Advisors Inc. 40,426$3,707,0001.46%
View complete list of VANGUARD BD INDEX FDS shareholders