Capital Investment Advisors, 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
Capital Investment Advisors, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q4 2023$1,061,461
-6.7%
13,897
-11.6%
0.03%
-12.9%
Q3 2023$1,137,329
-14.0%
15,729
-10.5%
0.03%
-22.5%
Q2 2023$1,321,995
-4.0%
17,573
-2.1%
0.04%
-2.4%
Q1 2023$1,377,281
+86412.6%
17,947
-16.2%
0.04%
-14.6%
Q4 2022$1,592
-99.9%
21,425
+5.5%
0.05%
-5.9%
Q3 2022$1,493,000
-3.9%
20,314
+1.5%
0.05%
-1.9%
Q2 2022$1,554,000
-7.1%
20,014
-2.0%
0.05%
+2.0%
Q1 2022$1,673,000
-6.0%
20,429
+0.6%
0.05%
-5.6%
Q4 2021$1,780,000
-1.5%
20,317
+0.5%
0.05%
-11.5%
Q3 2021$1,807,000
+0.8%
20,206
+1.4%
0.06%
-1.6%
Q2 2021$1,793,000
+11.3%
19,935
+9.8%
0.06%
+1.6%
Q1 2021$1,611,000
-3.5%
18,161
+1.0%
0.06%
-12.9%
Q4 2020$1,669,000
+6.0%
17,974
+6.7%
0.07%
-6.7%
Q3 2020$1,575,000
-0.5%
16,853
-0.8%
0.08%
-8.5%
Q2 2020$1,583,000
+0.2%
16,983
-4.0%
0.08%
-18.8%
Q1 2020$1,580,000
-36.1%
17,683
-37.6%
0.10%
-15.1%
Q4 2019$2,473,000
+13.6%
28,358
+14.6%
0.12%
+4.4%
Q3 2019$2,177,000
+4.5%
24,743
+2.8%
0.11%0.0%
Q2 2019$2,083,000
+2.5%
24,076
-0.6%
0.11%
-3.4%
Q1 2019$2,032,000
+3.0%
24,214
-0.3%
0.12%
-10.6%
Q4 2018$1,973,000
-1.5%
24,276
-2.5%
0.13%
+11.9%
Q3 2018$2,004,000
-24.5%
24,900
-24.0%
0.12%
-28.5%
Q2 2018$2,654,000
-9.3%
32,776
-8.4%
0.16%
-13.6%
Q1 2018$2,927,000
-50.1%
35,793
-48.8%
0.19%
-50.1%
Q4 2017$5,865,000
-5.2%
69,968
-4.2%
0.38%
-9.9%
Q3 2017$6,185,000
-7.9%
73,054
-8.1%
0.42%
-11.6%
Q2 2017$6,719,000
-2.9%
79,486
-4.0%
0.48%
-8.4%
Q1 2017$6,921,000
-8.5%
82,773
-9.0%
0.52%
-17.6%
Q4 2016$7,560,000
-9.6%
91,005
-4.6%
0.64%
-13.6%
Q3 2016$8,364,000
-6.6%
95,416
-6.2%
0.74%
-12.2%
Q2 2016$8,956,000
-6.6%
101,691
-8.5%
0.84%
-11.1%
Q1 2016$9,587,000
+4.5%
111,133
+0.6%
0.94%0.0%
Q4 2015$9,174,000
-4.0%
110,451
-1.9%
0.94%
-11.9%
Q3 2015$9,553,000
+10.4%
112,602
+9.1%
1.07%
+15.0%
Q2 2015$8,655,000
+0.2%
103,193
+3.0%
0.93%
+1.9%
Q1 2015$8,640,000
+53.4%
100,218
+50.7%
0.91%
+46.7%
Q4 2014$5,633,000
+14.3%
66,519
+13.7%
0.62%
+10.5%
Q3 2014$4,928,000
+3.5%
58,480
+4.0%
0.56%
+3.5%
Q2 2014$4,761,000
-99.9%
56,220
+16.5%
0.54%
+7.9%
Q1 2014$4,019,925,000
+96999.6%
48,241
-4.8%
0.50%
-8.0%
Q4 2013$4,140,00050,6730.55%
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