Focused Wealth Management, Inc - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 655 filers reported holding VANGUARD BD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.8%.

Quarter-by-quarter ownership
Focused Wealth Management, Inc ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$237,089
-1.4%
3,279
+2.6%
0.04%
-2.3%
Q2 2023$240,486
+0.2%
3,197
+2.2%
0.04%
-12.2%
Q1 2023$240,003
-2.7%
3,127
-5.7%
0.05%
-2.0%
Q4 2022$246,548
-1.8%
3,317
-2.8%
0.05%
-5.7%
Q3 2022$251,000
+3.7%
3,413
+9.7%
0.05%
+20.5%
Q2 2022$242,000
-1.6%
3,110
+3.6%
0.04%
+12.8%
Q1 2022$246,000
+1657.1%
3,001
+1811.5%
0.04%
+1200.0%
Q4 2019$14,000
+600.0%
157
+554.2%
0.00%
+200.0%
Q3 2019$2,000
-81.8%
24
-81.7%
0.00%
-66.7%
Q2 2019$11,0000.0%1310.0%0.00%0.0%
Q1 2019$11,0000.0%1310.0%0.00%
-25.0%
Q4 2018$11,000
+450.0%
131
+445.8%
0.00%
+300.0%
Q3 2018$2,0000.0%240.0%0.00%0.0%
Q2 2018$2,0000.0%240.0%0.00%0.0%
Q1 2018$2,000
-97.5%
24
-97.5%
0.00%
-96.2%
Q4 2017$80,000
+370.6%
954
+377.0%
0.03%
+333.3%
Q3 2017$17,000
+70.0%
200
+70.9%
0.01%
-40.0%
Q3 2013$10,0001170.01%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2022
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