M Holdings Securities, Inc. - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 698 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q1 2022$255,000
-29.9%
3,110
-28.2%
0.02%
-77.4%
Q1 2019$364,000
+4.6%
4,332
+1.0%
0.08%
-22.2%
Q4 2018$348,000
-10.8%
4,287
-11.5%
0.11%
+5.9%
Q3 2018$390,000
-15.6%
4,844
-15.1%
0.10%
-19.7%
Q2 2018$462,000
+0.2%
5,705
+1.2%
0.13%
-9.9%
Q1 2018$461,000
-66.3%
5,640
-48.9%
0.14%
-31.6%
Q4 2017$1,369,000
+162.8%
11,028
+79.1%
0.21%
+25.6%
Q3 2017$521,000
+0.8%
6,158
+0.7%
0.16%
-6.8%
Q2 2017$517,000
+1.8%
6,113
+0.6%
0.18%
-10.2%
Q1 2017$508,000
+25.7%
6,078
+25.0%
0.20%
+40.0%
Q4 2016$404,000
-22.6%
4,862
-18.3%
0.14%
-41.2%
Q3 2016$522,000
+53.1%
5,951
+53.7%
0.24%
+36.0%
Q2 2016$341,000
+44.5%
3,872
+41.7%
0.18%
+21.5%
Q1 2016$236,000
+108.8%
2,732
+104.3%
0.14%
+128.6%
Q3 2014$113,0001,3370.06%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 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