Cerity Partners LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 683 filers reported holding VANGUARD BD INDEX FDS in Q1 2023. The put-call ratio across all filers is 3.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$13,535,807
+89.7%
187,191
+97.3%
0.07%
+135.7%
Q2 2023$7,137,049
-2.2%
94,870
-0.3%
0.03%
+64.7%
Q1 2023$7,300,089
+33.2%
95,127
+29.0%
0.02%
-51.4%
Q4 2022$5,482,117
+42.2%
73,766
+40.6%
0.04%
-23.9%
Q3 2022$3,855,000
-2.3%
52,466
+3.2%
0.05%
+4.5%
Q2 2022$3,947,000
-7.4%
50,837
-2.4%
0.04%
-33.3%
Q1 2022$4,264,000
-5.6%
52,065
+1.0%
0.07%
-4.3%
Q4 2021$4,517,000
+29.6%
51,550
+32.3%
0.07%
-10.4%
Q3 2021$3,485,000
+40.0%
38,960
+40.7%
0.08%
+42.6%
Q2 2021$2,490,000
+15.7%
27,681
+14.1%
0.05%
+5.9%
Q1 2021$2,152,000
+7.7%
24,255
+12.7%
0.05%
-20.3%
Q4 2020$1,999,00021,5280.06%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 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