LVW Advisors, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 626 filers reported holding VANGUARD BD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.8%.

Quarter-by-quarter ownership
LVW Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$274,272
-12.5%
3,793
-9.0%
0.06%
-5.0%
Q2 2023$313,484
+1.5%
4,167
+3.6%
0.06%0.0%
Q1 2023$308,802
+5.2%
4,024
+1.9%
0.06%0.0%
Q4 2022$293,490
-10.8%
3,949
-11.8%
0.06%
-18.9%
Q3 2022$329,000
-8.4%
4,479
-3.0%
0.07%
+1.4%
Q2 2022$359,000
-3.2%
4,617
+1.9%
0.07%
+15.9%
Q1 2022$371,000
-4.1%
4,533
+2.5%
0.06%
-4.5%
Q4 2021$387,000
+0.3%
4,421
+2.5%
0.07%0.0%
Q3 2021$386,000
-0.3%
4,315
+0.2%
0.07%
-4.3%
Q2 2021$387,000
-0.5%
4,306
-1.9%
0.07%
-8.0%
Q1 2021$389,000
+0.3%
4,389
+5.1%
0.08%
-3.8%
Q4 2020$388,000
+1.8%
4,175
+2.6%
0.08%
-7.1%
Q3 2020$381,000
+9.8%
4,071
+9.4%
0.08%0.0%
Q2 2020$347,000
+11.9%
3,720
+7.1%
0.08%
+1.2%
Q1 2020$310,0003,4750.08%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$105,980,32041.33%
GPWM LLC 222,881$16,564,51514.81%
BCM ADVISORS, LLC 652,823$50,443,63313.94%
Brewster Financial Planning LLC 170,690$12,685,68113.44%
Signify Wealth 177,839$13,216,99411.57%
Fullen Financial Group 262,996$20,20911.47%
Franklin, Parlapiano, Turner & Welch, LLC 442,402$32,879,30610.79%
OLIO Financial Planning 261,417$19,428,51510.56%
Burt Wealth Advisors 403,901$30,017,91110.05%
Sage Financial Management Group, Inc. 169,280$12,5818.79%
View complete list of VANGUARD BD INDEX FDS shareholders