NewSquare Capital LLC - 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
NewSquare Capital LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$12,497,517
-1.7%
172,832
+2.3%
1.32%
-0.1%
Q2 2023$12,713,907
+2.3%
169,000
+4.4%
1.32%
-10.0%
Q1 2023$12,425,011
+1.1%
161,910
-2.1%
1.47%
-4.2%
Q4 2022$12,291,821
+1.3%
165,390
+0.1%
1.53%
+1.1%
Q3 2022$12,137,000
-8.9%
165,175
-3.8%
1.52%
-11.1%
Q2 2022$13,327,000
+0.8%
171,633
+6.3%
1.71%
+21.8%
Q1 2022$13,222,000
+0.3%
161,438
+7.3%
1.40%
+0.4%
Q4 2021$13,180,000
+3.1%
150,424
+5.3%
1.40%
-6.6%
Q3 2021$12,781,000
+4.2%
142,899
+4.8%
1.49%
+2.8%
Q2 2021$12,265,000
+18.1%
136,335
+16.5%
1.45%
+6.8%
Q1 2021$10,382,000
+23.3%
117,006
+29.1%
1.36%
+15.4%
Q4 2020$8,417,000
+15.5%
90,656
+16.3%
1.18%
+0.7%
Q3 2020$7,287,000
+11.1%
77,953
+10.8%
1.17%
+4.6%
Q2 2020$6,557,000
+2.5%
70,363
-1.8%
1.12%
-5.6%
Q1 2020$6,400,000
+18.6%
71,642
+15.8%
1.18%
+32.7%
Q4 2019$5,395,000
+1.1%
61,853
+2.0%
0.89%
-7.7%
Q3 2019$5,338,000
+5.0%
60,658
+3.2%
0.97%
+4.2%
Q2 2019$5,084,000
+12.5%
58,774
+9.2%
0.93%
+7.7%
Q1 2019$4,518,000
+6.2%
53,829
+2.9%
0.86%
-4.1%
Q4 2018$4,254,000
+3.6%
52,334
+2.5%
0.90%
+15.3%
Q3 2018$4,108,000
+5.2%
51,049
+5.8%
0.78%
-1.8%
Q2 2018$3,906,000
+13.8%
48,239
+14.9%
0.79%
+6.3%
Q1 2018$3,432,000
+10.7%
41,969
+13.4%
0.75%
+5.4%
Q4 2017$3,101,000
-1.8%
36,994
-0.8%
0.71%
-6.1%
Q3 2017$3,158,000
-8.9%
37,299
-9.0%
0.76%
-10.3%
Q2 2017$3,467,000
-3.8%
41,009
-4.9%
0.84%
-2.0%
Q1 2017$3,604,000
-5.7%
43,109
-6.3%
0.86%
-10.0%
Q4 2016$3,821,000
+21127.8%
45,995
+22336.6%
0.95%
+23750.0%
Q3 2016$18,000
-21.7%
205
-21.2%
0.00%
-20.0%
Q2 2016$23,000
+4.5%
2600.0%0.01%
-16.7%
Q1 2016$22,000
-24.1%
260
-25.7%
0.01%
-25.0%
Q4 2015$29,000
-37.0%
350
-35.8%
0.01%
-42.9%
Q3 2015$46,000
-30.3%
545
-30.7%
0.01%
-30.0%
Q2 2015$66,000
-46.8%
786
-45.5%
0.02%
-47.4%
Q1 2015$124,000
+31.9%
1,441
+29.2%
0.04%
+18.8%
Q4 2014$94,000
-28.2%
1,115
-28.3%
0.03%
-31.9%
Q3 2014$131,000
+11.0%
1,555
+11.9%
0.05%
+11.9%
Q2 2014$118,000
+521.1%
1,390
+517.8%
0.04%
+425.0%
Q1 2014$19,000
+171.4%
225
+150.0%
0.01%
+166.7%
Q4 2013$7,000900.00%
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